Signals

MTUM

1121 in-universe funds with a nonzero position in MTUM within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#271
Score / z0.725 / 1.02
Consensus344.71 over 703 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+73% / 2.5d ⚡

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
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,973.3 0.6% 3 +0.1 pp -0.3 pp +0.6 pp +0.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,958.6 3.0% 3 -0.3 pp -1.1 pp +3.0 pp +3.0 pp
FMR LLC CIK 0000315066 0.989 5571 1,190.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 824.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 805.0 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 714.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 399.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 376.1 0.8% 3 -0.0 pp -0.3 pp +0.8 pp +0.8 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 344.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 322.2 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 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 315.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 311.0 3.5% 3 +0.3 pp +0.1 pp +3.5 pp +3.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 289.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 288.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 253.4 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 243.8 4.4% 3 -0.9 pp -1.2 pp +4.4 pp +4.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 222.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 211.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 193.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 180.5 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 173.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 169.3 3.7% 3 -0.1 pp -0.1 pp +3.7 pp +3.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 152.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 126.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 125.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 120.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 106.9 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 104.3 6.2% 3 -0.6 pp -0.4 pp +6.2 pp +6.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 101.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 100.9 1.0% 3 +0.3 pp +0.3 pp +1.0 pp +1.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 100.2 1.3% 3 +0.4 pp +0.0 pp +1.3 pp +1.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 96.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 94.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 92.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arizona PSPRS Trust CIK 0001565332 0.939 14 90.4 3.3% 3 +0.2 pp +0.5 pp +3.3 pp +3.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 85.7 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
High Probability Advisors, LLC CIK 0002039415 0.830 75 80.5 10.7% 3 -0.5 pp -0.5 pp +10.7 pp +10.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 78.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 78.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foster Group, Inc. CIK 0001841544 0.874 318 77.2 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 76.0 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
AdvisorShares Investments LLC CIK 0001425930 0.032 269 74.9 12.5% 3 -4.4 pp -6.2 pp +12.5 pp +12.5 pp
JB Capital LLC CIK 0001879371 0.629 280 69.3 2.8% 3 +1.0 pp +1.0 pp +2.8 pp +2.8 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 58.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 56.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 56.4 2.6% 3 -0.2 pp -0.2 pp +2.6 pp +2.6 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 53.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 53.1 8.9% 3 -0.3 pp -0.1 pp +8.9 pp +8.9 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 48.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 47.3 2.0% 3 +0.9 pp +0.7 pp +2.0 pp +2.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 44.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 44.0 3.0% 3 -0.1 pp -0.3 pp +3.0 pp +3.0 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 41.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 39.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 39.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 38.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sanchez Wealth Management Group CIK 0001697740 0.746 52 37.9 8.1% 3 +1.5 pp +1.6 pp +8.1 pp +8.1 pp
Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 35.1 12.9% 3 -0.7 pp -0.9 pp +12.9 pp +12.9 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 35.0 0.9% 3 -0.0 pp +0.6 pp +0.9 pp +0.9 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 34.9 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 33.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 33.5 2.1% 3 -0.2 pp -0.3 pp +2.1 pp +2.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 33.5 1.2% 3 +0.9 pp -0.4 pp +1.2 pp +1.2 pp
Apella Capital, LLC CIK 0001801507 0.827 695 33.3 0.7% 3 -0.2 pp -0.5 pp +0.7 pp +0.7 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 32.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 31.7 11.7% 3 -0.8 pp -1.2 pp +11.7 pp +11.7 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 30.7 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 30.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 26.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 25.6 0.0% 3 -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 25.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 24.8 0.8% 3 -0.3 pp +0.3 pp +0.8 pp +0.8 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 24.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.7 0.0% 3 -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 24.5 1.5% 3 +0.7 pp +0.3 pp +1.5 pp +1.5 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 23.1 3.7% 3 -0.3 pp -0.4 pp +3.7 pp +3.7 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 22.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meredith Wealth Planning CIK 0001956471 0.812 74 21.3 6.3% 3 -0.6 pp -1.3 pp +6.3 pp +6.3 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 21.0 3.1% 3 -0.1 pp +0.0 pp +3.1 pp +3.1 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 20.2 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 20.2 0.7% 3 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 19.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 19.2 1.3% 3 +0.4 pp +0.4 pp +1.3 pp +1.3 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 18.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Glenview Trust Co CIK 0001691827 0.856 500 18.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 18.6 3.1% 3 +0.9 pp +0.8 pp +3.1 pp +3.1 pp
Straight Path Wealth Management CIK 0001902506 0.735 141 18.1 4.9% 3 -0.1 pp -0.5 pp +4.9 pp +4.9 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 18.1 1.8% 3 -0.0 pp -0.2 pp +1.8 pp +1.8 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 17.6 6.5% 3 -0.3 pp -2.8 pp +6.5 pp +6.5 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 17.4 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 17.3 4.0% 3 -0.7 pp -0.7 pp +4.0 pp +4.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 17.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 16.8 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 16.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 16.1 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 15.6 2.0% 3 +0.7 pp +0.8 pp +2.0 pp +2.0 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 15.3 2.2% 3 -0.2 pp -0.2 pp +2.2 pp +2.2 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 15.1 1.4% 3 +0.6 pp +0.5 pp +1.4 pp +1.4 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 15.0 0.1% 5 +0.0 pp -0.2 pp +0.1 pp +0.1 pp
