Signals

← Signals

☆MLPX

456 in-universe funds with a nonzero position in MLPX within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1472
Score / z0.012 / -0.00
Consensus125.88 over 238 funds
Momentumnot computed

Price & positioning

226 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 818.6 0.0% 7 -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 170.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 105.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 57.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 55.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 49.2 4.5% 5 -0.6 pp -0.3 pp -0.5 pp -0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 37.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 31.0 8.3% 6 -1.1 pp +0.4 pp +0.1 pp -0.2 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 30.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 30.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 29.8 0.7% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 29.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 28.2 1.1% 5 -0.1 pp +0.1 pp +0.3 pp +0.2 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 27.3 5.8% 2 -0.5 pp +5.8 pp +5.8 pp +5.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 25.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 24.6 3.7% 5 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.817 6 24.4 8.8% 2 -1.2 pp +8.8 pp -1.9 pp +8.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 24.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 21.6 5.4% 5 +0.6 pp +1.5 pp +1.0 pp +1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 21.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 19.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 16.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.8 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 13.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 12.6 1.9% 3 -0.3 pp -1.0 pp +1.9 pp -1.3 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 11.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 10.1 0.1% 5 -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 9.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warner Group LLC CIK 0002073617 0.415 129 9.5 2.3% 3 -1.2 pp -0.7 pp +2.3 pp +2.3 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 9.0 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 8.9 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 8.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MENLO ADVISORS LLC CIK 0001279708 0.524 30 8.5 3.7% 5 +1.0 pp +1.0 pp +0.8 pp +0.3 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 8.5 4.5% 1 +4.5 pp -9.2 pp -9.0 pp -9.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.466 48 8.2 4.7% 7 +0.5 pp +0.2 pp +0.2 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 6.7 0.8% 3 -0.0 pp +0.4 pp +0.8 pp +0.8 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 6.5 1.6% 5 -0.4 pp +0.0 pp +0.1 pp +0.1 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 6.3 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 6.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 5.8 1.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 5.5 2.6% 5 -0.2 pp -0.1 pp -0.4 pp -1.0 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 5.3 1.3% 5 -0.0 pp +0.7 pp +0.7 pp +0.6 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 5.3 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 4.7 0.4% 5 +0.3 pp +0.3 pp -0.1 pp +0.0 pp
☆Ironsides Asset Advisors, LLC CIK 0001615135 0.747 83 4.5 1.1% 5 -0.1 pp +0.0 pp +0.3 pp +0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 4.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 4.3 0.9% 2 -1.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 4.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 3.8 1.0% 5 -0.2 pp +0.1 pp +0.0 pp -0.2 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 3.8 1.6% 5 +0.3 pp +0.9 pp +1.1 pp +1.2 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 3.8 0.6% 5 -0.1 pp -0.2 pp +0.5 pp +0.6 pp
☆Old Port Advisors CIK 0001744348 0.222 266 3.7 0.7% 5 -0.6 pp -0.4 pp -0.5 pp -0.5 pp
☆Essex LLC CIK 0001889147 0.576 180 3.7 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.7 0.2% 4 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.7 0.0% 5 -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 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bollard Group LLC CIK 0001556218 0.801 308 3.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 3.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 3.4 0.8% 5 +0.1 pp +0.0 pp -0.2 pp -0.2 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 3.4 0.3% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 3.3 0.9% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 3.3 0.5% 5 -0.0 pp -0.1 pp +0.1 pp -0.2 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 3.3 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 3.3 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 3.1 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 2.8 1.1% 5 -0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 2.8 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 2.8 0.3% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 2.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 2.5 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 2.4 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 2.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 2.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 2.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHARPEPOINT LLC CIK 0002046822 0.139 89 2.3 1.1% 5 -0.3 pp +0.0 pp -0.5 pp -1.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 2.2 0.7% 3 -0.1 pp +0.1 pp +0.7 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 2.2 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 2.1 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 2.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.7 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Verity & Verity, LLC CIK 0001542108 0.503 138 1.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 1.7 0.6% 4 -0.1 pp -0.4 pp -0.4 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 1.6 0.1% 2 -0.0 pp +0.1 pp -0.1 pp -0.2 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 1.6 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 1.5 0.5% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 1.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 1.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.4 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 1.2 0.4% 1 +0.4 pp +0.4 pp +0.2 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.2 0.0% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.1 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 1.0 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.0 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birch Capital Management, LLC CIK 0001799859 0.374 79 0.9 0.5% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.9 0.5% 5 -0.2 pp +0.0 pp -0.2 pp -0.0 pp
☆DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
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☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Embree Financial Group CIK 0002020860 0.466 283 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savoie Capital LLC CIK 0002001471 0.673 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 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 -0.0 pp -0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 +0.0 pp -0.8 pp -0.7 pp -0.7 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
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆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
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☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 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 +0.0 pp +0.0 pp -0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 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
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.3 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 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
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 +0.0 pp -0.0 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
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 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 +0.0 pp +0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 0.0 0.0% 0 -0.5 pp -0.7 pp -0.9 pp -7.1 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
☆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
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.5 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Morangie Management LLC CIK 0002056670 0.556 34 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 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 MLPX). Qtrs Held counts distinct quarters this fund has actually held MLPX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MLPX position size. Δ columns are the percentage-point change in MLPX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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