Signals

← Signals

☆ONEQ

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

Flow ranking

Rank#19003
Score / z0.000 / -0.02
Consensus153.87 over 271 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆FMR LLC CIK 0000315066 0.989 5571 142.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 106.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 99.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 58.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 52.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 50.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 49.8 3.7% 6 -0.3 pp -0.6 pp -0.5 pp +0.3 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 46.2 6.7% 4 -0.6 pp +1.0 pp +1.3 pp +6.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 43.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 42.4 1.3% 4 -0.1 pp -0.1 pp -0.1 pp +1.3 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 39.8 2.4% 4 -0.1 pp -1.1 pp -0.0 pp +2.4 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 32.5 5.2% 4 +0.1 pp -0.0 pp +0.3 pp +5.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 31.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 29.6 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 25.6 3.3% 4 -1.5 pp -1.6 pp -1.6 pp +3.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 24.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 21.6 5.9% 4 -0.2 pp -0.3 pp -1.1 pp +5.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆David Kennon Inc CIK 0001954126 0.575 45 19.9 7.1% 4 -0.3 pp -0.5 pp -0.1 pp +7.1 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 14.6 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 12.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 12.4 0.7% 4 -0.1 pp -0.3 pp -0.3 pp +0.7 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 12.4 2.0% 4 -0.1 pp -0.1 pp +0.5 pp +2.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 10.0 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 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 9.4 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆jvl associates llc CIK 0001915765 0.770 79 9.4 3.2% 4 -0.2 pp -0.3 pp -0.2 pp +3.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coastline Complete Wealth LLC CIK 0002112134 0.172 55 8.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 8.5 1.2% 4 +0.2 pp +0.5 pp +0.6 pp +1.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 8.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 8.3 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 8.2 0.3% 4 -0.1 pp -0.2 pp -0.3 pp +0.3 pp
☆Harvest Investment Advisors, LLC CIK 0001967261 0.414 58 7.8 4.3% 4 +0.1 pp -0.2 pp -0.3 pp +4.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 6.6 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 5.9 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 5.2 2.1% 4 -0.1 pp +0.3 pp +0.7 pp +2.1 pp
☆EQ LLC CIK 0001757605 0.412 87 5.1 1.4% 4 +0.3 pp -2.3 pp -4.1 pp +1.4 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 5.1 1.0% 4 -0.2 pp -0.3 pp -0.3 pp +1.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 5.0 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 4.9 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 4.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 4.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 4.5 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Keenan, LLC CIK 0002111703 0.676 45 4.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 4.5 0.8% 4 -0.1 pp -0.1 pp -0.0 pp +0.8 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 4.4 2.8% 4 +0.0 pp +0.2 pp +0.3 pp +2.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 4.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 4.0 0.6% 4 -3.3 pp -3.5 pp -3.7 pp +0.6 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 4.0 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 4.0 1.9% 4 +0.0 pp +0.1 pp +0.6 pp +1.9 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.9 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 3.8 0.9% 4 +0.6 pp +0.6 pp +0.6 pp +0.9 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 3.7 1.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 3.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.4 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 3.4 3.1% 4 -0.1 pp -0.2 pp -0.0 pp +3.1 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.4 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 3.3 0.7% 4 +0.0 pp +0.0 pp -0.1 pp +0.7 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.3 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trevian Wealth Management LLC CIK 0001901929 0.818 45 2.5 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Variant Private Wealth, LLC CIK 0002054798 0.297 42 2.4 2.9% 4 +0.2 pp +0.4 pp +0.3 pp +2.9 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 2.3 0.3% 4 -0.5 pp +0.0 pp +0.2 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.0 1.1% 4 -0.1 pp -0.2 pp -0.2 pp +1.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 2.0 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 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 1.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 1.9 0.7% 6 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.9 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 1.8 1.1% 4 -0.1 pp -0.1 pp -0.0 pp +1.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 1.5 0.7% 6 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HWG Holdings LP CIK 0001599390 0.277 44 1.4 0.4% 4 -0.4 pp -0.4 pp -0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 1.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 1.4 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 1.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 1.2 0.8% 5 -0.1 pp -0.2 pp -0.4 pp -0.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.2 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 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Carroll Advisory Group, LLC CIK 0002108684 0.608 73 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 1.0 1.2% 4 +0.0 pp -0.2 pp -0.1 pp +1.2 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 1.0 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 1.0 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ciovacco Capital Management LLC CIK 0001653012 0.674 35 1.0 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.134 71 0.9 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Indivisible Partners CIK 0002098400 0.368 637 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Third View Private Wealth, LLC CIK 0002083406 0.418 288 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.8 0.4% 4 -0.5 pp -0.4 pp -0.4 pp +0.4 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 0.7 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grandview Asset Management LLC CIK 0001766791 0.487 146 0.6 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Trust CIK 0001905128 0.729 334 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yanni & Associates Investment Advisors, LLC CIK 0002109644 0.707 34 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.5 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 0.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JB Capital LLC CIK 0001879371 0.629 280 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Align Financial, LLC CIK 0002089183 0.646 360 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CHRISTINE MESSMER PC CIK 0002097609 0.479 86 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Aufman Associates Inc CIK 0001801573 0.746 67 0.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
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☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.3 0.0% 4 -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 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bath Savings Trust Co CIK 0001384943 0.576 177 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.3 0.2% 4 -0.2 pp -0.2 pp -0.2 pp +0.2 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.3 0.0% 4 -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 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEE DANNER & BASS INC CIK 0000939219 0.560 250 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.2 0.1% 4 -0.0 pp -0.1 pp -1.2 pp +0.1 pp
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☆Maia Wealth LLC CIK 0002010858 0.212 354 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Roberts Financial Services LLC CIK 0001767602 0.852 33 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cambria Investment Management, L.P. CIK 0001529389 0.167 731 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
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 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
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp +0.0 pp -3.6 pp +0.0 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 ONEQ). Qtrs Held counts distinct quarters this fund has actually held ONEQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ONEQ position size. Δ columns are the percentage-point change in ONEQ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status