Signals

← Signals

☆PYLD

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

Flow ranking

Rank#308
Score / z0.695 / 0.87
Consensus163.14 over 326 funds
Momentumno 12m return

Price & positioning

250 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

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 305.6 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 242.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 231.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 130.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 126.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 120.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 120.2 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 115.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 96.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 85.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆GR FINANCIAL GROUP, LLC CIK 0002011751 0.422 37 84.6 20.7% 1 +20.7 pp +20.7 pp +20.7 pp +20.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 73.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 69.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 68.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 68.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 59.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 56.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 53.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 50.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 48.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 48.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 45.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 44.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 44.0 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 43.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 42.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 38.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 35.7 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 35.6 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 34.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 32.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 31.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 28.9 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 27.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 26.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 26.5 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 26.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 25.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 25.0 4.9% 3 -0.0 pp +0.2 pp +4.9 pp +4.9 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 24.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 24.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 24.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 23.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 23.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 22.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 22.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 22.6 3.2% 3 +1.2 pp +1.4 pp +3.2 pp +3.2 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 22.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 21.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 21.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 21.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 20.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 20.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 19.5 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 19.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 19.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 19.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 18.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 17.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 16.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 16.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 16.4 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 16.3 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
☆LHM, INC. CIK 0002009224 0.733 24 15.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 15.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 15.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 15.6 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 15.4 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 15.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 15.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 15.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 14.5 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 14.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 14.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 13.9 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 13.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 13.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 12.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 12.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 12.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 12.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 11.7 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 11.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 10.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 10.7 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 10.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 10.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 10.2 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 10.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 9.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 9.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 9.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Family Manage LLC CIK 0001539947 0.278 323 9.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 9.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 9.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 9.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 9.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 8.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 8.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 8.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 8.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 8.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 7.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 7.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 7.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 7.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 7.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 6.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 6.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 6.8 3.6% 2 +0.4 pp +3.6 pp +3.6 pp +3.6 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 6.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 6.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 6.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 6.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 5.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CLG LLC CIK 0002059872 0.428 156 5.8 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 5.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 5.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 5.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 5.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 5.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 5.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 4.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 4.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHARPEPOINT LLC CIK 0002046822 0.139 89 4.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 4.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 3.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 3.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 3.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 3.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 3.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 3.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 2.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 2.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 2.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Menard Financial Group LLC CIK 0001803156 0.228 80 2.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 2.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 2.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆IronOak Wealth LLC. CIK 0002037081 0.000 64 2.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 2.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 2.2 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 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.164 135 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 1 +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 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Capital Management, LLC CIK 0002032709 0.384 76 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.7 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.5 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.173 72 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 1 +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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Bank CIK 0001752212 0.260 318 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENEDICT FINANCIAL ADVISORS INC CIK 0000711089 0.323 142 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 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
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +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
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 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
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 PYLD). Qtrs Held counts distinct quarters this fund has actually held PYLD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PYLD position size. Δ columns are the percentage-point change in PYLD'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