Signals

SCHA

1277 in-universe funds with a nonzero position in SCHA within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22821
Score / z-0.790 / -1.14
Consensus376.56 over 704 funds
Momentumno 12m return

Price & positioning

226 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)
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
Empower Advisory Group, LLC CIK 0001978885 0.959 532 969.0 2.6% 3 -0.0 pp +0.1 pp +2.6 pp +2.6 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 493.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 420.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Creative Planning CIK 0001540235 0.979 4196 193.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 137.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 130.9 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 127.8 4.6% 2 +2.2 pp +4.6 pp +4.6 pp +4.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 114.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 113.2 3.1% 3 -0.1 pp +0.2 pp +3.1 pp +3.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 107.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 82.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 75.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 64.8 2.8% 3 -0.0 pp +0.0 pp +2.8 pp +2.8 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 61.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 61.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 55.7 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 52.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 52.2 18.4% 3 -0.3 pp -0.3 pp +18.4 pp +18.4 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 49.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 49.3 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 45.2 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 44.8 8.3% 3 -1.4 pp -1.0 pp +8.3 pp +8.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 44.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 44.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 43.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 43.0 3.3% 3 +0.3 pp +0.4 pp +3.3 pp +3.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 41.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 41.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 40.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 38.7 3.5% 3 -0.3 pp -0.1 pp +3.5 pp +3.5 pp
Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 34.7 8.7% 3 +0.0 pp +0.3 pp +8.7 pp +8.7 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 33.9 5.5% 3 -0.1 pp -0.1 pp +5.5 pp +5.5 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 33.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 31.5 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 30.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 28.4 3.7% 3 +0.0 pp +0.1 pp +3.7 pp +3.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 28.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 27.9 5.9% 3 -0.1 pp -0.1 pp +5.9 pp +5.9 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 27.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 27.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 27.1 7.8% 3 +0.2 pp +0.6 pp +7.8 pp +7.8 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 26.5 5.0% 3 -0.0 pp +0.2 pp +5.0 pp +5.0 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 26.0 2.1% 3 -0.3 pp -0.3 pp +2.1 pp +2.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 24.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 24.6 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 24.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Legacy Wealth Management, LLC CIK 0001488921 0.954 30 24.1 1.4% 3 -0.1 pp -0.4 pp +1.4 pp +1.4 pp
FIDELIS iM, LLC CIK 0001894206 0.843 27 23.4 9.1% 3 -0.9 pp +0.8 pp +9.1 pp +9.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 23.3 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
Joule Financial, LLC CIK 0001929070 0.730 116 22.9 6.8% 3 -0.1 pp +0.2 pp +6.8 pp +6.8 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 22.3 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 21.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 21.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
White & Co Financial Planning Inc CIK 0002039300 0.788 20 21.0 15.7% 3 +0.2 pp +0.6 pp +15.7 pp +15.7 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 20.6 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 20.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 20.4 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 20.1 11.4% 3 -0.6 pp -0.6 pp +11.4 pp +11.4 pp
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 19.9 6.8% 3 +0.1 pp +0.3 pp +6.8 pp +6.8 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 19.8 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
Waterford Advisors, LLC CIK 0001960657 0.806 64 19.2 7.5% 3 +0.9 pp +1.3 pp +7.5 pp +7.5 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 18.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bangor Savings Bank CIK 0001352675 0.827 543 17.6 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 17.4 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 17.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 16.6 10.2% 3 +0.2 pp +0.6 pp +10.2 pp +10.2 pp
SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 16.5 3.9% 3 -0.1 pp -0.2 pp +3.9 pp +3.9 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 16.3 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 16.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Matrix Trust Co CIK 0001784277 0.681 101 15.7 2.6% 3 +0.2 pp +0.4 pp +2.6 pp +2.6 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 15.2 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 14.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 14.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
St. Louis Trust Co CIK 0001661144 0.000 125 14.1 1.6% 3 -0.1 pp -0.0 pp +1.6 pp +1.6 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 13.5 4.1% 5 +0.1 pp +0.2 pp -0.4 pp -0.5 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 13.4 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 12.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 12.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 12.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 12.7 1.5% 3 +0.2 pp +0.0 pp +1.5 pp +1.5 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 12.5 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