INTRUST BANK NA CIK 0001034771 0.638 416 14.9 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 14.8 2.3% 3 +0.6 pp +0.6 pp +2.3 pp +2.3 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 14.5 7.5% 3 -0.1 pp +0.2 pp +7.5 pp +7.5 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 14.4 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 14.4 1.8% 3 +0.2 pp +1.4 pp +1.8 pp +1.8 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Audent Global Asset Management, LLC CIK 0001834874 0.165 46 13.9 8.8% 4 +1.8 pp +4.0 pp +4.1 pp +8.8 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 13.5 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 13.3 1.2% 3 +0.4 pp +0.3 pp +1.2 pp +1.2 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 13.3 3.1% 3 -0.2 pp -0.4 pp +3.1 pp +3.1 pp
Well Done, LLC CIK 0001667132 0.522 202 13.2 2.0% 3 -0.4 pp -0.5 pp +2.0 pp +2.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 13.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 12.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Forefront Analytics, LLC CIK 0001696802 0.381 37 12.7 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 12.4 2.4% 3 +0.7 pp +0.7 pp +2.4 pp +2.4 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 12.4 2.5% 3 +0.9 pp +0.9 pp +2.5 pp +2.5 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 11.3 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Opes Wealth Management LLC CIK 0001766918 0.574 141 11.0 1.9% 3 -0.1 pp -0.0 pp +1.9 pp +1.9 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 10.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 10.8 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 10.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 10.4 0.5% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.4 0.6% 3 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 10.3 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 10.3 2.6% 3 -0.3 pp -0.5 pp +2.6 pp +2.6 pp
Trek Financial, LLC CIK 0001768195 0.100 501 10.1 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 10.1 1.7% 3 +0.6 pp +0.7 pp +1.7 pp +1.7 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 10.1 2.5% 3 +0.8 pp +0.6 pp +2.5 pp +2.5 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 10.1 0.5% 4 +0.0 pp -0.1 pp -0.0 pp +0.5 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 9.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 9.6 1.0% 3 +0.4 pp +0.5 pp +1.0 pp +1.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 9.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 9.5 4.6% 3 +1.8 pp +1.8 pp +4.6 pp +4.6 pp
Keystone Financial Group CIK 0001729299 0.524 567 9.5 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 9.4 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 9.4 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 9.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 8.9 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
TSFG, LLC CIK 0001800513 0.413 891 8.9 1.3% 3 +0.5 pp +0.6 pp +1.3 pp +1.3 pp
Claris Financial LLC CIK 0002060278 0.227 177 8.9 4.7% 4 -0.5 pp -0.6 pp -0.5 pp +4.7 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 8.8 2.7% 3 +1.1 pp +1.1 pp +2.7 pp +2.7 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 8.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
SWMG, LLC CIK 0001839255 0.473 100 8.6 2.4% 3 +0.9 pp +0.9 pp +2.4 pp +2.4 pp
Capital Planning LLC CIK 0001790688 0.562 88 8.4 2.3% 3 -0.2 pp -0.2 pp +2.3 pp +2.3 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 8.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Financial Architects, LLC CIK 0002008540 0.807 24 8.2 4.4% 3 -0.2 pp -0.5 pp +4.4 pp +4.4 pp
Tacita Capital Inc CIK 0001846287 0.305 214 8.2 4.7% 3 -0.4 pp -0.5 pp +4.7 pp +4.7 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 8.2 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
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CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 +0.0 pp -3.7 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp -2.4 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.1 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
Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.0 0.0% 0 +0.0 pp -0.3 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
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Delta Wealth Advisors LLC CIK 0001970701 0.505 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.1 pp -0.5 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 -1.5 pp -1.7 pp +0.0 pp +0.0 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -5.3 pp -3.3 pp +0.0 pp +0.0 pp
RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 0 -1.9 pp -1.9 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mendel Money Management CIK 0001600585 0.195 127 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 +0.0 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
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generation Capital Management LLC CIK 0002054384 0.153 83 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -1.2 pp -1.2 pp +0.0 pp +0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 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
Tactive Advisors, LLC CIK 0002002409 0.103 282 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -0.5 pp -0.7 pp +0.0 pp +0.0 pp
Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 -4.1 pp -3.6 pp +0.0 pp +0.0 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 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 -0.2 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
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 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 -0.1 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 -0.0 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 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 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 -0.1 pp +0.0 pp +0.0 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 -4.1 pp -4.2 pp +0.0 pp +0.0 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
KKM Financial LLC CIK 0002001943 0.086 169 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Axim Planning & Wealth CIK 0001950607 0.146 89 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -2.4 pp -0.2 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 0 +0.0 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 -0.1 pp +0.0 pp +0.0 pp
Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 -0.1 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
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 0.0 0.0% 0 +0.0 pp -2.9 pp +0.0 pp +0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 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 MTUM). Qtrs Held counts distinct quarters this fund has actually held MTUM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MTUM position size. Δ columns are the percentage-point change in MTUM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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