Signals

OBDC

625 in-universe funds with a nonzero position in OBDC within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24765
Score / z-0.539 / -0.67
Consensus140.10 over 256 funds
Momentumno 12m return

Price & positioning

226 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
State of New Jersey Common Pension Fund A CIK 0001483262 0.906 3 165.9 74.3% 4 -0.5 pp +4.0 pp +5.2 pp +74.3 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 158.4 1.7% 5 -0.5 pp -0.7 pp -0.8 pp -2.3 pp
STRS OHIO CIK 0000820478 0.777 2154 146.4 0.5% 6 +0.1 pp +0.4 pp +0.5 pp +0.4 pp
FMR LLC CIK 0000315066 0.989 5571 128.0 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 107.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 107.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 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 106.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 86.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 79.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 61.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 58.5 0.0% 5 -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 52.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 51.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 47.3 0.9% 6 -0.2 pp -0.3 pp -0.3 pp -0.6 pp
ROBERT WOOD JOHNSON FOUNDATION CIK 0000315157 0.507 2 45.9 56.6% 5 +19.2 pp +14.3 pp +13.3 pp +3.2 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 45.7 2.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.7 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 44.1 1.2% 3 -0.1 pp +0.4 pp +1.2 pp +1.2 pp
HAMILTON LANE ADVISORS LLC CIK 0001573767 0.219 14 37.0 24.9% 5 -2.0 pp +1.6 pp -0.1 pp -11.1 pp
Lalia Capital, LLC CIK 0002106818 0.475 15 35.0 17.0% 2 -4.9 pp +17.0 pp +17.0 pp +17.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 34.5 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ARES MANAGEMENT LLC CIK 0001259313 0.823 44 31.2 1.4% 5 -0.7 pp -0.7 pp -0.1 pp -0.5 pp
Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 29.0 2.5% 3 +0.2 pp +1.5 pp +2.5 pp +2.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 28.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 26.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Muzinich & Co., Inc. CIK 0001618824 0.785 38 26.6 9.1% 5 -0.5 pp -0.5 pp -0.6 pp -0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 26.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blue Owl Capital Holdings LP CIK 0001858703 0.121 71 22.2 3.4% 1 +3.4 pp +3.4 pp -4.7 pp -6.1 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 21.4 0.2% 5 +0.2 pp +0.2 pp -1.7 pp -1.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 21.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 20.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 19.1 0.2% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 19.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Next Capital Management LLC CIK 0001752762 0.504 138 18.5 5.0% 5 +0.2 pp +4.2 pp +4.8 pp +4.8 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 16.9 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 16.4 2.1% 6 +1.9 pp +1.9 pp +1.9 pp +1.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 15.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 15.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 13.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 13.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 13.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 13.0 0.6% 4 -0.2 pp +0.3 pp +0.6 pp +0.6 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 12.5 3.2% 5 -0.2 pp -2.1 pp -1.1 pp -2.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 12.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 12.3 0.8% 5 -0.2 pp -0.3 pp -1.3 pp -1.8 pp
CAZ INVESTMENTS LP CIK 0001159363 0.045 49 12.2 13.2% 3 -1.8 pp -11.0 pp +13.2 pp +13.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 11.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 10.0 0.2% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 9.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 8.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Melia Wealth LLC CIK 0001964047 0.478 23 8.5 4.9% 5 -1.6 pp -2.0 pp -1.7 pp -2.4 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 8.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 7.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prairiewood Capital, LLC CIK 0001839695 0.769 81 6.8 1.8% 5 +0.0 pp -0.0 pp +0.2 pp +0.1 pp
Enstar Group LTD CIK 0001363829 0.893 9 6.8 3.1% 5 +0.1 pp +0.3 pp -0.3 pp -0.6 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 6.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 6.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
INTRUST BANK NA CIK 0001034771 0.638 416 6.2 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 6.1 0.3% 5 -0.1 pp -0.2 pp -0.4 pp -0.7 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 6.1 0.5% 5 -0.1 pp -0.4 pp -1.2 pp -1.7 pp
Creative Planning CIK 0001540235 0.979 4196 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 5.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 5.8 2.5% 5 -0.9 pp -1.4 pp -0.7 pp -1.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 5.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Callodine Capital Management, LP CIK 0001741675 0.554 62 5.7 0.4% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Prota Financial, LLC CIK 0002126257 0.258 70 5.7 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
Jain Global LLC CIK 0002024579 0.024 1417 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 5.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 5.1 2.4% 2 +0.6 pp +2.4 pp +2.4 pp +2.4 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 5.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 4.7 0.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GP Brinson Investments LLC CIK 0001860928 0.899 14 4.4 1.8% 5 -0.2 pp -0.4 pp -0.3 pp -0.3 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 4.4 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 4.2 0.7% 5 -0.1 pp -0.1 pp +0.2 pp +0.4 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 4.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 4.0 0.0% 4 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 3.9 0.4% 5 -0.1 pp -0.0 pp -0.2 pp -0.4 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 3.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
TT Capital Management LLC CIK 0002056338 0.378 77 3.8 3.0% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.6 0.1% 4 -0.0 pp -0.2 pp -0.5 pp +0.1 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 3.6 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
COBALT CAPITAL MANAGEMENT, INC. CIK 0001086762 0.041 26 3.5 2.5% 3 +0.8 pp +2.2 pp +2.5 pp +2.5 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Bulldog Investors, LLP CIK 0001504304 0.136 225 3.2 0.7% 3 -0.1 pp +0.1 pp +0.7 pp +0.7 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 2.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.7 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 2.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.4 0.0% 3 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Barnett & Company, Inc. CIK 0001426588 0.122 86 2.3 1.7% 5 +0.1 pp +0.5 pp +0.4 pp +0.1 pp
