Signals

MTUM

1265 in-universe funds with a nonzero position in MTUM within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23023
Score / z-0.470 / -0.45
Consensus327.11 over 683 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+25% / 1.4d

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 2,033.0 0.5% 4 -0.0 pp +0.1 pp -0.3 pp +0.5 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2,013.2 3.0% 4 -0.0 pp -0.3 pp -1.1 pp +3.0 pp
FMR LLC CIK 0000315066 0.989 5571 1,316.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 807.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 787.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 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 739.7 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 389.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 328.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 321.6 1.7% 4 +0.1 pp +0.2 pp +0.2 pp +1.7 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 306.0 3.5% 4 -0.0 pp +0.2 pp +0.1 pp +3.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 283.9 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 281.8 0.6% 4 -0.2 pp -0.2 pp -0.5 pp +0.6 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 280.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 275.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 233.6 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 230.5 4.0% 4 -0.4 pp -1.3 pp -1.6 pp +4.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 202.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 169.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 169.5 0.9% 4 +0.3 pp +0.5 pp +0.5 pp +0.9 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 164.1 3.5% 4 -0.2 pp -0.3 pp -0.3 pp +3.5 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 151.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 150.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 146.8 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 121.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 115.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 105.7 1.3% 4 -0.0 pp +0.4 pp +0.0 pp +1.3 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 104.6 6.0% 4 -0.2 pp -0.8 pp -0.6 pp +6.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 102.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 101.3 1.0% 4 +0.0 pp +0.3 pp +0.3 pp +1.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 96.4 0.5% 4 -0.1 pp -0.2 pp -0.3 pp +0.5 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 86.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 85.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 82.9 0.6% 4 +0.0 pp +0.2 pp +0.3 pp +0.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 81.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 79.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 78.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Foster Group, Inc. CIK 0001841544 0.874 318 76.3 2.3% 4 -0.1 pp -0.2 pp -0.2 pp +2.3 pp
High Probability Advisors, LLC CIK 0002039415 0.830 75 75.4 9.7% 4 -1.1 pp -1.5 pp -1.6 pp +9.7 pp
JB Capital LLC CIK 0001879371 0.629 280 68.6 2.8% 4 -0.1 pp +0.9 pp +0.9 pp +2.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 60.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 58.3 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 54.1 2.6% 4 -0.0 pp -0.2 pp -0.3 pp +2.6 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 51.5 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 51.0 8.4% 4 -0.6 pp -0.9 pp -0.7 pp +8.4 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 48.3 2.1% 4 +0.2 pp +1.1 pp +0.8 pp +2.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 47.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 44.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 43.4 2.7% 4 -0.3 pp -0.4 pp -0.6 pp +2.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 39.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 38.7 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 37.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sanchez Wealth Management Group CIK 0001697740 0.746 52 37.3 8.1% 4 -0.0 pp +1.4 pp +1.5 pp +8.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 37.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 37.2 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 35.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Apella Capital, LLC CIK 0001801507 0.827 695 34.5 0.5% 4 -0.1 pp -0.3 pp -0.6 pp +0.5 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 34.1 1.5% 4 -0.1 pp -0.1 pp -0.2 pp +1.5 pp
Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 33.0 12.2% 4 -0.7 pp -1.4 pp -1.6 pp +12.2 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 31.9 2.0% 4 -0.1 pp -0.3 pp -0.4 pp +2.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 31.8 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 30.5 1.2% 4 -0.1 pp +0.9 pp -0.5 pp +1.2 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 30.2 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 30.0 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 29.8 11.8% 4 +0.1 pp -0.8 pp -1.1 pp +11.8 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 27.8 0.7% 4 -0.1 pp -0.4 pp +0.3 pp +0.7 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 26.5 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 24.9 1.4% 4 -0.0 pp +0.6 pp +0.2 pp +1.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 24.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 23.9 1.6% 4 +0.3 pp +0.7 pp +0.7 pp +1.6 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 23.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 23.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 22.6 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 21.4 2.3% 4 -0.8 pp -0.9 pp -0.8 pp +2.3 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 21.2 3.3% 4 -0.3 pp -0.6 pp -0.7 pp +3.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 20.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 19.7 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 18.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 18.6 0.6% 4 -0.1 pp +0.2 pp +0.2 pp +0.6 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 18.3 0.4% 4 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 18.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Straight Path Wealth Management CIK 0001902506 0.735 141 18.2 4.9% 4 -0.0 pp -0.1 pp -0.5 pp +4.9 pp
Glenview Trust Co CIK 0001691827 0.856 500 17.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 16.8 6.2% 4 -0.3 pp -0.6 pp -3.1 pp +6.2 pp
PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 16.6 3.6% 4 -0.4 pp -1.0 pp -1.1 pp +3.6 pp
