Signals

SCHX

1740 in-universe funds with a nonzero position in SCHX within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22748
Score / z-0.151 / -0.16
Consensus520.01 over 963 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest+5% / 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3,719.3 4.5% 4 -1.8 pp -1.9 pp -1.8 pp +4.5 pp
Creative Planning CIK 0001540235 0.979 4196 2,109.4 1.4% 4 -0.2 pp -0.2 pp -0.3 pp +1.4 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1,011.6 20.6% 4 -0.9 pp +0.3 pp -1.6 pp +20.6 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 958.1 7.2% 4 -0.1 pp -0.1 pp -2.4 pp +7.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 834.0 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 592.5 38.5% 4 -3.9 pp -6.3 pp -6.2 pp +38.5 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 517.5 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 491.9 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 466.3 25.6% 4 -1.6 pp -3.7 pp -4.1 pp +25.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 359.1 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 316.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 284.7 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 269.0 22.5% 4 +1.7 pp +3.5 pp +3.5 pp +22.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 266.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 261.0 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
McAdam, LLC CIK 0001695490 0.802 516 260.7 11.7% 4 -0.5 pp -0.8 pp -0.7 pp +11.7 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 258.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 254.6 0.4% 4 -0.1 pp -0.1 pp -0.3 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 244.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 237.8 7.3% 4 -1.1 pp +0.5 pp +0.4 pp +7.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 228.2 2.6% 4 -0.6 pp -0.7 pp -1.0 pp +2.6 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 220.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 213.7 5.9% 4 -0.5 pp -0.7 pp -0.8 pp +5.9 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 199.2 1.1% 4 -0.2 pp -0.3 pp -0.5 pp +1.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 193.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 191.6 16.2% 4 -1.0 pp -1.3 pp -1.1 pp +16.2 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 191.2 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 167.1 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 165.0 0.2% 4 +0.1 pp +0.0 pp -0.1 pp +0.2 pp
Apriem Advisors CIK 0001425165 0.679 182 144.4 13.8% 4 -1.4 pp -2.2 pp -2.4 pp +13.8 pp
Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 135.8 28.2% 4 -1.3 pp -0.9 pp +2.2 pp +28.2 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 133.1 16.6% 4 -2.6 pp -2.5 pp -6.1 pp +16.6 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 131.6 1.1% 4 -0.1 pp -0.0 pp -0.0 pp +1.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 127.2 1.2% 4 +0.1 pp +0.1 pp +1.0 pp +1.2 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 125.3 16.1% 4 -5.9 pp -5.7 pp -5.7 pp +16.1 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 120.3 2.6% 4 -0.2 pp -0.2 pp -0.2 pp +2.6 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 112.0 12.4% 4 -1.0 pp -1.1 pp -1.3 pp +12.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 106.7 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 106.7 6.9% 4 -0.5 pp -0.5 pp -0.2 pp +6.9 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 104.8 4.3% 4 -0.3 pp -0.2 pp -0.3 pp +4.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 102.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Investment Group, LLC CIK 0002051584 0.836 47 97.4 39.2% 4 -18.9 pp -21.2 pp -27.1 pp +39.2 pp
Curi Capital, LLC CIK 0001332905 0.547 888 93.0 1.7% 4 -0.0 pp -0.1 pp -0.0 pp +1.7 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 90.3 4.9% 4 -2.1 pp -2.6 pp -2.5 pp +4.9 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 89.8 12.3% 4 -0.3 pp -0.1 pp +1.9 pp +12.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 89.4 0.7% 4 -0.3 pp -0.0 pp -0.0 pp +0.7 pp
