Signals

MSFT

6600 in-universe funds with a nonzero position in MSFT within the trailing 4 quarters, as of 2026Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-09-15 Insider Althoff Judson (EVP, Chief Commercial Officer) acquired via award
2026-09-15 Insider SMITH BRADFORD L (Vice Chair and President) acquired via award
2026-09-15 Insider Numoto Takeshi (EVP, Chief Marketing Officer) acquired via award
2026-09-15 Insider Hood Amy (EVP & Chief Financial Officer) acquired via award
2026-09-15 Insider Coleman Amy (EVP, Chief Human Resources Off) acquired via award

Flow ranking

Rank#109
Score / z1.986 / 1.78
Consensus1730.17 over 3593 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+1% / 2.3d

Forensics

Issuance as of 2026Q4
Accrual ratio
F-score
M-score
Net issuance300.0%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 Althoff Judson A
2026-09-15 SMITH BRADFORD L A
2026-09-15 Numoto Takeshi A
2026-09-15 Hood Amy A
2026-09-15 Coleman Amy A

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 219,632.4 3.9% 4 -1.1 pp -1.5 pp -1.7 pp +3.9 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 113,534.2 3.9% 4 -1.0 pp -1.5 pp -1.7 pp +3.9 pp
FMR LLC CIK 0000315066 0.989 5571 70,410.5 3.7% 4 -1.2 pp -2.0 pp -2.0 pp +3.7 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 69,604.8 4.3% 4 -1.1 pp -1.6 pp -1.9 pp +4.3 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 46,227.3 2.8% 6 -0.7 pp -1.0 pp -1.1 pp -0.5 pp
Capital Research Global Investors CIK 0001422848 0.983 426 35,567.5 5.5% 4 -1.0 pp -1.5 pp -1.6 pp +5.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 29,501.4 3.9% 4 -1.0 pp -1.5 pp -1.7 pp +3.9 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 26,195.2 1.9% 5 -0.7 pp -0.9 pp -0.9 pp -0.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 23,628.8 4.9% 4 -1.2 pp -1.8 pp +3.9 pp +4.9 pp
Capital World Investors CIK 0001422849 0.974 637 22,849.2 3.1% 4 -1.1 pp -1.6 pp -1.7 pp +3.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 22,661.1 3.0% 4 -0.6 pp -1.1 pp -0.8 pp +3.0 pp
Capital International Investors CIK 0001562230 0.968 446 20,292.5 4.8% 4 -1.4 pp -1.9 pp -2.1 pp +4.8 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 19,523.6 3.6% 4 -0.5 pp -1.0 pp -1.2 pp +3.6 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 19,441.0 3.0% 4 -0.9 pp -1.2 pp -1.4 pp +3.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 19,121.9 3.5% 4 -1.1 pp -1.6 pp -1.8 pp +3.5 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 18,606.0 4.3% 5 -1.2 pp -1.7 pp -1.9 pp -1.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 16,332.6 4.4% 4 -1.7 pp -2.3 pp -2.6 pp +4.4 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 15,781.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 15,656.4 2.4% 4 -1.0 pp -1.3 pp -1.3 pp +2.4 pp
Amundi CIK 0001330387 0.000 1 15,426.9 4.2% 4 +0.0 pp -1.2 pp -1.2 pp +4.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 15,377.8 5.0% 4 -0.5 pp -1.1 pp -1.2 pp +5.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 14,216.4 3.5% 4 -1.3 pp -1.7 pp -1.8 pp +3.5 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13,719.6 2.6% 4 -0.6 pp -0.9 pp -1.1 pp +2.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 12,339.0 2.5% 4 -0.7 pp -1.1 pp -1.2 pp +2.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 12,228.4 2.2% 4 -0.5 pp -0.9 pp -1.1 pp +2.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 12,073.1 4.0% 6 -1.0 pp -1.6 pp -1.7 pp -0.8 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11,498.0 2.7% 4 -0.9 pp -1.2 pp -1.6 pp +2.7 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 10,852.9 2.3% 4 -0.4 pp -0.6 pp -0.7 pp +2.3 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 10,668.5 3.6% 4 -0.6 pp -1.3 pp -1.2 pp +3.6 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 9,602.8 3.3% 4 -0.9 pp -1.4 pp -1.5 pp +3.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 9,241.1 3.3% 6 -1.4 pp -3.4 pp -3.6 pp -1.4 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 8,982.1 4.9% 4 +0.7 pp +0.7 pp +0.9 pp +4.9 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 8,863.7 5.3% 4 -0.8 pp -1.3 pp -0.7 pp +5.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 8,807.0 4.4% 4 -1.4 pp -2.5 pp -2.8 pp +4.4 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 8,109.0 5.0% 5 -0.9 pp -1.0 pp -1.9 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 7,670.5 4.4% 4 -1.2 pp -1.7 pp -2.0 pp +4.4 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 7,091.8 4.8% 4 -1.2 pp -1.9 pp -2.3 pp +4.8 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 6,620.0 4.6% 4 -1.6 pp -1.9 pp -2.0 pp +4.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6,555.8 2.0% 5 -0.6 pp -0.8 pp -0.9 pp -0.4 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 6,547.4 4.2% 4 -1.1 pp -1.5 pp -1.6 pp +4.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6,170.8 3.9% 4 +0.0 pp +0.5 pp -0.2 pp +3.9 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 6,013.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 5,978.9 3.1% 4 -0.6 pp -1.0 pp -1.2 pp +3.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 5,715.6 4.7% 4 -1.1 pp -1.6 pp -1.7 pp +4.7 pp
Swedbank AB CIK 0000946431 0.941 696 5,604.3 5.9% 3 -1.0 pp -1.5 pp +5.9 pp +5.9 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 5,558.8 3.0% 4 -0.7 pp -1.0 pp -1.1 pp +3.0 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 5,558.8 2.3% 4 -0.5 pp -0.8 pp -1.1 pp +2.3 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 5,552.4 3.6% 4 -0.5 pp -0.9 pp -1.1 pp +3.6 pp
National Pension Service CIK 0001608046 0.956 552 5,522.0 4.2% 4 -1.0 pp -1.6 pp -1.7 pp +4.2 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 5,052.1 8.1% 4 +0.3 pp +0.3 pp +2.9 pp +8.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 4,915.0 4.6% 4 -1.3 pp -1.8 pp -1.9 pp +4.6 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 4,812.2 4.1% 5 -1.1 pp -1.6 pp -1.9 pp -0.9 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4,753.9 3.1% 4 -0.8 pp +0.2 pp -0.6 pp +3.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 4,720.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Sanders Capital, LLC CIK 0001508097 0.970 47 4,587.8 5.5% 4 -1.3 pp -2.4 pp -3.1 pp +5.5 pp
DODGE & COX CIK 0000200217 0.944 222 4,427.2 2.4% 4 +0.5 pp +0.2 pp +0.2 pp +2.4 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4,406.0 4.5% 4 -0.4 pp -0.3 pp -0.3 pp +4.5 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 4,374.0 4.0% 5 -1.8 pp -3.1 pp -4.1 pp -2.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4,311.0 1.2% 4 -0.3 pp -0.5 pp -0.4 pp +1.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 4,214.5 3.2% 4 -1.0 pp -1.2 pp -1.3 pp +3.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 4,132.8 3.6% 4 -0.7 pp -0.6 pp -0.5 pp +3.6 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 3,966.6 4.2% 6 -1.1 pp -1.7 pp -1.9 pp -0.9 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 3,965.6 2.5% 4 -1.0 pp -0.9 pp -1.0 pp +2.5 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 3,835.0 3.0% 4 -0.9 pp -1.5 pp -1.7 pp +3.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3,826.7 1.0% 4 -0.3 pp -0.4 pp -0.5 pp +1.0 pp
FIL Ltd CIK 0000318989 0.878 1140 3,698.5 2.9% 4 -0.3 pp -0.6 pp -0.7 pp +2.9 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3,684.1 1.7% 4 +0.1 pp -0.4 pp -0.2 pp +1.7 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 3,597.3 5.9% 4 -1.3 pp -1.8 pp -1.8 pp +5.9 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 3,481.7 4.0% 2 -1.3 pp +4.0 pp +4.0 pp +4.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 3,431.6 3.0% 4 -1.0 pp -1.7 pp -1.8 pp +3.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 3,388.2 3.6% 4 -1.0 pp -1.4 pp -1.5 pp +3.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3,377.5 1.9% 4 -0.5 pp -1.0 pp -1.0 pp +1.9 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 3,284.2 4.6% 6 -1.1 pp -1.6 pp -1.9 pp -0.8 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 3,240.9 2.6% 4 -1.0 pp -1.3 pp -1.4 pp +2.6 pp
Aberdeen Group plc CIK 0001716774 0.934 934 3,238.3 5.2% 4 -1.2 pp -1.9 pp -2.3 pp +5.2 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 2,849.6 7.3% 4 -1.6 pp -2.2 pp -2.1 pp +7.3 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 2,800.6 3.2% 4 -0.9 pp -0.9 pp -0.8 pp +3.2 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 2,705.2 3.9% 4 -1.6 pp -2.0 pp -1.9 pp +3.9 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 2,689.1 2.1% 4 -0.6 pp -1.2 pp -1.5 pp +2.1 pp
AVIVA PLC CIK 0001140022 0.925 854 2,639.9 4.4% 4 -1.2 pp -1.8 pp -2.0 pp +4.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2,591.4 2.4% 4 -1.0 pp -1.3 pp -1.4 pp +2.4 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 2,572.9 3.2% 4 -1.0 pp -1.6 pp -1.9 pp +3.2 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2,546.7 2.7% 5 -2.0 pp -2.8 pp -2.5 pp -0.8 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2,516.9 4.3% 4 -1.2 pp -1.8 pp -2.1 pp +4.3 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 2,475.4 2.6% 4 -0.8 pp -0.9 pp -0.7 pp +2.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2,466.8 2.3% 4 -0.8 pp -1.1 pp -1.2 pp +2.3 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 2,454.6 4.6% 4 -1.2 pp -1.4 pp -1.4 pp +4.6 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 2,434.1 3.8% 4 -1.1 pp -1.8 pp -2.0 pp +3.8 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 2,401.2 4.5% 4 -1.1 pp -1.6 pp -1.8 pp +4.5 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 2,340.7 3.1% 4 -0.4 pp -0.9 pp -1.2 pp +3.1 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 2,286.2 5.8% 4 -0.7 pp -1.4 pp -1.5 pp +5.8 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2,283.2 1.8% 4 -0.7 pp -1.3 pp -0.0 pp +1.8 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 2,244.5 3.0% 4 -0.5 pp -0.7 pp -0.8 pp +3.0 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 2,229.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 2,141.6 2.5% 4 -0.6 pp -0.8 pp -0.9 pp +2.5 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2,140.6 3.3% 4 -0.9 pp -1.3 pp -1.4 pp +3.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2,124.2 3.0% 4 -3.8 pp -1.3 pp +0.0 pp +3.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 2,104.7 4.4% 4 -1.7 pp -2.4 pp -2.9 pp +4.4 pp
Pershing Square Capital Management, L.P. CIK 0001336528 0.963 11 2,093.0 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 2,083.3 5.0% 6 -0.9 pp +0.7 pp -2.2 pp -1.0 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 2,051.2 7.3% 4 -1.3 pp -1.9 pp -2.2 pp +7.3 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 2,027.7 6.6% 3 -1.2 pp -1.6 pp +6.6 pp +6.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2,018.3 2.4% 4 -0.6 pp -0.9 pp -1.0 pp +2.4 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 1,997.5 4.6% 4 -2.2 pp -3.9 pp -4.1 pp +4.6 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1,989.1 4.3% 4 -0.7 pp -0.9 pp -1.2 pp +4.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1,970.6 2.2% 5 -0.3 pp -0.1 pp -0.8 pp -0.3 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1,961.4 3.2% 4 -0.8 pp -2.1 pp -2.0 pp +3.2 pp
Korea Investment CORP CIK 0001441689 0.896 677 1,921.9 4.0% 4 -1.2 pp -1.7 pp -2.0 pp +4.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,878.8 2.3% 5 -0.9 pp -1.5 pp -1.4 pp -0.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1,872.6 2.0% 4 -0.7 pp -1.0 pp -1.1 pp +2.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 1,845.7 8.1% 4 -1.4 pp -1.4 pp -2.1 pp +8.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 1,841.2 2.9% 4 -1.3 pp -1.6 pp -1.8 pp +2.9 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 1,817.2 5.8% 4 -2.1 pp -2.6 pp -2.2 pp +5.8 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1,814.1 0.9% 4 +0.4 pp +0.4 pp +0.4 pp +0.9 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1,765.6 3.1% 5 -1.2 pp -0.4 pp -1.1 pp -2.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 1,750.3 2.6% 4 -2.4 pp -2.6 pp -3.0 pp +2.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1,726.5 2.2% 4 +0.9 pp +0.2 pp +0.4 pp +2.2 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 1,714.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1,694.1 3.1% 4 -1.3 pp -1.7 pp -1.9 pp +3.1 pp
Winslow Capital Management, LLC CIK 0000900973 0.757 66 1,661.5 6.5% 4 -3.8 pp -4.9 pp -4.7 pp +6.5 pp
GENERATION INVESTMENT MANAGEMENT LLP CIK 0001375534 0.938 28 1,654.3 14.8% 4 +1.0 pp -1.5 pp -1.1 pp +14.8 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 1,623.6 4.7% 4 -1.2 pp -1.8 pp -2.1 pp +4.7 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1,618.1 4.5% 4 -1.0 pp -1.5 pp -1.7 pp +4.5 pp
Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 1,591.5 7.8% 4 -1.4 pp -2.2 pp -2.8 pp +7.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1,580.4 2.1% 4 -0.6 pp -0.9 pp -0.9 pp +2.1 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.850 661 1,570.3 4.7% 4 -1.2 pp -1.8 pp -1.8 pp +4.7 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1,555.0 3.0% 4 -0.2 pp -0.8 pp -0.7 pp +3.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 1,553.5 4.8% 4 -0.9 pp -0.8 pp -1.0 pp +4.8 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 1,551.8 4.5% 4 -1.1 pp -1.1 pp -1.5 pp +4.5 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 1,548.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1,529.5 1.1% 4 -0.2 pp -0.1 pp -0.3 pp +1.1 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 1,524.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1,518.9 2.2% 4 -0.5 pp -0.9 pp -1.1 pp +2.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1,509.8 2.5% 4 -1.0 pp -1.4 pp -1.7 pp +2.5 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 1,506.4 4.3% 6 -1.5 pp -1.9 pp -2.0 pp -0.9 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1,493.0 2.6% 4 -0.8 pp -1.2 pp -1.6 pp +2.6 pp
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 1,482.6 5.0% 4 -0.9 pp -1.5 pp -1.5 pp +5.0 pp
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MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 19.4 3.9% 4 -1.1 pp -1.3 pp -1.8 pp +3.9 pp
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CNB Bank CIK 0001732074 0.306 518 11.9 5.0% 4 -1.2 pp -1.6 pp -2.0 pp +5.0 pp
Greater Midwest Financial Group, LLC CIK 0002025409 0.213 65 11.9 6.4% 4 -1.1 pp -2.5 pp -6.8 pp +6.4 pp
Finer Wealth Management, Inc. CIK 0001929071 0.426 88 11.9 6.0% 4 -1.6 pp -1.6 pp -1.8 pp +6.0 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 11.9 2.1% 4 -0.6 pp -1.0 pp -1.5 pp +2.1 pp
Strategic Planning, Inc. CIK 0001925220 0.299 54 11.9 6.0% 4 +5.5 pp +5.4 pp +5.5 pp +6.0 pp
Glass Wealth Management Co LLC CIK 0002017692 0.375 69 11.9 4.6% 4 -1.5 pp -2.5 pp -3.2 pp +4.6 pp
Alpha Family Trust CIK 0001568991 0.269 200 11.9 5.8% 4 -1.5 pp -2.3 pp -2.4 pp +5.8 pp
RDA Financial Network CIK 0001774086 0.257 284 11.9 3.0% 4 -0.6 pp -0.9 pp -1.0 pp +3.0 pp
DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 0.316 147 11.9 5.2% 4 -1.6 pp -2.4 pp -2.9 pp +5.2 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 11.8 1.1% 4 -0.3 pp -0.4 pp -0.5 pp +1.1 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 11.8 1.8% 4 -0.5 pp -1.0 pp -1.3 pp +1.8 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 11.8 0.8% 4 -0.3 pp -0.5 pp -0.6 pp +0.8 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 11.8 1.5% 4 -1.0 pp -0.7 pp -1.3 pp +1.5 pp
Lakehouse Capital Pty Ltd CIK 0001844830 0.552 12 11.8 7.9% 4 +4.8 pp +4.9 pp +5.1 pp +7.9 pp
FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 11.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Chronos Wealth Management, LLC CIK 0001801792 0.581 38 11.7 5.7% 4 -1.3 pp -2.3 pp -2.6 pp +5.7 pp
CGN Advisors LLC CIK 0001841506 0.595 322 11.7 0.9% 4 -0.2 pp -0.3 pp -0.3 pp +0.9 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 11.7 1.1% 4 -0.4 pp -0.6 pp -0.7 pp +1.1 pp
RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 11.7 4.3% 4 -0.7 pp -1.4 pp -1.8 pp +4.3 pp
Birch Capital Management, LLC CIK 0001799859 0.374 79 11.7 6.1% 4 -1.5 pp -2.3 pp -2.2 pp +6.1 pp
KLCM Advisors, Inc. CIK 0001166620 0.621 283 11.7 1.0% 4 -0.1 pp -0.1 pp +0.1 pp +1.0 pp
ANCHYRA PARTNERS LLC CIK 0002107106 0.266 350 11.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 11.6 0.7% 4 -0.2 pp -0.2 pp -0.2 pp +0.7 pp
Alight Capital Management LP CIK 0001651473 0.049 76 11.6 3.4% 4 -3.7 pp -2.8 pp -2.0 pp +3.4 pp
Financial Security Advisor, Inc. CIK 0001997602 0.682 161 11.6 2.1% 4 -0.8 pp -1.2 pp -1.4 pp +2.1 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 11.6 1.3% 2 -0.3 pp +1.3 pp -0.6 pp +1.3 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 11.6 1.8% 4 -0.1 pp -0.2 pp -0.3 pp +1.8 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 11.6 1.9% 4 -0.6 pp -0.9 pp -0.9 pp +1.9 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 11.6 1.0% 4 -0.7 pp -0.8 pp -1.1 pp +1.0 pp
Carroll Investors, Inc CIK 0001911400 0.624 31 11.6 6.2% 4 -1.0 pp -1.4 pp -2.1 pp +6.2 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 11.6 0.6% 1 +0.6 pp -0.4 pp -0.4 pp +0.6 pp
Oxler Private Wealth LLC CIK 0001846002 0.649 93 11.6 3.6% 4 -0.7 pp -1.1 pp -1.3 pp +3.6 pp
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC CIK 0001015877 0.168 84 11.6 6.5% 4 -2.6 pp -3.1 pp -4.4 pp +6.5 pp
Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 11.5 2.3% 4 -0.5 pp -0.8 pp -1.2 pp +2.3 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 11.5 1.5% 4 -0.1 pp +0.5 pp +0.3 pp +1.5 pp
JB Capital LLC CIK 0001879371 0.629 280 11.5 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
Kinsale Capital Group, Inc. (KNSL) CIK 0001669162 0.525 41 11.5 1.8% 4 -0.5 pp -0.8 pp -0.9 pp +1.8 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 11.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 11.5 1.9% 4 -0.6 pp -0.8 pp -1.0 pp +1.9 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 11.4 1.6% 4 -0.4 pp -0.6 pp -0.1 pp +1.6 pp
Seneca House Advisors CIK 0001731359 0.316 103 11.4 4.5% 4 -0.8 pp -1.4 pp -2.1 pp +4.5 pp
WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 11.4 3.2% 4 -0.9 pp -1.3 pp -1.6 pp +3.2 pp
CORDA Investment Management, LLC. CIK 0001545812 0.556 85 11.4 0.8% 4 -0.2 pp -0.1 pp -0.1 pp +0.8 pp
Rockbridge Asset Management LLC CIK 0002056320 0.670 30 11.4 7.7% 4 -2.2 pp -2.7 pp -2.3 pp +7.7 pp
BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 11.4 4.3% 4 -1.1 pp -1.2 pp -1.2 pp +4.3 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 11.4 1.8% 4 -0.2 pp -0.6 pp -0.7 pp +1.8 pp
AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 11.4 2.5% 4 -0.5 pp -0.5 pp -0.9 pp +2.5 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 11.4 2.9% 4 -0.7 pp -0.7 pp -1.2 pp +2.9 pp
Olde Wealth Management, LLC CIK 0001840760 0.694 119 11.4 3.6% 3 -1.1 pp -1.3 pp +3.6 pp +3.6 pp
Limestone Investment Advisors LP CIK 0002075597 0.017 152 11.4 5.6% 3 +3.5 pp +5.4 pp +5.6 pp +5.6 pp
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DV Trading LLC CIK 0001721757 0.000 395 11.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Old Port Advisors CIK 0001744348 0.222 266 11.3 2.6% 4 -1.1 pp -1.4 pp -1.6 pp +2.6 pp
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Hartford Financial Management Inc. CIK 0001352526 0.343 349 11.3 2.9% 4 -0.6 pp -0.8 pp -0.7 pp +2.9 pp
Monument Capital Management CIK 0001729428 0.068 262 11.3 2.8% 4 -0.9 pp -1.2 pp -1.2 pp +2.8 pp
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TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 11.3 0.6% 4 -0.3 pp -0.4 pp -0.5 pp +0.6 pp
Parker Investment Management, LLC CIK 0001672070 0.638 39 11.3 1.7% 4 -0.4 pp -0.6 pp -0.8 pp +1.7 pp
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PGIM Custom Harvest LLC CIK 0001845793 0.916 305 11.2 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
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American Trust CIK 0001905128 0.729 334 11.2 1.0% 4 -0.5 pp -0.6 pp -0.8 pp +1.0 pp
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GFG Capital, LLC CIK 0001638520 0.236 100 5.9 1.9% 4 +0.7 pp +0.6 pp +0.8 pp +1.9 pp
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Weaver Consulting Group CIK 0001780055 0.312 297 5.8 1.4% 4 -0.5 pp -0.6 pp -0.7 pp +1.4 pp
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Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 4.7 2.0% 5 -0.3 pp +0.7 pp -1.0 pp -0.5 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 4.7 1.3% 4 -0.2 pp -0.3 pp -0.3 pp +1.3 pp
South Shore Capital Advisors CIK 0001852993 0.165 154 4.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
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Nvest Financial, LLC CIK 0001915315 0.259 150 4.7 1.8% 4 -0.7 pp -1.0 pp -1.3 pp +1.8 pp
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PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 4.7 1.0% 4 -0.2 pp -0.4 pp -0.5 pp +1.0 pp
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Private Capital Management, LLC CIK 0001588456 0.557 179 4.7 0.5% 4 -0.0 pp +0.1 pp +0.0 pp +0.5 pp
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Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 4.7 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 4.6 1.1% 4 -0.3 pp -0.5 pp -0.6 pp +1.1 pp
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Center For Asset Management LLC CIK 0001844878 0.268 151 4.6 2.3% 4 -0.1 pp -1.9 pp -1.8 pp +2.3 pp
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Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 4.6 3.0% 4 -0.9 pp -1.3 pp -1.4 pp +3.0 pp
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PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 4.6 2.6% 1 +2.6 pp -0.7 pp -1.1 pp +2.6 pp
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Modus Advisors, LLC CIK 0001799284 0.297 118 4.6 1.3% 4 -0.4 pp -1.1 pp -1.2 pp +1.3 pp
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Concorde Financial Corp CIK 0001911822 0.418 26 4.6 3.6% 4 -0.3 pp +0.1 pp -0.0 pp +3.6 pp
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Wellington Grp LLC CIK 0002134013 0.401 144 4.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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AIRE ADVISORS, LLC CIK 0001908177 0.575 179 4.1 0.8% 4 -0.2 pp -0.3 pp -0.3 pp +0.8 pp
Atom Investors LP CIK 0001738902 0.004 818 4.1 0.3% 1 +0.3 pp -0.1 pp -0.1 pp +0.3 pp
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Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 4.1 1.6% 4 -0.5 pp -0.7 pp -0.8 pp +1.6 pp
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LIBRA WEALTH LLC CIK 0001925385 0.812 70 4.1 1.2% 4 -0.3 pp -0.6 pp -0.7 pp +1.2 pp
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TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 4.1 1.5% 4 -0.4 pp -0.6 pp -0.8 pp +1.5 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 4.1 2.3% 4 -0.7 pp -1.4 pp -1.6 pp +2.3 pp
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U S WEALTH GROUP, LLC. CIK 0001554427 0.294 47 4.0 2.7% 4 -0.8 pp -1.0 pp -2.2 pp +2.7 pp
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Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 3.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 3.9 0.9% 4 -0.2 pp -0.4 pp -0.3 pp +0.9 pp
StoryOne LLC CIK 0002079652 0.567 79 3.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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CLG LLC CIK 0002059872 0.428 156 3.9 1.0% 5 -0.3 pp -0.5 pp -0.7 pp -0.4 pp
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AXS Investments LLC CIK 0001801467 0.203 193 3.8 1.5% 4 -1.0 pp -1.0 pp -1.5 pp +1.5 pp
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PEOPLES BANK /OH CIK 0000934866 0.385 100 2.1 1.3% 4 -0.5 pp -0.6 pp -0.5 pp +1.3 pp
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Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 2.1 1.4% 4 -0.5 pp -1.0 pp -0.9 pp +1.4 pp
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Riverstone Advisors, LLC CIK 0001763404 0.637 85 2.0 1.0% 4 -0.2 pp -0.1 pp -0.1 pp +1.0 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 2.0 0.9% 4 -0.1 pp +0.1 pp +0.0 pp +0.9 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 2.0 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.0 0.6% 4 -0.2 pp -0.2 pp -0.2 pp +0.6 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 2.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 2.0 0.7% 5 -0.3 pp -0.5 pp -0.6 pp -0.4 pp
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STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 2.0 0.5% 4 -0.2 pp -0.1 pp -0.2 pp +0.5 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 2.0 1.4% 5 -0.2 pp -0.4 pp -0.4 pp -0.1 pp
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CAPITAL MANAGEMENT ASSOCIATES /NY/ CIK 0000825293 0.116 44 2.0 3.4% 4 -0.5 pp -0.9 pp -1.1 pp +3.4 pp
Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 2.0 0.9% 4 -0.4 pp -0.5 pp -0.6 pp +0.9 pp
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PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 2.0 1.0% 4 -0.2 pp -0.3 pp -0.3 pp +1.0 pp
Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 2.0 1.8% 4 +0.2 pp -0.6 pp -0.7 pp +1.8 pp
Taylor Securities Services, Inc. CIK 0002115182 0.765 63 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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CMG Global Holdings, LLC CIK 0001839445 0.388 100 2.0 1.0% 4 -0.0 pp -0.7 pp -0.8 pp +1.0 pp
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Gator Capital Management, LLC CIK 0001570284 0.259 67 2.0 0.4% 4 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 2.0 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
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Investmark Advisory Group LLC CIK 0001926349 0.382 148 2.0 0.9% 4 -0.3 pp -0.4 pp -0.4 pp +0.9 pp
INVESTED ADVISORS CIK 0002090165 0.104 152 2.0 2.0% 2 -0.7 pp +2.0 pp +2.0 pp +2.0 pp