Creative Planning CIK 0001540235 0.979 4196 16.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 16.1 1.8% 4 -1.4 pp -0.4 pp -0.6 pp +1.8 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 15.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 15.8 2.1% 4 +0.1 pp +0.8 pp +0.9 pp +2.1 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 15.8 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 15.1 2.7% 4 +0.4 pp +1.0 pp +1.0 pp +2.7 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 15.0 1.4% 4 +0.0 pp +0.6 pp +0.5 pp +1.4 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 15.0 0.2% 6 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 14.8 1.3% 4 -0.1 pp +0.0 pp +0.0 pp +1.3 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 14.6 2.2% 4 +0.0 pp -0.1 pp -0.2 pp +2.2 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 14.3 1.9% 4 +0.0 pp +0.2 pp +1.5 pp +1.9 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 14.0 2.3% 4 +0.4 pp +0.4 pp +0.2 pp +2.3 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 14.0 2.6% 4 +0.3 pp +1.0 pp +0.9 pp +2.6 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 12.8 2.9% 4 -0.2 pp -0.4 pp -0.6 pp +2.9 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 12.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 12.5 0.3% 6 -0.2 pp +0.1 pp +0.2 pp +0.2 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 12.4 0.1% 1 +0.1 pp +0.0 pp -0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 12.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Well Done, LLC CIK 0001667132 0.522 202 12.3 1.8% 4 -0.2 pp -0.5 pp -0.6 pp +1.8 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.2 0.1% 6 -0.0 pp +0.0 pp -0.2 pp +0.1 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 11.9 1.2% 4 +0.0 pp +0.4 pp +0.4 pp +1.2 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 11.7 0.6% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 11.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 11.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 11.0 1.9% 4 +0.1 pp +0.8 pp +0.9 pp +1.9 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 10.8 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
Trek Financial, LLC CIK 0001768195 0.100 501 10.7 0.6% 4 -0.0 pp +0.1 pp +0.2 pp +0.6 pp
Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 10.7 2.1% 4 +1.7 pp +1.7 pp +1.7 pp +2.1 pp
Opes Wealth Management LLC CIK 0001766918 0.574 141 10.5 1.8% 4 -0.1 pp -0.2 pp -0.1 pp +1.8 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.5 0.6% 4 -0.0 pp +0.3 pp +0.3 pp +0.6 pp
Keystone Financial Services CIK 0001865158 0.422 131 10.4 3.1% 4 +0.9 pp +1.0 pp +1.0 pp +3.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 10.4 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 10.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 10.2 2.5% 4 -0.1 pp +0.8 pp +0.5 pp +2.5 pp
Keystone Financial Group CIK 0001729299 0.524 567 10.1 0.7% 4 -0.0 pp +0.1 pp +0.1 pp +0.7 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 10.1 1.0% 4 -0.0 pp +0.0 pp -0.1 pp +1.0 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 9.9 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 9.8 1.7% 4 -0.2 pp -0.3 pp -0.4 pp +1.7 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 9.6 1.0% 4 +0.0 pp +0.4 pp +0.5 pp +1.0 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 9.5 4.5% 4 -0.1 pp +1.7 pp +1.7 pp +4.5 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meredith Wealth Planning CIK 0001956471 0.812 74 9.3 2.5% 4 -3.8 pp -4.4 pp -5.1 pp +2.5 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 9.3 0.1% 4 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 9.3 1.8% 4 -0.0 pp -0.1 pp -0.1 pp +1.8 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 9.2 1.2% 4 +0.2 pp +0.1 pp +0.1 pp +1.2 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 9.2 0.5% 4 -0.0 pp +0.2 pp +0.2 pp +0.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 9.0 1.4% 4 +0.0 pp +0.6 pp +0.6 pp +1.4 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 8.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 8.7 2.7% 4 +0.0 pp +1.1 pp +1.1 pp +2.7 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 8.7 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 8.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Alexis Investment Partners, LLC CIK 0002054271 0.135 38 8.6 5.9% 1 +5.9 pp +5.9 pp +2.2 pp +5.9 pp
SWMG, LLC CIK 0001839255 0.473 100 8.6 2.4% 4 +0.0 pp +0.9 pp +1.0 pp +2.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Claris Financial LLC CIK 0002060278 0.227 177 8.4 4.6% 5 -0.1 pp -0.7 pp -0.8 pp -0.6 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 8.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Elevated Financial Group LLC CIK 0002063915 0.576 124 8.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Financial Architects, LLC CIK 0002008540 0.807 24 8.1 4.3% 4 -0.1 pp -0.4 pp -0.6 pp +4.3 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 8.1 1.0% 4 +0.0 pp +0.3 pp +0.4 pp +1.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.0 0.1% 4 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 7.9 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
World Investment Advisors CIK 0001652594 0.670 1523 7.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 7.9 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
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Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 1.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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Fermata Advisors, LLC CIK 0001859259 0.280 275 1.8 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 1.6 0.6% 4 +0.1 pp +0.4 pp +0.4 pp +0.6 pp
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Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 1.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 0.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 0.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
GSG Advisors LLC CIK 0001995773 0.640 148 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sherman Wealth Management LLC CIK 0002096110 0.392 84 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
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RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.8 0.5% 4 +0.0 pp +0.2 pp +0.2 pp +0.5 pp
WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.8 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
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Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.8 0.4% 4 -0.0 pp -0.0 pp -0.2 pp +0.4 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 0.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
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GDS Wealth Management CIK 0001940869 0.458 232 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Heirloom Wealth Management CIK 0001882903 0.450 61 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.7 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.7 0.5% 4 +0.0 pp +0.2 pp +0.2 pp +0.5 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bay Rivers Group CIK 0001798924 0.313 125 0.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
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Eagle Strategies LLC CIK 0001907666 0.384 273 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Empowered Funds, LLC CIK 0001592828 0.549 2112 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.7 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.7 0.0% 1 +0.0 pp -0.1 pp -0.5 pp +0.0 pp
