Signals

← Signals

☆SCHC

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

Flow ranking

Rank#22470
Score / z-0.044 / -0.06
Consensus181.61 over 310 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+442% / 2.1d

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)
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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 ▾
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 202.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 137.4 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 93.9 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 85.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 83.2 3.0% 4 +0.3 pp +0.0 pp -0.1 pp +3.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 76.9 3.5% 4 +0.1 pp +0.2 pp +0.3 pp +3.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 72.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 58.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 54.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 51.4 0.5% 4 -0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 47.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 40.1 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 38.2 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 35.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 29.6 0.0% 4 +0.0 pp -0.0 pp -3.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 28.2 1.9% 4 -0.2 pp -1.4 pp -1.2 pp +1.9 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 28.2 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 22.3 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 20.5 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 19.6 0.4% 3 +0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 18.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.7 0.0% 4 -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 17.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 16.9 1.4% 6 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 15.4 0.3% 3 -0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 15.0 1.9% 5 +0.0 pp -0.1 pp -0.5 pp +1.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 14.3 1.3% 4 -0.0 pp -0.1 pp -0.3 pp +1.3 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 14.1 0.9% 4 +0.4 pp +0.5 pp +0.5 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 13.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 12.3 8.6% 4 -0.5 pp -0.5 pp -0.8 pp +8.6 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 12.0 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 11.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 11.4 2.4% 4 +0.3 pp +0.3 pp +1.1 pp +2.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 11.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 9.8 0.7% 4 -0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 9.5 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 9.0 1.0% 2 +0.0 pp +1.0 pp -0.5 pp +1.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 8.9 4.5% 4 -0.0 pp -0.2 pp -0.8 pp +4.5 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 8.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 8.2 2.1% 4 -0.1 pp -0.2 pp -0.7 pp +2.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 7.9 2.2% 4 -0.1 pp -0.1 pp -0.3 pp +2.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 7.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.7 0.2% 4 +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 7.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 7.6 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 7.5 1.5% 4 -0.0 pp -0.1 pp -0.2 pp +1.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 7.5 0.4% 4 -0.0 pp -0.1 pp +0.3 pp +0.4 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 7.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 7.4 3.2% 4 +0.2 pp +0.5 pp +0.5 pp +3.2 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 6.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 6.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 6.3 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 5.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 5.8 1.3% 4 -0.5 pp -0.6 pp -0.9 pp +1.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 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 5.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 5.6 1.0% 5 -0.0 pp -0.0 pp +0.2 pp +0.5 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 5.5 0.7% 4 -0.3 pp -0.0 pp +0.2 pp +0.7 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 5.4 1.2% 4 -0.3 pp -0.4 pp -0.4 pp +1.2 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 5.2 2.6% 4 -0.4 pp -0.4 pp -0.6 pp +2.6 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 4.8 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 4.7 1.8% 4 -0.2 pp -0.4 pp -0.7 pp +1.8 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 4.6 0.7% 4 -0.0 pp -0.1 pp -0.0 pp +0.7 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 4.5 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 4.5 2.6% 4 -0.1 pp -0.2 pp -0.4 pp +2.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 4.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 4.2 1.1% 4 -0.0 pp -0.2 pp -0.2 pp +1.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 4.0 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 3.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 3.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 3.8 0.9% 4 -0.3 pp -0.1 pp -0.1 pp +0.9 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 3.7 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 3.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 3.4 2.5% 5 +0.1 pp +0.0 pp -0.3 pp -0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 3.2 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 3.0 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 2.9 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.9 0.6% 4 +0.0 pp -0.1 pp -0.0 pp +0.6 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 2.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 2.8 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 2.7 0.3% 4 -0.0 pp -0.2 pp -0.3 pp +0.3 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 2.6 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 2.6 0.7% 4 +0.1 pp +0.2 pp +0.1 pp +0.7 pp
☆Curry Webb Wealth Management LLC CIK 2060114 0.602 67 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 2.4 0.5% 4 +0.0 pp -3.1 pp +0.0 pp +0.5 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.4 1.3% 4 +0.0 pp +0.0 pp +0.1 pp +1.3 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 2.3 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 2.3 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 2.3 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 2.2 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 2.1 0.9% 4 +0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.0 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 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 2.0 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 2.0 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 1.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 1.8 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 1.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 1.8 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 1.7 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 1.7 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 1.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 1.5 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.5 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 1.5 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 1.4 1.2% 6 +0.0 pp -0.1 pp -0.2 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 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 1.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 1.4 0.4% 6 -0.0 pp -0.0 pp -0.3 pp -0.5 pp
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☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 4 +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
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆SVB WEALTH LLC CIK 0001626116 0.541 384 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 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 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
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆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
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 0.0 0.0% 0 -0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp -0.0 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 +0.0 pp -1.4 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
☆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
☆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
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆Davis Capital Management CIK 0001811806 0.306 1270 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 +0.0 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
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.0 0.0% 0 -0.1 pp -0.1 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
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 -4.4 pp -4.6 pp -4.8 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
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -1.8 pp -3.1 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 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
☆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
☆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
☆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
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 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
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 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
☆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
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 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
☆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
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 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 -0.1 pp -0.1 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
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -2.1 pp -2.1 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -1.6 pp -1.6 pp -1.6 pp -1.7 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 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
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -3.4 pp -3.5 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
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.5 pp -0.3 pp +0.0 pp
☆Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 0 +0.0 pp -3.4 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 +0.0 pp -0.2 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
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 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 SCHC). Qtrs Held counts distinct quarters this fund has actually held SCHC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHC position size. Δ columns are the percentage-point change in SCHC'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