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Painted Porch Advisors LLC CIK 0002024585 0.737 75 2.0 1.0% 6 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
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BNB Wealth Management, LLC CIK 0002111175 0.183 94 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 2.0 0.4% 4 -0.1 pp -0.2 pp -0.3 pp +0.4 pp
Ruggaard & Associates LLC CIK 0001971230 0.443 128 2.0 0.8% 4 -0.2 pp -0.4 pp -0.4 pp +0.8 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 2.0 0.5% 4 -0.2 pp -0.2 pp -0.3 pp +0.5 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 2.0 0.6% 4 -0.2 pp -0.3 pp -0.3 pp +0.6 pp
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Aspen Wealth Management LLC CIK 0001895252 0.752 132 2.0 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
MFA Wealth Services CIK 0001989379 0.288 134 2.0 1.3% 4 -0.4 pp -0.5 pp -0.6 pp +1.3 pp
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Private Capital Advisors, Inc. CIK 0001350780 0.792 76 2.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
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360 Financial, Inc. CIK 0001802324 0.654 85 2.0 0.6% 4 -0.3 pp -0.3 pp -0.3 pp +0.6 pp
Smart Portfolios, LLC CIK 0001513227 0.221 99 2.0 2.0% 4 -0.5 pp -0.4 pp -0.3 pp +2.0 pp
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MOR Wealth Management, LLC CIK 0002092389 0.479 122 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Essential Partners LLC CIK 0002136442 0.019 2853 2.0 0.7% 3 +0.3 pp +0.2 pp +0.7 pp +0.7 pp
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Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 2.0 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Stronghold Wealth Management L.L.C. CIK 0002107257 0.112 131 2.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
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Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.0 0.7% 4 -0.3 pp -0.3 pp -0.4 pp +0.7 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Elm Partners Management LLC CIK 0001743941 0.865 161 1.9 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
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Code Waechter LLC CIK 0002039212 0.356 127 1.9 1.1% 4 -0.4 pp -0.5 pp -0.5 pp +1.1 pp
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IMZ Advisory Inc CIK 0002017735 0.828 38 1.9 0.7% 4 -0.2 pp -0.3 pp -0.3 pp +0.7 pp
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COWA, LLC CIK 0001844480 0.512 181 1.9 0.5% 4 -0.2 pp -0.2 pp -0.3 pp +0.5 pp
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SELDON CAPITAL LP CIK 0001867731 0.151 74 1.9 0.7% 4 -0.2 pp -0.2 pp -0.4 pp +0.7 pp
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TLWM CIK 0001732537 0.888 73 1.9 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
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Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 1.5 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 1.5 0.6% 4 -0.2 pp -0.2 pp -0.2 pp +0.6 pp
CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 1.5 1.0% 4 -0.9 pp -1.0 pp -1.2 pp +1.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 1.5 1.2% 3 -0.2 pp -0.2 pp +1.2 pp +1.2 pp
Tenon Financial LLC CIK 0002020781 0.850 61 1.5 0.6% 4 -0.2 pp -0.4 pp -0.0 pp +0.6 pp
PLATINUM INVESTMENT MANAGEMENT LTD CIK 0001256071 0.198 85 1.5 0.4% 4 -0.6 pp +0.1 pp +0.1 pp +0.4 pp
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ CIK 0000923116 0.193 100 1.5 3.0% 4 -0.8 pp -1.2 pp -1.8 pp +3.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.5 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 1.5 0.7% 4 -0.3 pp -0.4 pp -0.5 pp +0.7 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 1.5 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
Larry Mathis Financial Planning, LLC CIK 0002118274 0.036 150 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 1.5 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 1.5 1.2% 3 +0.2 pp +0.2 pp +1.2 pp +1.2 pp
Lakewood Asset Management LLC CIK 0001966581 0.260 107 1.5 1.0% 4 -0.2 pp -0.3 pp -0.4 pp +1.0 pp
RMR Capital Management, LLC CIK 0002032709 0.384 76 1.5 1.1% 4 -0.3 pp -0.4 pp -0.4 pp +1.1 pp
Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.5 0.7% 4 -0.2 pp -0.2 pp -0.2 pp +0.7 pp
Tillman Hartley LLC CIK 0001966355 0.684 94 1.5 0.4% 4 -0.5 pp -0.6 pp -0.7 pp +0.4 pp
Advisory Advocates, LLC CIK 0002111697 0.056 188 1.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 1.5 0.2% 4 -0.1 pp -0.1 pp -0.7 pp +0.2 pp
SMART Wealth LLC CIK 0002044723 0.032 222 1.5 0.4% 4 -0.2 pp -0.5 pp -0.2 pp +0.4 pp
SPRING CAPITAL MANAGEMENT, LLC CIK 0001899146 0.430 55 1.5 0.8% 4 -0.2 pp -0.3 pp -0.0 pp +0.8 pp
Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 1.5 1.0% 4 -0.3 pp -0.6 pp -0.7 pp +1.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 1.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Investment Advisory Services Group LLC CIK 0002099157 0.648 37 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 1.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 1.5 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
Kingsman Wealth Management, Inc. CIK 0002066184 0.248 76 1.5 0.8% 4 -2.8 pp -3.7 pp -3.2 pp +0.8 pp
William B. Walkup & Associates, Inc. CIK 0002034054 0.201 257 1.5 0.9% 4 -0.2 pp -0.2 pp -0.3 pp +0.9 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 1.5 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 1.5 0.9% 6 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
NEW VERNON INVESTMENT MANAGEMENT LLC CIK 0001500605 0.065 37 1.5 1.6% 4 -0.3 pp -0.4 pp -0.7 pp +1.6 pp
Everstar Asset Management, LLC CIK 0002023744 0.121 202 1.5 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 1.5 0.6% 4 -0.3 pp -0.4 pp -0.5 pp +0.6 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 1.5 0.5% 4 -0.3 pp -0.0 pp -0.1 pp +0.5 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 1.5 0.8% 4 -0.3 pp -0.4 pp -0.6 pp +0.8 pp
Integras Partners LLC CIK 0002055384 0.140 100 1.5 1.0% 4 -0.6 pp -1.5 pp -2.0 pp +1.0 pp
Oxford Wealth Group, LLC CIK 0002007082 0.362 89 1.5 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.416 82 1.5 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 1.5 1.0% 4 +0.3 pp +0.3 pp +0.7 pp +1.0 pp
Client First Investment Management LLC CIK 0002018284 0.259 28 1.5 0.8% 4 -0.2 pp -0.4 pp -0.6 pp +0.8 pp
Dale Q Rice Investment Management Ltd CIK 0002041427 0.474 68 1.5 1.1% 4 -0.3 pp -0.4 pp -0.6 pp +1.1 pp
Chatterton & Associates Inc. CIK 0002102688 0.174 101 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 1.5 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 1.5 0.6% 4 -0.1 pp -0.2 pp -0.3 pp +0.6 pp
DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 1.5 0.8% 4 -0.3 pp -0.5 pp -0.1 pp +0.8 pp
Kurv Investment Management LLC CIK 0002027462 0.302 35 1.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Marotta Asset Management CIK 0001802091 0.618 103 1.5 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
Colorado Capital Management, Inc. CIK 0001664147 0.451 101 1.5 0.5% 4 +0.1 pp -0.0 pp -0.1 pp +0.5 pp
Calder Financial LLC CIK 0002106810 0.520 43 1.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 1.5 0.6% 4 -0.2 pp -0.3 pp -0.4 pp +0.6 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 1.5 0.4% 4 -0.1 pp -0.3 pp -0.2 pp +0.4 pp
Columbia River Financial Group, LLC CIK 0002057074 0.514 58 1.5 0.9% 4 -0.3 pp -0.4 pp -0.5 pp +0.9 pp
Artesa Financial Group, LLC CIK 0002109808 0.357 62 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 1.5 0.8% 4 -0.3 pp -0.4 pp -0.6 pp +0.8 pp
Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 1.5 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
NBZ Investment Advisors LLC CIK 0001998018 0.677 80 1.5 0.6% 4 +0.0 pp -0.4 pp -0.2 pp +0.6 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 1.5 1.2% 4 -0.4 pp -0.6 pp -0.4 pp +1.2 pp
Veridan Wealth LLC CIK 0002052405 0.434 84 1.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp -0.0 pp
WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.5 0.9% 4 -0.3 pp -0.5 pp -0.6 pp +0.9 pp
Old Peak Finance LLC CIK 0002080991 0.632 102 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 1.5 0.8% 4 -0.3 pp -0.5 pp -0.6 pp +0.8 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 1.5 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 1.5 1.0% 4 -0.6 pp -0.8 pp -1.4 pp +1.0 pp
One Wealth Map LLC CIK 0001802635 0.488 90 1.4 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 1.4 1.0% 4 +0.1 pp +0.4 pp +0.4 pp +1.0 pp
ASL Financial, LLC CIK 0002105933 0.440 99 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
PURSUIT WEALTH STRATEGIES, LLC CIK 0002116904 0.194 114 1.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Ferguson Shapiro LLC CIK 0001767433 0.167 87 1.4 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
LANE BROTHERS & CO INC CIK 0001177416 0.353 95 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Range Financial Group LLC CIK 0001928635 0.113 206 1.4 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 1.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Alliance Private Wealth, LLC CIK 0002109849 0.483 82 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 1.4 0.8% 4 -0.3 pp -0.2 pp -0.5 pp +0.8 pp
Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 1.4 0.4% 4 -0.0 pp -0.2 pp -0.1 pp +0.4 pp
WealthSpring Partners, LLC CIK 0001961292 0.418 71 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 1.4 0.8% 4 -0.3 pp -0.6 pp -0.6 pp +0.8 pp
Geometric Wealth Advisors CIK 0001900576 0.944 94 1.4 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
Ethos Capital Management, Inc. CIK 0002106214 0.022 59 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 1.4 0.6% 4 -0.2 pp -0.5 pp -0.6 pp +0.6 pp
Tacita Capital Inc CIK 0001846287 0.305 214 1.4 0.8% 4 -0.3 pp -0.5 pp -0.5 pp +0.8 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 1.4 1.5% 4 -0.5 pp -0.7 pp -0.8 pp +1.5 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 1.4 1.1% 4 -0.3 pp -0.7 pp -0.7 pp +1.1 pp
Global Trust Wealth Management LLC CIK 0002065265 0.224 75 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 1.4 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
Guardian Capital, LLC CIK 0002083963 0.172 79 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
BankChampaign, National Association CIK 0002135773 0.039 200 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 1.4 0.7% 4 -0.2 pp -0.3 pp -0.1 pp +0.7 pp
Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 1.4 0.9% 4 -0.2 pp -0.4 pp -0.3 pp +0.9 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 1.4 1.4% 4 -0.4 pp -1.0 pp -0.7 pp +1.4 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 1.4 0.3% 4 -0.1 pp -0.2 pp -3.0 pp +0.3 pp
REBALANCE, LLC CIK 0001811052 0.941 103 1.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 1.4 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
Alpha Zero LLC CIK 0002079032 0.418 107 1.4 0.7% 5 -0.4 pp -0.5 pp -0.6 pp -0.5 pp
Demars Financial Group, LLC CIK 0001723115 0.574 113 1.4 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 1.4 0.5% 4 -0.6 pp -0.3 pp -0.3 pp +0.5 pp
MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 1.4 0.3% 4 -0.1 pp -0.2 pp -0.3 pp +0.3 pp
Intelligent Financial Strategies CIK 0001911000 0.787 60 1.4 0.7% 4 -0.2 pp -0.2 pp -0.6 pp +0.7 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 1.4 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
ARGUS INVESTORS' COUNSEL, INC. CIK 0000007195 0.178 106 1.4 1.2% 4 -0.3 pp -0.4 pp -0.6 pp +1.2 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 1.4 0.5% 4 -0.3 pp -0.5 pp -0.5 pp +0.5 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 1.4 0.6% 4 -0.0 pp +0.0 pp +0.1 pp +0.6 pp
Tidemark, LLC CIK 0002009591 0.305 935 1.4 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 1.4 0.5% 4 -0.1 pp -0.2 pp -0.0 pp +0.5 pp
Sequent Planning LLC CIK 0002009724 0.204 269 1.4 0.3% 4 -0.1 pp -0.5 pp -0.6 pp +0.3 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 1.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Santori & Peters, Inc. CIK 0001730959 0.837 83 1.4 0.4% 4 -0.2 pp -0.3 pp -0.3 pp +0.4 pp
AAF Wealth Management, LLC CIK 0001726609 0.752 57 1.4 0.6% 6 -0.2 pp +0.0 pp +0.0 pp +0.2 pp
J. Team Financial, Inc. CIK 0002107629 0.119 102 1.4 1.5% 2 -1.1 pp +1.5 pp +1.5 pp +1.5 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 1.4 0.6% 4 +0.1 pp +0.1 pp +0.5 pp +0.6 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 1.4 1.0% 4 -0.3 pp -0.4 pp -0.4 pp +1.0 pp
Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 1.4 0.8% 4 -0.2 pp -0.3 pp -0.4 pp +0.8 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 1.4 0.9% 4 -0.4 pp -0.5 pp -0.6 pp +0.9 pp
OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.4 1.3% 4 -0.2 pp -0.4 pp -0.4 pp +1.3 pp
LifeGoal Investments, LLC CIK 0002054684 0.384 155 1.4 0.8% 4 +0.1 pp +0.0 pp -0.0 pp +0.8 pp
KilterHowling LLC CIK 0001759354 0.789 50 1.4 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
