Signals

← Signals

☆SCHP

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

Flow ranking

Rank#25105
Score / z-2.559 / -3.10
Consensus288.65 over 544 funds
Momentum-0.23 =

Price & positioning

224 cached closes, trailing year
Drawdown-1%
Short interest+131% / 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 ▾
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,502.1 3.6% 5 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 935.3 1.8% 6 -0.2 pp -0.2 pp -0.5 pp -0.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 362.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 305.8 1.2% 5 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 280.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 250.1 6.4% 5 -0.5 pp +3.9 pp +0.0 pp -0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 247.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 233.2 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NEPC LLC CIK 0001424799 0.960 53 220.5 4.1% 5 -0.1 pp -0.2 pp +0.9 pp +0.7 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 216.0 3.9% 5 -0.3 pp -0.1 pp -0.2 pp -0.0 pp
☆Quadratic Capital Management LLC CIK 0001697722 0.784 2 213.4 85.3% 5 -13.2 pp -12.9 pp -12.8 pp -11.5 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 171.4 3.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 166.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 149.0 7.5% 5 -1.5 pp +1.0 pp -0.0 pp -0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 140.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 134.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 126.9 4.6% 5 -4.7 pp -3.9 pp -2.9 pp -2.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 98.4 0.1% 5 -0.0 pp -0.1 pp -0.4 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 96.8 0.5% 5 -0.1 pp -0.2 pp +0.4 pp +0.4 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 95.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 93.5 5.7% 5 -0.4 pp +4.5 pp +4.5 pp +5.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 90.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 81.4 0.4% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 78.5 2.5% 5 -2.9 pp -2.0 pp -2.9 pp +2.5 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 78.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 64.8 3.9% 5 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 64.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 61.6 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 55.4 1.1% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 54.9 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 54.9 15.6% 5 -0.9 pp -0.5 pp -0.8 pp -0.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 52.4 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 50.0 0.1% 6 -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 49.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 47.6 2.3% 5 -0.2 pp -0.3 pp -0.5 pp +2.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 45.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 44.1 3.7% 5 +0.5 pp +0.5 pp +0.2 pp +0.0 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 44.1 0.7% 5 +0.1 pp -0.2 pp -0.0 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 43.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 43.0 5.0% 5 -0.2 pp -0.3 pp -0.1 pp -0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 42.2 0.5% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 41.9 1.0% 5 -0.1 pp +0.3 pp +0.3 pp +0.2 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 41.5 19.9% 5 -1.4 pp -0.5 pp -0.4 pp -0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 40.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 39.8 2.2% 5 -0.2 pp -0.8 pp -0.9 pp -0.8 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 39.0 1.7% 1 +1.7 pp +1.7 pp +0.2 pp +0.3 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 38.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 34.5 5.0% 5 -1.0 pp -1.5 pp -1.7 pp -1.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 34.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 29.4 2.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 29.2 1.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 28.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 28.4 5.9% 5 -0.3 pp -0.9 pp -0.7 pp -0.6 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 27.7 5.8% 5 -1.1 pp -1.1 pp -1.3 pp -2.5 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 26.9 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 26.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 26.5 6.9% 3 -0.3 pp +0.2 pp +6.9 pp +6.9 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 25.9 1.9% 7 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 23.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 22.0 0.1% 2 -0.4 pp +0.1 pp +0.1 pp -1.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 19.8 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.7 0.0% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 19.2 4.5% 5 -0.2 pp +0.2 pp -0.1 pp -3.0 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 18.7 15.3% 2 -1.7 pp +15.3 pp +15.3 pp +15.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 18.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 17.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 17.4 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 17.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 16.8 1.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 16.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 16.4 2.4% 5 -0.3 pp -0.0 pp -0.1 pp -0.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 15.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 15.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 15.7 0.6% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 15.5 4.0% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 15.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 14.5 1.5% 5 -0.2 pp -0.3 pp -0.6 pp -1.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 14.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 14.0 2.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 14.0 5.9% 5 -0.3 pp -0.0 pp -0.9 pp -1.1 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 13.9 4.2% 5 -0.4 pp -2.8 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 13.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 12.9 1.4% 5 -0.4 pp +0.0 pp -0.0 pp -0.1 pp
