☆NVDL
Flow ranking
Rank#20364
Score / z0.000 / -0.02
Consensus33.06 over 65 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.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 20.7 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 17.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 15.5 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IMC-Chicago, LLC CIK 0001452861 | 0.075 | 1554 | 9.0 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.0 pp | +0.1 pp |
| ☆TRUE Private Wealth Advisors CIK 0001667074 | 0.345 | 283 | 5.7 | 0.5% | 5 | +0.0 pp | -0.1 pp | -0.2 pp | -0.1 pp |
| ☆ZEGA Investments, LLC CIK 0002045703 | 0.596 | 215 | 5.7 | 0.9% | 4 | +0.1 pp | -0.1 pp | +0.8 pp | +0.9 pp |
| ☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 | 0.969 | 5626 | 3.8 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆HUB Investment Partners, LLC CIK 0001841815 | 0.639 | 1223 | 3.3 | 0.1% | 4 | -0.0 pp | -0.1 pp | -0.3 pp | +0.1 pp |
| ☆Corient Private Wealth LP CIK 0001948780 | 0.887 | 3043 | 2.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆HOEY INVESTMENTS, INC CIK 0001799544 | 0.834 | 453 | 2.7 | 0.4% | 5 | -0.1 pp | -0.1 pp | -0.2 pp | -0.0 pp |
| ☆Sanctuary Advisors, LLC CIK 0001777271 | 0.731 | 2781 | 1.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Claro Advisors Inc. CIK 0001764386 | 0.389 | 533 | 1.6 | 0.2% | 5 | +0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆Larson Financial Group LLC CIK 0001731061 | 0.550 | 3722 | 1.6 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆EP Wealth Advisors, LLC CIK 0001540569 | 0.877 | 1713 | 1.6 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 | 0.244 | 181 | 1.5 | 0.7% | 4 | -0.1 pp | -0.1 pp | -0.1 pp | +0.7 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 1.3 | 0.0% | 3 | -0.0 pp | -0.1 pp | +0.0 pp | -0.0 pp |
| ☆Sigma Planning Corp CIK 0001449126 | 0.520 | 1394 | 1.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 1.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tower Research Capital LLC (TRC) CIK 0001533421 | 0.051 | 5180 | 1.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 | 0.566 | 1244 | 1.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆Strategic Blueprint, LLC CIK 0001767821 | 0.399 | 689 | 0.9 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Vann Equity Management LLC CIK 0002018412 | 0.119 | 168 | 0.7 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Sovereign Financial Group, Inc. CIK 0001846175 | 0.456 | 384 | 0.7 | 0.1% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 0.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆SBI Securities Co., Ltd. CIK 0001851815 | 0.645 | 4072 | 0.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 | 0.985 | 8402 | 0.5 | 0.0% | 7 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆GTS SECURITIES LLC CIK 0001452765 | 0.104 | 1323 | 0.5 | 0.0% | 1 | +0.0 pp | -0.2 pp | +0.0 pp | +0.0 pp |
| ☆Cherry Tree Wealth Management, LLC CIK 0001985414 | 0.429 | 594 | 0.5 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆Tactive Advisors, LLC CIK 0002002409 | 0.103 | 282 | 0.5 | 0.1% | 4 | +0.1 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆XTX Topco Ltd CIK 0001828301 | 0.023 | 4087 | 0.5 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sequoia Financial Advisors, LLC CIK 0001599900 | 0.860 | 2124 | 0.5 | 0.0% | 6 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆180 WEALTH ADVISORS, LLC CIK 0001730817 | 0.300 | 486 | 0.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 0.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 0.4 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 | 0.737 | 1290 | 0.3 | 0.0% | 3 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆HighTower Advisors, LLC CIK 0001462245 | 0.000 | 1 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Rockefeller Capital Management L.P. CIK 0001739439 | 0.891 | 4732 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆StoneX Group Inc. (SNEX) CIK 0000913760 | 0.325 | 1464 | 0.3 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆CENTAURUS FINANCIAL, INC. CIK 0000891943 | 0.361 | 1111 | 0.3 | 0.0% | 6 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Red Door Wealth Management, LLC CIK 0001783599 | 0.439 | 320 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 | 0.316 | 147 | 0.2 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | -0.0 pp |
| ☆Harvest Fund Management Co., Ltd CIK 0001694126 | 0.484 | 455 | 0.2 | 0.0% | 4 | -0.0 pp | -0.1 pp | -0.1 pp | +0.0 pp |
