Signals

← Signals

☆ORCL

3876 in-universe funds with a nonzero position in ORCL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24510
Score / z-1.721 / -2.58
Consensus1066.67 over 2172 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

Clean as of 2026Q4
Accrual ratio—
F-score—
M-score—
Net issuance-100.0%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-16 Sicilia Michael D. 10b5-1 S $1,522,827
2026-09-15 Smith Maria M —
2026-09-15 Smith Maria F $995,286
2026-09-15 Sicilia Michael D. 10b5-1 M —
2026-09-15 Sicilia Michael D. 10b5-1 F $3,687,512
2026-09-15 Magouyrk Clayton M. M —
2026-09-15 Magouyrk Clayton M. F $3,501,312
2026-09-15 Levey Stuart M —
2026-09-15 Levey Stuart F $1,720,540
2026-09-15 Hura Mark M —
Showing the 10 most recent.

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 ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 47,518.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 39,296.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 20,617.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 13,942.1 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 10,384.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 8,993.4 0.5% 2 +0.2 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 7,489.4 0.5% 4 +0.0 pp +0.2 pp +0.2 pp +0.5 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 6,556.0 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 5,454.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 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 4,806.4 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 4,621.8 5.5% 2 +0.9 pp +5.5 pp +5.5 pp +5.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4,219.8 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3,765.8 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3,470.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3,357.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 3,289.6 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3,244.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 3,013.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2,897.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Amundi CIK 0001330387 0.000 1 2,809.6 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 2,612.3 8.5% 2 +0.4 pp +8.5 pp +8.5 pp +8.5 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2,600.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 2,595.1 1.5% 2 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2,543.8 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆First Eagle Investment Management, LLC CIK 0001325447 0.890 425 2,486.0 4.5% 2 -0.4 pp +4.5 pp +4.5 pp +4.5 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 2,367.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2,143.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 2,119.5 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,999.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital World Investors CIK 0001422849 0.974 637 1,931.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1,864.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1,858.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,762.7 0.6% 4 +0.1 pp +0.3 pp +0.1 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,636.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,602.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1,574.9 1.4% 3 +0.3 pp +1.0 pp +1.4 pp +1.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1,571.7 0.6% 4 +0.2 pp +0.3 pp +0.4 pp +0.6 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 1,473.1 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1,415.6 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1,405.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1,392.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 1,373.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1,351.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 1,348.9 3.3% 2 +1.0 pp +3.3 pp +3.3 pp +3.3 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1,323.5 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 1,308.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 1,291.1 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,290.2 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 1,177.2 3.3% 2 -0.5 pp +3.3 pp +3.3 pp +3.3 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1,149.1 3.0% 2 +0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 1,092.6 3.5% 2 +0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1,085.2 1.1% 3 +0.2 pp +0.6 pp +1.1 pp +1.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 976.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆National Pension Service CIK 0001608046 0.956 552 970.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆PineStone Asset Management Inc. CIK 0001904893 0.920 44 964.5 6.0% 2 +0.9 pp +6.0 pp +6.0 pp +6.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 961.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.758 66 916.5 3.0% 2 +1.6 pp +3.0 pp +3.0 pp +3.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 906.8 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 888.8 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 881.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Boston Partners CIK 0001386060 0.833 802 866.8 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 851.7 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 849.8 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 828.7 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 776.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Swedbank AB CIK 0000946431 0.941 696 772.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 750.9 3.1% 2 +0.5 pp +3.1 pp +3.1 pp +3.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 749.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 748.7 0.8% 4 +0.1 pp +0.3 pp +0.3 pp +0.8 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 719.0 4.4% 2 -0.3 pp +4.4 pp +4.4 pp +4.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 718.2 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 686.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 683.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 675.1 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 657.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 646.2 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 634.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 620.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 614.7 4.5% 2 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 591.3 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 560.1 0.7% 4 +0.1 pp +0.3 pp +0.3 pp +0.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 514.8 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 504.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 498.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 464.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 464.3 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 460.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 448.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 444.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 440.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 440.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 438.4 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 425.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 421.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 398.5 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 397.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AVIVA PLC CIK 0001140022 0.925 854 377.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 376.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 368.3 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 358.9 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 357.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 354.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 350.8 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 349.5 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 347.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 343.3 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 341.2 1.3% 2 -0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 337.