Signals

← Signals

☆PHYS

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

Flow ranking

Rank#634
Score / z0.257 / 0.21
Consensus229.79 over 453 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-36% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

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 ▾
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 321.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 205.6 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 196.4 3.9% 4 +1.0 pp +1.0 pp +1.4 pp +3.9 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 196.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 169.9 6.6% 2 +0.2 pp +6.6 pp +6.6 pp +6.6 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 136.1 7.3% 4 +0.0 pp -0.3 pp -0.3 pp +7.3 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 115.7 0.6% 4 -0.3 pp -0.2 pp +0.1 pp +0.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 89.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 86.8 1.3% 3 +1.1 pp +1.3 pp +1.3 pp +1.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 83.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 78.7 1.2% 4 -0.1 pp -0.4 pp -0.4 pp +1.2 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 74.8 2.3% 4 -0.3 pp -0.2 pp -0.2 pp +2.3 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 73.2 10.6% 4 +0.3 pp +0.9 pp +1.0 pp +10.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 71.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 63.9 0.0% 4 +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 62.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 61.5 2.9% 4 +0.2 pp +0.4 pp +0.8 pp +2.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 61.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 55.2 0.3% 4 -0.1 pp -0.1 pp +0.1 pp +0.3 pp
☆Forest Hill Capital, LLC CIK 0001316550 0.833 21 51.3 33.7% 4 +9.3 pp +8.5 pp +7.7 pp +33.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 50.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 48.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 48.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 47.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 45.6 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 39.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 35.7 7.1% 4 +0.5 pp +1.0 pp +1.2 pp +7.1 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 33.9 15.3% 4 -0.4 pp +1.0 pp +2.1 pp +15.3 pp
☆WIT Partners Advisory Pte. Ltd. CIK 0002000043 0.552 16 33.4 9.7% 3 +7.4 pp +6.8 pp +9.7 pp +9.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 30.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 30.2 6.3% 4 +0.4 pp +0.9 pp +1.3 pp +6.3 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 29.6 6.8% 4 +0.3 pp +0.4 pp +0.5 pp +6.8 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 29.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 29.5 1.4% 2 -0.2 pp +1.4 pp +0.4 pp +1.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 27.9 16.0% 6 -4.1 pp -6.3 pp -5.5 pp -5.8 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 27.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 26.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 25.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 24.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 23.3 3.0% 4 -0.0 pp -0.0 pp +0.1 pp +3.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 22.6 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 22.6 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 22.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp -0.0 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 21.9 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 21.3 0.9% 4 +0.2 pp +0.5 pp +0.7 pp +0.9 pp
☆O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 20.6 5.8% 4 +0.3 pp +1.0 pp +1.4 pp +5.8 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 20.0 1.0% 4 -0.2 pp -0.0 pp +0.0 pp +1.0 pp
☆Meixler Investment Management, Ltd. CIK 0001911615 0.249 89 19.4 10.5% 4 -1.4 pp -0.6 pp -0.6 pp +10.5 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 19.3 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 19.2 0.4% 4 +0.0 pp -1.2 pp -0.6 pp +0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 19.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 19.0 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 18.0 0.7% 4 +0.2 pp +0.6 pp +0.6 pp +0.7 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 17.9 2.9% 4 +1.8 pp +1.7 pp +1.8 pp +2.9 pp
☆Intesa Sanpaolo Wealth Management CIK 0002110902 0.252 309 17.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 17.4 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 17.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 16.6 1.7% 4 -0.1 pp -0.2 pp -1.2 pp +1.7 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 16.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 16.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 16.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 16.1 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆Mountain Lake Investment Management LLC CIK 0001308555 0.344 31 16.0 10.3% 4 -1.0 pp +0.1 pp -0.0 pp +10.3 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 15.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 15.7 1.4% 4 +0.1 pp +0.2 pp +0.3 pp +1.4 pp
☆JP Wealth Management, Inc. CIK 0001967622 0.823 14 15.3 10.4% 4 +0.4 pp +3.8 pp +6.7 pp +10.4 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 14.9 5.0% 3 +0.8 pp +1.1 pp +5.0 pp +5.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 14.4 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 14.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 14.0 1.6% 4 -0.1 pp +0.1 pp +0.2 pp +1.6 pp
☆Harbour Wealth Management Group, Inc. CIK 0002085855 0.293 89 13.7 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆Knoll Capital Management, LLC CIK 0001325083 0.276 37 13.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 13.4 8.3% 4 +0.1 pp +0.8 pp +1.3 pp +8.3 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 13.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 13.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 13.2 1.1% 4 +0.1 pp +0.3 pp +0.5 pp +1.1 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 12.9 9.2% 4 +0.3 pp +0.6 pp +1.2 pp +9.2 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.312 629 12.8 1.6% 4 -0.0 pp +0.6 pp +0.4 pp +1.6 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 12.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆FULCRUM WEALTH ADVISORS, LLC CIK 0002108790 0.136 81 12.1 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 11.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 11.7 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 11.6 1.7% 4 +0.2 pp +0.3 pp -0.1 pp +1.7 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 11.6 1.2% 4 +0.1 pp +0.2 pp +0.2 pp +1.2 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 11.6 1.8% 4 +0.1 pp +0.2 pp +0.2 pp +1.8 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 11.0 1.8% 4 -0.1 pp -0.1 pp +0.1 pp +1.8 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 10.8 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 10.2 1.9% 4 +0.0 pp +0.2 pp +0.3 pp +1.9 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 9.8 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 9.7 1.4% 4 +0.0 pp +0.1 pp +0.1 pp +1.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 9.7 0.4% 4 -0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆Phraction Management LLC CIK 0001907803 0.444 65 9.4 2.5% 4 +0.4 pp +0.5 pp +1.1 pp +2.5 pp