Cerberus Capital Management, L.P. CIK 0001525907 0.977 11 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 2.2 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 2.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Adams Asset Advisors, LLC CIK 0001386929 0.524 88 2.1 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 2.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.237 178 2.1 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
LM Advisors LLC CIK 0002011314 0.053 224 1.9 0.2% 1 +0.2 pp +0.2 pp -0.0 pp -0.2 pp
M&G Plc CIK 0001802539 0.820 370 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 1.9 1.1% 5 -0.6 pp -0.1 pp -0.4 pp -0.7 pp
Palogic Value Management, L.P. CIK 0001532943 0.148 181 1.9 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.7 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 1.7 0.3% 5 -0.2 pp -0.2 pp -0.1 pp -0.3 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 1.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 1.6 0.6% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chaney Capital Management, Inc. CIK 0002012041 0.822 45 1.3 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 1.3 0.1% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 1.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 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 1.2 0.2% 5 -0.1 pp -0.4 pp -0.4 pp -0.7 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.1 0.0% 5 -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 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grange Capital, LLC CIK 0002048387 0.138 54 1.1 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 1.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.9 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 0.8 0.3% 5 -0.1 pp -0.3 pp -0.5 pp -0.4 pp
Nordwand Advisors, LLC CIK 0001962713 0.363 146 0.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Granite FO LLC CIK 0002034090 0.642 171 0.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.7 0.1% 6 -0.0 pp -0.3 pp -0.3 pp -0.4 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.7 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.7 0.1% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.6 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VPR Management LLC CIK 0001894203 0.676 66 0.6 0.2% 5 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Argentarii, LLC CIK 0002030055 0.348 213 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Investment Advisors CIK 0001597690 0.290 97 0.5 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haven Private, LLC CIK 0002053665 0.242 171 0.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 0.316 147 0.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.5 0.2% 5 -0.1 pp -0.5 pp -0.7 pp -0.9 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sterneck Capital Management, LLC CIK 0001438574 0.485 103 0.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 0.4 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.4 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.3 0.1% 5 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hyposwiss Advisors SA CIK 0002111640 0.218 105 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COFG Advisors, LLC CIK 0002104330 0.221 319 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.3 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DCM Advisors, LLC CIK 0001839498 0.372 38 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Welch Group, LLC CIK 0001443095 0.629 320 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Gilbert & Cook, Inc. CIK 0001675762 0.858 229 0.3 0.0% 5 -0.0 pp +0.0 pp -0.3 pp -0.4 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atala Financial Inc CIK 0002053756 0.240 121 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 0.3 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
BFSG, LLC CIK 0001706836 0.376 765 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.2 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.2 0.0% 7 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.2 0.0% 5 -0.7 pp -0.7 pp -0.6 pp -0.6 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Core Wealth Partners LLC CIK 0001965078 0.199 189 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Osbon Capital Management LLC CIK 0001784418 0.256 422 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LVW Advisors, LLC CIK 0001576053 0.581 462 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRAYBILL WEALTH MANAGEMENT, LTD. CIK 0001252007 0.342 82 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abel Hall, LLC CIK 0002013339 0.148 955 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Investment Counsel LLC CIK 0002055178 0.150 126 0.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
FreeGulliver LLC CIK 0002032561 0.536 123 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.1 0.0% 5 -0.0 pp -0.0 pp -0.3 pp -0.3 pp
Guilbault Capital LLC CIK 0002134737 0.306 73 0.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.1 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 0.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.9 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pioneer Family Office, LLC CIK 0002135110 0.628 129 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Everest Financial Group LLC CIK 0002056391 0.397 208 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.1 0.0% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
Attessa Capital LLC CIK 0002020560 0.810 51 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Napier Financial, LLC CIK 0002086579 0.647 472 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LSV ASSET MANAGEMENT CIK 0001050470 0.036 889 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +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% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 6 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 3 -0.0 pp -0.2 pp +0.0 pp -0.1 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 5 -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
Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 5 -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
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +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% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bramshill Investments, LLC CIK 0001619899 0.793 157 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 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
BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 0.000 91 0.0 0.0% 0 -0.2 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
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 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
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
YANKCOM Partnership CIK 0002036975 0.405 308 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
Essex Financial Services, Inc. CIK 0001315785 0.468 836 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
Mandatum Life Insurance Co Ltd CIK 0001664324 0.701 90 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 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
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
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
