Signals

MSTR

1216 in-universe funds with a nonzero position in MSTR within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1371
Score / z0.014 / 0.02
Consensus387.99 over 721 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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
VANGUARD GROUP INC CIK 0000102909 0.000 0 6,406.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital International Investors CIK 0001562230 0.968 446 4,837.8 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4,722.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 2,712.0 0.2% 4 -0.1 pp +0.0 pp +0.1 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 1,929.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clear Street Group Inc. CIK 0001881567 0.813 1364 1,539.5 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
Capital Research Global Investors CIK 0001422848 0.983 426 1,355.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 1,291.9 25.3% 2 -18.5 pp +25.3 pp +25.3 pp +25.3 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,200.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 812.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 765.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 674.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 671.2 8.3% 4 -6.1 pp -1.0 pp +3.6 pp +8.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 658.9 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
Capula Management Ltd CIK 0001557017 0.914 303 565.8 4.2% 2 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 513.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 506.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 504.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 499.6 9.2% 2 +2.6 pp +9.2 pp +9.2 pp +9.2 pp
FMR LLC CIK 0000315066 0.989 5571 480.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 447.4 6.8% 2 -7.6 pp +6.8 pp +6.8 pp +6.8 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 418.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Capital World Investors CIK 0001422849 0.974 637 412.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 404.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 403.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 379.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 363.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 297.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 270.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 248.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 242.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 227.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 207.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 201.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NATIXIS CIK 0001274981 0.561 1107 190.4 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
National Pension Service CIK 0001608046 0.956 552 164.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 158.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 154.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 147.4 0.9% 2 -2.3 pp +0.9 pp +0.9 pp +0.9 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 144.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 133.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 132.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 126.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 111.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 110.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LMR Partners LLP CIK 0001578621 0.225 1167 107.3 1.4% 2 +0.8 pp +1.4 pp +1.4 pp +1.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 102.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 101.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
PEAK6 LLC CIK 0001389958 0.149 850 96.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 92.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 90.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 85.9 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 84.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 84.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OSSIAM CIK 0001767471 0.182 680 79.7 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 77.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 76.2 3.3% 2 -4.4 pp +3.3 pp +3.3 pp +3.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 67.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 66.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 63.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 61.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 60.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 60.3 1.0% 2 -0.6 pp +1.0 pp +1.0 pp +1.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 60.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 54.2 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CTC LLC CIK 0001445893 0.000 28 53.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 53.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 52.6 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 46.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 45.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 44.6 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 44.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 44.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Aspiring Ventures, LLC CIK 0001738640 0.789 83 43.4 15.4% 2 -7.3 pp +15.4 pp +15.4 pp +15.4 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 43.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 42.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 41.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 41.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 41.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
TB Alternative Assets Ltd. CIK 0001483503 0.000 34 40.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 39.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 38.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 38.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 38.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 37.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLKBRD Asset Management, LP CIK 0002035232 0.000 0 37.2 10.4% 2 -25.9 pp +10.4 pp +10.4 pp +10.4 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 37.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 36.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 35.5 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 35.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 34.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SHARIAPORTFOLIO, INC. CIK 0001998574 0.640 43 34.3 13.1% 2 -2.5 pp +13.1 pp +13.1 pp +13.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 34.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 33.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 32.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 30.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 29.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 29.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strong Tower Advisory Services CIK 0001889322 0.313 93 29.0 5.5% 2 -5.2 pp +5.5 pp +5.5 pp +5.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 28.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 28.6 2.3% 2 -27.6 pp +2.3 pp +2.3 pp +2.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 28.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 28.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
