Signals

NVO

1435 in-universe funds with a nonzero position in NVO within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#292
Score / z0.734 / 0.92
Consensus424.57 over 874 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 1,303.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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 1,016.1 0.1% 2 -0.0 pp +0.1 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 985.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 962.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 868.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Capital International Investors CIK 0001562230 0.968 446 800.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 759.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 725.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
FOLKETRYGDFONDET CIK 0001269094 0.973 11 696.7 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 567.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 441.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 427.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 424.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 418.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 351.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 340.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 316.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 305.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 300.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 288.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 287.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 232.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 229.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 180.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 170.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 155.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 153.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 146.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 144.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 128.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DSM CAPITAL PARTNERS LLC CIK 0001214639 0.842 70 121.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 117.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Magellan Asset Management Ltd CIK 0001536105 0.373 78 115.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 110.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 105.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Saratoga Research & Investment Management CIK 0001477872 0.809 46 104.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
LPL Financial LLC CIK 0001403438 0.957 5996 102.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 101.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 101.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 97.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 96.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TIGER GLOBAL MANAGEMENT LLC CIK 0001167483 0.920 46 87.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 79.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 79.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 78.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 72.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 69.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 69.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 58.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 56.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 55.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 52.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 51.1 0.0% 1 +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 45.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 45.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 41.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 40.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 38.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 36.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 35.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 34.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 0.760 109 34.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 31.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vantage Investment Partners, LLC CIK 0001534561 0.547 64 31.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
JIA INVESTMENT ALLIANCE PTE. LTD. CIK 0001966595 0.744 23 29.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 29.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 28.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 28.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 27.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 27.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 27.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MayTech Global Investments, LLC CIK 0001731134 0.806 22 26.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 26.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 26.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Warther Private Wealth, LLC CIK 0001954551 0.242 50 26.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 26.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 25.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 25.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 25.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ACADEMY CAPITAL MANAGEMENT CIK 0001031972 0.782 36 25.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 25.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 25.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 25.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 24.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 24.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 24.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 23.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 23.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 22.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 22.1 1.3% 3 +0.7 pp +0.3 pp +1.3 pp +1.3 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 22.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Penbrook Management LLC CIK 0001381055 0.184 101 21.6 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
ALTA CAPITAL MANAGEMENT LLC/ CIK 0001093589 0.591 109 21.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 21.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
DILLON & ASSOCIATES INC CIK 0001054425 0.734 80 21.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 20.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 20.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 19.5 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 19.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Martin Investment Management, LLC CIK 0001511888 0.424 47 19.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 18.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 18.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AXA S.A. CIK 0000898427 0.038 46 18.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 18.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 18.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 0.331 137 18.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 18.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 17.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 16.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 16.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Foresight Global Investors, Inc. CIK 0001973323 0.201 32 16.7 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 16.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BARLOW WEALTH PARTNERS, LLC CIK 0001999928 0.497 149 16.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 16.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Altrafin AG CIK 0002110313 0.476 44 15.8 5.3% 3 +0.2 pp +1.3 pp +5.3 pp +5.3 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 15.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIM, LLC CIK 0001364725 0.348 169 15.6 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
JLB & ASSOCIATES INC CIK 0001085227 0.383 68 15.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 15.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 14.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 14.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 14.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Walter Public Investments Inc. CIK 0001925251 0.123 53 14.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 14.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 13.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 13.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 13.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 13.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 13.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 12.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 12.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 12.5 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 12.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 12.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 11.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 11.7 3.2% 3 +0.2 pp +0.0 pp +3.2 pp +3.2 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +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
Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pingora Partners LLC CIK 0002011176 0.362 182 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peterson Wealth Services CIK 0001906799 0.450 245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tacita Capital Inc CIK 0001846287 0.305 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newton One Investments LLC CIK 0001842787 0.836 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
St. Johns Investment Management Company, LLC CIK 0001605522 0.438 201 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROGCO, LP CIK 0001998892 0.631 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BERKSHIRE CAPITAL HOLDINGS INC CIK 0001133742 0.000 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
CapitalatWork S.A. CIK 0002135126 0.670 93 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just NVO). Qtrs Held counts distinct quarters this fund has actually held NVO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NVO position size. Δ columns are the percentage-point change in NVO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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