Signals

← Signals

☆SCHZ

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

Flow ranking

Rank#98
Score / z1.961 / 2.78
Consensus204.82 over 403 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-19% / 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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 294.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 209.3 19.5% 3 +1.0 pp +1.1 pp +19.5 pp +19.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 174.0 4.9% 3 +0.0 pp -0.3 pp +4.9 pp +4.9 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 160.4 5.8% 2 +3.4 pp +5.8 pp +5.8 pp +5.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 148.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 145.2 9.5% 3 +0.1 pp -0.2 pp +9.5 pp +9.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 126.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 96.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 92.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 87.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 72.9 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 68.9 6.2% 3 -0.4 pp -0.6 pp +6.2 pp +6.2 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 56.1 7.4% 3 +0.3 pp +0.2 pp +7.4 pp +7.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 54.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 49.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 45.5 1.2% 3 +0.3 pp +0.2 pp +1.2 pp +1.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 44.8 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 42.4 12.9% 3 -5.3 pp -6.3 pp +12.9 pp +12.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 38.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 36.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 34.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 34.5 10.6% 3 +0.3 pp +0.4 pp +10.6 pp +10.6 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 34.3 23.9% 4 +2.2 pp +4.4 pp +2.1 pp +23.9 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 33.7 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 32.5 4.9% 3 -0.2 pp -0.4 pp +4.9 pp +4.9 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 29.7 5.6% 3 -0.0 pp -0.4 pp +5.6 pp +5.6 pp
☆KilterHowling LLC CIK 0001759354 0.789 50 29.4 14.9% 3 -1.1 pp -1.6 pp +14.9 pp +14.9 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 29.2 18.1% 3 -0.5 pp -1.0 pp +18.1 pp +18.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 27.7 0.5% 5 +0.1 pp +0.5 pp +0.5 pp +0.5 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 27.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 27.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 26.9 6.8% 3 -0.1 pp -0.4 pp +6.8 pp +6.8 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 26.7 9.0% 3 -1.1 pp -1.1 pp +9.0 pp +9.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 26.4 9.4% 5 +0.4 pp -0.1 pp -1.2 pp -1.2 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 26.1 2.0% 3 -0.2 pp -0.4 pp +2.0 pp +2.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 23.8 5.2% 3 -0.3 pp -0.9 pp +5.2 pp +5.2 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 23.8 3.8% 3 -0.3 pp -0.5 pp +3.8 pp +3.8 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 23.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 22.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 22.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 21.9 7.3% 3 -0.1 pp -1.0 pp +7.3 pp +7.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 21.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 21.4 10.8% 3 +0.1 pp -0.3 pp +10.8 pp +10.8 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 20.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 20.6 3.8% 4 -0.1 pp -0.1 pp -0.1 pp +3.8 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 20.3 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 20.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 19.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 19.2 5.4% 3 +0.1 pp +0.3 pp +5.4 pp +5.4 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 18.6 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 18.5 2.2% 4 +0.0 pp -0.0 pp -0.3 pp +2.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 18.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 17.3 4.6% 3 -1.0 pp -0.9 pp +4.6 pp +4.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 16.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 15.7 2.2% 3 -0.2 pp -0.3 pp +2.2 pp +2.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 14.8 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 14.7 0.5% 3 +0.2 pp -0.1 pp +0.5 pp +0.5 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 14.7 2.8% 3 -0.1 pp -0.2 pp +2.8 pp +2.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 14.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 14.0 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 13.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 12.8 1.8% 3 -0.1 pp -0.4 pp +1.8 pp +1.8 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 12.4 5.3% 3 +0.1 pp -0.0 pp +5.3 pp +5.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 12.0 5.1% 3 -0.2 pp -0.4 pp +5.1 pp +5.1 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 11.8 7.5% 3 +0.0 pp -0.3 pp +7.5 pp +7.5 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 11.3 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 11.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 10.9 4.6% 3 -0.6 pp -0.7 pp +4.6 pp +4.6 pp
