Signals

← Signals

☆NVDA

6157 in-universe funds with a nonzero position in NVDA within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23307
Score / z-13.517 / -12.29
Consensus1550.90 over 3219 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+23% / 1.5d

Forensics

Accruals M-score Issuance as of 2027Q2
Accrual ratio0.111
F-score6
M-score-0.62
Net issuance32.5%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-17 HUANG JEN HSUN G —
2026-09-17 Kress Colette 10b5-1 S $1,020,525
2026-09-17 Kress Colette 10b5-1 S $4,461,161
2026-09-17 Kress Colette 10b5-1 S $2,166,946
2026-09-16 Teter Timothy S. F $7,582,531
2026-09-16 Shoquist Debora F $7,427,647
2026-09-16 Kress Colette 10b5-1 F $8,645,291
2026-09-16 GAWEL SCOTT F $622,082
2026-09-16 HUANG JEN HSUN F $9,702,110

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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 335,813.0 5.9% 4 -0.3 pp -0.4 pp +0.1 pp +5.9 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 173,343.3 6.0% 4 -0.2 pp -0.4 pp +0.2 pp +6.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 173,328.0 9.1% 4 -0.1 pp -0.4 pp +0.2 pp +9.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 104,562.5 6.5% 4 -0.2 pp -0.4 pp +0.1 pp +6.5 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 59,811.2 3.6% 6 -0.0 pp -0.0 pp +0.3 pp +0.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 44,078.2 5.8% 4 -0.2 pp -0.4 pp +0.2 pp +5.8 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 34,701.3 7.2% 4 -0.5 pp -0.7 pp -0.4 pp +7.2 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 33,663.9 5.2% 4 -0.7 pp -0.6 pp +0.7 pp +5.2 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 33,345.5 2.4% 5 -0.1 pp -0.2 pp -0.1 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 31,550.5 4.1% 4 -0.3 pp -0.4 pp +0.1 pp +4.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 29,513.3 6.8% 5 -0.3 pp -0.8 pp -0.2 pp +1.6 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 28,041.6 4.3% 4 -0.2 pp -0.4 pp +0.0 pp +4.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 26,816.4 4.9% 4 -0.3 pp -0.3 pp +0.2 pp +4.9 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 24,897.5 3.8% 4 -0.3 pp -0.4 pp +0.1 pp +3.8 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 24,448.0 6.6% 4 -0.0 pp -0.3 pp +0.1 pp +6.6 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 24,113.5 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 23,344.5 4.4% 4 -0.2 pp -0.3 pp +0.2 pp +4.4 pp
☆Amundi CIK 0001330387 0.000 1 23,329.1 6.4% 4 +0.2 pp -0.6 pp -0.4 pp +6.4 pp
☆Capital World Investors CIK 0001422849 0.974 637 22,715.5 3.1% 4 -0.2 pp -0.3 pp -0.2 pp +3.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 18,375.6 6.0% 4 -0.0 pp -0.8 pp +0.0 pp +6.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 17,030.4 4.0% 4 +1.0 pp +0.9 pp +1.3 pp +4.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 16,838.2 4.1% 4 -0.3 pp -0.5 pp -0.0 pp +4.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 16,479.1 3.4% 4 -0.3 pp -0.3 pp +0.0 pp +3.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16,219.7 3.1% 4 -0.3 pp -0.1 pp +0.1 pp +3.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 16,060.7 3.7% 4 -0.2 pp -0.4 pp -0.1 pp +3.7 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 15,679.0 5.2% 6 -0.3 pp -0.5 pp +0.1 pp +1.5 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 15,444.8 5.2% 4 -0.2 pp -0.5 pp +0.1 pp +5.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 14,505.2 2.6% 4 -0.3 pp -0.6 pp -0.6 pp +2.6 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 14,484.0 5.2% 6 -0.1 pp -0.8 pp -1.1 pp +0.8 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 14,416.0 7.1% 4 +0.3 pp -0.1 pp +0.6 pp +7.1 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 12,901.8 8.9% 4 +0.1 pp -0.7 pp +0.3 pp +8.9 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 12,437.3 7.2% 4 -0.2 pp -0.5 pp +0.2 pp +7.2 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 11,917.7 7.3% 5 -0.8 pp -0.0 pp +0.8 pp +2.9 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 11,564.7 3.9% 4 -0.2 pp -0.3 pp +1.0 pp +3.9 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 10,911.3 6.5% 4 -0.4 pp -0.5 pp -0.3 pp +6.5 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 10,645.9 5.5% 4 -0.5 pp -0.8 pp -0.2 pp +5.5 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 10,572.7 6.8% 4 -0.1 pp -0.2 pp +0.5 pp +6.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 9,933.7 2.0% 4 -0.3 pp -0.3 pp -0.0 pp +2.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 9,835.5 6.6% 4 -0.1 pp -0.1 pp +0.5 pp +6.6 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 9,728.8 4.0% 4 -0.0 pp -0.6 pp -0.9 pp +4.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 9,256.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆National Pension Service CIK 0001608046 0.956 552 8,942.2 6.8% 4 -0.1 pp -0.4 pp +0.4 pp +6.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8,692.2 5.5% 4 +0.8 pp +1.2 pp +0.4 pp +5.5 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 8,607.1 7.9% 5 -0.2 pp -1.3 pp -0.0 pp +3.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 8,508.3 5.5% 4 -0.1 pp -0.4 pp +0.5 pp +5.5 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 7,627.8 6.3% 4 +0.0 pp +0.7 pp +1.6 pp +6.3 pp
☆Swedbank AB CIK 0000946431 0.941 696 7,575.5 8.0% 3 +0.3 pp -0.2 pp +8.0 pp +8.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 7,325.4 6.3% 5 -0.1 pp -0.4 pp +0.2 pp +1.7 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 7,146.4 9.6% 4 +0.5 pp +0.5 pp +1.3 pp +9.6 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 7,117.9 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 7,106.6 7.3% 4 +0.5 pp +0.8 pp +1.5 pp +7.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6,956.5 7.1% 4 +2.0 pp +1.8 pp +1.8 pp +7.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 6,905.9 3.7% 4 +0.0 pp +0.2 pp +0.7 pp +3.7 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 6,881.4 6.4% 4 -0.1 pp -0.0 pp +0.9 pp +6.4 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 6,398.5 6.8% 6 -0.2 pp -0.6 pp +0.1 pp +1.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6,104.4 1.9% 5 -0.1 pp -0.2 pp -0.0 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5,843.0 1.6% 4 -0.1 pp -0.2 pp -0.1 pp +1.6 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 5,717.9 3.7% 4 -0.4 pp +0.1 pp +0.2 pp +3.7 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 5,650.6 4.9% 4 -0.1 pp -0.0 pp +0.4 pp +4.9 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5,634.4 3.7% 4 -0.4 pp +0.2 pp -0.6 pp +3.7 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 5,549.6 31.1% 3 -1.2 pp +1.1 pp +31.1 pp +31.