Signals

RSPT

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

Flow ranking

Rank#22895
Score / z-0.266 / -0.26
Consensus141.82 over 261 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+55% / 1.1d

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)
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
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 236.7 0.0% 5 +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 116.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 109.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 90.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 76.8 3.3% 4 +0.2 pp +0.7 pp +1.2 pp +3.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 68.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 57.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 57.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Davis Investment Partners, LLC CIK 0001963865 0.484 172 56.7 20.0% 4 -0.7 pp -0.8 pp -0.2 pp +20.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 32.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 28.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 27.4 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 25.7 0.4% 4 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 24.7 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 23.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 22.7 1.7% 4 +0.0 pp -0.1 pp -0.1 pp +1.7 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 20.3 1.1% 4 +0.2 pp +0.2 pp +0.2 pp +1.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 18.7 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 17.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 15.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 15.3 6.5% 3 +0.6 pp +0.9 pp +6.5 pp +6.5 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 15.0 4.1% 4 +0.1 pp +0.0 pp -0.5 pp +4.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 11.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockport Wealth LLC CIK 0002022866 0.430 110 11.0 2.0% 4 +0.4 pp +0.3 pp +0.5 pp +2.0 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 10.3 0.9% 4 +0.0 pp -0.0 pp +0.0 pp +0.9 pp
Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 9.3 7.9% 3 +0.2 pp +0.1 pp +7.9 pp +7.9 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEVILLE RODIE & SHAW INC CIK 0000071210 0.610 244 9.1 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 9.1 1.5% 4 -0.0 pp -0.1 pp -0.1 pp +1.5 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 8.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 8.2 0.5% 3 -0.0 pp +0.3 pp +0.5 pp +0.5 pp
Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 7.7 3.4% 4 +0.3 pp +0.2 pp +0.1 pp +3.4 pp
Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 7.1 3.2% 4 +0.1 pp -0.1 pp +0.0 pp +3.2 pp
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC CIK 0001907528 0.166 62 6.8 6.0% 3 -1.5 pp -1.0 pp +6.0 pp +6.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 6.8 1.2% 4 +0.8 pp +0.8 pp +0.8 pp +1.2 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 6.6 2.4% 4 -0.1 pp -0.2 pp -0.3 pp +2.4 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 6.5 0.7% 2 -0.2 pp +0.7 pp -0.1 pp +0.7 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Destination Wealth Management CIK 0001278573 0.701 325 5.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 5.8 1.7% 4 -1.1 pp -1.2 pp -1.0 pp +1.7 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 5.7 1.9% 4 +0.1 pp +0.2 pp +0.3 pp +1.9 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 5.5 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 5.5 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 5.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Live Oak Investment Partners CIK 0001822262 0.329 93 4.6 2.7% 1 +2.7 pp +2.3 pp +2.3 pp +2.7 pp
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 4.5 2.3% 4 -1.5 pp -1.1 pp -1.1 pp +2.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 4.4 1.0% 4 -0.1 pp -0.3 pp -2.1 pp +1.0 pp
Climber Capital SA CIK 0002011229 0.280 64 4.0 2.6% 2 -0.8 pp +2.6 pp -1.1 pp +2.6 pp
Walker Asset Management, LLC CIK 0001923053 0.350 152 4.0 2.1% 4 +0.1 pp +0.0 pp +0.2 pp +2.1 pp
Creative Planning CIK 0001540235 0.979 4196 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PW Nova Financial Services LLC CIK 0002127408 0.354 208 3.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 3.5 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
BFSG, LLC CIK 0001706836 0.376 765 3.4 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Apriem Advisors CIK 0001425165 0.679 182 3.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 3.1 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Patten Group, Inc. CIK 0001633207 0.286 325 2.9 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
Bullock Wealth Management Group CIK 2067581 0.266 607 2.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 2.9 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 2.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 2.9 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 2.8 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 2.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 2.6 1.4% 4 -0.2 pp -0.1 pp -0.3 pp +1.4 pp
VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 2.5 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 2.5 0.8% 4 -0.0 pp -0.0 pp +0.0 pp +0.8 pp
Paller Financial Services Inc CIK 0002095931 0.156 44 2.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 2.4 2.2% 2 -0.4 pp +2.2 pp +2.2 pp +2.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 2.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 2.0 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 2.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
McGuire Investment Group, LLC CIK 0001756959 0.445 137 1.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Friedenthal Financial CIK 0001598611 0.053 253 1.8 0.9% 4 -0.0 pp -0.1 pp -0.0 pp +0.9 pp
PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Abbot Financial Management, Inc. CIK 0001714341 0.318 137 1.7 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 1.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Optas, LLC CIK 0001802961 0.460 494 1.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.7 0.0% 4 -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 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bramshill Investments, LLC CIK 0001619899 0.794 157 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crane Advisory, LLC CIK 0001951283 0.914 55 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 1.5 0.4% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.5 0.4% 4 +0.1 pp -0.0 pp +0.0 pp +0.4 pp
Monument Capital Management CIK 0001729428 0.068 262 1.4 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 1.4 0.8% 4 -0.0 pp -0.0 pp +0.0 pp +0.8 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 1.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
&PARTNERS CIK 0000107136 0.806 2509 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Halter Ferguson Financial Inc. CIK 0001842665 0.762 35 1.4 0.3% 4 -0.0 pp -0.1 pp -0.5 pp +0.3 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.4 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 1.1 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.0 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.0 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Everest Financial Group LLC CIK 0002056391 0.397 208 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FCA CORP /TX CIK 0001166402 0.236 203 0.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.9 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 0.9 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 0.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Royal Fund Management, LLC CIK 0001810099 0.176 273 0.7 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
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CHOREO, LLC CIK 0001679031 0.797 1690 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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SFE Investment Counsel CIK 0001317784 0.355 149 0.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
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Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.6 0.2% 4 +0.1 pp -0.0 pp -0.0 pp +0.2 pp
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World Investment Advisors CIK 0001652594 0.670 1523 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Calamos Advisors LLC CIK 0001316507 0.672 942 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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BSW Wealth Partners CIK 0001512601 0.641 331 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sankala Group LLC CIK 0002113426 0.123 631 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Balentine LLC CIK 0001586678 0.932 243 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Seal Cove Capital, LLC CIK 0002135303 0.355 10 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Walsh & Associates, LLC CIK 0002135144 0.507 245 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Collier Financial CIK 0001902901 0.619 141 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Banque Transatlantique SA CIK 0002056095 0.835 494 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 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
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 4 -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% 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% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 3 +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
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 4 +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% 3 +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% 4 -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
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hudson Capital Management LLC CIK 0001727342 0.530 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Virtus Family Office LLC CIK 0001913482 0.217 62 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.0 0.0% 0 +0.0 pp -7.1 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Triangle Securities Wealth Management CIK 0001541353 0.305 213 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -0.5 pp -0.8 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Plan A Wealth LLC CIK 0002093645 0.507 194 0.0 0.0% 0 +0.0 pp -0.2 pp -0.4 pp -1.4 pp
Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Fortis Advisors, LLC CIK 0001697478 0.325 122 0.0 0.0% 0 -0.4 pp -0.4 pp -1.6 pp +0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -8.7 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LVZ, Inc. CIK 0001574408 0.889 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OV Management LLC CIK 0002010766 0.438 31 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 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
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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 -0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
DMC Group, LLC CIK 0001893403 0.131 128 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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 RSPT). Qtrs Held counts distinct quarters this fund has actually held RSPT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RSPT position size. Δ columns are the percentage-point change in RSPT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status