CHOREO, LLC CIK 0001679031 0.797 1690 85.6 1.1% 4 +0.6 pp +0.5 pp +0.5 pp +1.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 85.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 84.8 31.1% 4 -1.4 pp -0.9 pp -1.1 pp +31.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 84.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 82.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 82.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 81.7 0.4% 2 -0.0 pp +0.4 pp -0.1 pp +0.4 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 78.6 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 77.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 76.8 11.8% 4 -0.9 pp -1.6 pp -1.6 pp +11.8 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 72.6 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 72.4 0.6% 4 -0.0 pp -0.2 pp -0.2 pp +0.6 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 71.9 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 71.1 4.5% 4 +0.1 pp +0.2 pp +0.2 pp +4.5 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 69.9 1.6% 4 -0.1 pp -0.1 pp -0.2 pp +1.6 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 66.1 3.9% 4 -0.1 pp -0.1 pp -0.2 pp +3.9 pp
Standpoint Asset Management, LLC CIK 0001780423 0.941 8 65.7 15.9% 4 -0.4 pp -0.4 pp -0.3 pp +15.9 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 64.1 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
Bangor Savings Bank CIK 0001352675 0.827 543 62.2 5.0% 4 -0.4 pp -0.6 pp -0.7 pp +5.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 60.7 3.4% 4 -0.2 pp -0.3 pp -0.3 pp +3.4 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 60.5 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 60.3 5.3% 4 -0.2 pp +0.7 pp +0.8 pp +5.3 pp
Legacy Wealth Management, LLC CIK 0001488921 0.954 30 58.5 3.4% 4 -0.0 pp -0.1 pp -0.1 pp +3.4 pp
CacheTech Inc. CIK 0002013390 0.380 169 57.9 11.2% 4 -0.3 pp -0.9 pp -1.1 pp +11.2 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 57.3 6.4% 4 +0.3 pp +0.2 pp +0.2 pp +6.4 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 55.8 12.2% 4 -0.9 pp -0.9 pp -2.0 pp +12.2 pp
Towercrest Capital Management CIK 0001633288 0.713 110 55.8 8.7% 4 -0.7 pp -0.8 pp -1.3 pp +8.7 pp
Northeast Financial Group, Inc. CIK 0001965773 0.477 76 54.9 14.6% 4 +1.2 pp +2.0 pp +0.7 pp +14.6 pp
Adams Wealth Management CIK 0001803084 0.408 147 54.1 11.9% 4 -0.3 pp -0.3 pp -0.4 pp +11.9 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 54.0 0.9% 5 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 53.8 7.1% 4 -0.6 pp -0.6 pp -0.5 pp +7.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 53.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 52.4 6.8% 4 -0.6 pp -0.9 pp -0.6 pp +6.8 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 51.5 1.2% 4 -0.0 pp -0.0 pp +0.1 pp +1.2 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 51.0 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 49.5 5.2% 4 -0.4 pp -0.2 pp -0.4 pp +5.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 49.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 49.0 0.8% 4 -0.1 pp -0.3 pp -0.2 pp +0.8 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 48.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 47.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 47.7 4.3% 4 -0.4 pp -0.6 pp -0.7 pp +4.3 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 47.5 4.6% 4 +0.0 pp -0.2 pp -0.1 pp +4.6 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 47.4 3.3% 4 +0.0 pp +0.0 pp +0.1 pp +3.3 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 47.0 1.4% 4 +0.1 pp +0.3 pp +0.4 pp +1.4 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 46.7 2.1% 4 -0.1 pp -0.0 pp +1.9 pp +2.1 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 46.0 22.2% 4 -1.4 pp -1.4 pp -7.0 pp +22.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 45.7 0.7% 4 -0.3 pp -0.5 pp -0.6 pp +0.7 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 44.5 12.6% 4 -1.6 pp -1.7 pp -1.9 pp +12.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 44.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 44.0 5.5% 4 -0.7 pp -0.2 pp +0.0 pp +5.5 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 42.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 42.2 0.7% 4 -0.2 pp -0.2 pp -0.2 pp +0.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 40.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDELIS iM, LLC CIK 0001894206 0.843 27 40.7 15.4% 4 -0.3 pp +5.8 pp +0.7 pp +15.4 pp
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 40.2 12.7% 4 +1.3 pp +0.9 pp +0.9 pp +12.7 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 40.0 8.4% 4 -0.2 pp -0.4 pp -0.4 pp +8.4 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 38.6 5.2% 4 +0.4 pp +0.5 pp +0.6 pp +5.2 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 38.5 0.9% 4 -0.1 pp +0.3 pp +0.3 pp +0.9 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 38.5 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 37.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 37.8 3.4% 4 -0.6 pp -0.6 pp -0.1 pp +3.4 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 37.7 9.0% 4 -0.6 pp +0.8 pp +0.8 pp +9.0 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 37.6 12.8% 4 -0.7 pp -0.4 pp -0.1 pp +12.8 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 37.