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 5,542.6 3.0% 4 +0.1 pp -0.0 pp -0.2 pp +3.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5,463.2 2.5% 4 -0.1 pp -0.1 pp -0.0 pp +2.5 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 5,378.1 5.6% 5 -0.1 pp -0.3 pp +0.1 pp +1.6 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5,124.1 5.5% 4 +0.3 pp +0.4 pp +1.0 pp +5.5 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 5,086.5 3.9% 4 +0.1 pp +0.2 pp +0.6 pp +3.9 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 5,073.1 4.1% 4 -0.1 pp -0.2 pp +0.5 pp +4.1 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 5,036.8 5.8% 2 -0.3 pp +5.8 pp +5.8 pp +5.8 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 4,576.7 6.5% 4 -0.1 pp -0.2 pp +0.4 pp +6.5 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 4,569.4 6.4% 6 -0.1 pp -0.2 pp +0.3 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4,565.2 5.3% 4 -0.3 pp +0.2 pp +1.0 pp +5.3 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 4,486.7 4.7% 4 +0.1 pp +0.3 pp +0.8 pp +4.7 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 4,175.0 4.8% 4 +0.2 pp +0.1 pp +0.5 pp +4.8 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 4,057.2 7.1% 5 +0.5 pp +0.5 pp +1.1 pp +1.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 4,021.3 6.7% 4 -0.4 pp -0.5 pp +0.2 pp +6.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4,019.0 1.1% 4 -0.1 pp -0.1 pp +0.1 pp +1.1 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 4,018.3 7.5% 4 -0.1 pp +0.2 pp +0.8 pp +7.5 pp
☆Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 3,870.6 98.7% 4 +0.1 pp +0.2 pp +0.2 pp +98.7 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 3,854.0 5.9% 4 -0.3 pp -0.7 pp -0.1 pp +5.9 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3,844.1 6.6% 4 -0.1 pp -0.3 pp +0.4 pp +6.6 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3,781.9 3.5% 4 -0.1 pp -0.4 pp +0.3 pp +3.5 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3,757.7 4.6% 4 -0.4 pp -0.7 pp -0.5 pp +4.6 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 3,591.4 6.7% 4 -0.1 pp -0.3 pp +0.3 pp +6.7 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 3,572.9 5.7% 4 -0.1 pp -0.1 pp +1.4 pp +5.7 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 3,521.3 5.7% 4 -0.0 pp -0.2 pp +0.3 pp +5.7 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 3,470.4 9.0% 4 +0.2 pp +0.2 pp +0.9 pp +9.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3,399.3 5.7% 4 -0.2 pp -0.0 pp +0.4 pp +5.7 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3,361.8 2.9% 4 -0.3 pp -0.3 pp -0.2 pp +2.9 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 3,291.6 5.4% 4 -0.3 pp +0.6 pp +1.4 pp +5.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3,255.2 2.3% 4 -0.4 pp +0.8 pp +1.2 pp +2.3 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 3,216.6 7.8% 6 +0.1 pp +2.1 pp +0.4 pp +2.1 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 3,163.1 6.6% 4 -0.4 pp -0.7 pp -0.1 pp +6.6 pp
☆SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.851 71 3,154.2 12.4% 4 +1.0 pp +1.7 pp +2.6 pp +12.4 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 3,127.9 6.6% 4 -0.4 pp -0.3 pp +0.5 pp +6.6 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 3,028.3 4.5% 4 -2.7 pp -2.4 pp -2.2 pp +4.5 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 2,997.6 2.4% 4 -0.1 pp -0.3 pp -0.2 pp +2.4 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2,919.5 6.4% 4 -0.3 pp -0.4 pp +0.1 pp +6.4 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.758 66 2,904.5 11.3% 4 +0.7 pp -0.2 pp +2.3 pp +11.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2,889.7 2.7% 4 -0.2 pp -0.3 pp -0.1 pp +2.7 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 2,857.0 12.5% 4 +1.4 pp +1.8 pp +2.0 pp +12.5 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 2,753.4 4.4% 4 +0.2 pp -0.6 pp -0.3 pp +4.4 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 2,673.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 2,671.5 8.7% 3 +1.1 pp +0.4 pp +8.7 pp +8.7 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 2,596.8 7.5% 4 -0.2 pp -0.5 pp +0.1 pp +7.5 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2,564.6 2.0% 4 -1.3 pp -1.8 pp -1.2 pp +2.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 2,550.0 4.9% 4 +0.1 pp -0.5 pp -1.6 pp +4.9 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2,520.4 3.0% 5 +0.1 pp +0.1 pp +0.9 pp +1.8 pp
☆PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 2,480.9 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 2,471.2 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆NATIXIS CIK 0001274981 0.561 1107 2,442.0 9.8% 4 +6.6 pp +3.3 pp -3.5 pp +9.8 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 2,425.7 7.0% 6 +0.0 pp +0.1 pp +0.8 pp +2.2 pp
☆H&H International Investment, LLC CIK 0001759760 0.989 18 2,414.4 12.1% 4 +4.4 pp +11.3 pp +10.7 pp +12.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2,382.3 2.6% 4 -0.0 pp +0.0 pp +0.1 pp +2.6 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2,368.7 4.3% 4 -1.5 pp -1.6 pp -1.3 pp +4.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 2,360.6 1.6% 4 -0.1 pp -0.0 pp +0.4 pp +1.6 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 2,328.4 9.2% 4 -0.8 pp -0.1 pp +1.4 pp +9.2 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 2,320.7 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2,272.7 5.2% 4 -0.1 pp -0.4 pp +0.0 pp +5.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2,271.7 3.2% 4 -0.2 pp -0.3 pp +0.2 pp +3.2 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 2,247.4 5.5% 4 -0.2 pp -0.2 pp +0.2 pp +5.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2,115.6 2.4% 5 -0.1 pp +0.7 pp +0.8 pp +1.3 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 2,109.6 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆TIGER GLOBAL MANAGEMENT LLC CIK 0001167483 0.920 46 2,094.8 9.2% 4 +2.3 pp +2.4 pp +3.7 pp +9.2 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2,069.1 2.8% 4 -0.5 pp -0.7 pp -1.0 pp +2.8 pp