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 335.3 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 335.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 333.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 326.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 323.4 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 312.9 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆SCGE MANAGEMENT, L.P. CIK 0001537530 0.334 21 312.5 5.8% 2 -0.3 pp +5.8 pp +5.8 pp +5.8 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 311.5 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 303.3 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 299.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Altshuler Shaham Ltd CIK 0001324290 0.550 464 299.2 4.9% 2 +4.6 pp +4.9 pp +4.9 pp +4.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 295.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 295.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 290.2 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 279.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 278.5 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 267.7 0.7% 4 +0.1 pp +0.3 pp +0.2 pp +0.7 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 267.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 266.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆SATURNA CAPITAL CORP CIK 0001316617 0.899 140 266.4 3.4% 2 +0.6 pp +3.4 pp +3.4 pp +3.4 pp
☆SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.850 71 263.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Polar Capital Holdings Plc CIK 0001837309 0.683 242 252.8 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 250.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 245.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 245.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 243.3 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
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☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 8.2 2.5% 2 +0.8 pp +2.5 pp +2.5 pp +2.5 pp
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☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 8.1 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆TEMA ETFS LLC CIK 0002056807 0.118 583 8.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆GERBER, LLC CIK 0002014164 0.601 96 0.9 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 0.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 0.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROGCO, LP CIK 0001998892 0.631 224 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Jacobsen Capital Management CIK 0001782491 0.692 126 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crescent Sterling, Ltd. CIK 0001962005 0.216 85 0.9 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspiring Ventures, LLC CIK 0001738640 0.789 83 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Creekside Partners CIK 0002035951 0.343 193 0.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.8 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Illumine Investment Management, LLC CIK 0002052970 0.089 95 0.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆EMC Capital Management CIK 0001847772 0.576 53 0.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆AR ASSET MANAGEMENT INC CIK 0001080166 0.519 122 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cutler Capital Management, LLC CIK 0001353098 0.288 124 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 0.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 0.8 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.8 0.7% 2 -0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDGEWOOD INVESTORS INC /PA/ CIK 0001125243 0.152 110 0.8 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apriem Advisors CIK 0001425165 0.679 182 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 0.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Manuka Financial, LLC CIK 0002049064 0.636 55 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.8 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Constant Guidance Financial LLC CIK 0001995383 0.084 67 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Financial Alliance Ltd LLC CIK 0001566531 0.808 31 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.8 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Taylor Hoffman Capital Management LLC CIK 0002042493 0.403 122 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 0.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆First Bank & Trust CIK 0001692632 0.535 270 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.075 75 0.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 0.143 551 0.8 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.292 129 0.8 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆Hartford Funds Management Co LLC CIK 0001546587 0.935 98 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Callahan Advisors, LLC CIK 0001395055 0.520 181 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 0.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Granite Group Advisors, LLC CIK 0002018114 0.421 84 0.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆One Day In July LLC CIK 0001823172 0.854 167 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Co of the South CIK 0002008165 0.815 146 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Old North State Wealth Management, LLC CIK 0002041262 0.250 112 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 0.316 147 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Beirne Wealth Consulting Services, LLC CIK 0001697303 0.269 102 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Family CFO Inc CIK 0001911695 0.752 47 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆Weaver Consulting Group CIK 0001780055 0.312 297 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Teza Capital Management LLC CIK 0001655789 0.000 119 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.0 0.0% 0 -1.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Bowie Capital Management, LLC CIK 0001691982 0.715 30 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆QV Investors Inc. CIK 0001570253 0.548 68 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Rokos Capital Management LLP CIK 0001666335 0.000 134 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Persistent Asset Partners Ltd CIK 0002056052 0.000 725 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SANDLER CAPITAL MANAGEMENT CIK 0001000742 0.008 112 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Maytus Capital Management, LLC CIK 0001708759 0.000 62 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Perbak Capital Partners LLP CIK 0001968437 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆SRN Advisors, LLC CIK 0001872370 0.066 98 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆QVR LLC CIK 0001718858 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BERNZOTT CAPITAL ADVISORS CIK 0001260468 0.215 35 0.0 0.0% 0 -3.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Candlestick Capital Management LP CIK 0001789779 0.000 0 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆MIROVA CIK 0001767843 0.367 185 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 -2.0 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
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -0.6 pp -0.4 pp +0.0 pp +0.0 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Asset Management GmbH CIK 0002068799 0.000 0 0.0 0.0% 0 +0.0 pp -1.5 pp -1.8 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Absolute Gestao de Investimentos Ltda. CIK 0001622610 0.000 34 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 0.0 0.0% 0 -1.1 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 ORCL). Qtrs Held counts distinct quarters this fund has actually held ORCL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ORCL position size. Δ columns are the percentage-point change in ORCL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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