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Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.7 0.2% 2 -0.0 pp +0.2 pp -0.0 pp +0.2 pp
LongView Wealth Management CIK 0001990190 0.308 227 0.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 0.7 0.3% 4 -0.1 pp -0.2 pp -0.5 pp +0.3 pp
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United Advisor Group, LLC CIK 0002004873 0.269 527 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.7 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lee Financial Co CIK 0001391166 0.828 162 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.6 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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MTM Investment Management, LLC CIK 0001831416 0.252 708 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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COWA, LLC CIK 0001844480 0.512 181 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Centric Wealth Management CIK 0001752761 0.252 209 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
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BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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JT Stratford LLC CIK 0001689013 0.376 321 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.6 0.0% 4 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
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Semus Wealth Partners LLC CIK 0001964775 0.353 111 0.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.6 0.1% 4 -1.1 pp -1.1 pp -0.9 pp +0.1 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 0.5 0.4% 4 -0.0 pp +0.2 pp -0.3 pp +0.4 pp
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DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 0.5 0.1% 4 -0.4 pp -0.4 pp -0.4 pp +0.1 pp
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Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Emissary Wealth LLC CIK 0002107252 0.187 63 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Smithfield Trust Co CIK 0001019754 0.756 1080 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 0.4 0.0% 4 -0.0 pp -0.2 pp -0.0 pp +0.0 pp
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PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Trust Co of the South CIK 0002008165 0.815 146 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Blue Capital, Inc. CIK 0002032856 0.015 122 0.4 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Veracity Capital LLC CIK 0001811005 0.270 223 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Benson Wealth Management INC CIK 0002109863 0.054 367 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Quarterback LLC CIK 0001803386 0.360 171 0.4 0.1% 4 -0.8 pp -0.6 pp -0.6 pp +0.1 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Clark Asset Management, LLC CIK 0002062026 0.808 294 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EWA, LLC CIK 0001835252 0.457 332 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Management CIK 0002113155 0.022 91 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Successful Portfolios LLC CIK 0001721780 0.241 199 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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ASL Financial, LLC CIK 0002105933 0.440 99 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp -0.1 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
High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -2.5 pp -1.6 pp -1.6 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 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 +0.0 pp -0.2 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -5.3 pp -3.3 pp +0.0 pp
RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 0 +0.0 pp -1.9 pp -1.9 pp +0.0 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
Mendel Money Management CIK 0001600585 0.195 127 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
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 +0.0 pp -1.2 pp -1.2 pp +0.0 pp
Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 0.0 0.0% 0 +0.0 pp -0.1 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
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
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 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
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.1 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 -2.8 pp +0.0 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.2 pp -0.2 pp -0.9 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
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 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
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 +0.0 pp -0.1 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.1 pp -0.0 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
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 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
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 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 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lighthouse Financial LLC CIK 0002057556 0.429 76 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.9 pp -0.9 pp -0.2 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
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
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 +0.0 pp -1.5 pp -1.7 pp +0.0 pp
Tradewinds, LLC. CIK 0001932342 0.030 215 0.0 0.0% 0 -1.2 pp +0.0 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
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 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
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
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
BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.0 0.0% 0 -0.1 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
Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp +0.0 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.0 0.0% 0 -2.0 pp -1.3 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
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -0.1 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 -0.1 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
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
NATIXIS CIK 0001274981 0.561 1107 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
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 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 +0.0 pp -0.2 pp +0.0 pp
Arizona PSPRS Trust CIK 0001565332 0.939 14 0.0 0.0% 0 -3.3 pp -3.1 pp -2.9 pp +0.0 pp
Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.2 pp -0.2 pp -0.0 pp +0.0 pp
Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 0.0 0.0% 0 +0.0 pp +0.0 pp -2.9 pp +0.0 pp
Empire Life Investments Inc. CIK 0001640951 0.544 113 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.3 pp -0.4 pp -0.2 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 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 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status