☆Polar Capital Holdings Plc CIK 0001837309 0.683 242 2,058.9 9.0% 4 +0.7 pp +0.3 pp +0.9 pp +9.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2,016.1 1.0% 4 +0.5 pp +0.5 pp +0.5 pp +1.0 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 1,968.5 4.6% 4 -0.4 pp -0.2 pp +0.5 pp +4.6 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1,959.3 1.6% 4 +1.3 pp +1.2 pp +1.1 pp +1.6 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 1,934.4 5.7% 4 -0.1 pp -0.2 pp +0.4 pp +5.7 pp
☆PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 1,929.2 7.2% 4 -0.3 pp -0.5 pp -0.0 pp +7.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,928.5 1.1% 4 +0.0 pp -0.1 pp +0.1 pp +1.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1,909.0 2.7% 4 +0.4 pp +0.3 pp +1.2 pp +2.7 pp
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☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 32.6 1.7% 4 -0.2 pp -0.3 pp -0.1 pp +1.7 pp
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☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 32.3 0.9% 4 -0.0 pp -0.0 pp +0.0 pp +0.9 pp
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☆EMERALD ADVISERS, LLC CIK 0001015083 0.164 237 9.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 9.1 1.9% 4 -0.1 pp -0.3 pp -0.2 pp +1.9 pp
☆US Asset Management LLC CIK 0001882673 0.219 112 9.0 7.8% 4 -0.1 pp -0.7 pp -0.0 pp +7.8 pp
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☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 9.0 6.0% 5 -0.3 pp -1.6 pp -0.6 pp +0.7 pp
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☆CacheTech Inc. CIK 0002013390 0.380 169 9.0 1.7% 4 +0.1 pp +0.2 pp +0.1 pp +1.7 pp
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☆SAVA PENZISKO DRUSHTVO A.D. SKOPJE CIK 0002094371 0.087 27 9.0 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
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☆COFG Advisors, LLC CIK 0002104330 0.221 319 8.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆GFG Capital, LLC CIK 0001638520 0.236 100 8.8 2.8% 4 +1.0 pp +1.1 pp +1.6 pp +2.8 pp
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☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 6.7 1.3% 5 +0.1 pp -0.1 pp +0.3 pp +0.6 pp
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☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 6.7 0.9% 4 -0.0 pp +0.9 pp -0.2 pp +0.9 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 6.7 6.6% 4 +0.6 pp +4.1 pp +0.3 pp +6.6 pp
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☆BRILLIANCE ASSET MANAGEMENT LTD CIK 0001665751 0.436 11 6.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 6.6 0.9% 4 -0.1 pp -0.1 pp -0.0 pp +0.9 pp
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☆Maia Wealth LLC CIK 0002010858 0.212 354 6.5 1.1% 4 +0.1 pp +0.1 pp +0.4 pp +1.1 pp
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☆JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC CIK 0002122180 0.152 154 6.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
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☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 5.8 1.6% 4 -0.0 pp -0.1 pp +0.0 pp +1.6 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 5.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Columbia Asset Management CIK 0001585047 0.434 168 5.8 1.1% 4 +0.0 pp -0.1 pp +0.1 pp +1.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 5.8 2.2% 4 +0.8 pp +0.9 pp +1.1 pp +2.2 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 5.8 0.6% 4 -0.0 pp -0.0 pp +0.0 pp +0.6 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 5.8 1.6% 4 -0.1 pp -0.1 pp -0.0 pp +1.6 pp
☆ICW Investment Advisors LLC CIK 0001794820 0.219 144 5.8 2.1% 4 +0.0 pp +0.4 pp +0.7 pp +2.1 pp
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☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 5.8 1.7% 4 -0.0 pp -0.0 pp +0.1 pp +1.7 pp
☆Adelphi Trust Co CIK 0002106968 0.243 114 5.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Capelight Capital Asset Management LP CIK 0002105992 0.218 35 5.8 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC CIK 0002054680 0.473 36 5.8 5.4% 4 -0.2 pp +0.2 pp +0.6 pp +5.4 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 5.8 1.0% 4 -0.1 pp -0.2 pp -0.1 pp +1.0 pp
☆MWA Asset Management CIK 0001903058 0.228 129 5.7 3.1% 4 -0.9 pp -0.9 pp -0.7 pp +3.1 pp
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☆DUTCH ASSET Corp CIK 0002115141 0.318 115 5.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Buckley Wealth Management, LLC CIK 0001730126 0.502 104 5.7 1.5% 4 +0.0 pp +0.0 pp +0.1 pp +1.5 pp
☆Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 5.7 3.1% 4 -0.2 pp -0.1 pp -0.2 pp +3.1 pp
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☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 5.7 0.6% 4 -0.2 pp -0.2 pp -0.1 pp +0.6 pp
☆Rare Wolf Capital LLC CIK 0002105393 0.160 120 5.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 5.7 2.6% 4 -0.0 pp -0.3 pp -0.4 pp +2.6 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 5.7 2.6% 4 -0.2 pp -1.1 pp -1.1 pp +2.6 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 5.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 5.7 1.5% 4 -0.2 pp -0.4 pp -0.3 pp +1.5 pp
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☆AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 5.7 2.2% 4 -0.2 pp -0.5 pp -0.3 pp +2.2 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 5.7 0.9% 4 +0.0 pp -0.0 pp +0.0 pp +0.9 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 5.7 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 5.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Claret Asset Management Corp CIK 0001735513 0.442 498 5.7 0.7% 4 -0.1 pp -0.1 pp -0.0 pp +0.7 pp
☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 5.7 2.5% 4 -0.2 pp -0.3 pp +0.1 pp +2.5 pp
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☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 5.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Ahara Advisors LLC CIK 0002116771 0.420 55 5.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 5.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 5.7 1.2% 4 -0.1 pp -0.0 pp +0.0 pp +1.2 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 5.7 2.0% 4 -0.0 pp -0.0 pp +0.2 pp +2.0 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.292 129 5.7 4.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.9 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 5.6 2.4% 4 +0.3 pp +0.1 pp +0.2 pp +2.4 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 5.6 0.9% 4 -0.0 pp -0.2 pp -0.0 pp +0.9 pp
