Signals

← Signals

☆PYLD

779 in-universe funds with a nonzero position in PYLD within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#101
Score / z2.029 / 2.43
Consensus278.46 over 555 funds
Momentum-0.26 ≠

Price & positioning

248 cached closes, trailing year
Drawdown-0%
Short interest+47% / 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

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 664.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 620.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 616.1 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 566.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 359.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 328.9 1.6% 6 +0.0 pp +0.2 pp +0.4 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 304.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 261.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 210.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 200.8 6.5% 5 -0.6 pp +0.9 pp +2.3 pp +4.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 197.6 0.9% 5 -0.2 pp -0.1 pp +0.1 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 193.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 190.2 4.8% 5 -0.4 pp -0.2 pp -0.1 pp -0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 148.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 143.5 3.4% 5 +0.9 pp +0.8 pp +1.5 pp +1.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 136.7 0.8% 4 +0.0 pp +0.3 pp +0.4 pp +0.8 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 119.3 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 117.2 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 113.3 2.6% 5 +0.5 pp +0.5 pp +0.6 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 109.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 107.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 107.1 3.9% 5 -0.7 pp -0.1 pp +0.0 pp -1.4 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 106.7 3.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.8 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 95.4 2.7% 3 -0.3 pp +0.1 pp +2.7 pp +2.6 pp
☆GR FINANCIAL GROUP, LLC CIK 0002011751 0.422 37 93.9 12.8% 5 -17.5 pp -8.0 pp -8.3 pp -7.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 88.9 0.9% 5 -0.1 pp +0.8 pp +0.9 pp +0.9 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 86.3 0.9% 5 +0.0 pp +0.2 pp +0.1 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 84.2 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 84.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 78.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 77.1 4.1% 5 -0.2 pp +0.0 pp -0.0 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 75.5 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 73.7 0.9% 4 +0.8 pp +0.8 pp +0.9 pp +0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 70.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 67.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 67.1 4.2% 5 +0.0 pp -0.5 pp -0.5 pp -0.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 66.3 0.8% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 63.4 10.5% 5 -0.2 pp -0.2 pp +0.1 pp +0.6 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 63.4 4.8% 2 -0.3 pp +4.8 pp +4.8 pp +4.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 61.1 0.1% 6 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 50.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 50.0 5.8% 5 -0.2 pp -0.1 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 49.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 49.7 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 49.0 9.5% 5 +0.5 pp +3.3 pp +4.4 pp +4.3 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 48.1 7.3% 5 -0.4 pp -0.1 pp +1.4 pp +1.5 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 48.0 1.5% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 47.9 1.7% 5 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 46.2 2.5% 4 +0.5 pp +0.5 pp +0.2 pp +2.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 45.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 45.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 45.6 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 45.1 10.8% 3 -0.6 pp -0.1 pp +10.8 pp +10.8 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 45.1 0.8% 5 -0.2 pp -0.2 pp -0.6 pp -0.4 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 43.5 8.9% 5 -0.3 pp +0.4 pp +0.1 pp +3.9 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 42.9 5.7% 3 +0.3 pp +1.2 pp +5.7 pp +5.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 42.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 41.7 4.2% 5 +3.4 pp +1.1 pp +0.3 pp +2.2 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 41.7 8.7% 5 -0.9 pp +0.9 pp +1.0 pp +1.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 41.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 40.2 0.6% 5 +0.3 pp +0.5 pp +0.5 pp +0.6 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 39.7 3.0% 5 -0.1 pp +0.2 pp +0.5 pp +1.0 pp
☆Wall Capital Group, Inc. CIK 0001699803 0.375 30 38.1 31.2% 2 -4.5 pp +31.2 pp +31.2 pp +31.2 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 35.7 0.6% 3 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 35.4 9.9% 5 +0.1 pp +0.1 pp -0.0 pp -0.5 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 35.4 17.0% 5 -0.9 pp +1.2 pp +1.7 pp +15.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 35.4 1.7% 5 +0.1 pp +0.1 pp -0.9 pp -0.8 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 35.3 5.1% 5 -0.3 pp -0.1 pp +0.1 pp -0.1 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 35.0 7.4% 5 -0.2 pp -0.1 pp +0.5 pp +6.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 34.3 0.6% 5 -0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 33.6 1.9% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 32.6 2.6% 5 -0.3 pp -0.2 pp +0.0 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 32.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 32.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 31.9 6.0% 5 -0.2 pp -0.2 pp +0.4 pp +0.5 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 30.8 5.3% 7 -0.3 pp -0.4 pp +0.1 pp +0.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 30.8 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 30.7 2.5% 5 -0.1 pp +0.8 pp +0.9 pp +0.9 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 30.5 2.9% 7 -0.2 pp +0.1 pp +0.1 pp -0.4 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 30.3 1.