EULAV Asset Management CIK 0001540826 0.373 152 27.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 26.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Swedbank AB CIK 0000946431 0.941 696 25.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 25.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 25.0 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 24.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 24.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 24.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 24.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 24.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 23.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 23.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 23.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 23.2 10.9% 2 -3.3 pp +10.9 pp +10.9 pp +10.9 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 23.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Accuvest Global Advisors CIK 0001497637 0.060 78 23.1 14.4% 2 -4.5 pp +14.4 pp +14.4 pp +14.4 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 22.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 21.7 0.5% 3 -0.2 pp +0.0 pp +0.5 pp +0.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 21.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 21.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 20.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 20.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 19.1 0.6% 3 -1.5 pp -1.2 pp +0.6 pp +0.6 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 18.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 18.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 18.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 18.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 18.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 17.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 17.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 17.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 17.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 17.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 17.0 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 16.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 16.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
MADDEN SECURITIES Corp CIK 0001803566 0.326 118 16.1 4.9% 2 -1.8 pp +4.9 pp +4.9 pp +4.9 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 16.1 1.6% 2 -0.6 pp +1.6 pp +1.6 pp +1.6 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 15.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 15.7 0.8% 4 +0.2 pp +0.1 pp +0.1 pp +0.8 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 15.5 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 15.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 15.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 14.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 14.4 7.2% 2 -2.4 pp +7.2 pp +7.2 pp +7.2 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 14.3 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 13.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 13.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 13.6 1.7% 2 -0.7 pp +1.7 pp +1.7 pp +1.7 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 13.2 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 13.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 13.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 13.2 2.0% 2 -0.8 pp +2.0 pp +2.0 pp +2.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 13.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 12.7 5.9% 2 -1.6 pp +5.9 pp +5.9 pp +5.9 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 12.7 0.3% 4 -0.2 pp -0.1 pp +0.0 pp +0.3 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 12.7 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 12.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 12.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 12.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 12.2 1.3% 2 +1.0 pp +1.3 pp +1.3 pp +1.3 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 12.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 11.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 11.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 11.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 10.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 10.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 10.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
XPONANCE LLC CIK 0001637541 0.815 1841 9.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 9.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Man Group plc CIK 0001637460 0.631 2032 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 9.6 1.3% 2 -0.5 pp +1.3 pp +1.3 pp +1.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 9.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 9.4 1.6% 2 -0.5 pp +1.6 pp +1.6 pp +1.6 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 9.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 8.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 8.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 8.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
TOBAM CIK 0001527488 0.112 258 8.8 3.2% 2 +1.1 pp +3.2 pp +3.2 pp +3.2 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spahn Wealth & Retirement LLC CIK 0001949033 0.000 38 8.5 5.0% 2 +0.9 pp +5.0 pp +5.0 pp +5.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 8.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 8.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 8.2 3.0% 2 -0.9 pp +3.0 pp +3.0 pp +3.0 pp
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 8.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 8.1 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 7.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Sarl CIK 0001065349 0.698 287 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 7.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 7.3 0.8% 2 -0.5 pp +0.8 pp +0.8 pp +0.8 pp