☆StoryOne LLC CIK 0002079652 0.567 79 5.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 5.6 1.3% 4 -0.1 pp -0.2 pp -0.2 pp +1.3 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 5.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 5.6 2.7% 4 -0.5 pp -0.7 pp -0.3 pp +2.7 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 5.6 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 5.6 4.2% 4 -0.1 pp -0.3 pp -0.0 pp +4.2 pp
☆Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 5.6 2.7% 4 +0.3 pp +0.5 pp +0.9 pp +2.7 pp
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☆ArchPoint Investors CIK 0001483472 0.607 80 5.6 1.3% 4 +1.0 pp +0.9 pp +1.0 pp +1.3 pp
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☆Bellecapital International Ltd. CIK 0001600152 0.411 123 5.6 1.0% 4 -0.3 pp -0.1 pp -0.1 pp +1.0 pp
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☆Prospect Hill Management, LLC CIK 0001837320 0.890 14 5.5 2.5% 4 +0.1 pp -0.1 pp -0.1 pp +2.5 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 5.5 1.1% 4 -0.2 pp -0.2 pp -0.1 pp +1.1 pp
☆VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 0.169 108 5.5 4.4% 2 -0.6 pp +4.4 pp +4.4 pp +4.4 pp
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☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 5.5 0.8% 4 -0.3 pp -0.6 pp -0.2 pp +0.8 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 5.5 0.9% 4 -0.1 pp -0.1 pp +0.0 pp +0.9 pp
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☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 5.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 5.5 0.5% 4 -0.1 pp -0.1 pp +0.2 pp +0.5 pp
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☆4J Wealth Management LLC CIK 0001840775 0.383 111 5.1 2.9% 4 -0.3 pp -0.4 pp -0.0 pp +2.9 pp
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☆Stokes Family Office, LLC CIK 0001802278 0.331 272 5.1 0.5% 4 -0.1 pp -0.0 pp -0.1 pp +0.5 pp
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☆Vantage Point Financial LLC CIK 0002048892 0.331 185 5.0 1.7% 4 -0.1 pp -0.0 pp +0.1 pp +1.7 pp
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☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 4.9 1.3% 4 -0.1 pp -0.1 pp +0.0 pp +1.3 pp
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☆InTrack Investment Management Inc CIK 0001847343 0.184 110 4.8 2.8% 4 -0.2 pp -0.3 pp -0.1 pp +2.8 pp
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☆Tenzing Financial LLC CIK 0002111360 0.444 84 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 2.0 1.0% 4 -0.0 pp -0.1 pp -0.0 pp +1.0 pp
☆Grange Capital, LLC CIK 0002048387 0.138 54 2.0 2.0% 4 -1.1 pp -1.9 pp -2.2 pp +2.0 pp
☆Lakeside Advisors, INC. CIK 0001913467 0.512 65 2.0 1.4% 4 -0.0 pp -0.1 pp -0.2 pp +1.4 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 2.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 2.0 1.3% 4 -0.1 pp -0.1 pp +0.0 pp +1.3 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 2.0 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 2.0 2.1% 4 -0.3 pp -0.5 pp -0.1 pp +2.1 pp
☆Trust Co of the South CIK 0002008165 0.815 146 2.0 0.3% 4 +0.1 pp -0.0 pp +0.1 pp +0.3 pp
☆Mandatum Life Insurance Co Ltd CIK 0001664324 0.702 90 2.0 0.5% 4 +0.1 pp +0.2 pp -0.1 pp +0.5 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 2.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SOROS CAPITAL MANAGEMENT LLC CIK 0001748240 0.022 58 2.0 0.9% 4 +0.4 pp -2.7 pp -4.1 pp +0.9 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 2.0 0.1% 4 -0.4 pp -0.2 pp -1.0 pp +0.1 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 2.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 2.0 0.7% 4 +0.0 pp -0.1 pp -0.0 pp +0.7 pp
☆LAVELLE CAPITAL LP CIK 0002136566 0.357 75 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 2.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 2.0 1.1% 4 +0.0 pp +0.0 pp +0.1 pp +1.1 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 2.0 1.2% 6 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 2.0 1.1% 4 +0.2 pp +0.3 pp +0.4 pp +1.1 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 2.0 1.2% 4 -0.3 pp -0.3 pp -0.3 pp +1.2 pp
☆Unified Investment Management CIK 0002054855 0.105 141 2.0 2.1% 4 -0.1 pp -0.1 pp +0.1 pp +2.1 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 2.0 0.7% 4 -0.0 pp -0.0 pp +0.0 pp +0.7 pp
☆Redwood Family Wealth LLC CIK 0002116118 0.293 106 2.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 2.0 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 2.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.M. Arbour, LLC CIK 0002099154 0.056 132 2.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 2.0 1.6% 5 -0.2 pp +0.1 pp +0.5 pp +0.7 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 2.0 1.1% 4 +0.1 pp -0.0 pp +0.0 pp +1.1 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 2.0 0.8% 4 -0.0 pp -0.1 pp +0.1 pp +0.8 pp
☆PeakShares LLC CIK 0002113507 0.881 122 2.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 2.0 0.9% 4 -0.0 pp -0.0 pp +0.1 pp +0.9 pp
☆Asset Advisory Group, Inc. CIK 0002110402 0.397 125 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 2.0 0.8% 4 -0.0 pp -0.1 pp -0.0 pp +0.8 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 2.0 0.4% 4 -0.0 pp +0.0 pp -0.4 pp +0.4 pp
☆Bolthouse Investments, LLC CIK 0001567013 0.332 86 2.0 1.8% 4 -0.1 pp -0.1 pp +0.1 pp +1.8 pp
☆Unconventional Investor, LLC CIK 0001910387 0.781 49 2.0 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 2.0 1.2% 4 -0.1 pp -0.3 pp -0.2 pp +1.2 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.0 0.4% 4 -0.1 pp -0.2 pp -0.1 pp +0.4 pp
☆GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ CIK 0000923116 0.193 100 2.0 3.9% 4 -0.1 pp -0.3 pp +0.0 pp +3.9 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 2.0 1.0% 3 -0.1 pp +0.6 pp +1.0 pp +1.0 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 2.0 1.0% 4 -0.1 pp -0.0 pp +0.1 pp +1.0 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 2.0 1.6% 4 -0.2 pp -0.2 pp -0.1 pp +1.6 pp
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☆PORTLAND INVESTMENT COUNSEL INC. CIK 0001081668 0.608 58 2.0 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 2.0 0.9% 4 +0.1 pp +0.0 pp -0.6 pp +0.9 pp