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 28.7 1.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 28.0 2.5% 5 -0.4 pp +0.4 pp -0.3 pp -0.2 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 27.5 4.6% 4 -0.2 pp -0.1 pp +0.1 pp +4.6 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 27.2 5.7% 5 -0.3 pp -0.2 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 27.2 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 26.5 1.3% 5 -0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 25.8 6.1% 5 -0.1 pp -0.3 pp -0.3 pp -0.7 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 25.5 4.5% 5 -0.8 pp -0.7 pp -1.0 pp -1.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 25.4 1.7% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 25.3 5.8% 5 -0.8 pp -0.6 pp -0.3 pp -0.4 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 25.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 24.9 3.6% 5 +0.2 pp +0.6 pp +1.1 pp +1.8 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 24.2 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 24.1 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 24.1 6.7% 4 -0.3 pp -0.9 pp +6.3 pp +6.7 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 24.1 2.7% 5 -0.1 pp -0.1 pp +0.1 pp +0.8 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 23.6 1.5% 5 -0.3 pp -0.2 pp -0.1 pp -0.2 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 23.4 3.6% 5 -0.3 pp -0.2 pp -0.2 pp -0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 23.4 0.2% 7 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 23.2 6.2% 5 -0.2 pp -0.4 pp +0.1 pp +1.5 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 22.9 0.4% 5 -0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 22.9 1.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 22.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 22.5 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 22.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 22.2 2.7% 5 -0.3 pp -0.1 pp +0.1 pp +0.4 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 22.1 3.6% 4 -0.3 pp -0.1 pp +0.4 pp +3.6 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 21.9 0.6% 3 -0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 21.6 2.5% 1 +2.5 pp +2.5 pp +0.0 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 20.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 20.1 2.1% 5 -0.5 pp +0.2 pp +0.3 pp +0.3 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 20.0 10.6% 5 -1.0 pp -2.1 pp -2.0 pp -2.1 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 19.8 6.9% 2 -0.6 pp +6.9 pp +6.9 pp +6.9 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 19.7 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 19.6 4.5% 5 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 19.6 3.1% 3 -0.4 pp +3.0 pp +3.1 pp +3.1 pp
☆Family Manage LLC CIK 0001539947 0.277 323 19.6 2.1% 5 -0.3 pp -0.2 pp +0.6 pp +0.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 19.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 19.1 1.8% 2 -0.5 pp +1.8 pp +1.8 pp +1.8 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 19.0 8.6% 5 -2.0 pp -1.8 pp +0.0 pp -0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 18.9 1.0% 5 -0.1 pp -0.1 pp +0.0 pp +0.7 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 18.9 3.5% 3 +2.7 pp +3.2 pp +3.5 pp +3.5 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 18.8 10.3% 5 +0.2 pp +1.0 pp +1.2 pp +2.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 18.7 0.4% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 18.5 4.0% 4 -0.1 pp +0.9 pp +1.4 pp +4.0 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 18.4 11.4% 5 -0.8 pp -0.4 pp -0.3 pp -1.5 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 18.3 8.5% 5 -0.4 pp +0.5 pp +1.0 pp +1.7 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 18.3 6.9% 5 -0.3 pp +0.7 pp +0.6 pp -2.8 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 18.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 18.1 6.4% 5 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 17.9 3.1% 5 +3.1 pp +3.1 pp +3.0 pp +3.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 17.7 5.2% 5 -0.2 pp -0.2 pp +0.1 pp +0.0 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 17.4 8.1% 5 -0.4 pp +1.2 pp +1.6 pp +1.6 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 17.1 4.6% 5 +0.4 pp +1.6 pp +1.4 pp +1.1 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 17.0 6.5% 5 -0.5 pp -0.7 pp -0.5 pp -1.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 16.4 1.0% 4 +0.1 pp +0.2 pp -0.0 pp +1.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 16.2 0.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 15.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 15.7 2.4% 3 +0.9 pp +1.1 pp +2.4 pp +2.4 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 15.3 2.6% 5 -0.1 pp -0.3 pp +2.0 pp +1.9 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 15.3 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 14.9 0.4% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 14.8 0.9% 5 -0.2 pp -0.6 pp -0.8 pp -0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 14.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 14.7 3.2% 6 -0.2 pp +0.0 pp +0.4 pp +1.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 14.4 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 14.4 0.1% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 14.3 2.4% 5 -0.3 pp -0.4 pp -0.4 pp -0.6 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 13.8 0.9% 5 -0.1 pp +0.9 pp -0.0 pp +0.0 pp
☆Mueller Wealth, LLC CIK 0002110608 0.850 18 13.4 9.1% 2 -0.5 pp +9.1 pp +9.1 pp +9.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 13.3 2.2% 5 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 13.2 5.4% 5 -0.0 pp +0.0 pp +1.7 pp +1.8 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 13.0 0.7% 5 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 13.0 1.7% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
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☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 13.0 1.4% 3 -0.1 pp +0.0 pp +1.4 pp +1.4 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 13.0 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 12.9 2.6% 5 -0.2 pp +0.3 pp +0.8 pp +0.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.7 0.1% 5 -0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 12.7 4.6% 4 +3.6 pp +3.6 pp +4.0 pp +4.6 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 12.6 3.9% 1 +3.9 pp -8.1 pp -8.7 pp +3.9 pp