St. Johns Investment Management Company, LLC CIK 0001605522 0.438 201 12.3 5.1% 3 +0.0 pp +0.3 pp +5.1 pp +5.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 12.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 12.0 0.1% 1 +0.1 pp -0.0 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 12.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 11.9 5.1% 3 +0.1 pp +0.2 pp +5.1 pp +5.1 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 11.7 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 11.6 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 11.5 4.1% 3 -0.2 pp -0.2 pp +4.1 pp +4.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 11.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 11.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 11.2 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
Essex LLC CIK 0001889147 0.576 180 11.1 2.0% 3 +0.0 pp +0.1 pp +2.0 pp +2.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 11.1 3.2% 3 +0.0 pp -0.0 pp +3.2 pp +3.2 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 10.8 4.6% 3 -0.3 pp -0.2 pp +4.6 pp +4.6 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 10.5 1.3% 3 +0.1 pp +0.4 pp +1.3 pp +1.3 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 10.4 3.1% 3 -0.0 pp +0.1 pp +3.1 pp +3.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 10.2 1.0% 3 -0.2 pp -0.2 pp +1.0 pp +1.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 10.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 9.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 9.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 9.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 9.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 9.3 2.6% 3 +0.0 pp +0.6 pp +2.6 pp +2.6 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 9.2 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
Creekside Partners CIK 0002035951 0.343 193 9.1 3.8% 3 +0.2 pp +0.2 pp +3.8 pp +3.8 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 9.1 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 9.0 2.0% 3 -0.3 pp -0.8 pp +2.0 pp +2.0 pp
Towercrest Capital Management CIK 0001633288 0.713 110 9.0 1.4% 3 -0.3 pp -0.5 pp +1.4 pp +1.4 pp
FMR LLC CIK 0000315066 0.989 5571 8.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 8.9 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 8.8 3.1% 3 +0.1 pp +0.2 pp +3.1 pp +3.1 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 8.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 8.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 8.5 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Athena Investment Management CIK 0001921093 0.240 132 8.5 4.4% 3 -0.0 pp -0.2 pp +4.4 pp +4.4 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 8.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Curi Capital, LLC CIK 0001332905 0.547 888 8.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 8.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 8.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 8.1 1.1% 3 +0.3 pp +0.4 pp +1.1 pp +1.1 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 8.1 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 7.7 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 7.5 3.4% 3 -0.0 pp +0.2 pp +3.4 pp +3.4 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 7.2 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 7.2 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 7.2 1.9% 3 +0.0 pp -0.0 pp +1.9 pp +1.9 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 7.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 7.1 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 7.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 7.0 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 7.0 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
Friedenthal Financial CIK 0001598611 0.053 253 7.0 3.6% 3 -0.1 pp +0.1 pp +3.6 pp +3.6 pp
Black Diamond Financial, LLC CIK 0001759236 0.675 198 6.8 0.7% 3 -0.1 pp -0.3 pp +0.7 pp +0.7 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 6.8 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 6.7 2.0% 3 +0.0 pp +0.0 pp +2.0 pp +2.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 6.7 2.6% 1 +2.6 pp +0.1 pp +2.6 pp +2.6 pp
Allworth Financial LP CIK 0001555170 0.907 5124 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 6.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 6.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 6.2 2.5% 3 -0.0 pp -0.0 pp +2.5 pp +2.5 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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IFP Advisors, Inc CIK 0001641866 0.492 5147 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 0.0 0.0% 0 -0.2 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
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 0 -0.0 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
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.8 pp -0.6 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Somerset Group LLC CIK 0001567912 0.423 58 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp -1.6 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
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 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
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.0 0.0% 0 -0.7 pp -1.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 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
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AHL INVESTMENT MANAGEMENT, INC. CIK 0001908425 0.302 68 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -5.6 pp +0.0 pp +0.0 pp +0.0 pp
Providence First Trust Co CIK 0001713735 0.116 196 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Williams Financial, LLC CIK 0001846923 0.807 30 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 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
Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 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
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.0 0.0% 0 -1.7 pp -1.7 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -4.1 pp -3.5 pp +0.0 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -3.1 pp -2.9 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 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
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Busey Bank CIK 0001427202 0.741 388 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -0.2 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 +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
AVITY INVESTMENT MANAGEMENT INC. CIK 0000926834 0.574 118 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 -5.5 pp -5.5 pp +0.0 pp +0.0 pp
GS Investments, Inc. CIK 0001714590 0.093 133 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 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 SCHA). Qtrs Held counts distinct quarters this fund has actually held SCHA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHA position size. Δ columns are the percentage-point change in SCHA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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