☆ALM First Financial Advisors, LLC CIK 0001950054 0.575 22 12.9 2.2% 5 -0.5 pp -0.3 pp -0.4 pp -0.6 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 12.9 0.3% 5 -0.0 pp +0.2 pp +0.0 pp +0.0 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 12.6 6.8% 5 -0.5 pp -0.1 pp -0.5 pp -0.8 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 12.5 4.9% 5 -0.3 pp -0.8 pp -0.7 pp -5.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 12.4 5.8% 5 -0.4 pp +2.7 pp +2.5 pp +2.6 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 11.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 11.6 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 11.6 1.8% 5 -0.4 pp -0.5 pp -0.6 pp -0.8 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 11.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 11.4 1.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 11.4 8.4% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 11.4 3.4% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 11.1 1.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 11.1 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 10.8 1.1% 5 -0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 10.8 0.6% 5 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 10.6 6.7% 5 -0.3 pp +0.2 pp +0.2 pp -0.7 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 10.6 0.5% 2 -0.0 pp +0.5 pp +0.1 pp +0.2 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 10.6 1.5% 5 +0.0 pp -0.6 pp -0.6 pp -0.7 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 10.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 10.4 1.9% 5 -0.3 pp -0.5 pp -0.7 pp -0.7 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 10.3 2.6% 5 -0.3 pp -0.0 pp -0.0 pp -0.3 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 10.0 5.0% 5 -0.0 pp -0.2 pp -0.3 pp -0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.9 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 9.8 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 9.7 2.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Summit Global Investments CIK 0001697953 0.729 523 9.3 0.5% 5 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 9.1 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆BFSG, LLC CIK 0001706836 0.376 765 9.1 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 9.0 2.1% 5 -0.3 pp -0.8 pp -0.8 pp -1.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 9.0 2.4% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 9.0 1.1% 5 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 8.9 5.0% 4 +0.2 pp +0.3 pp +0.7 pp +5.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 8.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 8.4 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Signet Investment Advisory Group, Inc. CIK 0001766328 0.276 73 8.3 3.6% 5 -0.2 pp -0.1 pp -0.8 pp -0.8 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 8.2 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 8.2 3.1% 7 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 8.0 1.5% 5 -0.1 pp +0.1 pp +0.3 pp +0.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.9 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 7.8 2.7% 5 -0.4 pp -0.7 pp -0.7 pp -0.6 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 7.7 4.9% 2 +0.4 pp +4.9 pp +4.9 pp +4.9 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 7.4 4.1% 5 -1.2 pp -2.6 pp -3.9 pp -3.8 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 7.2 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 7.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 7.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Dorato Capital Management CIK 0002095216 0.322 254 7.1 4.8% 2 -0.4 pp +4.8 pp +4.8 pp +4.8 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 7.1 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Range Advisory, LLC CIK 2152629 0.575 342 7.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Vilga Financial Planning LLC CIK 2083456 0.364 93 6.9 5.2% 2 -0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 6.8 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 6.8 2.8% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 6.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 6.6 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 6.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 6.5 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 6.4 1.8% 5 -0.1 pp +0.0 pp +0.8 pp +1.2 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 6.4 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 6.2 2.0% 5 +0.1 pp -0.1 pp -0.9 pp -1.0 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 6.2 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 6.1 1.6% 6 -0.2 pp -0.1 pp -0.2 pp -0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 6.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 5.8 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 5.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 5.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 5.5 0.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 5.5 0.9% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 5.4 4.2% 5 -0.3 pp -0.3 pp -0.3 pp -0.5 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 5.2 1.8% 5 -0.3 pp -0.3 pp -0.4 pp -0.6 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 5.2 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 5.0 1.9% 5 -0.2 pp +0.3 pp +0.2 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 4.8 3.1% 5 -0.3 pp -0.2 pp -0.3 pp +2.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 4.8 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 4.7 1.3% 5 -0.4 pp -0.4 pp -0.5 pp -0.6 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 4.7 0.3% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 4.6 1.6% 4 -0.2 pp -0.1 pp -0.1 pp +1.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 4.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 4.5 2.5% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 4.5 1.8% 5 +0.5 pp +0.4 pp +0.1 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Verde Capital Management CIK 0001802891 0.578 80 4.5 0.