☆WEIK CAPITAL MANAGEMENT CIK 0001278793 0.478 93 2.0 0.8% 4 +0.2 pp +0.2 pp +0.2 pp +0.8 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 2.0 0.3% 4 -0.8 pp -1.0 pp -1.0 pp +0.3 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 2.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 2.0 1.4% 5 -0.2 pp -1.7 pp -1.6 pp -0.9 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 2.0 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 2.0 0.6% 4 -0.1 pp -0.0 pp +0.0 pp +0.6 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 2.0 0.8% 4 -0.0 pp -0.1 pp -0.4 pp +0.8 pp
☆Westchester Capital Management, Inc. CIK 0001390063 0.626 46 2.0 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
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☆Essential Investment Partners LLC CIK 2145170 0.138 312 2.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Allied Investment Advisors, LLC CIK 0001729869 0.376 110 2.0 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
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☆Momentum Wealth Planning, LLC CIK 0002087652 0.380 33 1.9 1.8% 3 -0.7 pp -0.7 pp +1.8 pp +1.8 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 1.9 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆TICINO WEALTH CIK 0002105416 0.168 135 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DCM Advisors, LLC CIK 0001839498 0.372 38 1.9 0.9% 1 +0.9 pp +0.9 pp +0.2 pp +0.9 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 1.9 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 1.9 1.0% 4 +0.1 pp +0.1 pp +0.2 pp +1.0 pp
☆AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 1.9 1.2% 5 -0.0 pp -0.2 pp -0.1 pp +0.3 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 1.9 1.1% 4 -0.2 pp -0.4 pp -0.3 pp +1.1 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 1.9 0.9% 4 -0.1 pp -0.0 pp +0.1 pp +0.9 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 1.9 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
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☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 1.9 0.6% 4 -0.2 pp -0.2 pp -0.1 pp +0.6 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 1.9 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 1.9 0.2% 4 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆KWB Wealth CIK 0001822236 0.453 169 1.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
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☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 1.9 0.8% 4 -0.0 pp -0.2 pp -0.1 pp +0.8 pp
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☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 1.9 0.8% 4 -0.2 pp -0.0 pp +0.1 pp +0.8 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 1.9 1.4% 3 -0.4 pp +0.0 pp +1.4 pp +1.4 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 1.9 0.6% 4 -0.1 pp +0.1 pp +0.2 pp +0.6 pp
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☆Trust Co CIK 0001632554 0.769 908 1.9 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
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☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 1.9 1.4% 4 +0.3 pp +0.3 pp +0.4 pp +1.4 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 1.9 1.0% 4 -0.3 pp -0.1 pp +0.3 pp +1.0 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 1.9 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Serenity Investment Advisors CIK 0002105389 0.696 76 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆MBA Advisors LLC CIK 0001848704 0.403 164 1.9 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
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☆Riverwater Partners LLC CIK 0001882572 0.130 209 1.9 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
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☆GGM Financial LLC CIK 0002021722 0.308 265 1.9 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Corient IA LP CIK 0002058426 0.030 249 1.9 1.8% 4 -0.3 pp +0.0 pp +0.6 pp +1.8 pp
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☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 1.9 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 1.9 0.7% 4 +0.2 pp +0.1 pp +0.2 pp +0.7 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 1.9 0.3% 6 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
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☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 1.9 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
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☆GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 1.8 0.8% 4 -0.0 pp +0.3 pp +0.4 pp +0.8 pp
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☆PCB Capital LLC CIK 0002123661 0.087 114 1.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
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☆Machina Capital S.A.S. CIK 0001744373 0.008 368 1.8 0.4% 4 +0.2 pp +0.1 pp +0.3 pp +0.4 pp
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☆Noble Wealth Management PBC CIK 0002055065 0.125 771 1.8 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
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☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 1.8 1.2% 4 -0.1 pp -0.1 pp +0.0 pp +1.2 pp
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☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 1.8 0.3% 4 -0.0 pp -0.3 pp +0.0 pp +0.3 pp
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☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 1.8 1.1% 4 -0.1 pp -0.1 pp -0.0 pp +1.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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☆RHS Financial, LLC CIK 0001766514 0.159 165 1.8 0.8% 4 -0.1 pp -0.1 pp -0.0 pp +0.8 pp
☆WealthBridge Investment Counsel Inc. CIK 0001799425 0.452 44 1.8 0.5% 4 +0.1 pp +0.0 pp +0.1 pp +0.5 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 1.8 0.6% 4 -0.0 pp -0.3 pp -0.2 pp +0.6 pp
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☆Directional Asset Management CIK 0002105817 0.159 83 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆Center for Wealth Management Advisory CIK 0002121390 0.325 62 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.5 0.7% 4 -0.1 pp -0.2 pp -0.1 pp +0.7 pp
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☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 1.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆Alliance Wealth Management Group CIK 0001623707 0.630 103 1.4 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
