Signals

← Signals

☆PLTR

2472 in-universe funds with a nonzero position in PLTR within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23977
Score / z-3.346 / -4.30
Consensus825.82 over 1725 funds
Momentumno 12m return

Price & positioning

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

Forensics

Clean as of 2026Q2
Accrual ratio-0.013
F-score9
M-score—
Net issuance-121.6%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 Moore Alexander D. 10b5-1 S $222,702
2026-09-15 Moore Alexander D. 10b5-1 S $667,414
2026-09-15 Moore Alexander D. 10b5-1 S $687,224
2026-09-15 Moore Alexander D. 10b5-1 S $401,307
2026-09-15 Moore Alexander D. 10b5-1 S $370,988
2026-09-15 Moore Alexander D. 10b5-1 S $322,843
2026-09-15 Moore Alexander D. 10b5-1 S $89,814

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 28,043.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 24,160.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 12,879.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 6,748.5 0.5% 1 +0.5 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 4,491.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆NORGES BANK CIK 0001374170 0.994 1617 3,307.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2,806.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,769.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 2,595.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,438.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 2,260.7 0.2% 2 +0.1 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 2,191.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2,041.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,914.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1,840.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,752.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,702.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Amundi CIK 0001330387 0.000 1 1,493.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1,217.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1,199.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,196.6 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,127.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1,065.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Capital World Investors CIK 0001422849 0.974 637 971.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 883.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 860.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 742.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 713.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 682.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 669.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 629.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 609.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆National Pension Service CIK 0001608046 0.956 552 595.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 593.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 591.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 566.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 556.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ARK Investment Management LLC CIK 0001697748 0.765 190 555.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 549.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 540.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 519.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 508.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 494.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 490.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 487.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 486.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 481.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 479.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 456.0 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 435.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 430.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 428.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 381.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 365.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 359.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 339.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KEYWISE CAPITAL MANAGEMENT (HK) Ltd CIK 0001474069 0.862 12 338.7 30.9% 1 +30.9 pp +30.9 pp +30.9 pp +30.9 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 325.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 307.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 305.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CLEAR STREET LLC CIK 0001708828 0.000 0 295.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 287.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 285.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 281.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 276.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 274.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 272.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 265.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ALLEN HOLDING INC /NY CIK 0000919489 0.947 10 259.0 25.5% 1 +25.5 pp +25.5 pp +25.5 pp +25.5 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 251.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.758 66 247.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 242.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 241.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 240.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 228.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 226.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Hyperion Asset Management Ltd CIK 0001619844 0.883 20 223.2 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 220.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AVIVA PLC CIK 0001140022 0.925 854 219.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 218.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 217.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 215.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 209.1 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 205.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 201.1 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 199.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 197.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 194.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 183.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 182.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 177.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 175.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 168.1 40.9% 1 +40.9 pp +40.9 pp +40.9 pp +40.9 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 163.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ALLEN OPERATIONS LLC CIK 0001389544 0.777 33 163.6 22.5% 1 +22.5 pp +22.5 pp +22.5 pp +22.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 159.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 157.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 156.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 154.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 153.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 153.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 148.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 142.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DOCK STREET ASSET MANAGEMENT INC CIK 0001172779 0.800 64 138.5 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 137.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 137.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 137.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 132.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 132.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 129.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 129.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 128.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 127.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 127.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 126.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 125.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 123.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Man Group plc CIK 0001637460 0.631 2032 122.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 120.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 115.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heard Capital LLC CIK 0001796409 0.828 21 113.0 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 112.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 111.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 110.8 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆CONNORS INVESTOR SERVICES INC CIK 0000884548 0.348 153 110.7 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 109.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 109.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 109.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 109.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 109.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 109.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 107.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 102.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UNICOM Systems, Inc. CIK 0001996154 0.640 39 102.0 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 101.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 101.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 98.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 98.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Raiffeisen Bank International AG CIK 0002044885 0.723 593 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MONETTA FINANCIAL SERVICES INC CIK 0000869179 0.091 59 5.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 5.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆APG Asset Management US Inc. CIK 0001323255 0.969 61 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 5.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 5.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS CIK 872786 0.647 329 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Centric Wealth Management CIK 0001752761 0.253 209 5.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 5.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Fox Hill Wealth Management CIK 0002016110 0.179 120 5.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
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☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 5.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
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☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆King Wealth Management Group CIK 0001568235 0.741 176 5.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NVWM, LLC CIK 0001697274 0.202 780 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Arlington Capital Management, Inc. CIK 0001606507 0.000 112 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Bank CIK 0001002672 0.895 195 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆OSTRUM ASSET MANAGEMENT CIK 0001767945 0.500 549 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Essex Bank CIK 0001752212 0.260 318 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Investment Advisors CIK 0001597690 0.290 97 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NOVEM GROUP CIK 0001926783 0.247 437 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Summit Global Investments CIK 0001697953 0.729 523 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemenway Trust Co LLC CIK 0001494234 0.632 135 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆William B. Walkup & Associates, Inc. CIK 0002034054 0.201 257 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Putney Financial Group LLC CIK 0002056907 0.322 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sawyer & Company, Inc CIK 0001722436 0.287 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROGCO, LP CIK 0001998892 0.631 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.6 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 +0.0 pp +0.0 pp +0.0 pp
☆Impact Asset Management GmbH CIK 0002068799 0.000 0 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 +0.0 pp -2.3 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.0 0.0% 0 -4.1 pp -2.9 pp +0.0 pp +0.0 pp
☆Pacific Capital Partners Ltd CIK 0002064920 0.069 40 0.0 0.0% 0 -0.2 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 PLTR). Qtrs Held counts distinct quarters this fund has actually held PLTR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PLTR position size. Δ columns are the percentage-point change in PLTR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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