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 4.5 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Financial Management, Inc. CIK 2143070 0.568 46 4.4 3.6% 2 -0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 4.3 1.5% 5 -0.3 pp -1.1 pp -0.9 pp -1.3 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 4.3 1.6% 5 -0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 4.2 2.7% 3 +1.4 pp +1.2 pp +2.7 pp +2.7 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 4.2 2.7% 5 -1.4 pp -1.2 pp -1.4 pp -1.7 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 4.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 4.2 1.5% 5 -0.3 pp -0.6 pp -0.6 pp -1.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 4.1 1.7% 5 -0.6 pp -0.7 pp -1.1 pp -1.5 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 4.0 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 4.0 1.6% 5 -0.2 pp -0.1 pp -0.3 pp -0.4 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 3.9 1.6% 5 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 3.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 3.8 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 3.7 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 3.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 3.5 0.9% 5 -0.2 pp -0.2 pp -0.1 pp +0.3 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 3.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 3.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.440 69 3.4 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.4 0.2% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 3.3 0.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 3.3 0.5% 4 -0.8 pp +0.0 pp +0.0 pp +0.5 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 3.3 2.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 3.2 1.1% 5 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 3.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 3.2 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 3.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 3.0 2.4% 5 -0.2 pp -0.1 pp -0.2 pp +2.1 pp
☆Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 2.9 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 2.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 2.8 2.1% 5 +1.9 pp +0.4 pp +0.1 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 2.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 2.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRAN CAPITAL MANAGEMENT, L.P. CIK 0001009262 0.437 66 2.6 0.3% 5 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 2.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 2.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 2.6 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 2.6 0.6% 5 -0.1 pp -0.2 pp -0.4 pp -0.4 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 2.4 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 2.4 0.2% 5 -0.1 pp -0.5 pp -0.5 pp -0.6 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 2.4 1.5% 6 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 2.4 1.0% 1 +1.0 pp +1.0 pp -0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.3 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 2.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 2.3 0.9% 5 -0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 2.2 0.3% 5 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 2.2 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 2.2 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.2 0.8% 5 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 2.1 0.6% 5 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 2.1 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Tailwinds Wealth, LLC CIK 0002109222 0.022 89 2.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.1 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 2.0 1.2% 4 -0.1 pp -1.5 pp -0.0 pp +1.2 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 2.0 0.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 2.0 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 2.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 2.0 1.1% 1 +1.1 pp +1.1 pp -0.2 pp -0.2 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 1.9 0.9% 5 -0.1 pp -0.1 pp -0.0 pp -0.2 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 1.9 1.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 1.9 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veratis Advisors, Inc. CIK 0002111807 0.253 84 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 1.8 0.6% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 1.8 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 1.8 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Bauman Advisory Group, LLC CIK 0002111802 0.251 81 1.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆American Trust Investment Advisors, LLC CIK 0001291424 0.154 81 1.7 0.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hyposwiss Advisors SA CIK 0002111640 0.218 105 1.7 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 1.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 1.6 0.4% 6 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 1.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 1.6 0.2% 1 +0.2 pp +0.2 pp -0.3 pp -0.6 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 1.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.5 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA CIK 0001089707 0.239 84 1.5 1.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 1.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆a16z Perennial Management, L.P. CIK 0002009275 0.680 61 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 1.4 0.8% 5 -0.1 pp -0.2 pp -0.5 pp -0.5 pp
☆SWS Partners CIK 0001731731 0.307 108 1.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 1.3 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Brewster Financial Planning LLC CIK 0001898145 0.843 30 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆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
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 0.0 0.0% 0 -0.3 pp -0.2 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 +0.0 pp -0.1 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 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 +0.0 pp -1.1 pp -0.9 pp -0.9 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
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status