Caitlin John, LLC CIK 0002010947 0.012 991 1.4 0.8% 4 -0.4 pp +0.2 pp -0.0 pp +0.8 pp
Athena Wealth Management, LLC CIK 0002128243 0.201 104 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 1.4 1.8% 2 -0.7 pp +1.8 pp +1.8 pp +1.8 pp
Haven Private, LLC CIK 0002053665 0.243 171 1.4 0.6% 4 -0.3 pp -0.4 pp -1.1 pp +0.6 pp
Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 1.4 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 1.4 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
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SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 1.4 0.6% 4 -0.2 pp -0.3 pp -0.3 pp +0.6 pp
Capital Square, LLC CIK 0001798736 0.168 241 1.4 0.6% 4 -0.3 pp -0.5 pp -0.5 pp +0.6 pp
Triad Investment Management CIK 0001615717 0.117 34 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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HANOVER ADVISORS INC CIK 0000914973 0.663 122 1.4 0.5% 4 -0.3 pp -0.4 pp -0.4 pp +0.5 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 1.4 0.4% 4 -0.2 pp -0.3 pp -0.3 pp +0.4 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 1.4 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Samjo Management, LLC CIK 0001986590 0.308 58 1.4 0.6% 4 -0.4 pp -0.4 pp -0.5 pp +0.6 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 1.4 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Livet Wealth, LLC CIK 0002111409 0.406 122 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Odyssean, LLC CIK 0002092853 0.021 485 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
1015 Capital Partners, LLC CIK 0002133991 0.252 609 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
WJ Wealth Management, LLC CIK 0001801674 0.219 80 1.3 0.6% 4 -0.2 pp -0.6 pp -0.6 pp +0.6 pp
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Econ Financial Services Corp CIK 0001659718 0.021 72 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.399 76 1.3 0.7% 4 +0.1 pp +0.1 pp -0.3 pp +0.7 pp
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Clarity Wealth Development LLC CIK 0002048774 0.213 59 1.3 1.1% 4 -0.4 pp -0.7 pp -0.8 pp +1.1 pp
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Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 1.3 1.0% 4 +0.8 pp +0.8 pp +0.6 pp +1.0 pp
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Paladin Partners, LLC CIK 2141570 0.611 214 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
GABELLI & Co INVESTMENT ADVISERS, INC. CIK 0000932724 0.040 316 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Asempa Wealth Advisors CIK 0002099967 0.192 115 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Cedrus Wealth Group LLC CIK 0002134767 0.032 51 1.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 1.3 0.3% 4 -0.2 pp -0.2 pp -0.3 pp +0.3 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 1.3 0.4% 4 -0.2 pp -0.2 pp -0.2 pp +0.4 pp
North Capital, Inc. CIK 0002065938 0.475 102 1.3 1.1% 4 -0.3 pp -0.3 pp -0.4 pp +1.1 pp
Kendall Capital Management CIK 0001731372 0.288 236 1.3 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
Kooman & Associates CIK 0001961850 0.724 56 1.3 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Williams & Novak, LLC CIK 0001998419 0.193 145 1.3 1.0% 4 -0.6 pp -0.3 pp -0.1 pp +1.0 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 1.3 0.6% 4 -0.2 pp -0.3 pp -0.1 pp +0.6 pp
Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 1.3 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 1.3 0.5% 4 -0.2 pp -0.3 pp -0.4 pp +0.5 pp
Michael Brady & Co., LLC CIK 0002095497 0.595 58 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Financial Enhancement Group LLC CIK 0001641438 0.482 134 1.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Norman Fields, Gottscho Capital Management, LLC CIK 0001352449 0.700 64 1.3 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 1.3 0.3% 4 -0.1 pp -0.2 pp -0.3 pp +0.3 pp
Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 1.3 1.0% 5 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
Coastline Complete Wealth LLC CIK 0002112134 0.171 55 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BROOKTREE CAPITAL MANAGEMENT CIK 0001021296 0.542 44 1.3 1.0% 4 -0.5 pp -0.5 pp -0.6 pp +1.0 pp
Benchmark Financial, LLC CIK 0002107260 0.479 54 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 1.3 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
Buckland Partners Management Co LLC CIK 0002074628 0.215 97 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 1.3 0.9% 4 -0.3 pp -0.6 pp -1.5 pp +0.9 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 1.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
J.M. Arbour, LLC CIK 0002099154 0.056 132 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
QP WEALTH MANAGEMENT, LLC CIK 0001802496 0.053 71 1.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
OneAscent Wealth Management LLC CIK 0001844707 0.590 169 1.3 0.4% 4 -0.3 pp -0.4 pp -0.3 pp +0.4 pp
Pitti Group Wealth Management, LLC CIK 0001909664 0.444 84 1.3 1.0% 4 -0.3 pp -0.4 pp -0.6 pp +1.0 pp
Gouws Capital LLC CIK 0001908828 0.551 55 1.3 0.7% 4 -0.2 pp -0.4 pp -0.4 pp +0.7 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 1.3 0.8% 4 -0.4 pp -0.6 pp -0.6 pp +0.8 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 1.3 0.3% 4 -0.1 pp -0.2 pp -0.1 pp +0.3 pp
IMPACTfolio, LLC CIK 0001896447 0.869 37 1.3 0.5% 4 -0.2 pp -0.2 pp -0.3 pp +0.5 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 1.3 0.8% 5 -0.1 pp -0.3 pp -0.2 pp +0.0 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 1.3 0.7% 4 -0.3 pp -0.3 pp -0.3 pp +0.7 pp
Entelevest, LLC CIK 0002109595 0.254 112 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EDGEWOOD MANAGEMENT LLC CIK 0000860561 0.856 90 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 1.3 0.5% 4 -0.2 pp -0.2 pp -0.5 pp +0.5 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 1.3 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 1.3 0.7% 4 -0.4 pp -0.3 pp -0.6 pp +0.7 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 1.3 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.3 0.5% 4 -0.3 pp -0.4 pp -0.9 pp +0.5 pp
Austin Asset Management Co Inc CIK 0001902024 0.851 94 1.3 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
Wallace Capital Management Inc. CIK 0001459754 0.837 77 1.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 1.2 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 1.2 0.3% 1 +0.3 pp -0.1 pp -0.1 pp +0.3 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 1.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 1.2 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
Eaton-Cambridge Inc. CIK 0002011052 0.862 70 1.2 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Richwood Investment Advisors, LLC CIK 0001911900 0.389 106 1.2 1.0% 4 -0.0 pp -0.5 pp -0.5 pp +1.0 pp
Unify Financial Advisors CIK 0002126814 0.217 90 1.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.2 0.4% 6 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
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G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.2 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Holland Advisory Services, Inc. CIK 0001890183 0.471 49 1.2 1.6% 4 -0.5 pp -0.7 pp -0.6 pp +1.6 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.2 0.8% 4 -0.1 pp -0.3 pp -0.5 pp +0.8 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 1.2 1.2% 5 -0.5 pp +0.7 pp +0.8 pp +0.9 pp
Zeit Capital LLC CIK 0001808163 0.744 52 1.2 0.8% 4 -0.3 pp -0.4 pp -0.5 pp +0.8 pp
Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.2 0.6% 4 -0.2 pp -0.4 pp -0.4 pp +0.6 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 1.2 0.7% 4 -0.2 pp -0.5 pp -0.5 pp +0.7 pp
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Avid Wealth Partners LLC CIK 0001992344 0.237 77 1.2 0.6% 4 -0.2 pp -0.3 pp -0.4 pp +0.6 pp
Valtrion Capital Management, LLC CIK 0002072223 0.397 103 1.2 1.2% 5 -0.3 pp -0.2 pp -0.2 pp -0.0 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 1.2 0.6% 4 +0.1 pp -0.1 pp -0.0 pp +0.6 pp
Aufman Associates Inc CIK 0001801573 0.746 67 1.2 0.6% 4 -0.2 pp -0.4 pp -0.4 pp +0.6 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 1.2 0.4% 4 -0.2 pp -0.5 pp -0.4 pp +0.4 pp
Corus Family Wealth Advisors CIK 0001894830 0.415 82 1.2 1.0% 4 -0.2 pp -0.1 pp +0.0 pp +1.0 pp
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Brown Financial Advisory CIK 0001843853 0.850 49 1.2 0.6% 4 -0.2 pp -0.3 pp -0.3 pp +0.6 pp
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Rokos Capital Management LLP CIK 0001666335 0.000 134 1.2 0.0% 4 -4.2 pp -11.5 pp -12.7 pp +0.0 pp
DIKER MANAGEMENT LLC CIK 0001276525 0.324 46 1.2 1.1% 4 -0.5 pp -0.3 pp -0.5 pp +1.1 pp
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Beckerman Institutional, LLC CIK 0002043468 0.343 124 1.2 0.6% 4 -0.2 pp -0.3 pp -0.0 pp +0.6 pp
Sage Investment Advisers LLC CIK 0001925418 0.283 98 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Lexington Hill Partners, LLC CIK 0002111980 0.557 77 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Red Tortoise LLC CIK 0001910488 0.497 590 1.2 0.5% 4 -0.2 pp -0.5 pp -0.5 pp +0.5 pp
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Persium Advisors, LLC CIK 0002033683 0.517 69 1.2 0.9% 4 +0.1 pp +0.0 pp -0.0 pp +0.9 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 1.2 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
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Kassira Wealth Management LLC CIK 0002095972 0.365 63 1.2 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
RHS Financial, LLC CIK 0001766514 0.159 165 1.2 0.6% 4 -0.2 pp -0.4 pp -0.5 pp +0.6 pp
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Financial Guidance Group, Inc. CIK 0001929349 0.458 91 1.1 0.4% 4 -0.2 pp -0.2 pp -0.3 pp +0.4 pp
Benson Wealth Management INC CIK 0002109863 0.054 367 1.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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Bedminster, LLC CIK 0002087564 0.451 51 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 1.1 0.8% 5 -0.2 pp -0.4 pp -0.3 pp -0.1 pp
Ehrenkranz Partners L.P. CIK 0001641043 0.551 49 1.1 0.9% 2 -0.8 pp +0.9 pp +0.9 pp +0.9 pp
GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 1.1 0.6% 4 -0.2 pp -0.4 pp -0.0 pp +0.6 pp
Hyposwiss Advisors SA CIK 0002111640 0.218 105 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Vanguard Capital Wealth Advisors CIK 0001730578 0.118 132 1.1 1.0% 4 -0.3 pp -0.3 pp -0.6 pp +1.0 pp
SWMG, LLC CIK 0001839255 0.473 100 1.1 0.3% 4 -0.0 pp -0.3 pp -0.2 pp +0.3 pp
Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 1.1 0.9% 4 -0.3 pp -0.6 pp -0.8 pp +0.9 pp
RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 1.1 0.7% 4 -0.2 pp -0.5 pp -0.4 pp +0.7 pp
CSS LLC/IL CIK 0001103646 0.116 766 1.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ballew Advisors, Inc CIK 0001729096 0.403 129 1.1 0.6% 4 -0.2 pp -0.2 pp -0.2 pp +0.6 pp
Saber Capital Managment, LLC CIK 0001911378 0.318 32 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Windmill Hill Asset Management Ltd CIK 0001831132 0.889 21 1.1 0.3% 4 -1.0 pp -1.3 pp -1.3 pp +0.3 pp
BostonPremier Wealth LLC CIK 0002053783 0.775 79 1.1 0.6% 4 -0.2 pp -0.2 pp -0.3 pp +0.6 pp
COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
REXFORD CAPITAL INC CIK 0002081847 0.125 300 1.1 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
Peirce Capital Management, LLC CIK 0002008166 0.664 45 1.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
JHP Wealth Management, LLC CIK 0002110669 0.695 40 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Good Harbor Advisors, Inc. CIK 0002133484 0.271 87 1.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 1.1 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
CHASE INVESTMENT COUNSEL CORP CIK 0000019475 0.116 138 1.1 0.3% 4 -0.0 pp -0.7 pp -0.7 pp +0.3 pp
Breachway Investments LLC CIK 0002106661 0.032 74 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ATX Financial Planning, LLC CIK 0002111013 0.292 83 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Defender Capital, LLC. CIK 0001766929 0.672 37 1.1 0.4% 1 +0.4 pp +0.4 pp -0.1 pp +0.4 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 1.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
FIDELIS iM, LLC CIK 0001894206 0.843 27 1.1 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
MUSTICO FINANCIAL GROUP, INC. CIK 0002034361 0.736 49 1.1 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 1.1 0.4% 4 -0.2 pp -0.2 pp -0.1 pp +0.4 pp
SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 1.1 0.7% 4 -0.3 pp -0.4 pp -0.4 pp +0.7 pp
Foundation Wealth Management, LLC CIK 0001966351 0.683 51 1.0 0.7% 4 -0.4 pp -0.4 pp -0.6 pp +0.7 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 1.0 0.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.0 0.5% 4 -0.2 pp -0.4 pp -0.4 pp +0.5 pp