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☆Wealth Intelligence, LLC CIK 0002112078 0.570 59 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 1.4 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Waterford Advisors, LLC CIK 0001960657 0.806 64 1.0 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
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☆Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆WILKINS INVESTMENT COUNSEL INC CIK 0001276853 0.416 119 1.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Invariant Investment Management CIK 0001850871 0.577 68 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆tru Independence LLC CIK 0001785445 0.641 108 1.0 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
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☆Eschler Asset Management LLP CIK 0001910874 0.000 33 1.0 1.0% 3 -1.3 pp -0.0 pp +1.0 pp +1.0 pp
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☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 1.0 0.4% 4 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
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☆Bradyco, Inc. CIK 0002055007 0.075 33 1.0 0.8% 4 -1.0 pp -0.8 pp +0.2 pp +0.8 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 1.0 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
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☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 1.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 1.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.6 pp
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☆Stronghold Wealth Management L.L.C. CIK 0002107257 0.112 131 1.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Prism Planning Partners LLC CIK 0002110534 0.691 35 1.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 1.0 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 1.0 0.7% 4 +0.1 pp -0.0 pp +0.0 pp +0.7 pp
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☆Wise Wealth Partners CIK 0002056711 0.035 43 1.0 1.3% 4 -0.2 pp -0.2 pp -0.1 pp +1.3 pp
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☆Compass Advisory Group LLC CIK 0001720292 0.720 89 1.0 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
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☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 1.0 0.3% 4 +0.0 pp -0.1 pp +0.0 pp +0.3 pp
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☆Legacy Financial Group LLC CIK 0001834011 0.442 133 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.9 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
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☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.9 0.2% 2 +0.1 pp +0.2 pp -0.0 pp +0.2 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.9 0.9% 4 -0.1 pp +0.2 pp +0.2 pp +0.9 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.9 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
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☆Penbrook Management LLC CIK 0001381055 0.184 101 0.9 0.7% 4 +0.0 pp +0.0 pp +0.3 pp +0.7 pp
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☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 0.9 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
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☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.9 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
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☆CAPITAL COUNSEL LLC/NY CIK 0001114928 0.927 58 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.8 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Chatterton & Associates Inc. CIK 0002102688 0.175 101 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Friday Financial CIK 0002048792 0.653 108 0.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.8 0.4% 4 +0.2 pp -0.0 pp -0.0 pp +0.4 pp
☆TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 0.8 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.8 1.0% 3 +0.0 pp +0.2 pp +1.0 pp +1.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.8 0.4% 4 +0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆Loudon Investment Management, LLC CIK 0001597089 0.271 95 0.8 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
☆Wellment Financial CIK 0001940000 0.000 37 0.8 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.8 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DKM Wealth Management, Inc. CIK 0002055833 0.611 74 0.8 0.6% 4 -0.1 pp -0.1 pp -0.0 pp +0.6 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.8 0.7% 6 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 0.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breachway Investments LLC CIK 0002106661 0.032 74 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Human Investing LLC CIK 0001767513 0.861 105 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Bauman Advisory Group, LLC CIK 0002111802 0.251 81 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 0.8 0.6% 4 +0.0 pp -0.1 pp -0.7 pp +0.6 pp
☆Michael Brady & Co., LLC CIK 0002095497 0.595 58 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 0.8 0.6% 4 -0.1 pp -0.1 pp +0.0 pp +0.6 pp
☆Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 0.8 0.6% 4 -0.0 pp -0.1 pp +0.0 pp +0.6 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 0.8 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆Alpha Wealth Funds, LLC CIK 0002059327 0.681 60 0.8 0.6% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Athena Investment Management CIK 0001921093 0.240 132 0.8 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Signet Investment Advisory Group, Inc. CIK 0001766328 0.276 73 0.8 0.4% 4 -0.0 pp -0.1 pp +0.1 pp +0.4 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 0.8 0.4% 1 +0.4 pp +0.4 pp -0.1 pp +0.4 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.8 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.581 59 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Stephens Investment Management Group LLC CIK 0001314440 0.460 176 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.8 0.7% 4 -0.0 pp -0.1 pp +0.0 pp +0.7 pp
☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 0.8 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 0.8 0.6% 4 -0.0 pp +0.1 pp +0.0 pp +0.6 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 0.8 0.5% 4 -0.1 pp -0.0 pp -0.0 pp +0.5 pp