Collar Capital Management, LLC CIK 0002056719 0.177 73 7.3 5.2% 2 -2.7 pp +5.2 pp +5.2 pp +5.2 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 7.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finer Wealth Management, Inc. CIK 0001929071 0.426 88 7.2 3.6% 2 -1.2 pp +3.6 pp +3.6 pp +3.6 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 7.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 7.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 6.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 6.5 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 6.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 6.0 2.6% 2 -1.0 pp +2.6 pp +2.6 pp +2.6 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 6.0 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
Vienna Asset Management LLC CIK 0001913545 0.160 69 6.0 3.5% 2 +2.8 pp +3.5 pp +3.5 pp +3.5 pp
X-Square Capital, LLC CIK 0001729300 0.158 176 5.9 1.8% 2 -1.8 pp +1.8 pp +1.8 pp +1.8 pp
BIT Capital GmbH CIK 0002053305 0.254 82 5.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 5.8 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 5.7 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 5.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Retirement Systems CIK 0001537783 0.036 505 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 5.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 5.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Candriam S.C.A. CIK 0001537014 0.787 677 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 5.0 1.7% 2 -1.1 pp +1.7 pp +1.7 pp +1.7 pp
Rathbones Group PLC CIK 0001351991 0.902 665 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLER VALUE PARTNERS, LLC CIK 0001135778 0.341 56 4.9 1.8% 2 -0.8 pp +1.8 pp +1.8 pp +1.8 pp
PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 4.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
KPP Advisory Services LLC CIK 0001989349 0.345 361 4.8 0.7% 2 -0.8 pp +0.7 pp +0.7 pp +0.7 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 4.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
CAP Partners, LLC CIK 0002006870 0.188 155 4.6 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.4 0.2% 2 -0.0 pp +0.2 pp -0.8 pp +0.2 pp
CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 4.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 4.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 0.573 40 4.2 2.9% 2 -6.8 pp +2.9 pp +2.9 pp +2.9 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 4.1 0.8% 4 -4.6 pp -10.0 pp -8.9 pp +0.8 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 4.1 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Ethic Inc. CIK 0001780570 0.636 1358 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co CIK 0002016209 0.000 57 3.8 2.6% 2 -0.5 pp +2.6 pp +2.6 pp +2.6 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AG2R LA MONDIALE GESTION D'ACTIFS CIK 0002047606 0.632 342 3.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cavalier Investments, LLC CIK 0001655543 0.000 40 3.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 3.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 3.5 1.0% 2 -0.8 pp +1.0 pp +1.0 pp +1.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 3.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NFSG Corp CIK 0001879757 0.275 1245 3.0 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.0 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOKIO MARINE ASSET MANAGEMENT CO LTD CIK 0001504169 0.627 632 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 2.9 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ZEGA Investments, LLC CIK 0002045703 0.596 215 2.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marathon Trading Investment Management LLC CIK 0001572748 0.000 141 2.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 2.7 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wallace Hart LLC CIK 0002018963 0.082 45 2.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sepio Capital, LP CIK 0001751412 0.794 346 2.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 2.5 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
Vivid Wealth Management, LLC CIK 0002007281 0.413 73 2.5 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 2.4 1.0% 2 -0.7 pp +1.0 pp +1.0 pp +1.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.4 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 2.4 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wahed Invest LLC CIK 0001763146 0.415 227 2.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 2.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
AIA Group Ltd CIK 0001522877 0.800 324 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 2.3 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 2.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
FIL Ltd CIK 0000318989 0.878 1140 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 2.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Kentucky Retirement Systems Insurance Trust Fund CIK 0001584686 0.569 495 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 2.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Transatlantique SA CIK 0002056095 0.835 494 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
111 Capital CIK 0002060412 0.025 488 2.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 2.1 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 2.1 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 2.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 2.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Core Wealth Partners LLC CIK 0001965078 0.199 189 2.1 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 2.0 1.4% 2 -0.9 pp +1.4 pp +1.4 pp +1.4 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 2.0 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KG Capital Management CIK 0001771687 0.158 142 1.9 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRAXIS INVESTMENT MANAGEMENT INC CIK 0001056825 0.490 853 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strive Asset Management, LLC CIK 0001954109 0.000 0 1.8 1.0% 2 -4.6 pp +1.0 pp +1.0 pp +1.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 1.8 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
&PARTNERS CIK 0000107136 0.806 2509 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 1.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.8 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 1.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 1.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northeast Financial Group, Inc. CIK 0001965773 0.477 76 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Western Financial Corp/CA CIK 0001954480 0.315 132 1.7 0.7% 2 -0.8 pp +0.7 pp +0.7 pp +0.7 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARTLINE INVESTMENT CORP/ CIK 0000945625 0.638 115 1.7 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.7 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 1.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 1.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Oxler Private Wealth LLC CIK 0001846002 0.649 93 1.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Vestcor Inc CIK 0001536925 0.400 1189 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LCM Capital Management Inc CIK 0001861752 0.575 124 1.6 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