LAVELLE CAPITAL LP CIK 0002136566 0.357 75 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 1.0 0.9% 4 -0.3 pp -0.5 pp -0.6 pp +0.9 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 1.0 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.0 0.7% 3 -0.2 pp -0.3 pp +0.7 pp +0.7 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 1.0 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 1.0 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 1.0 0.4% 4 -0.2 pp -0.2 pp -0.2 pp +0.4 pp
Harvest Investment Advisors, LLC CIK 0001967261 0.414 58 1.0 0.6% 4 -0.2 pp -0.3 pp -0.3 pp +0.6 pp
BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 1.0 0.8% 4 -0.2 pp -0.3 pp +0.1 pp +0.8 pp
Presidio Capital Management, LLC CIK 0001931750 0.695 86 1.0 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
Arlington Capital Management, Inc. CIK 0001606507 0.000 112 1.0 0.6% 4 -0.3 pp -0.4 pp -0.6 pp +0.6 pp
E-Wealth Partners, LLC CIK 0002129940 0.579 59 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Climber Capital SA CIK 0002011229 0.279 64 1.0 0.7% 2 +0.3 pp +0.7 pp +0.2 pp +0.7 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 1.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 1.0 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 1.0 0.6% 4 -0.1 pp -0.5 pp -0.5 pp +0.6 pp
21 West Wealth Management LLC CIK 0002067541 0.319 65 1.0 1.0% 3 -0.3 pp -0.4 pp +1.0 pp +1.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 1.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 1.0 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
ASO GROUP Ltd CIK 0002108771 0.640 56 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BG Investment Services, LLC CIK 0001873989 0.578 52 1.0 0.9% 4 +0.2 pp +0.0 pp +0.1 pp +0.9 pp
Cairn Investment Group, Inc. CIK 0001800358 0.361 65 1.0 0.5% 4 -0.1 pp -0.2 pp -0.3 pp +0.5 pp
Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 1.0 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 0.452 65 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 1.0 0.5% 4 -0.2 pp -0.2 pp -0.3 pp +0.5 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 1.0 0.5% 4 -0.2 pp -0.3 pp -0.4 pp +0.5 pp
Ipsen Advisor Group LLC CIK 0001964922 0.238 107 1.0 0.7% 4 -0.2 pp -0.3 pp -0.5 pp +0.7 pp
EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 1.0 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 1.0 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 1.0 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
Opus Financial Solutions LLC CIK 0001934041 0.178 111 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Provident Living Financial Services, Inc. CIK 0002083149 0.455 50 1.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 1.0 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
Smith Asset Management Co., LLC CIK 0002068217 0.252 70 1.0 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
Diametric Capital, LP CIK 0001719087 0.000 473 1.0 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Dedeker Financial LLC CIK 0002113408 0.173 55 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
A4 Wealth Advisors LLC CIK 0002033987 0.140 89 1.0 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
Burk Holdings LLC CIK 0002079815 0.521 640 1.0 0.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Thayer Partners, LLC / MA CIK 0002010185 0.568 100 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Englebert Financial Advisers, LLC CIK 0002097035 0.385 63 1.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 1.0 0.7% 4 -0.3 pp -0.4 pp -0.1 pp +0.7 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 1.0 0.6% 4 -0.2 pp -0.4 pp -0.5 pp +0.6 pp
Covestor Ltd CIK 0001909846 0.023 2832 1.0 0.7% 4 -0.2 pp -0.3 pp -0.3 pp +0.7 pp
Premier Private Wealth Management LLC CIK 0002056550 0.356 60 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLVD Private Wealth, LLC CIK 0002079537 0.395 71 1.0 0.9% 3 -0.4 pp -0.6 pp +0.9 pp +0.9 pp
Waterford Advisors, LLC CIK 0001960657 0.806 64 1.0 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 1.0 0.4% 4 -0.1 pp -0.3 pp -0.3 pp +0.4 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 1.0 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Hiley Hunt Wealth Management CIK 0002048051 0.798 49 1.0 0.4% 4 -0.1 pp -0.2 pp -0.3 pp +0.4 pp
Stone Wealth Partners CIK 0001813454 0.281 63 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.0 0.8% 4 -0.2 pp -0.4 pp -0.5 pp +0.8 pp
Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 1.0 0.4% 4 -0.2 pp -0.4 pp -0.4 pp +0.4 pp
Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 1.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Constant Guidance Financial LLC CIK 0001995383 0.084 67 1.0 0.7% 4 -1.7 pp -2.0 pp -1.6 pp +0.7 pp
Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 1.0 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 1.0 0.5% 4 -0.3 pp -0.2 pp -0.3 pp +0.5 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 1.0 0.6% 4 -0.2 pp -0.2 pp -0.3 pp +0.6 pp
Randall & Associates Wealth Management CIK 0002011901 0.473 52 1.0 0.7% 4 -0.2 pp -0.1 pp -0.0 pp +0.7 pp
DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 1.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
GuidedMoney, LLC CIK 0002112951 0.875 34 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 1.0 0.4% 4 -0.3 pp -0.4 pp +0.0 pp +0.4 pp
Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 1.0 0.4% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
SWS Partners CIK 0001731731 0.307 108 1.0 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
Miller Financial Services LLC CIK 0002022893 0.065 138 1.0 1.1% 4 -0.3 pp -0.8 pp -0.9 pp +1.1 pp
Partners in Financial Planning CIK 0002054264 0.816 131 1.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 1.0 0.3% 4 -0.1 pp -0.2 pp -0.1 pp +0.3 pp
Weil Company, Inc. CIK 0001318011 0.359 133 1.0 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
Union Square Park Capital Management, LLC CIK 0001666231 0.041 51 1.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 1.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Carroll Advisory Group, LLC CIK 0002108684 0.607 73 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 1.0 0.7% 4 -0.0 pp -0.1 pp -0.5 pp +0.7 pp
Belleair Asset Management, LLC CIK 0002108102 0.373 84 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Laurion Capital Management LP CIK 0001390202 0.192 253 1.0 0.1% 2 -3.3 pp +0.1 pp +0.1 pp +0.1 pp
Glaxis Capital Management, LLC CIK 0001542161 0.000 41 1.0 1.2% 3 -0.9 pp -1.9 pp +1.2 pp +1.2 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 1.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 1.0 0.1% 4 -1.6 pp -1.6 pp -1.7 pp +0.1 pp
Kure Advisory, LLC CIK 0001986795 0.729 62 1.0 0.5% 4 -0.1 pp -0.0 pp +0.0 pp +0.5 pp
marrick wealth, LLC CIK 0002109850 0.626 62 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Rubicon Advisors, GP CIK 0002114679 0.116 86 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 1.0 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 1.0 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 1.0 0.1% 2 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
Johnson Wealth Management, LLC CIK 0002110653 0.777 58 1.0 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
Wealth Group Ltd CIK 0002010748 0.858 95 1.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
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Sensible Money, LLC CIK 0001965229 0.852 101 0.9 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
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Meredith Wealth Planning CIK 0001956471 0.812 74 0.9 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
DORVAL Corp CIK 0001999144 0.667 49 0.9 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 0.9 0.3% 4 -0.1 pp -0.2 pp -0.3 pp +0.3 pp
Carmel Capital Management L.L.C. CIK 0001878547 0.666 28 0.9 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
Capstone Wealth Management, LLC CIK 0002019411 0.171 188 0.9 0.7% 4 -0.2 pp -0.3 pp -0.4 pp +0.7 pp
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Reliant Investment Management, LLC CIK 0001517429 0.188 55 0.9 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
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Greenland Capital Management LP CIK 0001896430 0.029 237 0.9 0.2% 4 -0.0 pp -2.5 pp -1.6 pp +0.2 pp
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.9 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
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Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.9 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
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Axim Planning & Wealth CIK 0001950607 0.146 89 0.9 1.1% 4 +0.3 pp +0.2 pp +0.0 pp +1.1 pp
TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 0.9 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
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GGM Financial LLC CIK 0002021722 0.308 265 0.9 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
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Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.9 0.6% 4 -0.2 pp -0.3 pp -0.4 pp +0.6 pp
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Note Advisors, LLC CIK 0002056243 0.618 86 0.9 0.5% 4 -0.1 pp -0.3 pp -0.1 pp +0.5 pp
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COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.9 0.6% 4 -0.2 pp -0.3 pp -0.6 pp +0.6 pp
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Valpey Financial Services, LLC CIK 0002077991 0.374 76 0.9 0.6% 3 +0.5 pp -0.1 pp +0.6 pp +0.6 pp
Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.9 0.5% 6 -0.1 pp -0.2 pp -0.3 pp -0.1 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.9 0.3% 4 -0.1 pp -0.3 pp -0.2 pp +0.3 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 0.9 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.9 0.9% 4 -1.5 pp -0.4 pp -0.5 pp +0.9 pp
Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
WHI TRUST Co LLC CIK 0002013902 0.796 59 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Red Mountain Financial, LLC CIK 0001997650 0.268 82 0.9 0.8% 4 -0.3 pp -0.6 pp -0.6 pp +0.8 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Cadia Private Client LLC CIK 0002135817 0.358 76 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 0.9 0.3% 4 -0.1 pp -0.2 pp -0.1 pp +0.3 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.9 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
WorthPointe, LLC CIK 0001921448 0.605 123 0.9 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
Halter Ferguson Financial Inc. CIK 0001842665 0.761 35 0.9 0.2% 4 -0.1 pp -0.1 pp -0.3 pp +0.2 pp
BWM Planning, LLC CIK 0002039698 0.671 99 0.9 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.9 0.4% 4 -0.0 pp +0.1 pp -0.1 pp +0.4 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.9 0.1% 1 +0.1 pp -0.4 pp -0.9 pp +0.1 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 0.9 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 0.9 0.4% 4 -0.1 pp -0.2 pp -0.3 pp +0.4 pp
Merited Wealth, LLC CIK 0002123943 0.101 73 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 0.9 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Darrow Company, Inc. CIK 0001908169 0.521 58 0.9 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.9 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.9 0.8% 4 +0.2 pp +0.1 pp +0.1 pp +0.8 pp
Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Brickley Wealth Management CIK 0001712533 0.861 68 0.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Second Half Financial Partners, LLC CIK 0001946654 0.633 109 0.9 0.4% 4 -0.2 pp -0.3 pp -0.3 pp +0.4 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.9 0.5% 5 -0.2 pp -0.6 pp -0.7 pp -0.7 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.9 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
Schaeffer Financial LLC CIK 0001898838 0.812 27 0.9 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
Bauman Advisory Group, LLC CIK 0002111802 0.251 81 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.9 0.2% 4 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.9 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
DECISION INVESTMENTS, INC CIK 0002111652 0.209 149 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.9 0.8% 4 -0.2 pp -0.3 pp -0.5 pp +0.8 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.9 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 0.9 0.5% 4 -0.1 pp -0.2 pp -0.3 pp +0.5 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.9 0.6% 5 -0.2 pp -0.3 pp -0.3 pp -0.1 pp
Presper Financial Architects, LLC CIK 0002066674 0.783 55 0.9 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.9 0.3% 4 -0.1 pp -0.2 pp -0.3 pp +0.3 pp
HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.9 0.4% 4 -0.1 pp -0.2 pp -0.4 pp +0.4 pp
SIERRA SUMMIT ADVISORS LLC CIK 0002012614 0.122 185 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 0.9 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
