Signals

← Signals

☆SCHK

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

Flow ranking

Rank#580
Score / z0.310 / 0.26
Consensus111.56 over 182 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+92% / 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 1,366.4 2.8% 4 +0.1 pp +0.0 pp +0.0 pp +2.8 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 188.0 11.0% 4 -0.6 pp -1.1 pp -1.4 pp +11.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 122.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 112.2 16.3% 4 -1.4 pp -3.3 pp -7.4 pp +16.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 108.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 77.6 5.2% 4 -0.4 pp -0.3 pp -0.3 pp +5.2 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 67.1 3.8% 5 -0.8 pp -1.8 pp -2.5 pp -2.7 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 42.2 12.5% 6 -0.0 pp +0.4 pp +3.0 pp +3.2 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 22.6 7.8% 6 -0.3 pp -0.6 pp -1.5 pp -1.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 15.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 14.1 1.0% 4 +0.0 pp +0.2 pp +0.2 pp +1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 14.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 12.3 8.3% 4 -0.1 pp -1.0 pp -0.6 pp +8.3 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 8.1 1.2% 4 +0.2 pp +0.8 pp +0.8 pp +1.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 6.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 6.0 4.9% 4 -1.9 pp -3.7 pp -6.3 pp +4.9 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 5.5 0.1% 6 -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 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 4.6 1.9% 2 +0.8 pp +1.9 pp +1.9 pp +1.9 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 4.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.3 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 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 3.9 1.8% 4 +1.4 pp +1.6 pp +1.4 pp +1.8 pp
☆Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 3.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 2.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 2.6 1.7% 3 +0.1 pp +0.3 pp +1.7 pp +1.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 2.2 0.9% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 1.5 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 1.5 0.9% 4 -0.2 pp -0.2 pp +0.0 pp +0.9 pp
☆Curry Webb Wealth Management LLC CIK 2060114 0.602 67 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 1.3 0.6% 4 -0.1 pp -0.5 pp -0.8 pp +0.6 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Catalyst Investment Management LLC CIK 0002055584 0.252 73 1.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 1.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 1.0 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Avant Capital LLC CIK 0001653443 0.369 86 0.9 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.8 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lafayette Investments, Inc. CIK 0001308377 0.521 162 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Private Wealth Management LLC CIK 0002056550 0.356 60 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Verity & Verity, LLC CIK 0001542108 0.503 138 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULCRUM WEALTH ADVISORS, LLC CIK 0002108790 0.135 81 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.3 0.2% 2 -2.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dorato Capital Management CIK 0002095216 0.322 254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 4 -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% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 4 +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 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 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
☆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
☆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
☆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
☆Garner Asset Management Corp CIK 0001714093 0.243 169 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
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 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
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 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
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 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
☆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
☆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
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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 +0.0 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
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 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
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆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
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 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
☆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
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 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
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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
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 SCHK). Qtrs Held counts distinct quarters this fund has actually held SCHK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHK position size. Δ columns are the percentage-point change in SCHK'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