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Matrix Trust Co CIK 0001784277 0.681 101 37.2 6.2% 4 -0.3 pp +0.2 pp +0.5 pp +6.2 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 37.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 36.6 4.0% 4 -0.3 pp -0.4 pp -1.6 pp +4.0 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 36.6 13.0% 4 -1.9 pp -0.5 pp -1.3 pp +13.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 36.3 0.9% 4 -0.1 pp -0.1 pp -0.4 pp +0.9 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 36.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 36.1 7.9% 4 +0.4 pp +0.3 pp +0.3 pp +7.9 pp
Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 35.2 31.1% 4 -1.5 pp -1.6 pp -1.0 pp +31.1 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 35.1 2.0% 4 +0.0 pp -0.1 pp -0.2 pp +2.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 34.4 1.3% 4 -0.2 pp -0.2 pp -0.1 pp +1.3 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 34.2 10.0% 4 +0.5 pp +0.5 pp +0.5 pp +10.0 pp
FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 34.1 17.0% 4 +1.3 pp +1.0 pp +1.0 pp +17.0 pp
Ashford Advisors, LLC CIK 0001861158 0.926 23 34.0 7.9% 4 -0.1 pp -0.0 pp -0.1 pp +7.9 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 34.0 2.2% 4 -0.1 pp -0.2 pp -0.2 pp +2.2 pp
St. Louis Trust Co CIK 0001661144 0.000 125 34.0 4.0% 4 -0.0 pp -0.3 pp -0.3 pp +4.0 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 33.7 3.2% 4 +1.1 pp +1.7 pp +2.2 pp +3.2 pp
Athena Investment Management CIK 0001921093 0.240 132 33.5 17.4% 4 -0.6 pp -0.6 pp -0.7 pp +17.4 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 33.5 2.4% 4 -0.1 pp +0.2 pp +0.2 pp +2.4 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 33.4 14.3% 4 -0.5 pp -0.5 pp -0.4 pp +14.3 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 32.9 1.0% 4 -0.0 pp +0.1 pp +0.1 pp +1.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 32.7 4.3% 4 -1.3 pp -1.4 pp -1.5 pp +4.3 pp
Embree Financial Group CIK 0002020860 0.466 283 32.4 3.8% 4 -0.9 pp -1.8 pp -2.6 pp +3.8 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 32.2 3.2% 4 -0.2 pp -0.1 pp -0.2 pp +3.2 pp
HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 32.2 15.2% 4 -0.9 pp -0.9 pp -1.0 pp +15.2 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 31.8 2.3% 4 -0.1 pp -0.2 pp -0.2 pp +2.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 31.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 31.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 30.9 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 30.9 10.9% 4 -1.3 pp -1.7 pp -2.1 pp +10.9 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 30.6 2.6% 4 -0.0 pp +0.0 pp +0.1 pp +2.6 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 29.5 12.6% 4 -0.5 pp -0.7 pp -0.7 pp +12.6 pp
Csenge Advisory Group CIK 0001715593 0.550 760 28.9 1.3% 4 -0.0 pp +0.0 pp +0.1 pp +1.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 28.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 28.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Gordian Advisors LLC CIK 0002011856 0.774 65 28.3 18.8% 4 -0.9 pp -1.5 pp -1.3 pp +18.8 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 27.7 8.4% 4 -0.2 pp -0.2 pp -0.2 pp +8.4 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 27.0 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
Destination Wealth Management CIK 0001278573 0.701 325 26.8 0.7% 4 -0.3 pp +0.0 pp -0.0 pp +0.7 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 26.5 3.8% 4 -0.1 pp -0.2 pp -0.4 pp +3.8 pp
St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 26.3 11.1% 4 -0.3 pp -0.1 pp -0.3 pp +11.1 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 25.9 6.2% 4 -0.4 pp -0.4 pp -0.4 pp +6.2 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 24.6 2.0% 4 -0.1 pp -0.0 pp -0.0 pp +2.0 pp
MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 24.6 4.7% 4 +0.1 pp -0.2 pp -0.8 pp +4.7 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 24.4 7.5% 4 -0.3 pp -0.5 pp -0.7 pp +7.5 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 24.1 0.9% 4 +0.2 pp +0.2 pp +0.2 pp +0.9 pp
Essex LLC CIK 0001889147 0.576 180 24.1 4.2% 4 -0.2 pp -0.3 pp -0.3 pp +4.2 pp
Allworth Financial LP CIK 0001555170 0.907 5124 23.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Truepoint, Inc. CIK 0001427748 0.954 160 21.7 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 21.4 1.6% 4 -0.2 pp -0.0 pp -0.6 pp +1.6 pp