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
PARK CIRCLE Co CIK 0001546592 0.488 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 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
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
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
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.0 0.0% 0 +0.0 pp -1.1 pp -0.6 pp -1.0 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
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 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
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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
FULCRUM WEALTH ADVISORS, LLC CIK 0002108790 0.135 81 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
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
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
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 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
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
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
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
Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
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
BARD ASSOCIATES INC CIK 0001105907 0.295 292 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.3 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
Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 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
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 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
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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
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
TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IFS Advisors, LLC CIK 0001765617 0.782 220 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
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
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
Caption Management, LLC CIK 0001706766 0.079 538 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.2 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 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
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 0.0 0.0% 0 -0.0 pp -0.1 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
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 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
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
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
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
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
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
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
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
K2 PRINCIPAL FUND, L.P. CIK 0001461790 0.023 416 0.0 0.0% 0 -0.0 pp -0.0 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
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 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
Titiun Yejiel CIK 0002118914 0.166 39 0.0 0.0% 0 -0.1 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
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 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
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
Arista Wealth Management, LLC CIK 0001964758 0.707 266 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
Tweedy, Browne Co LLC CIK 0000732905 0.823 91 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 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
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
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
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp -0.5 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
EMC Capital Management CIK 0001847772 0.576 53 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
ACORN CREEK CAPITAL LLC CIK 0001994827 0.779 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
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
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
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Papamarkou Wellner Asset Management inc. CIK 0002063952 0.430 75 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 0 -0.1 pp -0.1 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
SAGE ADVISORS, LLC CIK 0002032121 0.464 48 0.0 0.0% 0 +0.0 pp -17.0 pp -20.2 pp -22.7 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Incline Global Management LLC CIK 0001567195 0.000 20 0.0 0.0% 0 -5.7 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
Trustees of Dartmouth College CIK 0001599404 0.183 11 0.0 0.0% 0 +0.0 pp +0.0 pp -10.9 pp -13.4 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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
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
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 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
NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 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
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 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 -0.0 pp -0.1 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
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Demars Financial Group, LLC CIK 0001723115 0.574 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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
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
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
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
Corient IA LP CIK 0002058426 0.030 249 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 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
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 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
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 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 +0.0 pp -0.1 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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
Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
FORMULATE FINANCIAL LLC CIK 0002093400 0.742 26 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
PMV Capital Advisers, LLC CIK 0001980695 0.285 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brown University CIK 0001664741 0.445 10 0.0 0.0% 0 -16.6 pp -28.1 pp -32.8 pp -43.9 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 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
Transce3nd, LLC CIK 0002023570 0.000 170 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 +0.0 pp -0.3 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
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
DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 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
Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Steadtrust LLC CIK 0002097595 0.161 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
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
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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