Signals

← Signals

☆MLPA

297 in-universe funds with a nonzero position in MLPA within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#18252
Score / z0.000 / -0.02
Consensus95.15 over 172 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 259.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 178.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 98.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 62.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 53.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 51.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 37.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 29.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 25.6 0.6% 4 +0.0 pp -0.0 pp -0.2 pp +0.6 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 22.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 22.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 21.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 14.7 0.9% 4 +0.2 pp +0.2 pp +0.1 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 14.6 0.8% 4 +0.1 pp +0.0 pp -0.0 pp +0.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 14.5 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 13.4 0.8% 3 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 12.3 3.0% 4 +0.4 pp +0.5 pp +0.5 pp +3.0 pp
☆ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 11.8 2.1% 4 +0.1 pp -0.0 pp -0.2 pp +2.1 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 11.0 2.4% 4 +0.2 pp +0.2 pp +0.0 pp +2.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 10.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 9.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 9.3 1.0% 4 +0.1 pp +0.0 pp -0.7 pp +1.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 8.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 8.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 7.9 0.6% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 7.6 3.7% 4 +0.6 pp +0.7 pp +0.8 pp +3.7 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 7.1 0.9% 4 +0.0 pp +0.7 pp +0.8 pp +0.9 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 5.9 1.0% 4 +0.0 pp +0.0 pp -0.0 pp +1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 5.3 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 5.1 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 5.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 4.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 3.9 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆Point Nemo Capital, LLC CIK 0001988307 0.000 188 3.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Strong Tower Advisory Services CIK 0001889322 0.313 93 3.7 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 3.4 0.4% 4 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 3.1 0.4% 4 +0.0 pp +0.1 pp -0.5 pp +0.4 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 2.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meixler Investment Management, Ltd. CIK 0001911615 0.249 89 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 2.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 2.6 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.6 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 2.2 1.6% 4 -0.2 pp -0.4 pp -0.6 pp +1.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 2.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 1.9 2.3% 3 +0.9 pp +0.7 pp +2.3 pp +2.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.8 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.466 48 1.8 0.9% 6 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 1.3 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆LFG Wealth Partners, LLC CIK 0002044171 0.104 98 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 1.2 0.4% 4 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 1.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 1.1 0.5% 6 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LGL PARTNERS, LLC CIK 0001653202 0.782 62 1.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.9 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.8 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.7 0.2% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.6 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 0.6 0.2% 1 +0.2 pp +0.2 pp -0.5 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.6 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 0.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.4 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.4 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Family Wealth LLC CIK 0002116118 0.293 106 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.3 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWS Partners CIK 0001731731 0.307 108 0.2 0.1% 1 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.2 0.1% 5 -0.3 pp -0.5 pp -1.1 pp -1.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 1 +0.0 pp -0.8 pp -0.8 pp -0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 0.0 0.0% 0 -0.2 pp -0.4 pp -0.4 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 0.0 0.0% 0 -14.5 pp -12.6 pp -11.7 pp -12.5 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆Attessa Capital LLC CIK 0002020560 0.810 51 0.0 0.0% 0 -0.1 pp -0.2 pp -0.4 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 0 +0.0 pp -0.1 pp -0.5 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.3 pp -0.1 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just MLPA). Qtrs Held counts distinct quarters this fund has actually held MLPA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MLPA position size. Δ columns are the percentage-point change in MLPA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status