☆James Reed Financial Services, Inc. CIK 0001911052 0.859 19 0.8 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆SHRIER WEALTH MANAGEMENT, LLC CIK 0002075389 0.422 134 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NEW VERNON INVESTMENT MANAGEMENT LLC CIK 0001500605 0.065 37 0.8 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Osbon Capital Management LLC CIK 0001784418 0.256 422 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 0.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.8 0.4% 4 -0.2 pp +0.1 pp +0.2 pp +0.4 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Welch Financial Planning, LLC CIK 0002085141 0.274 71 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 0.8 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 0.8 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 0.8 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 0.8 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.8 0.4% 5 -0.0 pp -0.0 pp -0.6 pp -0.4 pp
☆Kentucky Retirement Systems CIK 0001537783 0.036 505 0.8 0.1% 4 -7.4 pp -7.5 pp -6.9 pp +0.1 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.8 0.7% 4 -0.8 pp -0.6 pp -0.9 pp +0.7 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.8 0.6% 4 -0.0 pp -0.1 pp +0.0 pp +0.6 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 0.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.838 58 0.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 0.8 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
☆Richwood Investment Advisors, LLC CIK 0001911900 0.389 106 0.8 0.6% 4 +0.1 pp +0.0 pp +0.1 pp +0.6 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 0.8 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Seros Financial, LLC CIK 0002039918 0.495 66 0.8 0.5% 4 -0.9 pp -1.0 pp -0.8 pp +0.5 pp
☆Kirkwood Financial Services CIK 1814128 0.640 42 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 0.8 0.6% 4 -0.3 pp -0.6 pp -0.4 pp +0.6 pp
☆LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.7 0.6% 5 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 0.7 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
☆Winthrop Partners - WNY, LLC CIK 0001734109 0.300 87 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mittelman Wealth Management CIK 0002021464 0.533 53 0.7 0.5% 1 +0.5 pp +0.1 pp -0.0 pp +0.5 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 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 +0.2 pp -0.0 pp +0.0 pp +0.3 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.7 0.3% 4 -0.3 pp +0.0 pp +0.0 pp +0.3 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Investors Portfolio Services LLC CIK 0002073833 0.299 673 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 0.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 0.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 0.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 0.7 0.7% 4 -0.0 pp -0.1 pp -0.5 pp +0.7 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆PARTHENON LLC CIK 0001088859 0.632 133 0.7 0.1% 4 -0.3 pp -0.3 pp -0.4 pp +0.1 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.7 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.238 178 0.7 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Caldwell Investment Management Ltd. CIK 0001904373 0.077 33 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 0.7 0.5% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.7 0.6% 4 -0.1 pp -0.1 pp -0.0 pp +0.6 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.7 0.1% 4 -0.0 pp -0.2 pp -0.1 pp +0.1 pp
☆Sage Investment Advisers LLC CIK 0001925418 0.283 98 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.7 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 0.7 0.3% 4 +0.1 pp -0.0 pp +0.0 pp +0.3 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.7 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Murphy Pohlad Asset Management LLC CIK 0001569148 0.195 135 0.7 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.7 0.4% 4 -0.2 pp -0.0 pp -0.0 pp +0.4 pp
☆First Growth Capital LLC CIK 0002112081 0.183 136 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.7 0.4% 4 -0.1 pp +0.0 pp +0.1 pp +0.4 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.7 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 0.7 0.3% 4 +0.0 pp +0.1 pp -0.0 pp +0.3 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 0.7 0.5% 4 -0.1 pp -0.3 pp -0.4 pp +0.5 pp
☆Advanced Asset Management Advisors Inc CIK 0001075444 0.542 85 0.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 0.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.7 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.7 0.0% 3 -1.0 pp -1.7 pp +0.0 pp +0.0 pp
☆Hudson Oak Wealth Advisory LLC CIK 0002088700 0.413 52 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.7 0.2% 4 +0.0 pp -0.3 pp -0.3 pp +0.2 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 0.7 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 0.7 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.7 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.7 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 0.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Taylor Financial Group, Inc. CIK 0002012516 0.439 103 0.7 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 0.7 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 0.7 0.4% 4 -0.1 pp -0.1 pp -0.4 pp +0.4 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.7 0.1% 4 -0.0 pp -0.4 pp -0.0 pp +0.1 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 0.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Lipe & Dalton CIK 0001570396 0.334 94 0.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 0.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 0.7 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Attessa Capital LLC CIK 0002020560 0.810 51 0.7 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 0.7 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 0.7 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 0.7 0.4% 2 -0.9 pp +0.4 pp -1.0 pp +0.4 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.7 0.6% 4 -0.0 pp -0.0 pp +0.2 pp +0.6 pp