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☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 12.2 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
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☆Breakwater Capital Group CIK 0001964309 0.408 374 11.9 1.4% 5 -0.1 pp -0.1 pp +0.1 pp +0.5 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 11.8 1.4% 5 -0.2 pp -0.0 pp +0.2 pp +0.2 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 11.8 1.5% 5 -0.0 pp -0.7 pp -0.8 pp +1.4 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 11.5 6.2% 2 -0.3 pp +6.2 pp +6.2 pp +6.2 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 11.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 11.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆LHM, INC. CIK 0002009224 0.733 24 10.9 3.7% 5 -0.8 pp -0.8 pp -1.6 pp -1.5 pp
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☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 10.6 3.2% 5 -0.7 pp -0.4 pp -0.3 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 10.6 0.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
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☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 10.5 4.0% 3 -0.4 pp +0.3 pp +4.0 pp +4.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 10.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 9.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 9.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 9.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆PAX Financial Group, LLC CIK 0001803673 0.350 207 9.4 1.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 9.2 0.7% 5 +0.2 pp +0.5 pp +0.6 pp +0.7 pp
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☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 9.1 1.2% 4 +1.0 pp +1.2 pp +1.2 pp +1.2 pp
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☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 9.1 1.2% 5 -0.2 pp +0.0 pp +0.5 pp +0.8 pp
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☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 8.5 1.5% 4 -0.1 pp +0.2 pp +0.2 pp +1.5 pp
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☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 8.3 1.0% 5 -0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 8.2 1.3% 5 -0.1 pp -0.3 pp -0.3 pp -0.4 pp
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☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 8.0 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 7.7 1.8% 4 -0.1 pp -0.3 pp +0.5 pp +1.8 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 7.6 3.1% 5 +0.1 pp +0.4 pp +0.8 pp +1.0 pp
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☆WNY Asset Management, LLC CIK 0001803296 0.575 260 6.8 0.6% 1 +0.6 pp +0.6 pp +0.3 pp +0.3 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 6.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 6.4 3.1% 5 +0.4 pp +1.6 pp +2.2 pp +2.7 pp
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☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 5.7 2.5% 3 -0.1 pp +1.7 pp +2.5 pp +2.5 pp
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☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 5.7 1.5% 5 -0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Jeter Robert S II CIK 0002093023 0.611 47 5.5 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
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☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Apollon Financial, LLC CIK 0002011195 0.470 293 5.1 0.6% 5 -0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 5.1 1.0% 5 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
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☆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 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 2 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -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% 5 -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% 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.603 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -8.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Garton & Associates Financial Advisors LLC CIK 0002109857 0.000 24 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -7.3 pp -7.9 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.9 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
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 -0.2 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 +0.0 pp -0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.3 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
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.3 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.2 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 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 -0.5 pp -0.6 pp -0.5 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -5.3 pp -5.3 pp -5.2 pp -3.8 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.0 0.0% 0 +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% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -2.4 pp -2.1 pp -0.7 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 0.0 0.0% 0 -1.4 pp -1.3 pp +0.0 pp +0.0 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 -0.2 pp +0.0 pp -0.3 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.3 pp -0.4 pp -0.5 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp -0.7 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.4 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 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 +0.0 pp -0.0 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 0.0 0.0% 0 +0.0 pp -6.2 pp -6.2 pp -5.3 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -3.0 pp -3.2 pp
☆IronOak Wealth LLC. CIK 0002037081 0.000 64 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.2 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp -1.8 pp -1.9 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.4 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
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp -1.6 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 -3.8 pp -2.9 pp -2.1 pp -1.7 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.3 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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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