Signals

← Signals

☆NUSC

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

Flow ranking

Rank#21844
Score / z-0.000 / -0.01
Consensus82.50 over 148 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 275.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 66.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 62.8 6.2% 3 -2.4 pp -1.9 pp +6.2 pp +6.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 61.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 47.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 46.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 36.5 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 26.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boston Common Asset Management, LLC CIK 0001409427 0.491 186 19.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 15.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 12.8 7.5% 4 -2.4 pp -3.3 pp -3.0 pp +7.5 pp
☆First Pacific Financial CIK 0001810089 0.717 510 11.8 1.5% 3 -0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 11.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 11.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 9.9 0.3% 3 +0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 9.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 8.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 8.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 6.1 3.1% 3 -0.4 pp -0.4 pp +3.1 pp +3.1 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 5.9 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 5.8 2.2% 3 -0.1 pp -0.2 pp +2.2 pp +2.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 4.8 1.9% 3 +0.3 pp +0.4 pp +1.9 pp +1.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.3 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 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 4.1 2.8% 3 -0.0 pp +0.3 pp +2.8 pp +2.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.8 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 3.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 3.5 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 3.2 2.7% 3 -0.2 pp -0.2 pp +2.7 pp +2.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 2.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 2.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 2.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 2.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.2 0.4% 3 -0.3 pp -0.3 pp +0.4 pp +0.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 2.1 0.7% 3 -0.4 pp -0.4 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IMPACTfolio, LLC CIK 0001896447 0.869 37 2.0 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 1.9 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 1.6 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 1.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 1.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 1.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 1.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 1.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 1.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 1.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 1.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.9 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.7 0.2% 4 -0.4 pp -0.5 pp -0.7 pp +0.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 0.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 0.7 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.4 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Harrington Investments, INC CIK 0001386364 0.287 82 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.3 0.1% 3 -0.0 pp -0.6 pp +0.1 pp +0.1 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.3 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.413 2359 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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
☆Family Office Research LLC CIK 0002041267 0.653 85 0.0 0.0% 0 -0.1 pp -0.2 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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 +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -0.1 pp -0.1 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
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Morangie Management LLC CIK 0002056670 0.556 34 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.1 pp -0.1 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 NUSC). Qtrs Held counts distinct quarters this fund has actually held NUSC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NUSC position size. Δ columns are the percentage-point change in NUSC'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