GreatBanc Trust CO CIK 0001427099 0.670 70 0.9 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
Fortis Advisors, LLC CIK 0001697478 0.324 122 0.9 0.4% 4 -0.2 pp -0.3 pp -0.3 pp +0.4 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 0.9 0.1% 4 -0.1 pp -0.1 pp -0.6 pp +0.1 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 0.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.9 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
High Probability Advisors, LLC CIK 0002039415 0.830 75 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PenderFund Capital Management Ltd. CIK 0001706164 0.245 231 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.9 0.1% 6 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Stanich Group LLC CIK 0002023324 0.748 52 0.9 0.6% 4 -0.2 pp -0.1 pp -0.4 pp +0.6 pp
AmeriServ Wealth Advisors CIK 0001102062 0.598 54 0.9 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
AUCTUS ADVISORS LLC CIK 0002042516 0.765 34 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.8 0.7% 4 -0.2 pp -0.3 pp -0.3 pp +0.7 pp
America First Investment Advisors, LLC CIK 0001308778 0.569 45 0.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Integrated Wealth Management CIK 0002113155 0.022 91 0.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.8 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
Richmond Brothers, Inc. CIK 0001540462 0.006 96 0.8 0.6% 4 -0.1 pp -0.2 pp -0.3 pp +0.6 pp
Wrenne Financial Planning LLC CIK 0002023054 0.817 60 0.8 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Financial Planning Fort Collins, LLC CIK 0002111920 0.749 32 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Dupree Financial Group, LLC CIK 0001989251 0.159 81 0.8 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 0.8 0.6% 4 -0.2 pp -0.4 pp -0.5 pp +0.6 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.8 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
Ratan Capital Management LP CIK 0001566887 0.000 47 0.8 0.3% 4 -7.1 pp -1.0 pp -8.0 pp +0.3 pp
Arnhold LLC CIK 0001733755 0.661 113 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.8 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
Independence Financial Advisors, LLC CIK 0002066080 0.242 55 0.8 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
Level Financial Advisors CIK 0001871734 0.644 95 0.8 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 0.8 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 0.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 0.8 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 0.8 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
Corient IA LP CIK 0002058426 0.030 249 0.8 0.8% 4 -0.4 pp -0.2 pp -0.2 pp +0.8 pp
HBE Wealth Management, LLC CIK 0002104442 0.581 59 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.8 0.3% 4 -0.2 pp -1.0 pp -1.2 pp +0.3 pp
Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.8 0.7% 4 -0.3 pp -0.5 pp -0.6 pp +0.7 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 0.8 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
SHRIER WEALTH MANAGEMENT, LLC CIK 0002075389 0.422 134 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 0.8 0.6% 4 -0.2 pp -0.4 pp -0.4 pp +0.6 pp
ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.8 0.4% 4 +0.0 pp -0.1 pp -0.2 pp +0.4 pp
BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.8 0.3% 4 -0.1 pp +0.2 pp +0.1 pp +0.3 pp
Welch Financial Planning, LLC CIK 0002085141 0.273 71 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
HEMMING& WEALTH MANAGEMENT, INC. CIK 0001782624 0.795 16 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.8 0.3% 4 -0.2 pp -0.2 pp -0.3 pp +0.3 pp
Summit Financial Consulting LLC CIK 0002065794 0.400 49 0.8 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.8 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 0.8 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.0 pp
Catalyst Investment Management LLC CIK 0002055584 0.252 73 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 0.8 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 0.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.8 0.3% 4 -0.1 pp -0.1 pp -0.3 pp +0.3 pp
Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 0.8 0.4% 4 +0.1 pp -0.0 pp -0.4 pp +0.4 pp
Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.8 0.5% 4 -0.1 pp -0.2 pp -0.3 pp +0.5 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Echo Wealth Management, LLC CIK 0001846994 0.757 47 0.8 0.5% 4 -0.3 pp -0.5 pp -0.5 pp +0.5 pp
Kelsey Financial, LLC CIK 0002022609 0.607 65 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Compton Financial Group, LLC CIK 0001844567 0.139 84 0.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Entruity Wealth, LLC CIK 0001719303 0.105 54 0.8 0.5% 4 -0.2 pp -0.3 pp -0.4 pp +0.5 pp
Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.8 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Joule Financial, LLC CIK 0001929070 0.731 116 0.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
HighRoad Wealth Advisors, LLC CIK 0002079807 0.764 38 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
TRUEFG, LLC CIK 0001766067 0.882 75 0.8 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
Guilbault Capital LLC CIK 0002134737 0.306 73 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
KAHN BROTHERS GROUP INC CIK 0001039565 0.884 48 0.8 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
Foundry Financial Group, Inc. CIK 0002007960 0.561 80 0.8 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.8 0.5% 4 -0.2 pp -0.3 pp -0.3 pp +0.5 pp
DDFG, Inc CIK 0001967640 0.535 91 0.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Verisail Partners, LLC CIK 0002016904 0.898 26 0.8 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Farnam Financial LLC CIK 0002080267 0.372 53 0.8 0.6% 6 -0.2 pp -0.2 pp -0.3 pp -0.0 pp
Ardent Capital Management, Inc. CIK 0001888792 0.815 47 0.8 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
Orca Wealth Management, LLC CIK 0002043765 0.246 83 0.8 0.5% 4 -0.1 pp -0.3 pp -0.3 pp +0.5 pp
Oak Wealth Advisors LLC CIK 0002056728 0.683 68 0.8 0.4% 4 -0.2 pp -0.2 pp -0.2 pp +0.4 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.8 0.6% 4 -0.2 pp -0.3 pp -0.4 pp +0.6 pp
ProCore Advisors, LLC CIK 0002085963 0.257 84 0.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.8 0.6% 4 -0.1 pp -0.2 pp -0.0 pp +0.6 pp
ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 0.589 60 0.8 0.4% 4 -0.2 pp -0.3 pp -0.3 pp +0.4 pp
BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 0.8 0.3% 1 +0.3 pp -0.1 pp -0.1 pp -0.0 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 0.8 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.8 0.4% 2 -0.2 pp +0.4 pp -3.2 pp +0.4 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.8 0.5% 4 -0.2 pp -0.2 pp -0.3 pp +0.5 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 0.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
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PFS Partners, LLC CIK 0002002654 0.478 599 0.8 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Chico Wealth RIA CIK 0001926037 0.794 49 0.8 0.5% 4 -0.3 pp -0.3 pp -0.4 pp +0.5 pp
Walleye Partners, LLC CIK 0002068376 0.441 59 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Brave Warrior Advisors, LLC CIK 0001553733 0.902 40 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.7 0.2% 4 -0.2 pp -0.1 pp -0.2 pp +0.2 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.7 0.3% 4 -0.3 pp -0.5 pp -0.6 pp +0.3 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.7 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.7 0.4% 4 -0.2 pp -0.4 pp -0.4 pp +0.4 pp
Arbiter Partners Capital Management LLC CIK 0001513193 0.542 42 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.7 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
Aureum Wealth Management, LLC CIK 0002093444 0.383 62 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Financial Symmetry Inc CIK 0002004843 0.819 68 0.7 0.3% 4 -0.2 pp -0.3 pp -0.3 pp +0.3 pp
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Compass Financial Services Inc CIK 0002039088 0.671 57 0.7 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 0.7 0.2% 4 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
Sound Stewardship, LLC CIK 0001998101 0.563 73 0.7 0.3% 4 -0.1 pp -0.3 pp -0.3 pp +0.3 pp
Investors Portfolio Services LLC CIK 0002073833 0.299 673 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
5T Wealth, LLC CIK 0002039313 0.300 134 0.7 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
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Single Point Partners, LLC CIK 0001801184 0.839 102 0.7 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.7 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 0.7 0.4% 4 -0.1 pp -0.3 pp -0.2 pp +0.4 pp
Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.7 0.6% 2 -0.2 pp +0.6 pp +0.6 pp -0.2 pp
DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 0.7 0.4% 4 -0.2 pp -0.4 pp -0.5 pp +0.4 pp
Pembroke Management, LTD CIK 0001063497 0.301 100 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Southern Financial Group, LLC CIK 2140714 0.869 95 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
THOMAS STORY & SON LLC CIK 0001505207 0.484 53 0.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.7 0.5% 4 -0.2 pp -0.3 pp -0.3 pp +0.5 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 0.7 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Global Wealth Management, LLC CIK 0002039738 0.724 47 0.7 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Blue Capital, Inc. CIK 0002032856 0.015 122 0.7 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 0.7 0.3% 4 -0.1 pp -0.1 pp +0.0 pp +0.3 pp
JDH Wealth Management, LLC CIK 0002022512 0.626 61 0.7 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.7 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.7 0.6% 3 -0.2 pp -0.3 pp +0.6 pp +0.6 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Giverny Capital Inc. CIK 0001641864 0.751 51 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Grand Central Investment Group CIK 0001844893 0.299 40 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Manuka Financial, LLC CIK 0002049064 0.636 55 0.7 0.4% 4 -0.1 pp -0.3 pp -0.2 pp +0.4 pp
LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.7 0.3% 6 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.7 0.6% 4 -0.4 pp -1.8 pp -0.9 pp +0.6 pp
Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.7 0.6% 5 -0.2 pp -0.3 pp -0.3 pp -0.2 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.7 0.3% 4 +0.2 pp +0.0 pp +0.0 pp +0.3 pp
MontVue Capital Management, Inc. CIK 0002008758 0.592 78 0.7 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.7 0.3% 4 -0.1 pp -0.2 pp -0.3 pp +0.3 pp
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RESOLUTE CAPITAL, LLC CIK 0002069920 0.656 72 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
High Point Wealth Management, LLC CIK 0002106882 0.247 250 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 0.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GRANVILLE CAPITAL, INC. CIK 0001404784 0.710 86 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 0.7 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
MRWM Advisors, LLC CIK 0001732949 0.327 80 0.7 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 0.7 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 0.7 0.1% 4 -0.1 pp -0.1 pp -0.3 pp +0.1 pp
Seros Financial, LLC CIK 0002039918 0.494 66 0.7 0.4% 4 -0.3 pp -0.4 pp -0.4 pp +0.4 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.7 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
Sequent Asset Management, LLC CIK 0001509550 0.594 89 0.7 0.3% 4 -0.1 pp -0.1 pp -0.4 pp +0.3 pp
Western Reserve Capital Management, LLC CIK 0002110357 0.624 53 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 0.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.7 0.3% 4 -0.4 pp -0.5 pp -0.5 pp +0.3 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 0.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.7 0.4% 4 -0.2 pp -0.4 pp -0.4 pp +0.4 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
ATLas Financial Planning LLC CIK 0002110886 0.440 69 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.7 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
Richard Young Associates, Ltd. CIK 0002107563 0.842 29 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.7 0.4% 4 -0.3 pp -0.2 pp -0.1 pp +0.4 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Piedmont Capital Management, LLC CIK 0001656150 0.145 58 0.7 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 0.7 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.7 0.4% 4 -0.2 pp -0.3 pp -3.2 pp +0.4 pp
LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 0.7 0.6% 4 -0.3 pp -0.4 pp -0.4 pp +0.6 pp
Weinberger Asset Management, Inc CIK 0002051705 0.598 101 0.7 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
