Signals

← Signals

☆SCHO

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

Flow ranking

Rank#762
Score / z0.145 / 0.20
Consensus227.54 over 430 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆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 2,985.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 514.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 465.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 453.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 215.3 7.7% 2 +4.5 pp +7.7 pp +7.7 pp +7.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 182.1 0.1% 3 +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 146.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 99.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 94.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 89.5 10.1% 3 +0.2 pp +0.1 pp +10.1 pp +10.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 77.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 75.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 66.1 3.7% 3 -0.2 pp -0.3 pp +3.7 pp +3.7 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 59.5 4.8% 3 +0.2 pp +0.2 pp +4.8 pp +4.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 52.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 51.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 50.6 3.4% 3 -0.0 pp +0.1 pp +3.4 pp +3.4 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 50.5 5.1% 3 +0.1 pp +0.1 pp +5.1 pp +5.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 47.6 6.7% 3 -0.7 pp -1.1 pp +6.7 pp +6.7 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 47.2 9.0% 3 +0.2 pp -0.5 pp +9.0 pp +9.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 46.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 42.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 42.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 42.1 2.5% 3 +0.9 pp -1.1 pp +2.5 pp +2.5 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 39.7 7.3% 3 +0.1 pp -0.0 pp +7.3 pp +7.3 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 37.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 35.8 4.8% 3 +0.0 pp +0.2 pp +4.8 pp +4.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 35.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 34.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 33.7 12.3% 3 +0.4 pp +6.4 pp +12.3 pp +12.3 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 33.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 32.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 31.3 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 30.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 28.4 8.9% 3 +0.1 pp +0.4 pp +8.9 pp +8.9 pp
☆United Capital Management of KS, Inc. CIK 0001753219 0.285 97 27.5 3.9% 3 +0.2 pp -0.2 pp +3.9 pp +3.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 27.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 25.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 25.3 1.7% 3 +0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 24.0 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 23.4 14.7% 3 -3.5 pp -3.9 pp +14.7 pp +14.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 22.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 21.9 5.2% 3 +0.3 pp +1.2 pp +5.2 pp +5.2 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 21.5 1.7% 3 -0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 21.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 20.7 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 20.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 19.4 1.6% 3 +0.3 pp +0.2 pp +1.6 pp +1.6 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 19.4 5.8% 3 -0.0 pp +0.2 pp +5.8 pp +5.8 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 19.3 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 18.8 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 18.5 2.1% 3 +0.0 pp +0.1 pp +2.1 pp +2.1 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 18.4 1.5% 3 -0.1 pp -1.6 pp +1.5 pp +1.5 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 18.0 1.6% 3 +0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 17.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 17.0 1.8% 3 +0.2 pp +0.0 pp +1.8 pp +1.8 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 16.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 16.4 0.9% 3 +0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 16.2 0.8% 3 -0.0 pp -0.6 pp +0.8 pp +0.8 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 16.0 1.3% 3 +0.2 pp +0.3 pp +1.3 pp +1.3 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 15.8 4.4% 3 +0.2 pp +0.3 pp +4.4 pp +4.4 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 15.4 4.9% 5 +0.0 pp -0.1 pp -0.5 pp -0.4 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 15.4 4.1% 3 +0.0 pp -0.1 pp +4.1 pp +4.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 15.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 14.9 3.6% 3 -0.3 pp -0.6 pp +3.6 pp +3.6 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 14.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 14.5 3.6% 3 +0.3 pp -0.3 pp +3.6 pp +3.6 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 14.4 2.7% 3 -0.0 pp -0.1 pp +2.7 pp +2.7 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 14.4 4.3% 3 -0.0 pp +0.6 pp +4.3 pp +4.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 14.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 13.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 13.5 1.1% 3 -4.3 pp -4.4 pp +1.1 pp +1.1 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 13.4 6.3% 3 -0.7 pp -2.1 pp +6.3 pp +6.3 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 13.2 1.8% 3 +0.1 pp +0.0 pp +1.8 pp +1.8 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 13.1 4.1% 3 +0.1 pp +0.1 pp +4.1 pp +4.1 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 13.1 2.8% 3 -0.0 pp -0.2 pp +2.8 pp +2.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.0 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 12.7 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 12.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.6 0.0% 3 +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 12.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 11.9 2.2% 3 +0.1 pp -0.0 pp +2.2 pp +2.2 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 11.8 7.3% 3 +1.4 pp +1.1 pp +7.3 pp +7.3 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 11.7 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 10.3 4.5% 3 +0.3 pp +4.2 pp +4.5 pp +4.5 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 10.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 10.0 3.5% 3 -0.0 pp -0.0 pp +3.5 pp +3.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 9.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 9.8 6.8% 4 -0.3 pp -0.8 pp -1.8 pp +6.8 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 9.4 2.5% 3 -0.8 pp -0.7 pp +2.5 pp +2.5 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 9.1 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 8.9 2.2% 3 +0.0 pp +0.0 pp +2.2 pp +2.2 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 8.9 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 8.8 1.8% 3 +0.2 pp +0.5 pp +1.8 pp +1.8 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 8.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 8.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 8.3 1.4% 3 -2.5 pp -2.9 pp +1.4 pp +1.4 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 8.1 1.4% 3 -0.3 pp -0.3 pp +1.4 pp +1.4 pp
