Signals

← Signals

☆SCHR

444 in-universe funds with a nonzero position in SCHR within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#200
Score / z1.075 / 1.36
Consensus156.71 over 298 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5,550.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 559.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 306.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 200.4 0.2% 1 +0.2 pp +0.2 pp +0.2 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 116.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 94.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 86.9 22.4% 1 +22.4 pp +22.4 pp +22.4 pp +22.4 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 81.5 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 72.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 65.8 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 62.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 58.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 56.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 49.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 44.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 43.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 43.6 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 41.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 40.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 39.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 35.3 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 34.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 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 31.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 30.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 30.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 29.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Beacon Wealthcare LLC CIK 0001849336 0.903 26 29.4 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 28.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 28.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 28.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 28.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 27.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 26.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 26.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 26.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 25.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 25.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 25.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 21.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 21.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 21.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 21.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 20.4 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 19.8 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 17.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 17.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 17.4 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 15.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 15.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 15.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 14.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 14.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆SWS Partners CIK 0001731731 0.307 108 14.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 13.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 13.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 12.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 11.3 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 11.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 11.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 10.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 10.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Attessa Capital LLC CIK 0002020560 0.810 51 9.4 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 9.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Act Two Investors LLC CIK 0001766907 0.650 37 9.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 9.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 9.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 8.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 8.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Darrow Company, Inc. CIK 0001908169 0.520 58 8.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 8.3 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 8.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 7.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 7.1 5.7% 3 -1.0 pp -1.3 pp +5.7 pp +5.7 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 6.9 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 6.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 6.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WT Wealth Management CIK 0001780507 0.246 138 6.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 5.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 5.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 5.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 5.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 5.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 5.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 5.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 5.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 4.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 4.7 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 4.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 4.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 4.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 3.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 3.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 3.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Hendershot Investments Inc. CIK 0001541496 0.645 134 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 2.5 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 2.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 2.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seek First Inc. CIK 0002060504 0.522 67 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.2 0.0% 1 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 1 +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% 2 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.1 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 SCHR). Qtrs Held counts distinct quarters this fund has actually held SCHR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHR position size. Δ columns are the percentage-point change in SCHR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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