☆NINE MASTS CAPITAL Ltd CIK 0001569356 0.099 95 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 0.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Straight Path Wealth Management CIK 0001902506 0.735 141 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.7 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Calder Financial LLC CIK 0002106810 0.520 43 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 0.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Independent Family Office, LLC CIK 0001756485 0.549 85 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.7 0.4% 4 -0.2 pp -0.2 pp -0.2 pp +0.4 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.7 0.3% 6 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.7 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.7 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 0.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 0.7 0.5% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.7 0.1% 4 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆DMKC Advisory Services, LLC CIK 0001901337 0.052 92 0.7 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 0.7 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 0.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.6 0.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
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☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -1.5 pp -1.6 pp -2.0 pp +0.0 pp
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☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp -3.2 pp -3.3 pp +0.0 pp
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☆Greencape Capital Pty Ltd CIK 0001731029 0.814 1 0.0 0.0% 0 +0.0 pp -48.9 pp -41.1 pp +0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -3.2 pp -0.8 pp -3.6 pp +0.0 pp
☆Katamaran Capital LLP CIK 0002025353 0.027 35 0.0 0.0% 0 -2.3 pp -1.8 pp -2.8 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -0.9 pp -0.8 pp -0.8 pp -0.5 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -12.4 pp +0.0 pp
☆Aspex Management (HK) Ltd CIK 0001768375 0.000 25 0.0 0.0% 0 -10.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 0.0 0.0% 0 -1.5 pp -7.5 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 0.146 197 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.336 323 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Connective Portfolio Management, LLC CIK 0001905083 0.005 39 0.0 0.0% 0 -5.5 pp -3.8 pp +0.0 pp +0.0 pp
☆KEYSTONE INVESTORS PTE LTD CIK 0001926253 0.000 84 0.0 0.0% 0 -9.1 pp -7.6 pp +0.0 pp +0.0 pp
☆Ariose Capital Management Ltd CIK 0001665925 0.000 19 0.0 0.0% 0 -20.3 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.085 390 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -2.0 pp -1.9 pp +0.0 pp
☆SENTRY INVESTMENT MANAGEMENT LLC CIK 0000089014 0.896 1 0.0 0.0% 0 -7.8 pp -8.0 pp -6.2 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 0.0 0.0% 0 -0.3 pp -0.4 pp -0.3 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.3 pp -1.5 pp -1.3 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -2.7 pp -2.9 pp -2.9 pp +0.0 pp
☆NDVR, Inc. CIK 0002011247 0.416 121 0.0 0.0% 0 -2.7 pp -2.7 pp -2.4 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -8.7 pp +0.0 pp -9.7 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.8 pp -0.7 pp +0.0 pp
☆Miller Financial Services LLC CIK 0002022893 0.065 138 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -2.8 pp -2.5 pp +0.0 pp
☆Boussard & Gavaudan Investment Management LLP CIK 0001614986 0.042 84 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -2.5 pp -2.4 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -1.0 pp -1.0 pp -1.6 pp +0.0 pp
☆HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 -0.6 pp -0.6 pp -0.3 pp +0.0 pp
☆Newbrook Capital Advisors LP CIK 0001389875 0.320 14 0.0 0.0% 0 +0.0 pp +0.0 pp -3.0 pp +0.0 pp
☆KAHN BROTHERS GROUP INC CIK 0001039565 0.884 48 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Berry Wealth Group, LP CIK 0002008410 0.000 34 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -2.3 pp -6.2 pp -9.6 pp +0.0 pp
☆Castellan Group CIK 0001832521 0.901 39 0.0 0.0% 0 -0.7 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 -1.1 pp -0.9 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -8.1 pp -8.7 pp -8.9 pp +0.0 pp
☆American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 -0.0 pp +0.0 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 -0.2 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 0 -7.2 pp -7.4 pp +0.0 pp +0.0 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -0.8 pp -0.9 pp -0.8 pp +0.0 pp
☆Exane Asset Management CIK 0001666256 0.048 28 0.0 0.0% 0 -1.0 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 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆MYDA Advisors LLC CIK 0001589689 0.023 143 0.0 0.0% 0 -1.0 pp +0.0 pp -6.6 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -7.8 pp +0.0 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp +0.0 pp -19.5 pp +0.0 pp
☆Capital Markets Trading UK LLP CIK 0001719165 0.000 87 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -48.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -3.6 pp -3.1 pp +0.0 pp
☆CIBC Capital Markets (Europe) S.A. CIK 0002045104 0.843 10 0.0 0.0% 0 +0.0 pp -5.7 pp -10.4 pp +0.0 pp
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SAGE ADVISORS, LLC CIK 0002032121 0.464 48 0.0 0.0% 0 -2.5 pp -2.7 pp -2.2 pp +0.0 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.0 0.0% 0 +0.0 pp -3.5 pp -1.7 pp +0.0 pp
☆Benchstone Capital Management LP CIK 0002016777 0.022 36 0.0 0.0% 0 +0.0 pp -4.7 pp -5.7 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -1.6 pp -1.4 pp +0.0 pp
☆Contrarius Group Holdings Ltd CIK 0002054801 0.000 34 0.0 0.0% 0 -4.0 pp -3.7 pp -7.3 pp +0.0 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.5 pp
☆Noked Israel Ltd CIK 0001767750 0.807 11 0.0 0.0% 0 -4.7 pp -3.7 pp -3.0 pp +0.0 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 -9.3 pp -5.5 pp -6.3 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -6.1 pp -6.2 pp -5.7 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -6.6 pp -7.4 pp -7.7 pp +0.0 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 -2.3 pp -2.4 pp -2.3 pp +0.0 pp
☆St. Louis Financial Planners Asset Management, LLC CIK 0001966171 0.019 30 0.0 0.0% 0 -1.9 pp -2.0 pp -3.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆7G CAPITAL MANAGEMENT, LLC CIK 0001720350 0.743 10 0.0 0.0% 0 +0.0 pp -11.4 pp -11.7 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 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 NVDA). Qtrs Held counts distinct quarters this fund has actually held NVDA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NVDA position size. Δ columns are the percentage-point change in NVDA'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