Signals

← Signals

☆PHYS

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

Flow ranking

Rank#24175
Score / z-0.263 / -0.39
Consensus228.63 over 431 funds
Momentumno 12m return

Price & positioning

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

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆Compound Global Advisors, LLC CIK 0001962450 0.393 38 311.6 16.9% 1 +16.9 pp +16.9 pp +16.9 pp +16.9 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 282.9 5.7% 2 -4.3 pp +5.7 pp +5.7 pp +5.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 260.4 0.0% 2 +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 169.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 161.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 137.7 2.9% 2 +0.4 pp +2.9 pp +2.9 pp +2.9 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 134.4 7.6% 2 -0.0 pp +7.6 pp +7.6 pp +7.6 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 126.2 12.7% 2 +0.2 pp +12.7 pp +12.7 pp +12.7 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 92.9 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 72.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 70.2 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 67.1 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 61.1 9.7% 2 +0.1 pp +9.7 pp +9.7 pp +9.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 57.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 54.4 2.5% 2 +0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 52.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 52.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 49.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 47.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 43.2 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Forest Hill Capital, LLC CIK 0001316550 0.832 21 42.9 25.3% 2 -0.8 pp +25.3 pp +25.3 pp +25.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 36.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 31.4 22.2% 4 +0.7 pp +0.5 pp +3.4 pp +22.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 31.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 29.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 29.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 28.9 14.4% 2 +1.1 pp +14.4 pp +14.4 pp +14.4 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 28.9 6.1% 2 +0.2 pp +6.1 pp +6.1 pp +6.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 28.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.5 0.0% 3 +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 26.6 0.0% 3 +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 26.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 26.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 25.6 6.4% 2 +0.2 pp +6.4 pp +6.4 pp +6.4 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 25.4 5.4% 2 +0.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 22.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 21.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 19.8 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 19.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 19.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 18.7 0.2% 1 +0.2 pp -0.0 pp +0.0 pp +0.2 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 18.4 1.9% 2 -1.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Concorde Financial Corp CIK 0001911822 0.418 26 18.3 10.1% 2 +0.8 pp +10.1 pp +10.1 pp +10.1 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 18.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Meixler Investment Management, Ltd. CIK 0001911615 0.249 89 18.1 11.1% 2 +0.1 pp +11.1 pp +11.1 pp +11.1 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 17.1 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 16.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 16.1 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 15.8 4.9% 2 +0.4 pp +4.9 pp +4.9 pp +4.9 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 15.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 15.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 15.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 14.1 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Mountain Lake Investment Management LLC CIK 0001308555 0.344 31 13.7 10.2% 2 -0.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Quilter Plc CIK 0001770632 0.827 131 13.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 12.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 12.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 11.7 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 11.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 11.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 11.1 7.5% 2 +0.5 pp +7.5 pp +7.5 pp +7.5 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 11.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 10.8 8.6% 2 +0.6 pp +8.6 pp +8.6 pp +8.6 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 10.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 10.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 10.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 10.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 10.1 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 10.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JP Wealth Management, Inc. CIK 0001967622 0.823 14 9.9 6.6% 2 +3.0 pp +6.6 pp +6.6 pp +6.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 9.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 9.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 9.7 1.7% 2 +0.6 pp +1.7 pp +1.7 pp +1.7 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 9.5 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 9.4 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 8.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 8.5 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 8.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 8.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 8.2 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆WIT Partners Advisory Pte. Ltd. CIK 0002000043 0.552 16 8.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 7.9 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆COURAGE CAPITAL MANAGEMENT LLC CIK 0001119376 0.609 16 7.8 10.4% 2 +0.5 pp +10.4 pp +10.4 pp +10.4 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 7.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 7.7 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 7.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 7.4 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 7.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 7.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.312 629 6.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 6.8 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 6.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 6.7 5.0% 3 +0.1 pp -1.1 pp +5.0 pp +5.0 pp
☆Phraction Management LLC CIK 0001907803 0.444 65 6.6 1.9% 2 +0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 6.6 5.3% 2 +0.6 pp +5.3 pp +5.3 pp +5.3 pp
☆OBERNDORF WILLIAM E CIK 0001218663 0.359 8 6.6 8.9% 2 +4.4 pp +8.9 pp +8.9 pp +8.9 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latigo Investments, LLC CIK 0001914668 0.838 14 6.3 3.2% 2 +0.4 pp +3.2 pp +3.2 pp +3.2 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 6.2 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 6.1 4.6% 2 +0.3 pp +4.6 pp +4.6 pp +4.6 pp
☆Elevate Capital Advisors, LLC CIK 0001909571 0.156 76 6.0 4.2% 2 +0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 5.9 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 5.9 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 5.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 5.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Capital, LLC CIK 0001740053 0.633 360 5.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 5.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 5.1 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 5.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amitell Capital Pte Ltd CIK 0001807559 0.091 26 4.9 3.6% 2 -0.6 pp +3.6 pp +3.6 pp +3.6 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 4.7 3.7% 2 +0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆Greenfield Seitz Capital Management, LLC CIK 0002097528 0.357 107 4.7 1.5% 4 +0.1 pp -0.3 pp -0.4 pp +1.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 4.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 4.4 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 4.3 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 4.0 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 3.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Wealth Management CIK 0001852338 0.868 19 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEATING INVESTMENT COUNSELORS INC CIK 0001020580 0.747 59 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligent Financial Strategies CIK 0001911000 0.787 60 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLACK POINT WEALTH MANAGEMENT CIK 0002032846 0.887 5 0.0 0.0% 0 -20.5 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.313 480 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just PHYS). Qtrs Held counts distinct quarters this fund has actually held PHYS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PHYS position size. Δ columns are the percentage-point change in PHYS'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