Signals

OEF

1276 in-universe funds with a nonzero position in OEF within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#819
Score / z0.140 / 0.15
Consensus313.82 over 593 funds
Momentum-0.12 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-3%
Short interest+96% / 1.0d ⚡

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
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 2,526.4 0.2% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 939.8 1.5% 5 +0.0 pp -1.3 pp -1.2 pp -1.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 851.7 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 672.5 0.0% 7 +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 414.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 369.8 0.1% 5 -0.0 pp -0.3 pp -0.3 pp -0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 301.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 291.3 1.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 241.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 226.6 1.0% 5 -0.0 pp +0.3 pp +0.3 pp -0.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 157.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 157.1 0.2% 6 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 150.6 0.6% 5 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 142.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 116.1 0.0% 5 -0.0 pp -1.1 pp -1.0 pp -0.5 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 107.2 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 97.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 88.0 15.9% 5 -0.5 pp -3.3 pp -5.7 pp -5.8 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 79.0 0.1% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 68.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 68.8 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 64.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 63.5 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 62.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 61.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 60.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 59.7 0.5% 5 -0.0 pp -1.4 pp -1.4 pp -0.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 56.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 56.2 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 55.3 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 54.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 53.8 0.2% 5 -0.0 pp -0.4 pp -0.1 pp -0.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 49.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 47.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 46.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 45.6 2.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 44.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 43.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 41.4 0.2% 5 -0.1 pp -0.3 pp -0.3 pp -0.2 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 40.7 4.1% 5 -0.2 pp -0.4 pp -0.6 pp -0.7 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 36.9 1.8% 5 +0.1 pp -0.2 pp -0.2 pp -0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 36.8 0.0% 5 -0.0 pp -0.3 pp -0.3 pp -0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 34.8 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 34.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Ackerman Asset Management, LLC CIK 0002067071 0.836 38 32.1 19.3% 5 -0.2 pp -1.0 pp -1.9 pp -2.4 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 30.3 3.6% 5 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 29.8 2.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 28.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 28.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Marin Bay Wealth Advisors, LLC CIK 0002109834 0.370 129 28.0 7.4% 2 -7.2 pp +7.4 pp +7.4 pp +7.4 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 27.2 0.5% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 27.1 2.0% 5 -0.0 pp -0.1 pp -0.2 pp -1.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Demars Financial Group, LLC CIK 0001723115 0.574 113 26.8 7.4% 5 -3.1 pp -4.5 pp -4.1 pp -4.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 26.6 0.5% 5 -0.1 pp -0.3 pp -0.4 pp -0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 25.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 24.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Panoramic Capital Partners, LLC CIK 0002052992 0.512 72 23.7 11.2% 5 -1.1 pp -1.5 pp -2.0 pp -2.1 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 22.7 1.2% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 22.6 0.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 22.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Wealth Group Ltd CIK 0002010748 0.858 95 22.1 4.2% 5 +0.1 pp +0.1 pp +1.3 pp +2.6 pp
Wealth Forward, LLC CIK 0002012773 0.716 49 21.8 10.9% 5 +0.2 pp -0.6 pp -0.6 pp -1.5 pp
Investors Research Corp CIK 0001730630 0.347 805 21.2 3.8% 5 +0.2 pp +0.1 pp +0.3 pp +0.5 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.9 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 18.8 0.4% 5 -0.1 pp +0.3 pp +0.3 pp +0.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 18.7 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 18.7 2.1% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 18.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 18.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Creative Planning CIK 0001540235 0.979 4196 18.0 0.0% 5 -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 17.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 17.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MB Generational Wealth, LLC CIK 0002009056 0.655 66 16.6 8.2% 4 +0.1 pp -0.2 pp -1.9 pp +8.2 pp
Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 16.4 3.2% 5 -0.1 pp -0.3 pp -0.5 pp -0.1 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 16.3 1.9% 5 -0.1 pp -0.4 pp -0.4 pp -0.4 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 16.1 1.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 16.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 15.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 15.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.7 0.0% 4 -0.0 pp -0.7 pp -0.7 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 15.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 15.5 3.0% 5 -0.1 pp -3.3 pp -3.3 pp -2.4 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 15.4 1.5% 5 -0.0 pp -1.0 pp -0.9 pp -0.8 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 15.4 0.9% 5 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 15.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 15.3 1.0% 5 +0.0 pp -2.0 pp -1.9 pp +0.1 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 15.3 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 15.3 4.3% 5 +0.0 pp -3.6 pp -3.4 pp -1.6 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 15.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.7 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 14.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 14.5 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 14.4 1.2% 5 +0.5 pp -0.9 pp -0.8 pp -0.2 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 13.9 0.2% 1 +0.2 pp -0.0 pp -0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 13.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 13.4 1.1% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
Schorn Wealth LLC CIK 0001792851 0.656 80 13.3 3.5% 5 +0.1 pp -0.0 pp +0.1 pp +0.4 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.4 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 12.3 0.3% 5 -0.1 pp -0.5 pp -0.3 pp -0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 12.1 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Segment Wealth Management, LLC CIK 0001575581 0.560 311 11.8 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 11.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 11.1 0.3% 5 +0.0 pp -0.9 pp -0.8 pp -0.6 pp
ES4, LLC CIK 0002095578 0.524 32 11.0 5.8% 2 -0.4 pp +5.8 pp +5.8 pp +5.8 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 11.0 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
One Capital Management, LLC CIK 0001606588 0.779 522 10.9 0.3% 5 +0.0 pp -0.4 pp -0.4 pp -0.5 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Polianta Ltd CIK 0001695214 0.724 86 10.8 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 10.7 1.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.2 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 10.6 1.9% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 10.6 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Select Asset Management & Trust CIK 0001600636 0.786 79 10.4 3.0% 5 +0.2 pp -0.1 pp +0.1 pp +0.1 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 10.2 2.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 10.0 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 9.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
PMG Wealth Management, Inc. CIK 0002052904 0.465 61 9.9 6.1% 5 +0.0 pp -0.6 pp -0.6 pp -0.4 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 9.7 1.0% 3 -0.2 pp -0.1 pp +1.0 pp +1.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 9.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 9.6 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 9.3 0.1% 5 -0.0 pp -0.6 pp -0.6 pp -0.3 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 9.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 9.2 2.4% 5 +0.0 pp -0.3 pp -0.4 pp -0.6 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 9.2 0.8% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 9.2 0.9% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Aft, Forsyth & Sober, LLC CIK 0001566801 0.613 60 9.2 2.9% 5 +0.1 pp -0.2 pp -0.2 pp -0.2 pp
Ascent Group, LLC CIK 0001913231 0.507 808 9.0 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 8.9 2.0% 5 -3.6 pp -3.8 pp -2.0 pp -1.9 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 8.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 8.6 3.3% 6 +0.2 pp -0.2 pp -0.2 pp +0.0 pp
Yanni & Associates Investment Advisors, LLC CIK 0002109644 0.706 34 8.6 7.9% 2 +0.2 pp +7.9 pp +7.9 pp +7.9 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 8.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.3 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 8.6 2.1% 3 +2.1 pp +2.0 pp +2.1 pp +2.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 8.5 1.0% 5 +0.1 pp -1.9 pp -2.1 pp -1.2 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 8.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 8.2 3.2% 5 +2.7 pp +2.8 pp -0.8 pp -1.5 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 8.0 0.8% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 8.0 1.0% 5 -0.7 pp -1.3 pp -1.4 pp -1.3 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 7.8 1.0% 5 +0.0 pp -0.4 pp -0.4 pp -0.3 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 7.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 7.8 1.0% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 7.7 0.7% 5 -0.1 pp -0.5 pp -0.6 pp -0.7 pp
Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 7.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
W ADVISORS, LLC CIK 0001929907 0.304 153 7.6 3.4% 5 -0.2 pp -1.3 pp -1.4 pp -1.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 7.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 7.4 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 7.4 0.2% 5 -0.0 pp -0.4 pp -0.3 pp -0.3 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 7.4 0.4% 6 -0.1 pp -0.2 pp -0.2 pp -0.6 pp
