Signals

← Signals

☆OBDC

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

Flow ranking

Rank#323
Score / z0.754 / 0.66
Consensus151.40 over 280 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+9% / 3.3d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 181.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆State of New Jersey Common Pension Fund A CIK 0001483262 0.906 3 168.8 74.7% 3 +4.5 pp +5.6 pp +74.7 pp +74.7 pp
☆OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 165.6 2.2% 4 -0.2 pp -0.3 pp -1.8 pp +2.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 131.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 121.0 0.5% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 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 119.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 106.7 0.0% 4 -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 105.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 83.3 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 66.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 65.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 51.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 48.4 1.0% 5 -0.1 pp -0.2 pp -0.4 pp -0.5 pp
☆ROBERT WOOD JOHNSON FOUNDATION CIK 0000315157 0.507 2 46.7 37.4% 4 -4.9 pp -5.9 pp -16.0 pp +37.4 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 42.8 2.1% 4 -0.2 pp -0.2 pp -0.6 pp +2.1 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 42.5 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆HAMILTON LANE ADVISORS LLC CIK 0001573767 0.219 14 37.7 26.9% 4 +3.6 pp +1.9 pp -9.1 pp +26.9 pp
☆Lalia Capital, LLC CIK 0002106818 0.475 15 34.6 21.9% 1 +21.9 pp +21.9 pp +21.9 pp +21.9 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 34.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆ARES MANAGEMENT LLC CIK 0001259313 0.823 44 31.5 2.1% 4 +0.1 pp +0.6 pp +0.3 pp +2.1 pp
☆Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 29.5 2.4% 2 +1.3 pp +2.4 pp +2.4 pp +2.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 27.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Muzinich & Co., Inc. CIK 0001618824 0.785 38 27.3 9.5% 4 -0.1 pp -0.1 pp +0.0 pp +9.5 pp
☆SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 27.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 22.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 21.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 21.0 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 20.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 17.6 0.2% 4 -0.0 pp -0.2 pp -0.4 pp +0.2 pp
☆Brown University CIK 0001664741 0.445 10 16.9 16.6% 4 -11.6 pp -16.3 pp -27.4 pp +16.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 16.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 15.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 15.8 4.8% 4 +4.0 pp +4.6 pp +4.6 pp +4.8 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 15.8 0.8% 3 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 15.3 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Incline Global Management LLC CIK 0001567195 0.000 20 14.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Melia Wealth LLC CIK 0001964047 0.478 23 13.4 6.5% 4 -0.3 pp -0.1 pp -0.8 pp +6.5 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 13.3 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 13.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 13.1 1.0% 4 -0.1 pp -1.1 pp -1.6 pp +1.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 13.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAZ INVESTMENTS LP CIK 0001159363 0.045 49 12.4 15.0% 2 -9.2 pp +15.0 pp +15.0 pp +15.0 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 12.1 3.4% 4 -1.9 pp -0.9 pp -1.8 pp +3.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 10.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 10.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 8.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 7.3 3.4% 4 -0.4 pp +0.2 pp -0.1 pp +3.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Enstar Group LTD CIK 0001363829 0.893 9 6.7 3.1% 4 +0.3 pp -0.4 pp -0.7 pp +3.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 6.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 6.5 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 6.4 0.4% 4 -0.1 pp -0.2 pp -0.6 pp +0.4 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 6.3 0.6% 4 -0.3 pp -1.2 pp -1.6 pp +0.6 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 6.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 6.1 1.8% 4 -0.1 pp +0.2 pp +0.1 pp +1.8 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 6.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 5.8 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Prota Financial, LLC CIK 0002126257 0.258 70 5.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 5.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 5.1 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 5.1 0.6% 4 -0.1 pp -0.2 pp -0.4 pp +0.6 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 5.0 0.4% 4 +0.1 pp +0.0 pp -0.1 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GP Brinson Investments LLC CIK 0001860928 0.899 14 4.5 2.0% 4 -0.1 pp -0.1 pp -0.0 pp +2.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 4.4 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 4.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 4.2 0.8% 4 -0.0 pp +0.3 pp +0.5 pp +0.8 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 4.2 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 4.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulldog Investors, LLP CIK 0001504304 0.136 225 3.7 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 3.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 3.6 3.0% 4 -0.1 pp +0.1 pp +0.1 pp +3.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.5 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 3.5 0.4% 4 +0.0 pp -0.1 pp -0.3 pp +0.4 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 3.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.4 0.1% 3 -0.2 pp -0.5 pp +0.1 pp +0.1 pp
☆M&G Plc CIK 0001802539 0.820 370 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COBALT CAPITAL MANAGEMENT, INC. CIK 0001086762 0.041 26 3.0 1.7% 2 +1.3 pp +1.7 pp +1.7 pp +1.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 2.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Cerberus Capital Management, L.P. CIK 0001525907 0.978 11 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 2.2 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Barnett & Company, Inc. CIK 0001426588 0.122 86 2.1 1.6% 4 +0.4 pp +0.3 pp +0.1 pp +1.6 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 2.0 1.7% 4 +0.5 pp +0.2 pp -0.1 pp +1.7 pp
☆BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.238 178 2.0 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.9 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 1.9 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 1.7 0.7% 4 -0.1 pp +0.0 pp -0.1 pp +0.7 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Palogic Value Management, L.P. CIK 0001532943 0.148 181 1.7 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 1.3 0.2% 4 -0.3 pp -0.4 pp -0.6 pp +0.2 pp
☆Chaney Capital Management, Inc. CIK 0002012041 0.822 45 1.3 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 1.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.3 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nordwand Advisors, LLC CIK 0001962713 0.363 146 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 1.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Grange Capital, LLC CIK 0002048387 0.138 54 1.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EMC Capital Management CIK 0001847772 0.576 53 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steadtrust LLC CIK 0002097595 0.161 132 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Blue Owl Capital Holdings LP CIK 0001858703 0.121 71 0.0 0.0% 0 +0.0 pp -8.1 pp -9.5 pp +0.0 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Greenland Capital Management LP CIK 0001896430 0.029 237 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mandatum Life Insurance Co Ltd CIK 0001664324 0.701 90 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAGE ADVISORS, LLC CIK 0002032121 0.464 48 0.0 0.0% 0 -17.0 pp -20.2 pp -22.7 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.0 0.0% 0 -1.1 pp -0.6 pp -1.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 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
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FORMULATE FINANCIAL LLC CIK 0002093400 0.742 26 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 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
☆Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 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
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Tweedy, Browne Co LLC CIK 0000732905 0.823 91 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Demars Financial Group, LLC CIK 0001723115 0.575 113 0.0 0.0% 0 +0.0 pp +0.0 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 OBDC). Qtrs Held counts distinct quarters this fund has actually held OBDC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OBDC position size. Δ columns are the percentage-point change in OBDC'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