| ☆Trajan Wealth LLC CIK 0001934415 | 0.705 | 152 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Magnus Financial Group LLC CIK 0001765216 | 0.574 | 387 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Vines Capital Management, LLC CIK 0002110678 | 0.386 | 90 | 0.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Retirement Planning Co of New England, Inc. CIK 0001817693 | 0.188 | 260 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 0.2 | 0.0% | 6 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆CoreCap Advisors, LLC CIK 0001902501 | 0.473 | 3167 | 0.1 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Arax Advisory Partners CIK 0001586767 | 0.171 | 5155 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆LANARK FINANCIAL, INC. CIK 0000791540 | 0.318 | 2420 | 0.1 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Optiver Holding B.V. CIK 0001859606 | 0.114 | 2337 | 0.1 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | -0.2 pp |
| ☆Truvestments Capital LLC CIK 0001750405 | 0.266 | 1150 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 | 0.080 | 1191 | 0.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Spire Wealth Management CIK 0001858740 | 0.515 | 2226 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Parallel Advisors, LLC CIK 0001690010 | 0.782 | 3893 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Financial Life Planners CIK 0002053368 | 0.608 | 339 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 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 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 | 0.916 | 4332 | 0.0 | 0.0% | 1 | +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% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HRT FINANCIAL LP CIK 0001475597 | 0.003 | 4113 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Archer Investment Corp CIK 0001803804 | 0.301 | 1254 | 0.0 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆NFSG Corp CIK 0001879757 | 0.275 | 1245 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆GoalVest Advisory LLC CIK 0001839307 | 0.587 | 500 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IMA Advisory Services, Inc. CIK 0001455495 | 0.141 | 1384 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Strategic Wealth Partners, Ltd. CIK 0001720777 | 0.444 | 1460 | 0.0 | 0.0% | 3 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆RHL GROUP, LLC CIK 0002066311 | 0.079 | 271 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CERTUITY, LLC CIK 0001800752 | 0.558 | 672 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | 0.399 | 3140 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆TB Alternative Assets Ltd. CIK 0001483503 | 0.000 | 34 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.5 pp | +0.0 pp |
| ☆Aventura Private Wealth, LLC CIK 0002074418 | 0.307 | 986 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆PINNEY & SCOFIELD, INC. CIK 0002056763 | 0.695 | 232 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 | 0.984 | 4961 | 0.0 | 0.0% | 0 | +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% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 | 0.432 | 430 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clearstead Advisors, LLC CIK 0000842775 | 0.687 | 3646 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Park Square Financial Group, LLC CIK 0002058285 | 0.000 | 210 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.1 pp |
| ☆Federation des caisses Desjardins du Quebec CIK 0002022297 | 0.840 | 3021 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Beacon Pointe Advisors, LLC CIK 0001744317 | 0.792 | 1868 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Charter Oak Capital Management, LLC CIK 0001810720 | 0.902 | 208 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Clarity Capital Partners LLC CIK 0002012239 | 0.556 | 108 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.1 pp |
| ☆ST GERMAIN D J CO INC CIK 0000831571 | 0.623 | 914 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Delos Wealth Advisors, LLC CIK 0001878326 | 0.268 | 295 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆NewEdge Advisors, LLC CIK 0001633516 | 0.773 | 4198 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Caitlin John, LLC CIK 0002010947 | 0.012 | 991 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Marex Group Ltd (MRX) CIK 0001997464 | 0.247 | 955 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Chung Wu Investment Group, LLC CIK 0002054278 | 0.139 | 283 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 pp | -0.0 pp |
| ☆SeaCrest Wealth Management, LLC CIK 0001728121 | 0.280 | 550 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Navalign, LLC CIK 0001820593 | 0.504 | 132 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Team Financial Group, LLC CIK 0001845163 | 0.669 | 56 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Oriental Harbor Investment Master Fund CIK 0002046333 | 0.206 | 13 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.5 pp |