Client First Capital LLC CIK 0001822065 0.803 26 7.4 3.0% 5 +0.2 pp +0.0 pp -0.0 pp -1.4 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 7.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 7.1 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.614 2019 7.1 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 7.0 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 6.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 6.9 2.1% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 6.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 6.7 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 6.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 6.5 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Veridan Wealth LLC CIK 0002052405 0.434 84 6.5 2.2% 4 +0.1 pp +0.2 pp +0.2 pp +2.2 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 6.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 6.3 0.3% 7 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 6.3 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 6.2 0.4% 5 +0.0 pp -0.8 pp -0.7 pp -0.3 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 6.1 3.5% 5 +1.1 pp -0.4 pp -0.2 pp +3.3 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 6.1 0.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 5.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 5.9 2.6% 5 +0.1 pp -0.3 pp -0.5 pp +1.1 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 5.8 2.0% 6 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 5.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 5.7 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 5.7 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Asempa Wealth Advisors CIK 0002099967 0.192 115 5.7 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 5.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 5.5 1.2% 5 +0.0 pp -4.4 pp -4.2 pp -2.5 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 5.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.2 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 5.1 3.0% 5 -0.2 pp -0.4 pp -0.5 pp -0.5 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 5.0 2.3% 1 +2.3 pp -0.2 pp -0.5 pp -0.6 pp
Avid Wealth Partners LLC CIK 0001992344 0.237 77 5.0 2.4% 5 -6.6 pp -7.1 pp -6.2 pp -6.5 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 4.9 1.3% 5 -0.0 pp -4.5 pp -4.3 pp -2.4 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 4.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 4.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 4.8 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
Peloton Wealth Strategists CIK 0001080132 0.245 91 4.7 1.7% 5 +0.2 pp +0.0 pp +0.1 pp +0.1 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 4.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Csenge Advisory Group CIK 0001715593 0.550 760 4.6 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 4.6 0.9% 5 +0.0 pp -0.2 pp -0.5 pp -0.6 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 4.5 0.6% 5 -0.0 pp -0.7 pp -0.7 pp -0.4 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 4.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Canal Capital Management, LLC CIK 0001666733 0.400 220 4.5 0.6% 5 -0.0 pp -1.4 pp -0.9 pp -0.9 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 4.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 4.5 0.3% 5 -0.0 pp -0.5 pp -0.5 pp -0.2 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 4.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 4.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 4.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.2 0.2% 5 +0.0 pp -0.8 pp -0.8 pp -0.4 pp
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RIA Advisory Group LLC CIK 0001958384 0.179 153 4.1 0.9% 5 -8.1 pp -8.1 pp -7.0 pp -7.1 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 4.0 0.5% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 4.0 1.3% 5 -0.0 pp +0.2 pp +0.2 pp -0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Black Swift Group, LLC CIK 0001704212 0.419 143 3.9 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Aviance Capital Partners, LLC CIK 0001542383 0.490 388 3.9 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 3.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.7 0.1% 1 +0.1 pp -0.2 pp -0.1 pp +0.1 pp
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JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 3.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.4 0.1% 5 -0.0 pp -0.4 pp -0.4 pp -0.2 pp
RMR Wealth Builders CIK 0001803848 0.732 316 3.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 3.3 0.8% 5 -0.1 pp -0.5 pp -0.5 pp +0.2 pp
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PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 3.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Summit Wealth Partners, LLC CIK 0002033312 0.391 280 3.3 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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Advus Financial Partners, LLC CIK 2150676 0.419 261 3.2 0.7% 6 -0.1 pp -0.0 pp +0.2 pp +0.4 pp
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HOWE & RUSLING INC CIK 0000769963 0.498 479 3.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 3.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
AMG National Trust Bank CIK 0001388829 0.744 439 3.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 2.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Apella Capital, LLC CIK 0001801507 0.827 695 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 1.9 0.1% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.8 0.0% 3 -0.0 pp -0.4 pp +0.0 pp +0.0 pp
