Signals

← Signals

☆SCHH

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

Flow ranking

Rank#158
Score / z1.202 / 1.70
Consensus195.01 over 361 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+15% / 1.0d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,254.2 2.4% 3 +0.0 pp +0.0 pp +2.4 pp +2.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 684.2 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 508.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 440.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 244.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 186.3 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆DUMAC, INC. CIK 0001584258 0.950 16 163.9 25.2% 1 +25.2 pp +25.2 pp +25.2 pp +25.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 55.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 41.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 37.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 35.8 3.5% 3 -0.1 pp -0.2 pp +3.5 pp +3.5 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 30.8 3.2% 3 -0.1 pp -0.1 pp +3.2 pp +3.2 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 28.4 1.9% 3 -0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 27.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 24.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 22.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 21.5 2.8% 3 -0.1 pp -0.0 pp +2.8 pp +2.8 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 20.2 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 16.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 15.7 9.7% 3 -0.5 pp -0.7 pp +9.7 pp +9.7 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 14.8 4.5% 3 -0.3 pp -0.3 pp +4.5 pp +4.5 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 13.4 4.0% 3 -0.2 pp -0.2 pp +4.0 pp +4.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 13.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 13.1 0.6% 3 -0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 12.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 11.8 0.7% 3 +0.3 pp -1.5 pp +0.7 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 11.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 10.9 1.0% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 10.9 3.3% 3 -0.0 pp +0.0 pp +3.3 pp +3.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 10.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 10.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 10.1 5.8% 3 +0.0 pp -0.2 pp +5.8 pp +5.8 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 9.3 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 9.0 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 8.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 8.6 0.0% 3 -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 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 8.4 3.0% 3 +0.2 pp +0.1 pp +3.0 pp +3.0 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 8.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 8.3 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 7.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 7.3 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.7 0.0% 3 -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 6.7 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 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 6.3 2.0% 3 -0.0 pp +0.2 pp +2.0 pp +2.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 5.4 2.2% 3 -0.3 pp -0.8 pp +2.2 pp +2.2 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 5.4 3.3% 3 +0.3 pp +0.2 pp +3.3 pp +3.3 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 5.3 3.9% 3 -0.2 pp -0.2 pp +3.9 pp +3.9 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 5.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 5.1 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 4.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 4.7 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 4.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frisco Financial Planning LLC CIK 0002133972 0.754 29 4.5 3.7% 4 +0.0 pp +0.2 pp -0.1 pp +3.7 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 4.4 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 4.4 3.3% 2 +0.7 pp +3.3 pp +3.3 pp +3.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 4.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 4.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 4.0 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 3.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆SWS Partners CIK 0001731731 0.307 108 3.5 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 3.5 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 3.2 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 3.2 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 3.1 0.9% 3 +0.0 pp -0.4 pp +0.9 pp +0.9 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 3.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 2.9 0.8% 3 -0.2 pp +0.7 pp +0.8 pp +0.8 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 2.7 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 2.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 2.6 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 2.4 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 2.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 2.3 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 2.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 2.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 2.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 2.1 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 2.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 2.0 1.0% 3 -0.7 pp -0.6 pp +1.0 pp +1.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 2.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 2.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 2.0 2.0% 5 +0.2 pp +0.5 pp +0.5 pp +0.6 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 2.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 2.0 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 2.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 1.9 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 1.9 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.8 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 1.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 1.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.7 0.5% 3 +0.5 pp +0.3 pp +0.5 pp +0.5 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 1.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 1.6 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 1 +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
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 2 -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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
☆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
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 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
☆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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 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
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -0.1 pp -0.1 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
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 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
☆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
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 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
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.2 pp -0.2 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
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 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
☆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
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 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
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 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
☆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
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆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
☆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
☆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
☆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
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 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
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.0 0.0% 0 -0.2 pp -0.2 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
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆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
☆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
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 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 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -1.2 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
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 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 +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 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 -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 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
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 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
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 -1.3 pp -1.3 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Regal Partners Ltd CIK 0001577774 0.595 122 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆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
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆Providence First Trust Co CIK 0001713735 0.116 196 0.0 0.0% 0 +0.0 pp -0.2 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
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 0.0 0.0% 0 -0.1 pp -0.1 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 -0.9 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 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
☆MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 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
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 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
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.2 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
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 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 SCHH). Qtrs Held counts distinct quarters this fund has actually held SCHH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHH position size. Δ columns are the percentage-point change in SCHH'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