| ☆Financially Speaking Inc CIK 0002040901 | 0.000 | 103 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 | 0.006 | 213 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.5 pp | +0.0 pp |
| ☆Activest Wealth Management CIK 0001883134 | 0.526 | 1477 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 | 0.336 | 612 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆World Investment Advisors CIK 0001652594 | 0.670 | 1523 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆SIMPLEX TRADING, LLC CIK 0001488542 | 0.062 | 2733 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Strategic Wealth Investment Group, LLC CIK 0001802365 | 0.408 | 104 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 | 0.912 | 3168 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Safe Harbor Fiduciary, LLC CIK 0002036114 | 0.203 | 61 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | +0.0 pp | -0.0 pp |
| ☆Integrity Financial Corp /WA CIK 0001917704 | 0.275 | 291 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Quantinno Capital Management LP CIK 0001759654 | 0.879 | 3419 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Trinity Financial Advisors LLC CIK 0001809574 | 0.677 | 95 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | -0.1 pp | +0.0 pp |
| ☆GatePass Capital, LLC CIK 0002087399 | 0.107 | 188 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -1.0 pp | -0.7 pp |
| ☆Belvedere Trading LLC CIK 0001632341 | 0.000 | 326 | 0.0 | 0.0% | 0 | -0.0 pp | -0.2 pp | -0.1 pp | +0.0 pp |
| ☆JOSH ARNOLD INVESTMENT CONSULTANT, LLC CIK 0001911348 | 0.541 | 21 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.5 pp |
| ☆Lauer Wealth, LLC CIK 0001860063 | 0.284 | 58 | 0.0 | 0.0% | 0 | +0.0 pp | -0.3 pp | -0.3 pp | -0.2 pp |
| ☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 | 0.981 | 6818 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Headlands Technologies LLC CIK 0001570271 | 0.000 | 695 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.5 pp | -0.0 pp |
| ☆MAI Capital Management CIK 0001040197 | 0.725 | 1889 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆FLAGSTAR SECURITIES, INC CIK 0001117233 | 0.242 | 177 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆VESTOR CAPITAL, LLC CIK 0001132699 | 0.000 | 276 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Bogart Wealth, LLC CIK 0001715740 | 0.593 | 2005 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Snowden Capital Advisors LLC CIK 0001903055 | 0.533 | 1333 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Bison Wealth, LLC CIK 0001845251 | 0.528 | 477 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 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 |
| ☆Pineridge Advisors LLC CIK 0002012421 | 0.000 | 0 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Gilliland Jeter Wealth Management LLC CIK 0002009886 | 0.356 | 195 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.1 pp |
| ☆Jump Financial, LLC CIK 0001831577 | 0.000 | 1935 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆GROUP ONE TRADING LLC CIK 0000932540 | 0.041 | 2157 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Tradewinds Capital Management, LLC CIK 0001616026 | 0.095 | 715 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Sollinda Capital Management LLC CIK 0002012034 | 0.338 | 78 | 0.0 | 0.0% | 0 | -0.5 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 0.0 | 0.0% | 0 | +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% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆SIGNATUREFD, LLC CIK 0001456048 | 0.915 | 3484 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TORNO CAPITAL, LLC CIK 0001974312 | 0.000 | 31 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -1.0 pp | +0.0 pp |
| ☆New Millennium Group LLC CIK 0001909654 | 0.000 | 0 | 0.0 | 0.0% | 0 | +0.0 pp | -0.2 pp | -0.1 pp | -0.1 pp |
| ☆NorthCoast Asset Management LLC CIK 0001665198 | 0.584 | 478 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Traynor Capital Management, Inc. CIK 0001666786 | 0.689 | 335 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Abound Wealth Management CIK 0001950323 | 0.745 | 1359 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Schonfeld Strategic Advisors LLC CIK 0001665241 | 0.155 | 2292 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Client First Investment Management LLC CIK 0002018284 | 0.259 | 28 | 0.0 | 0.0% | 0 | +0.0 pp | -0.5 pp | -1.0 pp | -1.7 pp |
| ☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 | 0.385 | 1529 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cresset Asset Management, LLC CIK 0001761013 | 0.933 | 1667 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 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 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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