LPWM LLC CIK 0001801101 0.514 98 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 0.7 0.3% 4 -0.2 pp -0.2 pp +0.0 pp +0.3 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Foundry Financial LLC CIK 0002085325 0.614 85 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.7 0.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Auour Investments LLC CIK 0001789310 0.580 95 0.7 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
Dodds Wealth, LLC CIK 0001973728 0.873 56 0.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Carmel Capital Partners, LLC CIK 0001900481 0.215 134 0.7 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.7 0.5% 4 -0.2 pp -0.3 pp -0.3 pp +0.5 pp
Carbahal Olsen Financial Services Group, LLC CIK 0002052538 0.783 40 0.7 0.5% 4 -0.2 pp -0.3 pp -0.3 pp +0.5 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 0.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 0.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Boyer Financial Services, Inc. CIK 0002108122 0.377 57 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Prism Planning Partners LLC CIK 0002110534 0.691 35 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 0.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Citrine Capital LLC CIK 0002053242 0.796 60 0.7 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Compass Financial Group, Inc. CIK 0001666910 0.564 51 0.7 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PVG ASSET MANAGEMENT CORP CIK 0000820434 0.273 129 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.7 0.3% 4 -0.1 pp -0.2 pp -0.0 pp +0.3 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 0.7 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.7 0.2% 4 -0.2 pp -0.2 pp -0.3 pp +0.2 pp
FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 0.297 69 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Objective Capital Management, LLC CIK 0001924152 0.294 102 0.6 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 0.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
ENZI WEALTH CIK 0001887441 0.755 76 0.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.6 0.8% 4 -0.9 pp -1.2 pp -1.3 pp +0.8 pp
Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 0.6 0.3% 4 -0.2 pp -0.2 pp -0.3 pp +0.3 pp
Royal Palms Capital LLC CIK 0002107886 0.186 57 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.6 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 0.6 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Winter & Associates, Inc. CIK 0002109063 0.133 85 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MA Private Wealth CIK 0001767474 0.750 88 0.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
JONES ROAD CAPITAL MANAGEMENT, L.P. CIK 0001842361 0.000 21 0.6 1.2% 4 -0.3 pp -0.4 pp -0.3 pp +1.2 pp
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Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Hegarty Advisors, LLC CIK 0002107727 0.479 66 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RM Financial Services, LLC CIK 0002109852 0.299 79 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TL Private Wealth CIK 0001802868 0.876 54 0.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Midwest Financial Network, LLC CIK 2137280 0.120 105 0.6 0.5% 5 -0.1 pp -0.3 pp -0.3 pp +0.3 pp
STONE LOFT WEALTH MANAGEMENT LLC CIK 0002130930 0.762 31 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.6 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
PMG Family Office LLC CIK 0002102299 0.155 114 0.6 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
AMERICAN ASSETS INC CIK 0000885118 0.855 12 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.6 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
denkapparat Operations GmbH CIK 0001999514 0.033 383 0.6 0.3% 4 -0.5 pp -0.6 pp -0.8 pp +0.3 pp
Avant Capital LLC CIK 0001653443 0.369 86 0.6 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 0.6 0.3% 5 -0.1 pp -0.4 pp -0.5 pp -0.3 pp
Tull Financial Group, Inc. CIK 0001769060 0.849 35 0.6 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 0.6 0.3% 4 -0.1 pp -0.2 pp -0.3 pp +0.3 pp
Strategent Financial, LLC CIK 0002052737 0.741 41 0.6 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
Eddie Patel Inc CIK 0002078760 0.019 127 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LGL PARTNERS, LLC CIK 0001653202 0.782 62 0.6 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Cutler Capital Management, LLC CIK 0001353098 0.288 124 0.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
GEN Financial Management, INC. CIK 0002032497 0.680 42 0.6 0.4% 4 -0.1 pp -0.3 pp -0.2 pp +0.4 pp
Briggs Wealth Management, Inc CIK 0002109156 0.631 61 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 0.6 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
MLP3, LLC CIK 0002109061 0.294 86 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 0.6 0.5% 4 -0.4 pp -0.5 pp -0.2 pp +0.5 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
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Martin Investment Management, LLC CIK 0001511888 0.424 47 0.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
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MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SFAM, LLC CIK 0001713286 0.679 262 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Rolek Wealth Management LLC CIK 0002051339 0.833 23 0.6 0.4% 4 -0.2 pp -0.2 pp -0.3 pp +0.4 pp
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Xena Financial Planning, LLC CIK 0002101744 0.604 38 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 0.6 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Knott David M Jr CIK 0001892770 0.419 84 0.6 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.6 0.4% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
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TKG Advisors, LLC CIK 0001843275 0.189 94 0.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
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Fortitude Financial, LLC CIK 0002066105 0.084 28 0.6 0.3% 1 +0.3 pp -0.9 pp +0.3 pp +0.3 pp
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Clark Wealth Partners CIK 0002107657 0.535 571 0.6 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.0 pp
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EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
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BCM ADVISORS, LLC CIK 0001373017 0.761 80 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Oceanside Advisors LLC CIK 0002012184 0.685 57 0.6 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
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Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.5 0.3% 6 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 0.5 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.5 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.5 0.3% 4 -0.4 pp -0.1 pp -0.2 pp +0.3 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.5 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC CIK 0001907528 0.166 62 0.5 0.5% 4 -0.2 pp -0.3 pp -0.3 pp +0.5 pp
Networth Advisors, LLC CIK 0002099019 0.225 383 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Align Financial, LLC CIK 0002089183 0.646 360 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 0.5 0.4% 4 -0.1 pp -0.2 pp -0.3 pp +0.4 pp
Prosperity Advisers, LLC CIK 0002042930 0.778 44 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 0.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
NCP Inc. CIK 0002023709 0.376 78 0.5 0.9% 4 +0.2 pp +0.2 pp +0.1 pp +0.9 pp
Walsh & Associates, LLC CIK 0002135144 0.507 245 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.5 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
Bull Oak Capital, LLC CIK 0001824263 0.751 40 0.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 0.5 0.3% 4 -0.1 pp -0.4 pp -0.3 pp +0.3 pp
Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 0.5 0.4% 1 +0.4 pp -0.4 pp -0.0 pp +0.4 pp
CDKV HOLDINGS LLC CIK 0002109928 0.281 276 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Vigil Wealth Management, LLC CIK 0002107625 0.518 81 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BetterWealth, LLC CIK 0001911702 0.869 86 0.5 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
Contango Wealth Management LLC CIK 2137383 0.124 52 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 0.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.5 0.2% 4 -0.0 pp -1.7 pp -0.7 pp +0.2 pp
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. CIK 0002110760 0.710 44 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Martin Capital Advisors, LLP CIK 0001904126 0.430 77 0.5 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
PACK Private Wealth, LLC CIK 0001907212 0.828 61 0.5 0.2% 4 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.5 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Family Office Research LLC CIK 0002041267 0.653 85 0.5 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.5 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.5 0.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 0.5 0.0% 4 -0.3 pp -0.4 pp -0.4 pp +0.0 pp
Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.5 0.3% 4 -0.2 pp -0.1 pp -0.1 pp +0.3 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 0.5 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.5 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
Sherman Wealth Management LLC CIK 0002096110 0.392 84 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Dynamic Financial Group CIK 0002061178 0.528 76 0.5 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.5 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Sterling Manor Financial, LLC CIK 0001842015 0.520 39 0.5 0.3% 4 -0.2 pp -0.3 pp -0.3 pp +0.3 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.5 0.3% 4 -0.1 pp -0.3 pp -0.3 pp +0.3 pp
MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 0.5 0.2% 6 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
O'Keefe Stevens Advisory, Inc. CIK 0001780565 0.611 81 0.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Torrey-Payne Wealth Management, LLC CIK 0002112151 0.671 39 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.5 0.9% 4 -0.4 pp -2.1 pp -1.9 pp +0.9 pp
E6 Portfolios, LLC CIK 0002110817 0.358 97 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DiPaolo Financial Group, Inc. CIK 0002111462 0.736 47 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 0.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
GenWealth Group, Inc. CIK 0001713678 0.306 89 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Prota Financial, LLC CIK 0002126257 0.258 70 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 0.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.5 0.3% 6 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 0.160 113 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Altus Wealth Management, LLC CIK 0001802107 0.888 26 0.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 0.5 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.5 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Hoese & Co LLP CIK 0001840268 0.583 183 0.5 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
Beacon Wealthcare LLC CIK 0001849336 0.903 26 0.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Beck Bode, LLC CIK 0001790548 0.122 104 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.5 0.2% 4 -0.1 pp -0.3 pp -0.4 pp +0.2 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BANTA ASSET MANAGEMENT LP CIK 0001426960 0.736 20 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 0.5 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
Seek First Inc. CIK 0002060504 0.523 67 0.5 0.3% 4 -0.1 pp -0.2 pp -0.1 pp +0.3 pp
LOUNTZIS ASSET MANAGEMENT, LLC CIK 0001821168 0.702 55 0.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
DKM Wealth Management, Inc. CIK 0002055833 0.611 74 0.5 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.5 0.3% 4 -0.1 pp -0.2 pp -0.1 pp +0.3 pp
SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 0.5 0.3% 5 -0.2 pp -0.3 pp -0.2 pp -0.2 pp
FFG Partners, LLC CIK 0002045972 0.070 41 0.5 0.2% 4 -0.2 pp -0.2 pp -0.3 pp +0.2 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.5 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 0.5 0.4% 4 -0.1 pp -0.1 pp -0.0 pp +0.4 pp
Delta Wealth Advisors LLC CIK 0001970701 0.505 46 0.5 0.4% 6 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
OLIO Financial Planning CIK 0001906766 0.888 68 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.5 0.3% 4 -0.2 pp -0.4 pp -0.4 pp +0.3 pp
Seven Post Investment Office LP CIK 0001554308 0.797 42 0.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hyperion Capital Advisors LP CIK 0001794499 0.314 67 0.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Independent Wealth Advisors LLC CIK 0002136099 0.284 77 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 0.5 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