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Allen Investment Management, LLC CIK 0001326234 0.746 227 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 1.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Jackson Wealth Management, LLC CIK 0001536799 0.022 86 1.6 1.0% 5 -1.0 pp -1.0 pp -0.9 pp -0.8 pp
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Rothschild Wealth LLC CIK 0001811345 0.247 656 1.6 0.1% 5 -1.1 pp -1.5 pp -1.5 pp -1.4 pp
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Nuveen, LLC CIK 0001871926 0.966 3735 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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WJ Wealth Management, LLC CIK 0001801674 0.219 80 1.6 0.6% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 1.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.6 0.4% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 1.5 0.0% 7 -0.0 pp -0.4 pp -0.3 pp +0.0 pp
Certified Advisory Corp CIK 0001731732 0.386 327 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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XML Financial, LLC CIK 0001800465 0.420 447 1.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Horizon Wealth Management, LLC CIK 0001815123 0.198 148 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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CPA Asset Management Group, LLC CIK 0001963967 0.213 97 1.4 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Maxele Advisors, LLC CIK 0002096567 0.214 98 1.3 0.9% 1 +0.9 pp -0.1 pp -0.1 pp -0.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Park Edge Advisors, LLC CIK 0001965659 0.444 149 1.3 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
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CX Institutional CIK 0001737089 0.437 1568 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Gimbal Financial CIK 0001835206 0.000 54 0.7 0.5% 1 +0.5 pp +0.5 pp -0.1 pp +0.5 pp
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Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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MA Private Wealth CIK 0001767474 0.750 88 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -5.2 pp -4.8 pp -2.8 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp -0.2 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 0 -0.0 pp -3.1 pp -3.0 pp -1.6 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
Advisory Alpha, LLC CIK 0001576762 0.822 571 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 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
BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 0.0 0.0% 0 +0.0 pp -1.1 pp -1.0 pp -0.5 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 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
Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.2 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.4 pp -0.5 pp -0.6 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.1 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.2 pp
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 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 -0.1 pp -0.1 pp -0.0 pp
BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 +0.0 pp -1.1 pp -0.7 pp -0.3 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.7 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.0 pp -3.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp -0.6 pp -0.6 pp -0.4 pp
VERITY Wealth Advisors CIK 0001763138 0.612 81 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.6 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -0.7 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -0.9 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -1.3 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 0.0 0.0% 0 +0.0 pp -3.6 pp -3.6 pp -1.8 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 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
RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Main Management LLC CIK 0001583092 0.804 95 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 +0.0 pp -1.4 pp -1.6 pp -0.8 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -6.1 pp -6.2 pp -6.2 pp -6.1 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Peterson Wealth Services CIK 0001906799 0.450 245 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -1.2 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.0% 0 -1.4 pp -1.3 pp -1.1 pp -0.5 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.4 pp
Williams & Novak, LLC CIK 0001998419 0.193 145 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 +0.0 pp +0.0 pp -13.1 pp -10.1 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 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 -2.4 pp -2.7 pp -2.9 pp -3.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp -4.3 pp -4.3 pp -2.2 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.0 pp -0.3 pp -0.3 pp
Seven Post Investment Office LP CIK 0001554308 0.797 42 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -1.0 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.7 pp -1.8 pp -1.7 pp -1.2 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -4.3 pp +0.0 pp +0.0 pp
St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp -0.4 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 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
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
Kestra Investment Management, LLC CIK 0001962449 0.716 519 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
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.1 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.0 0.0% 0 +0.0 pp -4.1 pp -4.1 pp -2.2 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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 (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