Signals

MPLX

615 in-universe funds with a nonzero position in MPLX within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23985
Score / z-0.119 / -0.18
Consensus235.81 over 441 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ALPS ADVISORS INC CIK 0001376113 0.942 1170 1,319.2 7.3% 2 -0.4 pp +7.3 pp +7.3 pp +7.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 977.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 700.2 3.0% 2 -0.9 pp +3.0 pp +3.0 pp +3.0 pp
TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 675.3 8.7% 2 -0.2 pp +8.7 pp +8.7 pp +8.7 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 654.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 466.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 361.3 8.0% 2 -1.2 pp +8.0 pp +8.0 pp +8.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 352.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Amplify Investments, LLC CIK 0001632494 0.000 26 301.4 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
Energy Income Partners, LLC CIK 0001388814 0.832 88 282.7 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 280.3 11.5% 2 +0.2 pp +11.5 pp +11.5 pp +11.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 263.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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 232.7 0.0% 4 -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 232.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brave Warrior Advisors, LLC CIK 0001553733 0.902 40 223.2 5.2% 2 +0.1 pp +5.2 pp +5.2 pp +5.2 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 215.0 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 141.1 0.2% 1 +0.2 pp -1.0 pp +0.2 pp +0.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 134.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 112.8 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 111.8 0.8% 2 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 108.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fractal Investments LLC CIK 0001843590 0.851 80 102.5 14.8% 2 -1.8 pp +14.8 pp +14.8 pp +14.8 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 96.8 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 91.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 86.6 4.9% 2 -0.5 pp +4.9 pp +4.9 pp +4.9 pp
FMR LLC CIK 0000315066 0.989 5571 83.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 78.8 2.7% 2 -0.4 pp +2.7 pp +2.7 pp +2.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 70.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 58.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 57.8 7.2% 2 -0.3 pp +7.2 pp +7.2 pp +7.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 55.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 54.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Progeny 3, Inc. CIK 0001536006 0.774 29 54.1 2.8% 2 -0.3 pp +2.8 pp +2.8 pp +2.8 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 53.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 52.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
NATIXIS CIK 0001274981 0.561 1107 48.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 47.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 46.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 45.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 38.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 38.3 9.1% 2 -0.7 pp +9.1 pp +9.1 pp +9.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 37.2 0.0% 2 -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 36.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAVES W H & CO INC CIK 0000740913 0.781 94 33.5 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 30.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 29.5 2.7% 2 +0.4 pp +2.7 pp +2.7 pp +2.7 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 29.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 28.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 27.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 27.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Appaloosa LP CIK 0001656456 0.883 25 26.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
RR Advisors, LLC CIK 0001322613 0.626 25 24.9 5.9% 2 -0.3 pp +5.9 pp +5.9 pp +5.9 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 24.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
LPL Financial LLC CIK 0001403438 0.957 5996 21.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bollard Group LLC CIK 0001556218 0.801 308 20.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 19.7 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 18.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 18.7 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 18.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Heronetta Management, L.P. CIK 0001588225 0.831 15 17.8 9.7% 2 -0.5 pp +9.7 pp +9.7 pp +9.7 pp
Distillate Capital Partners LLC CIK 0001741001 0.168 118 17.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 17.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 17.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 15.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
GOLDENTREE ASSET MANAGEMENT LP CIK 0001278951 0.225 31 14.6 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 13.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WALNUT PRIVATE EQUITY PARTNERS, LLC CIK 0001599275 0.888 15 12.9 7.3% 2 -0.0 pp +7.3 pp +7.3 pp +7.3 pp
Private Capital Advisors, Inc. CIK 0001350780 0.792 76 12.8 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 12.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 12.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 11.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 11.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 11.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 10.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Adams Asset Advisors, LLC CIK 0001386929 0.524 88 10.5 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 10.1 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 9.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 9.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
AVENIR CORP CIK 0001033475 0.849 79 9.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 9.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Parkwood LLC CIK 0001597823 0.291 71 8.3 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 7.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 7.8 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 7.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 7.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 7.2 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 7.0 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Granby Capital Management, LLC CIK 0001857581 0.846 14 7.0 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
Kercheville Advisors, LLC CIK 0001890748 0.215 108 6.7 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 6.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 5.4 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 5.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 5.0 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Objectivity Squared, LLC CIK 0002011113 0.676 56 4.9 2.9% 2 -0.5 pp +2.9 pp +2.9 pp +2.9 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Partners, LLC CIK 0001335851 0.644 178 4.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Empirical Finance, LLC CIK 0001572838 0.574 505 4.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 4.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
ELCO Management Co., LLC CIK 0001690717 0.251 174 4.2 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 4.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Pinnacle Holdings, LLC CIK 0001411784 0.174 237 4.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 3.6 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 0.331 137 3.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Castellan Group CIK 0001832521 0.901 39 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 3.4 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
Militia Capital Partners, LP CIK 0001837496 0.040 182 3.3 1.6% 3 -0.2 pp +1.5 pp +1.6 pp +1.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GraniteShares Advisors LLC CIK 0001839545 0.113 90 3.2 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 3.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Empire Financial Management Company, LLC CIK 0001971875 0.017 139 3.2 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
ArchPoint Investors CIK 0001483472 0.607 80 3.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 2.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 2.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Northern Right Capital Management, L.P. CIK 0001346543 0.130 27 2.4 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 2.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.1 0.0% 2 -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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Trust Capital Management L.P. CIK 0001604488 0.044 161 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
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prossimo Advisors, LLC CIK 0001965307 0.000 24 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Merewether Investment Management, LP CIK 0001736852 0.195 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anthracite Investment Company, Inc. CIK 0001809930 0.000 0 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 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
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 -0.1 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
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
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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
Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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 MPLX). Qtrs Held counts distinct quarters this fund has actually held MPLX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MPLX position size. Δ columns are the percentage-point change in MPLX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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