Siemens Fonds Invest GmbH CIK 0001856637 0.577 538 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 1.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 1.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harfst & Associates, Inc. CIK 0001649147 0.714 124 1.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 1.6 0.5% 2 -0.8 pp +0.5 pp +0.5 pp +0.5 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVEXIA WEALTH LLC CIK 0001975710 0.437 77 1.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.5 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.4 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Capital Management, Inc. CIK 0001964344 0.490 115 1.4 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 1.4 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 1.4 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polianta Ltd CIK 0001695214 0.724 86 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Wealth, LLC. CIK 0001911391 0.168 127 1.4 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sterling Financial Group, Inc. CIK 0001991301 0.608 73 1.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wedmont Private Capital CIK 0001904274 0.771 949 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Independent Family Office, LLC CIK 0001756485 0.549 85 1.3 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Bonfire Financial CIK 0001762539 0.560 60 1.3 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
ICICI Prudential Asset Management Co Ltd CIK 0001697850 0.300 157 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AZZAD ASSET MANAGEMENT INC /ADV CIK 0001121914 0.222 351 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
United Asset Strategies, Inc. CIK 0001539948 0.466 259 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
ALLIANZ SE CIK 0001127508 0.910 519 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 1.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXS Investments LLC CIK 0001801467 0.203 193 1.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lauer Wealth, LLC CIK 0001860063 0.284 58 1.1 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 1.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Bellecapital International Ltd. CIK 0001600152 0.411 123 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 1.0 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STF Management LP CIK 0001965239 0.350 101 1.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
III Capital Management CIK 0001783139 0.455 48 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Farrell Financial LLC CIK 0002031235 0.502 83 1.0 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TrinityBridge Ltd CIK 0001718570 0.840 269 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATAURO, LLC CIK 0002052964 0.684 158 1.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Capital Group Investment Management Pte. Ltd. CIK 0001939970 0.342 143 0.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.9 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.9 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DES DEPOTS ET CONSIGNATIONS CIK 0001056947 0.946 235 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.9 0.4% 4 -0.1 pp +0.0 pp +0.0 pp +0.4 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allegheny Financial Group CIK 0001844148 0.552 305 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 0.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Canal Capital Management, LLC CIK 0001666733 0.401 220 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 0.8 0.7% 3 -0.3 pp -0.1 pp +0.7 pp +0.7 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 0.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.8 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.8 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 0.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
BOKF, NA CIK 0000009634 0.752 1160 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NWAM LLC CIK 0001655006 0.392 684 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SIG BROKERAGE, LP CIK 1094429 0.013 305 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Patient Capital Management, LLC CIK 0001854794 0.748 39 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ionic Capital Management LLC CIK 0001386462 0.013 103 0.6 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
AMERICAN ASSET MANAGEMENT INC. CIK 0001569454 0.726 33 0.6 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
LongView Wealth Management CIK 0001990190 0.308 227 0.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.6 0.0% 2 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIAR LLC CIK 0002054677 0.089 73 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Souders Financial Advisors CIK 0001811240 0.482 224 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.6 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 0.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHICAGO TRUST Co NA CIK 0001601539 0.345 382 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TSFG, LLC CIK 0001800513 0.413 891 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Livforsakringsbolaget Skandia, Omsesidigt CIK 0001547926 0.561 444 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schorn Wealth LLC CIK 0001792851 0.656 80 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Altus Wealth Group LLC CIK 0001842572 0.448 154 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
DILLON & ASSOCIATES INC CIK 0001054425 0.734 80 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONSOLIDATED CAPITAL MANAGEMENT, LLC CIK 0001666613 0.365 72 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.5 0.2% 4 -0.1 pp +0.0 pp -0.0 pp +0.2 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Veracity Capital LLC CIK 0001811005 0.270 223 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citrine Capital LLC CIK 0002053242 0.796 60 0.5 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 0.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.5 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.5 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISTA FINANCE, LLC CIK 0001893809 0.382 69 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Alta Advisers Ltd CIK 0001536114 0.367 219 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 0.4 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Management Partners, LLC CIK 0001843294 0.388 154 0.4 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Friday Financial CIK 0002048792 0.653 108 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abundance Wealth Counselors CIK 0001767080 0.704 314 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.4 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