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Black Diamond Financial, LLC CIK 0001759236 0.676 198 20.2 2.2% 4 -0.1 pp -0.2 pp -0.7 pp +2.2 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 20.0 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
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MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 19.8 3.9% 3 -0.1 pp +0.0 pp +3.9 pp +3.9 pp
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Downshift Financial, LLC CIK 0002118380 0.484 660 18.5 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
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Heritage Trust Co CIK 0001706028 0.448 313 1.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 1.5 1.1% 3 -0.7 pp -1.0 pp +1.1 pp +1.1 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trust Point Inc. CIK 0001635633 0.568 463 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 1.4 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
KLCM Advisors, Inc. CIK 0001166620 0.621 283 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 1.4 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Capital Analysts, LLC CIK 0001624758 0.681 1536 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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SEEDS INVESTOR LLC CIK 0002021047 0.225 379 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Veery Capital, LLC CIK 0001844375 0.780 100 1.3 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
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VANGUARD ADVISERS INC CIK 0000947529 0.995 715 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Empower Advisory Group, LLC CIK 0001978885 0.959 532 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 1.3 0.7% 4 -0.0 pp +0.3 pp +0.1 pp +0.7 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.3 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.2 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 1.2 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
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Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.2 0.6% 4 +0.0 pp -0.0 pp -0.2 pp +0.6 pp
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CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 1.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
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Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Crewe Advisors LLC CIK 0001730033 0.734 1135 1.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 1.2 0.1% 4 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
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Sovran Advisors, LLC CIK 0002051471 0.318 615 1.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Signet Private Wealth LLC CIK 0002096298 0.127 127 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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Michels Family Financial, LLC CIK 0002053733 0.197 148 1.2 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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RFG Advisory, LLC CIK 0001633387 0.783 1103 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Everest Private Wealth CIK 0002056683 0.390 85 0.0 0.0% 0 +0.0 pp -0.9 pp -1.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 +0.0 pp -1.4 pp -2.7 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wernau Asset Management Inc. CIK 0002053236 0.585 48 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp +0.0 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 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 -8.6 pp -5.4 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -9.7 pp -9.8 pp -10.8 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp -1.9 pp -2.1 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp -9.6 pp -8.3 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 +0.0 pp -0.9 pp -1.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.0 0.0% 0 -0.7 pp -0.6 pp -0.7 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
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.1 pp -2.5 pp -2.3 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
AHL INVESTMENT MANAGEMENT, INC. CIK 0001908425 0.302 68 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 -0.1 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
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -8.7 pp -8.2 pp -7.9 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -2.7 pp -2.5 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 SCHX). Qtrs Held counts distinct quarters this fund has actually held SCHX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHX position size. Δ columns are the percentage-point change in SCHX'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