Triune Financial Partners, LLC CIK 0002040393 0.913 49 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
LOWERY THOMAS, LLC CIK 0001919701 0.540 57 0.5 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
GR FINANCIAL GROUP, LLC CIK 0002011751 0.422 37 0.5 0.2% 4 -0.7 pp -0.6 pp -0.5 pp +0.2 pp
Jacobs Equity LLC CIK 0002111761 0.154 121 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NFC Investments, LLC CIK 0001512858 0.653 43 0.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.5 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.5 0.2% 4 +0.0 pp +0.0 pp -0.2 pp +0.2 pp
Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Willow Financial LLC CIK 0002077046 0.158 37 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 0.5 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Mittelman Wealth Management CIK 0002021464 0.533 53 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 0.4 0.1% 4 -0.1 pp -0.1 pp -0.3 pp +0.1 pp
Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.4 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
Capital Developers, LLC CIK 0002105385 0.522 52 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
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AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 0.4 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
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Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.4 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Three Arch Wealth Management LLC CIK 0002109462 0.747 69 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 0.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
STEPH & CO CIK 0000941519 0.731 283 0.4 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
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ALBERT D MASON INC CIK 0001169318 0.145 139 0.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
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Miller Global Investments, LLC CIK 0002099097 0.052 295 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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DC Investments Management, LLC CIK 0001565951 0.652 55 0.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
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Town Capital LLC CIK 1871352 0.216 75 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 0.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
PALLADIEM, LLC CIK 0001629271 0.040 136 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SoundView Advisors Inc. CIK 0002054083 0.846 32 0.4 0.1% 4 -0.1 pp -1.9 pp -2.0 pp +0.1 pp
Cordant, Inc. CIK 0001830942 0.705 353 0.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Powerhouse Assets LLC CIK 0001564396 0.627 57 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Northwest Financial Advisors CIK 0002010635 0.000 89 0.4 0.8% 1 +0.8 pp -0.8 pp -0.8 pp +0.8 pp
Wright Wealth LLC CIK 0002046147 0.601 54 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 0.4 0.3% 4 -2.5 pp -2.9 pp -3.0 pp +0.3 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.4 0.2% 5 -0.2 pp -0.3 pp -0.3 pp -0.2 pp
Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.770 37 0.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.4 0.2% 4 -0.1 pp +0.1 pp +0.0 pp +0.2 pp
Lagoda Investment Management, L.P. CIK 0001632108 0.362 25 0.4 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 0.4 0.2% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
DWR WEALTH MANAGEMENT, LLC CIK 0002123012 0.582 56 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Roth Financial Partners LLC CIK 0001840888 0.893 33 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.4 0.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
Ackerman Asset Management, LLC CIK 0002067071 0.836 38 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Pearl Planning LLC CIK 0002100519 0.696 58 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tepp RIA, LLC CIK 0002055925 0.434 49 0.4 0.3% 4 -1.5 pp -1.5 pp -0.6 pp +0.3 pp
Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
EQ LLC CIK 0001757605 0.412 87 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Strid Group, LLC CIK 0001625800 0.894 93 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.4 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Stonebridge Wealth Management, LLC CIK 0002082460 0.647 37 0.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 0.4 0.4% 4 -0.4 pp -0.4 pp -0.4 pp +0.4 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.4 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
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Parkwood LLC CIK 0001597823 0.291 71 0.0 0.0% 0 -0.9 pp -1.5 pp -0.9 pp +0.0 pp
Wealth Advisory Team LLC CIK 0002039196 0.609 39 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 -5.5 pp -6.0 pp -6.1 pp +0.0 pp
McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp +0.0 pp
EHP Funds Inc. CIK 0001927881 0.000 25 0.0 0.0% 0 +0.0 pp -2.9 pp +0.0 pp +0.0 pp
STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 0.0 0.0% 0 -2.2 pp -2.0 pp +0.0 pp +0.0 pp
V. M. MANNING & CO., INC. CIK 0000062061 0.405 53 0.0 0.0% 0 -1.2 pp -1.1 pp +0.0 pp +0.0 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
BLACK POINT WEALTH MANAGEMENT CIK 0002032846 0.887 5 0.0 0.0% 0 +0.0 pp +0.0 pp -7.2 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 -4.8 pp -5.2 pp -5.4 pp +0.0 pp
THAMES CAPITAL MANAGEMENT LLC CIK 0001714267 0.041 56 0.0 0.0% 0 -3.2 pp -3.0 pp -4.6 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 -2.7 pp +0.0 pp -0.4 pp +0.0 pp
RIVERPARK CAPITAL MANAGEMENT LLC CIK 0001614704 0.237 36 0.0 0.0% 0 -6.5 pp -6.7 pp -7.0 pp +0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -1.1 pp -1.1 pp +0.0 pp
Charles-Lim Capital Ltd CIK 0001634255 0.776 6 0.0 0.0% 0 +0.0 pp -7.9 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
SEMITAM BONAM LLC CIK 0001922963 0.549 50 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Exane Asset Management CIK 0001666256 0.048 28 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp +0.0 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 -1.1 pp -0.0 pp -0.1 pp +0.0 pp
1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp -6.1 pp -6.1 pp +0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SPHERA FUNDS MANAGEMENT LTD. CIK 0001496201 0.149 97 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -2.2 pp -2.6 pp -2.7 pp +0.0 pp
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CIK 0001907480 0.228 89 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
AlpenGlobal Capital LLC CIK 0002062492 0.405 35 0.0 0.0% 0 +0.0 pp +0.0 pp -4.5 pp -4.1 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -1.2 pp -1.3 pp +0.0 pp
DeepCurrents Investment Group LLC CIK 0001754535 0.160 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALTA FOX CAPITAL MANAGEMENT, LLC CIK 0001858353 0.431 15 0.0 0.0% 0 -1.9 pp -4.9 pp -5.7 pp +0.0 pp
FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 +0.0 pp -2.1 pp -2.2 pp +0.0 pp
Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 +0.0 pp -3.3 pp +0.0 pp +0.0 pp
Third Point LLC CIK 0001040273 0.205 42 0.0 0.0% 0 -6.1 pp -6.8 pp -2.6 pp +0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 -4.5 pp -5.0 pp -5.4 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -2.3 pp -2.4 pp -3.2 pp -3.3 pp
Capital Markets Trading UK LLP CIK 0001719165 0.000 87 0.0 0.0% 0 -1.1 pp -9.0 pp -6.5 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -1.2 pp
MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 +0.0 pp +0.0 pp -4.3 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -4.0 pp -4.4 pp -4.5 pp +0.0 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 -1.0 pp -1.1 pp -1.1 pp +0.0 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
XN LP CIK 0001756558 0.535 27 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
XY Capital Ltd CIK 0001933132 0.000 44 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -8.7 pp -9.9 pp -9.9 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp -5.4 pp +0.0 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 0.0 0.0% 0 +0.0 pp -0.1 pp -2.4 pp +0.0 pp
QVR LLC CIK 0001718858 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
FC Advisory LLC CIK 0001683754 0.633 118 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Junto Capital Management LP CIK 0001595880 0.030 80 0.0 0.0% 0 -1.9 pp +0.0 pp -0.8 pp +0.0 pp
David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.8 pp -1.0 pp -1.1 pp +0.0 pp
Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp -3.0 pp -3.3 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD CIK 0001670627 0.000 24 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp +0.0 pp
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
CapitalatWork S.A. CIK 0002135126 0.670 93 0.0 0.0% 0 -1.5 pp -1.3 pp -1.2 pp -1.1 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saba Capital Management, L.P. CIK 0001510281 0.602 377 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
Delta Accumulation, LLC CIK 0001808389 0.000 26 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
One Madison Group LLC CIK 0001728278 0.472 27 0.0 0.0% 0 -2.3 pp -1.7 pp -3.3 pp +0.0 pp
FIRST SABREPOINT CAPITAL MANAGEMENT LP CIK 0001731530 0.281 20 0.0 0.0% 0 -5.0 pp -7.3 pp -7.5 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -7.2 pp -8.0 pp +0.0 pp
Horizon Advisory Services, Inc. CIK 0001799006 0.816 49 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.0 0.0% 0 +0.0 pp -1.1 pp -0.7 pp +0.0 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -3.2 pp -3.3 pp +0.0 pp
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TANG CAPITAL MANAGEMENT LLC CIK 0001232621 0.706 41 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Terra Alpha Investments LLC CIK 0002055566 0.314 32 0.0 0.0% 0 -5.7 pp -6.2 pp -6.6 pp +0.0 pp
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -12.8 pp
BLKBRD Asset Management, LP CIK 0002035232 0.000 0 0.0 0.0% 0 -5.4 pp -0.3 pp -1.2 pp +0.0 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 +0.0 pp -6.1 pp -6.5 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -5.3 pp -5.8 pp -6.0 pp +0.0 pp
BROWN CAPITAL MANAGEMENT LLC CIK 0000885062 0.121 54 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Geo Capital Gestora de Recursos Ltd CIK 0001766561 0.000 18 0.0 0.0% 0 +0.0 pp -10.1 pp -10.6 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 -3.9 pp +0.0 pp -2.8 pp +0.0 pp
CMC Financial Group CIK 0001770940 0.082 45 0.0 0.0% 0 -2.0 pp -2.3 pp +0.0 pp +0.0 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 +0.0 pp -6.9 pp -7.2 pp +0.0 pp
VANTAGE WEALTH CIK 0001569174 0.613 30 0.0 0.0% 0 -4.7 pp -5.1 pp -5.2 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp +0.0 pp
D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 0.0 0.0% 0 +0.0 pp -2.0 pp -2.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -1.9 pp -2.1 pp -1.7 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -7.8 pp -8.4 pp -8.8 pp +0.0 pp
PROSPECTOR PARTNERS LLC CIK 0001080380 0.000 16 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp +0.0 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
FIFTH LANE CAPITAL, LP CIK 0001858558 0.000 5 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
AF Advisors, Inc. CIK 0001818044 0.880 30 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 -6.7 pp -5.7 pp -4.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -4.4 pp -4.7 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -1.3 pp -1.1 pp -3.0 pp +0.0 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -0.7 pp -0.8 pp -1.5 pp +0.0 pp
AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 -0.7 pp -0.8 pp -0.9 pp +0.0 pp
Symmetry Investments LP CIK 0001691919 0.056 112 0.0 0.0% 0 -4.1 pp -2.4 pp -1.8 pp -0.8 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -3.5 pp -3.7 pp -4.4 pp +0.0 pp
New England Professional Planning Group Inc. CIK 0001540867 0.879 50 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp -1.9 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -2.7 pp -2.9 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Livelsberger Financial Advisory CIK 0002015721 0.000 0 0.0 0.0% 0 +0.0 pp -9.3 pp +0.0 pp +0.0 pp
Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 -3.0 pp -3.3 pp -3.3 pp +0.0 pp
TrueWealth Financial Partners CIK 0001908108 0.649 28 0.0 0.0% 0 +0.0 pp -1.8 pp -1.9 pp +0.0 pp
Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 0.0 0.0% 0 +0.0 pp -2.2 pp -2.5 pp +0.0 pp
Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
Capricorn Fund Managers Ltd CIK 0001901361 0.009 167 0.0 0.0% 0 +0.0 pp -4.8 pp -5.1 pp +0.0 pp
Delta Global Management LP CIK 0001992724 0.029 149 0.0 0.0% 0 -0.8 pp -5.4 pp -5.2 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 MSFT). Qtrs Held counts distinct quarters this fund has actually held MSFT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MSFT position size. Δ columns are the percentage-point change in MSFT'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