Signals

← Signals

☆SCHP

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

Flow ranking

Rank#23254
Score / z-3.097 / -2.83
Consensus256.40 over 494 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-7% / 1.3d

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 ▾
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,413.7 3.7% 4 +0.1 pp +0.3 pp +0.3 pp +3.7 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 911.3 2.0% 5 -0.0 pp -0.3 pp -0.2 pp -0.0 pp
☆Quadratic Capital Management LLC CIK 0001697722 0.784 2 377.4 98.5% 4 +0.3 pp +0.3 pp +1.7 pp +98.5 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 344.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 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 301.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 276.5 5.1% 4 +0.5 pp +0.7 pp +0.9 pp +5.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 260.7 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 249.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 237.0 6.9% 4 +4.4 pp +0.5 pp +0.2 pp +6.9 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 228.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 214.4 9.3% 4 +0.8 pp +1.8 pp +2.3 pp +9.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 214.3 4.2% 4 +0.3 pp +0.1 pp +0.3 pp +4.2 pp
☆NEPC LLC CIK 0001424799 0.960 53 211.5 4.2% 4 -0.1 pp +1.0 pp +0.8 pp +4.2 pp
☆Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 171.4 3.8% 4 +0.4 pp -0.5 pp -1.1 pp +3.8 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 162.9 4.2% 4 +0.1 pp +0.0 pp -0.0 pp +4.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 159.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 158.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 153.5 5.4% 4 +0.8 pp -0.1 pp +5.3 pp +5.4 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 150.3 9.0% 4 +2.5 pp +1.5 pp +0.9 pp +9.0 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 114.6 0.0% 6 +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 105.7 0.1% 4 -0.1 pp -0.4 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 98.1 0.5% 4 -0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 90.7 6.1% 4 +4.9 pp +4.9 pp +6.1 pp +6.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 86.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 76.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 71.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 64.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 62.3 4.2% 4 +0.2 pp +0.3 pp +0.4 pp +4.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 60.3 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 51.9 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 51.7 16.5% 4 +0.4 pp +0.1 pp -0.0 pp +16.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 48.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 46.7 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 45.9 2.5% 4 -0.1 pp -0.3 pp +2.5 pp +2.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 45.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 42.0 1.1% 4 +0.4 pp +0.4 pp +0.3 pp +1.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 41.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 40.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 40.5 21.4% 4 +0.9 pp +1.0 pp +1.2 pp +21.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 40.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 40.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 40.5 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 40.4 5.2% 4 -0.0 pp +0.2 pp -0.0 pp +5.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 39.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 38.1 3.2% 4 -0.0 pp -0.3 pp -0.5 pp +3.2 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 38.0 2.4% 4 -0.6 pp -0.7 pp -0.6 pp +2.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 37.6 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 36.5 6.1% 4 -0.4 pp -0.7 pp -0.8 pp +6.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 33.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 30.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 28.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 28.5 3.0% 4 +0.0 pp +0.0 pp -0.1 pp +3.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 27.6 6.9% 4 -0.0 pp -0.2 pp -1.4 pp +6.9 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 27.4 6.2% 4 -0.6 pp -0.4 pp -0.3 pp +6.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 26.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 26.2 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 26.1 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 25.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 24.9 0.6% 4 -0.3 pp -0.1 pp +0.3 pp +0.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 24.7 2.0% 6 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 24.6 7.2% 2 +0.6 pp +7.2 pp +7.2 pp +7.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 23.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 21.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 20.9 0.6% 1 +0.6 pp +0.6 pp -1.4 pp +0.6 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 19.9 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 18.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Navalign, LLC CIK 0001820593 0.504 132 18.4 4.6% 4 +0.4 pp +0.0 pp -2.8 pp +4.6 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 18.1 17.0% 1 +17.0 pp +17.0 pp +17.0 pp +17.0 pp
☆West Family Investments, Inc. CIK 0001568303 0.015 468 17.0 6.0% 4 +2.4 pp +2.9 pp +2.5 pp +6.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 16.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 16.9 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 16.6 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 16.5 2.7% 4 +0.2 pp +0.1 pp -0.0 pp +2.7 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 15.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 15.4 1.7% 4 -0.1 pp -0.4 pp -0.9 pp +1.7 pp
☆ALM First Financial Advisors, LLC CIK 0001950054 0.575 22 15.2 2.7% 4 +0.2 pp +0.1 pp -0.0 pp +2.7 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 14.4 4.6% 4 -2.4 pp +0.5 pp +0.5 pp +4.6 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 14.3 4.1% 4 +0.1 pp +0.1 pp +0.2 pp +4.1 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 14.2 1.8% 4 +0.4 pp +0.4 pp +0.3 pp +1.8 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 14.1 6.2% 4 +0.3 pp -0.6 pp -0.7 pp +6.2 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 13.5 2.2% 4 -0.1 pp -0.2 pp -0.4 pp +2.2 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 13.5 2.5% 4 -0.0 pp +0.0 pp +0.0 pp +2.5 pp
