Signals

NOBL

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

Flow ranking

Rank#397
Score / z0.453 / 0.68
Consensus220.10 over 421 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 1,155.9 0.1% 4 -0.0 pp -0.0 pp -0.0 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 481.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 330.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 195.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 191.5 0.1% 3 -0.0 pp -0.0 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 179.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 166.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 152.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 134.8 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 103.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 78.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 69.4 15.6% 2 -0.3 pp +15.6 pp +15.6 pp +15.6 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 68.9 2.8% 2 -0.4 pp +2.8 pp +2.8 pp +2.8 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 67.5 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 58.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 51.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 50.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 37.4 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 36.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 35.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 34.2 6.1% 2 +0.2 pp +6.1 pp +6.1 pp +6.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 33.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 32.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 30.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 29.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 28.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 25.3 3.9% 2 -0.5 pp +3.9 pp +3.9 pp +3.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 23.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 22.6 6.6% 2 -1.1 pp +6.6 pp +6.6 pp +6.6 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 21.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 20.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 19.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 18.7 11.5% 2 -0.6 pp +11.5 pp +11.5 pp +11.5 pp
Landmark Wealth Management, LLC CIK 0001728778 0.546 151 18.2 7.2% 2 -0.1 pp +7.2 pp +7.2 pp +7.2 pp
&PARTNERS CIK 0000107136 0.806 2509 18.0 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 17.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 17.6 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 17.3 2.4% 2 -0.9 pp +2.4 pp +2.4 pp +2.4 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 16.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 16.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 15.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 15.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 14.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Galilei Investment Office LLP CIK 0002043729 0.821 28 13.8 6.6% 3 -0.2 pp -0.8 pp +6.6 pp +6.6 pp
Apexium Financial, LP CIK 0001765285 0.880 288 13.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 12.7 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 12.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 11.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 11.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
COMERICA BANK CIK 0000901541 0.812 3711 11.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanchez Wealth Management Group CIK 0001697740 0.746 52 11.7 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 11.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 11.2 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 10.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 10.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 9.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 9.6 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 9.6 3.7% 3 -0.5 pp -1.1 pp +3.7 pp +3.7 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 8.9 2.8% 2 +0.5 pp +2.8 pp +2.8 pp +2.8 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 8.8 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 8.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 8.7 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
Prism Advisors, Inc. CIK 0001717027 0.597 77 8.6 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 8.3 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 8.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 7.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 7.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 7.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 7.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 7.4 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 7.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 7.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRING TURNER CAPITAL GROUP INC CIK 0001568839 0.174 73 7.2 4.4% 2 -0.4 pp +4.4 pp +4.4 pp +4.4 pp
Allred Capital Management, LLC CIK 0001765885 0.343 162 7.1 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 7.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 6.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Ted Buchan & Co CIK 0002033413 0.435 95 6.6 2.6% 2 -0.4 pp +2.6 pp +2.6 pp +2.6 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 6.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 6.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
VIAWEALTH, LLC CIK 0001965401 0.191 167 6.2 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 6.2 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 6.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
World Investment Advisors CIK 0001652594 0.670 1523 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 5.7 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
One Capital Management, LLC CIK 0001606588 0.779 522 5.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 5.6 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 5.5 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 5.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 5.4 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Valtrion Capital Management, LLC CIK 0002072223 0.397 103 5.2 6.3% 3 +0.0 pp -1.2 pp +6.3 pp +6.3 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 5.1 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 5.1 1.9% 2 +0.8 pp +1.9 pp +1.9 pp +1.9 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 5.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 4.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 4.9 6.8% 2 -0.2 pp +6.8 pp +6.8 pp +6.8 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 4.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Caldwell Trust Co CIK 0002080218 0.488 811 4.8 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
FMR LLC CIK 0000315066 0.989 5571 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 4.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 4.7 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
RoundAngle Advisors LLC CIK 0002049176 0.272 60 4.6 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 4.5 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
Private Capital Management, LLC CIK 0001588456 0.557 179 4.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Allworth Financial LP CIK 0001555170 0.907 5124 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 4.4 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 4.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 4.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 4.1 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
ICICI Prudential Asset Management Co Ltd CIK 0001697850 0.300 157 4.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Concord Wealth Partners CIK 0001814214 0.457 885 4.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 3.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Avant Capital LLC CIK 0001653443 0.368 86 3.9 2.8% 2 -0.3 pp +2.8 pp +2.8 pp +2.8 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 3.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 3.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 3.7 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 3.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 3.4 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 3.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
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Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 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
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.1 0.0% 2 -0.0 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
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 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
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 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
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 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
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.1 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 2 -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
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 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 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 2 -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
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 2 +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 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 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% 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
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.0 0.0% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +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
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 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
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
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peterson Wealth Services CIK 0001906799 0.450 245 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
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 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
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 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 -0.0 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
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -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% 0 +0.0 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
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.2 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
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 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
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.4 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
Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -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% 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
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
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 -3.4 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
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 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
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 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 NOBL). Qtrs Held counts distinct quarters this fund has actually held NOBL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NOBL position size. Δ columns are the percentage-point change in NOBL'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