Powell Investment Advisors, LLC CIK 0001802195 0.603 167 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
ABN AMRO Bank N.V. CIK 0001561082 0.622 231 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GR FINANCIAL GROUP, LLC CIK 0002011751 0.422 37 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wise Wealth Partners CIK 0002056711 0.035 43 0.4 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASTERINVEST Kapitalanlage GmbH CIK 0002075029 0.420 300 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EWA, LLC CIK 0001835252 0.457 332 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bramshill Investments, LLC CIK 0001619899 0.794 157 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Warberg Asset Management LLC CIK 0001597506 0.000 145 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NKCFO LLC CIK 0001757282 0.145 92 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSTRUM ASSET MANAGEMENT CIK 0001767945 0.500 549 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Oxinas Partners, LLC CIK 0001759320 0.300 149 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.3 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abel Hall, LLC CIK 0002013339 0.148 955 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sava Infond d.o.o. CIK 0002055882 0.373 242 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Oder Investment Management, LLC CIK 0001845109 0.230 113 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Alpha Family Trust CIK 0001568991 0.269 200 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Synergy Financial Group, LTD CIK 0001905669 0.242 119 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Family Manage LLC CIK 0001539947 0.277 323 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Firestone Capital Management CIK 0001799964 0.602 168 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
WJ Interests, LLC CIK 0001727642 0.622 22 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kure Advisory, LLC CIK 0001986795 0.729 62 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
King Wealth Management Group CIK 0001568235 0.741 176 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BSW Wealth Partners CIK 0001512601 0.641 331 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Greenbush Financial Group, LLC CIK 0002061818 0.637 35 0.2 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
GAM Holding AG CIK 0001438848 0.338 273 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kercheville Advisors, LLC CIK 0001890748 0.215 108 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.2 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 0.2 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 0.316 147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 0.143 551 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quintet Private Bank (Europe) S.A. CIK 0001977290 0.764 196 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pilgrim Partners Asia Pte Ltd CIK 0002012674 0.536 105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berbice Capital Management LLC CIK 0002051605 0.347 87 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BERKSHIRE CAPITAL HOLDINGS INC CIK 0001133742 0.000 122 0.0 0.0% 2 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SLT Holdings LLC CIK 0002052222 0.097 146 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Idaho Trust Co CIK 0001568069 0.536 98 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. CIK 0001672142 0.000 157 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Element Wealth, LLC CIK 0001802743 0.267 212 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Objective Capital Management, LLC CIK 0001924152 0.294 102 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Andar Capital Management HK Ltd CIK 0001805591 0.000 13 0.0 0.0% 0 -3.3 pp +0.0 pp +0.0 pp +0.0 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Freedom Investing, LLC CIK 0002096483 0.916 97 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darden Wealth Group Inc CIK 0002011221 0.260 155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canopy Partners, LLC CIK 0001960860 0.327 256 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resolute Advisors LLC CIK 0001800217 0.229 81 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Voleon Capital Management LP CIK 0001479847 0.338 761 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
Essex LLC CIK 0001889147 0.576 180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finivi Inc. CIK 0002101641 0.183 111 0.0 0.0% 0 -0.4 pp -0.3 pp -0.8 pp +0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grandview Asset Management LLC CIK 0001766791 0.487 146 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williamson Legacy Group, LLC CIK 0002011965 0.027 75 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CLOUGH CAPITAL PARTNERS L P CIK 0001276144 0.069 101 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGN Advisors LLC CIK 0001841506 0.595 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.0 0.0% 0 +0.0 pp -26.2 pp -15.8 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAM Advisors, LLC CIK 0001600944 0.830 49 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Sara-Bay Financial CIK 0001816444 0.680 87 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johns Hopkins University CIK 0001764756 0.949 18 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SRN Advisors, LLC CIK 0001872370 0.066 98 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Galaxy Group Investments LLC CIK 0001912562 0.725 36 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
TRIGLAV INVESTMENTS, D.O.O. CIK 0002056690 0.497 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -4.1 pp +0.0 pp +0.0 pp +0.0 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roundview Capital LLC CIK 0001476804 0.530 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Second Line Capital, LLC CIK 0001992879 0.612 173 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
XML Financial, LLC CIK 0001800465 0.420 447 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Measured Risk Portfolios, Inc. CIK 0001576704 0.085 63 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
FFG Partners, LLC CIK 0002045972 0.070 41 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Sentry LLC CIK 0002004474 0.484 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Group Ltd CIK 0002010748 0.858 95 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CLEAR STREET LLC CIK 0001708828 0.000 0 0.0 0.0% 0 -14.2 pp +0.0 pp -0.3 pp +0.0 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Aldebaran Financial Inc. CIK 0001353110 0.323 82 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just MSTR). Qtrs Held counts distinct quarters this fund has actually held MSTR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MSTR position size. Δ columns are the percentage-point change in MSTR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status