Signals

← Signals

☆SCHH

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

Flow ranking

Rank#1443
Score / z0.014 / -0.00
Consensus223.85 over 405 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 1,417.0 2.5% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,179.1 0.6% 1 +0.6 pp +0.6 pp +0.5 pp +0.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 813.1 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 585.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 465.5 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 278.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DUMAC, INC. CIK 0001584258 0.950 16 187.8 17.1% 3 -3.7 pp -8.1 pp +17.1 pp +17.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 75.5 0.1% 3 -0.2 pp -0.3 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 64.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 52.8 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 51.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 51.2 4.6% 5 +1.2 pp +1.1 pp +1.0 pp +0.9 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 43.0 1.5% 5 +0.6 pp +0.9 pp +0.9 pp +1.1 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 35.5 2.0% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 32.4 3.0% 5 +0.3 pp -0.2 pp -0.3 pp -0.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 26.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 24.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 23.2 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 22.4 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 22.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 20.9 5.1% 5 +0.1 pp +0.6 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 20.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 19.4 10.5% 5 +0.1 pp +0.8 pp +0.4 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 18.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 17.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 15.2 0.9% 5 -0.0 pp +0.2 pp +0.5 pp -1.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 14.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 13.5 1.0% 7 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 12.5 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 12.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 12.3 3.2% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 11.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 11.7 2.2% 5 +0.0 pp +0.2 pp +0.1 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 11.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 10.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 10.0 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 9.9 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 9.6 3.0% 5 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 9.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.4 0.0% 6 +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 9.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 9.3 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 8.3 0.7% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 8.2 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 7.9 0.0% 5 -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 7.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 6.8 3.8% 5 +0.2 pp +0.5 pp +0.7 pp +0.7 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 6.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.7 0.0% 5 -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% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 6.7 4.1% 5 -0.1 pp +0.2 pp +0.0 pp -0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 6.3 2.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 6.2 2.2% 5 -0.1 pp +0.0 pp -0.3 pp -0.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 6.0 0.9% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 5.8 3.7% 4 -0.1 pp +0.3 pp +1.1 pp +3.7 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 5.7 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 5.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 5.7 1.2% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 5.6 1.7% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 5.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frisco Financial Planning LLC CIK 0002133972 0.754 29 5.5 4.1% 6 +0.2 pp +0.4 pp +0.5 pp +0.6 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 5.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 5.1 3.1% 3 +0.1 pp +0.1 pp +3.1 pp +3.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 5.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 4.7 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Almitas Capital LLC CIK 0001596468 0.265 130 4.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 4.2 1.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 4.0 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 3.9 0.7% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SWS Partners CIK 0001731731 0.307 108 3.9 0.8% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 3.9 1.0% 5 -0.0 pp +0.1 pp +0.1 pp -0.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.8 0.1% 4 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 3.7 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 3.5 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 3.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 2.9 0.7% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 2.9 1.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 2.9 0.8% 5 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.8 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 2.8 1.8% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 2.8 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 2.7 0.6% 5 -0.1 pp -0.2 pp -0.4 pp +0.5 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 2.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 2.5 0.9% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 2.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 2.5 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 2.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 2.5 1.9% 7 -0.4 pp -0.1 pp +0.1 pp +0.4 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 2.5 1.5% 4 +0.0 pp +0.1 pp +0.0 pp +1.5 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 2.4 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 2.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 2.4 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 2.4 0.8% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 2.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 2.3 0.6% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 2.3 1.0% 5 -0.0 pp +0.0 pp -0.7 pp -0.6 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 2.3 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 2.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 1.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.9 0.2% 5 -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 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.8 0.5% 5 -0.1 pp -0.0 pp +0.5 pp +0.3 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 1.8 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 1.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 1.7 1.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 1.7 0.2% 5 -0.1 pp -2.6 pp -2.7 pp -2.6 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 1.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 1.6 0.6% 5 -0.4 pp -0.3 pp -0.2 pp -0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.6 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 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 1.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆WT Wealth Management CIK 0001780507 0.246 138 0.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA CIK 0001089707 0.239 84 0.4 0.3% 5 -0.0 pp +0.0 pp -0.4 pp -0.4 pp
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☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 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
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 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
☆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
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 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
☆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
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +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% 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
☆New Republic Capital, LLC CIK 0001989988 0.139 352 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
☆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
☆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
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 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
☆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
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.3 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Aurora Investment Managers, LLC. CIK 0001798485 0.065 52 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 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
☆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
☆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
☆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
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 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
☆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
☆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
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 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
☆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
☆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
☆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
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 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
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 0.0 0.0% 0 -0.0 pp +0.0 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
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 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
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 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
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp -0.0 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
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.3 pp +0.0 pp -0.2 pp -0.2 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
☆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
☆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
☆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
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 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
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 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
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 0.0 0.0% 0 +0.0 pp +0.0 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
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 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
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 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
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 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 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Value Investment Professionals, LLC CIK 0002110205 0.000 97 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 +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% 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 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
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 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
☆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
☆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
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 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
☆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
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 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
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 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
☆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
☆Kilter Group LLC CIK 0002058915 0.349 1580 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
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 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
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆First Pacific Financial CIK 0001810089 0.717 510 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 +0.0 pp -4.0 pp -4.2 pp -4.2 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
☆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
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 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 +0.0 pp +0.0 pp -0.9 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
☆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
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 +0.0 pp -5.8 pp -5.7 pp -6.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 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
☆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
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status