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 12.8 3.7% 4 +0.7 pp +0.3 pp +0.5 pp +3.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 12.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 12.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 12.4 5.2% 4 -0.5 pp -0.5 pp -4.8 pp +5.2 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 12.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 12.4 6.2% 4 +3.1 pp +2.9 pp +3.0 pp +6.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 12.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 12.0 7.3% 4 +0.3 pp -0.0 pp -0.3 pp +7.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 11.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 11.6 0.3% 4 +0.3 pp +0.0 pp +0.0 pp +0.3 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 11.4 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 11.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 11.0 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 10.9 3.5% 4 -0.1 pp -0.0 pp -0.1 pp +3.5 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 10.8 1.1% 4 -0.1 pp +0.0 pp -0.1 pp +1.1 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 10.7 2.0% 4 +0.1 pp +0.0 pp -0.1 pp +2.0 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 10.7 8.5% 4 +0.2 pp -0.0 pp +0.1 pp +8.5 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 10.6 7.0% 4 +0.5 pp +0.5 pp -0.4 pp +7.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 10.5 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 10.4 2.9% 4 +0.3 pp +0.3 pp +0.0 pp +2.9 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 10.4 2.2% 4 -0.1 pp -0.4 pp -0.4 pp +2.2 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 10.1 2.7% 2 +1.8 pp +2.7 pp +2.7 pp +2.7 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 10.0 0.5% 1 +0.5 pp +0.1 pp +0.2 pp +0.5 pp
☆McAdam, LLC CIK 0001695490 0.802 516 9.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 9.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 9.5 5.0% 4 -0.2 pp -0.3 pp -0.7 pp +5.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 9.4 2.4% 4 +0.1 pp +0.1 pp -0.3 pp +2.4 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 9.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 9.2 1.4% 4 -0.6 pp -0.7 pp -0.7 pp +1.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 9.1 5.3% 4 -1.3 pp -2.7 pp -2.5 pp +5.3 pp
☆MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 9.0 2.4% 4 -0.5 pp -0.5 pp -0.7 pp +2.4 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 8.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 8.8 2.6% 4 +0.1 pp +0.1 pp +0.0 pp +2.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Summit Global Investments CIK 0001697953 0.729 523 8.6 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BFSG, LLC CIK 0001706836 0.376 765 8.5 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 8.4 0.6% 4 -0.0 pp -0.1 pp +0.5 pp +0.6 pp
☆Signet Investment Advisory Group, Inc. CIK 0001766328 0.276 73 8.3 3.8% 4 +0.1 pp -0.7 pp -0.7 pp +3.8 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 7.9 3.4% 6 +0.1 pp +0.0 pp -0.0 pp -0.4 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 7.8 4.8% 3 +0.1 pp +0.5 pp +4.8 pp +4.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 7.7 3.2% 4 -0.3 pp -0.3 pp -0.2 pp +3.2 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 7.5 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 7.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 7.3 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 7.2 1.5% 4 +0.2 pp +0.3 pp +0.6 pp +1.5 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 7.2 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Dorato Capital Management CIK 0002095216 0.322 254 7.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 7.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 7.0 1.3% 3 +0.8 pp +0.8 pp +1.3 pp +1.3 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 6.9 0.9% 4 +0.0 pp +0.0 pp +0.2 pp +0.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 6.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 6.7 3.1% 4 -0.0 pp +0.0 pp -0.0 pp +3.1 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 6.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 6.3 1.8% 4 +0.1 pp +0.9 pp +1.3 pp +1.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 6.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 6.1 1.0% 4 -0.0 pp -0.0 pp +0.0 pp +1.0 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 6.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆Vilga Financial Planning LLC CIK 2083456 0.364 93 6.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 6.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.0 0.1% 4 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 5.9 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 5.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 5.8 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 5.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 5.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 5.5 2.1% 4 +0.0 pp -0.0 pp -0.3 pp +2.1 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 5.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 5.4 1.0% 4 +0.0 pp +0.1 pp +0.0 pp +1.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 5.3 4.5% 4 -0.0 pp -0.0 pp -0.2 pp +4.5 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 5.3 1.9% 4 -0.2 pp -1.0 pp -1.1 pp +1.9 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 5.3 1.0% 4 -0.1 pp -0.0 pp -0.1 pp +1.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 5.1 2.3% 4 -0.1 pp -0.5 pp -0.9 pp +2.3 pp
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☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 5.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 4.9 3.3% 4 +0.1 pp +0.0 pp +2.7 pp +3.3 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 4.8 1.8% 4 -0.8 pp -0.6 pp -1.0 pp +1.8 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 4.8 2.1% 4 +0.5 pp +0.4 pp +0.3 pp +2.1 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 4.8 1.7% 4 +0.0 pp -0.1 pp -0.2 pp +1.7 pp
☆Verde Capital Management CIK 0001802891 0.578 80 4.7 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
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☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 4.7 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Range Advisory, LLC CIK 2152629 0.575 342 4.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.5 0.0% 4 +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 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 4.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 4.4 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 4.4 2.6% 4 +0.0 pp +0.1 pp +0.1 pp +2.6 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 4.3 1.9% 4 -0.2 pp -0.2 pp -0.9 pp +1.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 4.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