☆DOCK STREET ASSET MANAGEMENT INC CIK 0001172779 0.800 64 7.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 7.8 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 7.8 1.0% 3 -0.0 pp +0.8 pp +1.0 pp +1.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 7.7 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 7.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 7.3 3.4% 3 +0.3 pp +0.6 pp +3.4 pp +3.4 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 7.2 3.0% 3 -0.4 pp -0.5 pp +3.0 pp +3.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Act Two Investors LLC CIK 0001766907 0.650 37 7.0 1.3% 3 -0.4 pp -0.7 pp +1.3 pp +1.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 6.8 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Momentum Wealth Planning, LLC CIK 0002087652 0.379 33 6.5 5.0% 2 -0.3 pp +5.0 pp +5.0 pp +5.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 6.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 6.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 6.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 6.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.507 194 5.9 2.9% 4 +0.1 pp +0.3 pp +1.8 pp +2.9 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 5.6 3.2% 3 +0.3 pp +0.6 pp +3.2 pp +3.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 5.6 2.4% 3 +0.0 pp -0.8 pp +2.4 pp +2.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 5.5 1.9% 3 -2.6 pp -3.0 pp +1.9 pp +1.9 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 5.3 2.7% 3 -0.2 pp -0.3 pp +2.7 pp +2.7 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 5.1 2.0% 3 -0.1 pp -0.4 pp +2.0 pp +2.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 4.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 4.9 1.9% 3 +0.2 pp -0.0 pp +1.9 pp +1.9 pp
☆DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 4.9 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 4.9 1.5% 3 +0.0 pp +0.3 pp +1.5 pp +1.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.8 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 4.8 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 4.7 2.8% 3 -0.1 pp -0.4 pp +2.8 pp +2.8 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 4.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 4.5 2.1% 3 +0.4 pp +0.4 pp +2.1 pp +2.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 4.5 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Harrington Investments, INC CIK 0001386364 0.287 82 4.4 2.2% 3 +0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 4.4 1.2% 3 -0.1 pp -1.2 pp +1.2 pp +1.2 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 4.3 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 4.2 1.8% 3 +0.1 pp +0.0 pp +1.8 pp +1.8 pp
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☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 3.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 3.8 2.9% 5 +0.1 pp -0.1 pp +0.2 pp +0.4 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Allworth Financial LP CIK 0001555170 0.907 5124 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Dakota Wealth Management CIK 0001631353 0.544 771 3.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 3.1 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
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☆WT Wealth Management CIK 0001780507 0.246 138 2.9 0.8% 3 +0.0 pp -2.2 pp +0.8 pp +0.8 pp
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☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -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
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☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 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
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 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
☆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
☆AHL INVESTMENT MANAGEMENT, INC. CIK 0001908425 0.302 68 0.0 0.0% 0 -1.6 pp -1.7 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 +0.0 pp -0.0 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
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 -3.4 pp -3.4 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 0.0 0.0% 0 -23.8 pp -24.8 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 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
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.6 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
☆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
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.0 0.0% 0 -0.1 pp -0.7 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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
☆LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA CIK 0001089707 0.239 84 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.0 0.0% 0 +0.0 pp -2.4 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 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
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.0 0.0% 0 -0.2 pp -0.5 pp +0.0 pp +0.0 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STANCE CAPITAL LLC CIK 0002056334 0.005 340 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 +0.0 pp -0.2 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 -0.6 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 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
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.4 pp -0.2 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 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 SCHO). Qtrs Held counts distinct quarters this fund has actually held SCHO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHO position size. Δ columns are the percentage-point change in SCHO'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