☆COURAGE CAPITAL MANAGEMENT LLC CIK 0001119376 0.609 16 9.4 13.3% 4 +1.2 pp +2.9 pp +3.4 pp +13.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.1 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 8.9 3.5% 4 +0.2 pp +0.4 pp +0.6 pp +3.5 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 8.8 2.1% 4 +0.2 pp +0.7 pp +0.8 pp +2.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 8.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 8.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 8.3 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 8.3 6.5% 5 +0.7 pp +1.5 pp +1.7 pp +0.5 pp
☆CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.480 59 8.3 6.1% 4 +0.4 pp +0.8 pp +1.4 pp +6.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elevate Capital Advisors, LLC CIK 0001909571 0.156 76 8.1 5.2% 4 +0.7 pp +1.0 pp +1.2 pp +5.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 8.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OBERNDORF WILLIAM E CIK 0001218663 0.359 8 8.0 14.9% 4 -2.3 pp +6.0 pp +10.4 pp +14.9 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 7.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latigo Investments, LLC CIK 0001914668 0.838 14 7.6 3.8% 4 +0.3 pp +0.6 pp +1.0 pp +3.8 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 7.6 2.5% 2 +0.7 pp +2.5 pp +2.5 pp +2.5 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 7.4 1.1% 4 +0.0 pp -0.0 pp +0.0 pp +1.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 7.2 1.8% 4 +0.1 pp -0.1 pp -0.1 pp +1.8 pp
☆Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 7.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 7.1 2.3% 4 -0.6 pp -0.2 pp -0.2 pp +2.3 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 7.1 4.9% 4 +0.3 pp +0.4 pp +0.7 pp +4.9 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 7.0 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 7.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Chicago Capital, LLC CIK 0001740053 0.633 360 6.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.5 0.3% 4 +0.0 pp -0.4 pp +0.0 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 6.2 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 6.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 6.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 5.9 1.3% 4 +0.2 pp +0.1 pp -0.0 pp +1.3 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 5.9 0.8% 4 -0.4 pp -0.3 pp -0.1 pp +0.8 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 5.8 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Greenfield Seitz Capital Management, LLC CIK 0002097528 0.357 107 5.4 1.6% 6 -0.0 pp +0.1 pp +0.3 pp -0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 5.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 5.3 5.2% 4 +0.3 pp +1.3 pp +1.3 pp +5.2 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 5.1 3.5% 4 +0.1 pp -0.2 pp +0.1 pp +3.5 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 5.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 5.0 1.2% 4 -0.0 pp +0.2 pp +0.1 pp +1.2 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 4.8 3.3% 4 +0.4 pp +0.9 pp +1.7 pp +3.3 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 4.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 4.5 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
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☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 4 +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% 4 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 3 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.172 321 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 4 +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% 4 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV CIK 0000354201 0.171 100 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 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% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +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
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quilter Plc CIK 0001770632 0.827 131 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -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% 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -2.8 pp -2.7 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Connective Portfolio Management, LLC CIK 0001905083 0.005 39 0.0 0.0% 0 -5.1 pp -3.4 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.8 pp -0.9 pp -1.0 pp +0.0 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +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% 0 +0.0 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
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 0.0 0.0% 0 +0.0 pp -1.6 pp -1.9 pp +0.0 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
☆COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Compound Global Advisors, LLC CIK 0001962450 0.393 38 0.0 0.0% 0 -19.3 pp -16.9 pp +0.0 pp +0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Hedges Asset Management LLC CIK 0001906202 0.125 108 0.0 0.0% 0 -1.5 pp -1.5 pp -1.3 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
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 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 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.0 0.0% 0 -0.1 pp -0.1 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.0 0.0% 0 -13.2 pp -12.7 pp -12.5 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 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 +0.0 pp +0.0 pp -20.5 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 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
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 0 -4.0 pp -5.7 pp -10.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concorde Financial Corp CIK 0001911822 0.418 26 0.0 0.0% 0 +0.0 pp -10.1 pp -9.3 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.164 135 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 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
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.0 0.0% 0 -0.0 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
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 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 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 (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