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☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 4.0 1.7% 4 +0.2 pp +0.1 pp +0.0 pp +1.7 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 4.0 1.9% 4 +0.1 pp +0.2 pp +0.1 pp +1.9 pp
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☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 3.8 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 3.8 0.3% 4 +0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 3.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 3.6 1.1% 4 -0.0 pp +0.1 pp +0.4 pp +1.1 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 3.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆K2 Financial Inc. CIK 0002044711 0.455 60 3.1 2.3% 4 +0.0 pp -0.1 pp -0.1 pp +2.3 pp
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☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 2.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 2.9 1.4% 4 -0.0 pp -0.4 pp -0.2 pp +1.4 pp
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☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 2.7 0.7% 4 -0.1 pp -0.3 pp -0.3 pp +0.7 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 2.6 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 2.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 2.6 0.4% 4 -0.4 pp -0.4 pp -0.5 pp +0.4 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 2.6 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 2.5 0.4% 4 +0.0 pp -0.1 pp -0.3 pp +0.4 pp
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☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 2.4 1.6% 4 +0.1 pp +0.0 pp -0.0 pp +1.6 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.4 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 2.2 0.3% 4 -0.2 pp +0.0 pp +0.0 pp +0.3 pp
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☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 2.0 1.3% 3 -1.4 pp +0.1 pp +1.3 pp +1.3 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 2.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆Breakwater Investment Management CIK 0002025925 0.462 600 1.9 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.9 1.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
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☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 1.9 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 1.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 1.9 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 1.8 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 1.8 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 1.8 1.1% 4 +0.0 pp +0.0 pp -0.0 pp +1.1 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 1.8 1.0% 5 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Hyposwiss Advisors SA CIK 0002111640 0.218 105 1.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 1.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 1.6 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 1.6 0.1% 4 +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 1.5 1.1% 4 +0.1 pp +0.1 pp +0.0 pp +1.1 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 1.4 0.9% 4 -0.1 pp -0.4 pp -0.4 pp +0.9 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 1.4 0.9% 4 -0.0 pp +0.1 pp +0.1 pp +0.9 pp
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☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.3 0.4% 4 -0.2 pp -0.3 pp -0.5 pp +0.4 pp
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☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 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
☆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
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Addison Capital Co CIK 0001581465 0.465 184 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 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
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 0.0 0.0% 0 +0.0 pp -8.9 pp +0.0 pp +0.0 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 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 +0.0 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 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 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.0 0.0% 0 -0.0 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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 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
☆New Millennium Group LLC CIK 0001909654 0.000 0 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
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 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
☆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 +0.0 pp -15.1 pp -15.3 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
☆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
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -1.6 pp -1.5 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -2.4 pp -2.7 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 +0.0 pp -1.4 pp -1.3 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
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -4.2 pp -4.7 pp -6.0 pp -6.8 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 +0.0 pp -6.8 pp -7.1 pp +0.0 pp
☆Hayek Kallen Investment Management CIK 0001430681 0.504 97 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 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
☆Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWK Group, Inc. CIK 0001803054 0.429 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 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
☆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
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.1 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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 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
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 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 -1.1 pp -0.9 pp -0.9 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 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
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 SCHP). Qtrs Held counts distinct quarters this fund has actually held SCHP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHP position size. Δ columns are the percentage-point change in SCHP'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