Signals

← Signals

☆OEF

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

Flow ranking

Rank#23767
Score / z-0.478 / -0.63
Consensus353.87 over 690 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+12% / 1.1d

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 ▾
☆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 2,000.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,792.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 816.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 815.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 638.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 602.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 570.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 349.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 263.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 234.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 220.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 218.4 0.0% 1 +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 205.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 199.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 187.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 165.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 146.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 128.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 122.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 121.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 109.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 109.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 107.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 107.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 104.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 83.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 78.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 74.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 73.6 21.7% 1 +21.7 pp +21.7 pp +21.7 pp +21.7 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 68.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 63.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 62.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 60.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 58.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JB Capital LLC CIK 0001879371 0.629 280 58.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 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 55.9 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 52.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 51.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 51.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 51.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 50.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 49.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 48.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 46.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 44.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 42.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 41.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 41.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 38.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 38.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 38.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 37.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 35.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 34.7 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 34.5 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 34.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 31.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 30.3 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 28.7 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 27.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 27.1 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Ackerman Asset Management, LLC CIK 0002067071 0.836 38 27.1 21.7% 1 +21.7 pp +21.7 pp +21.7 pp +21.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 26.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 25.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 24.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 24.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 24.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 23.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 23.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 23.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 23.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 22.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 21.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 21.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 20.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 19.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Panoramic Capital Partners, LLC CIK 0002052992 0.512 72 19.2 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 18.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 18.4 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 18.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 18.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 17.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Investors Research Corp CIK 0001730630 0.347 805 16.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 16.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 16.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 16.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 15.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 15.6 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 15.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 15.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 15.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 14.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 14.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 14.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 14.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 13.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 13.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 13.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 13.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 13.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 13.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 13.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 13.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 12.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 12.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 12.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 12.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 12.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 12.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 12.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 11.7 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 11.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 11.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 11.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆First Pacific Financial CIK 0001810089 0.717 510 11.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 11.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 11.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 10.9 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 10.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 10.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 10.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 10.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 10.0 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 9.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 9.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 9.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 9.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 9.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 9.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 9.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 9.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 9.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 9.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Aft, Forsyth & Sober, LLC CIK 0001566801 0.613 60 9.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 8.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 8.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 8.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Select Asset Management & Trust CIK 0001600636 0.786 79 8.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 8.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 8.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 8.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 8.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 8.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 7.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 7.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 7.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 7.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 7.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 7.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 7.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Manage LLC CIK 0001539947 0.277 323 6.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 6.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 6.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 6.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Legacy Financial Group LLC CIK 0001834011 0.442 133 6.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SWMG, LLC CIK 0001839255 0.473 100 6.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 6.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 6.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 6.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 6.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 6.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CHOREO, LLC CIK 0001679031 0.797 1690 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 3.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 3.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 3.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 3.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 3.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 3.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 3.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 3.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MAI Capital Management CIK 0001040197 0.725 1889 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Planning,Inc CIK 0002048547 0.411 334 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 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
☆MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 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 0.0 0.0% 1 +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% 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
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 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
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 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
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +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
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 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
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +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% 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
☆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
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 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
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 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
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +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
☆North Capital, Inc. CIK 0002065938 0.475 102 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
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -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
☆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
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 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
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 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
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 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 OEF). Qtrs Held counts distinct quarters this fund has actually held OEF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OEF position size. Δ columns are the percentage-point change in OEF'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