☆Apriem Advisors CIK 0001425165 0.679 182 10.8 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 10.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 10.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 10.3 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 9.9 2.5% 3 +0.0 pp +0.2 pp +2.5 pp +2.5 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 9.7 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 9.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 9.4 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 9.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 9.3 2.1% 3 +0.2 pp +0.0 pp +2.1 pp +2.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 9.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 9.1 1.4% 3 +0.5 pp +0.1 pp +1.4 pp +1.4 pp
☆BREAKTHRU ADVISORY SERVICES, LLC CIK 0002055645 0.000 14 9.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 8.6 5.3% 3 -0.1 pp -0.7 pp +5.3 pp +5.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 8.4 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 8.3 2.1% 3 +0.0 pp -0.0 pp +2.1 pp +2.1 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 8.0 2.5% 3 +0.1 pp +0.0 pp +2.5 pp +2.5 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 7.8 2.4% 3 -0.1 pp +0.0 pp +2.4 pp +2.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 7.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 7.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 7.5 4.7% 4 +0.2 pp -1.5 pp -1.9 pp +4.7 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 7.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 7.4 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 7.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 7.1 3.1% 3 +0.2 pp +0.1 pp +3.1 pp +3.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 6.7 2.0% 4 +0.3 pp +0.4 pp +0.4 pp +2.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 6.7 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 6.6 1.4% 3 -0.0 pp -0.4 pp +1.4 pp +1.4 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 6.6 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 6.4 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 6.2 4.7% 3 -0.0 pp -0.2 pp +4.7 pp +4.7 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 5.9 1.5% 3 +0.0 pp -0.2 pp +1.5 pp +1.5 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 5.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 5.7 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 5.7 3.1% 3 -0.6 pp -1.1 pp +3.1 pp +3.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 5.4 1.0% 3 +0.5 pp +0.6 pp +1.0 pp +1.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 5.3 3.8% 3 -0.1 pp -0.3 pp +3.8 pp +3.8 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 5.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 5.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 5.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 5.0 1.5% 4 +0.0 pp -0.0 pp -0.2 pp +1.5 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 4.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 4.8 2.0% 3 -0.1 pp -0.3 pp +2.0 pp +2.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 4.8 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 4.7 1.2% 4 +0.0 pp +0.0 pp +0.0 pp +1.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 4.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 4.6 3.2% 3 +0.1 pp +0.1 pp +3.2 pp +3.2 pp
☆Bestgate Wealth Advisors, LLC CIK 0002055670 0.394 45 4.5 8.0% 2 +0.2 pp +8.0 pp +8.0 pp +8.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 4.5 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 4.4 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 4.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 4.3 8.1% 2 +2.1 pp +8.1 pp +8.1 pp +8.1 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 4.3 2.6% 3 -0.2 pp -0.3 pp +2.6 pp +2.6 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 4.2 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 4.1 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 4.1 1.2% 1 +1.2 pp -0.1 pp +1.2 pp +1.2 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 4.1 1.4% 3 -0.4 pp -0.6 pp +1.4 pp +1.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 4.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 3.7 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 3.7 1.9% 3 -0.3 pp -1.6 pp +1.9 pp +1.9 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 3.7 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 3.6 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.540 57 3.6 2.0% 3 +0.2 pp +0.2 pp +2.0 pp +2.0 pp
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☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.8 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan A Wealth LLC CIK 0002093645 0.507 194 0.8 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.8 0.0% 2 -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 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WJ Financial Advisors LLC CIK 0002095682 0.187 136 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sonoma Private Wealth LLC CIK 0001965757 0.212 72 0.7 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
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☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.6 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
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☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Values Added Financial LLC CIK 0001973921 0.422 147 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.5 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.5 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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☆Dentgroup LLC CIK 0001867570 0.289 93 0.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA CIK 0001089707 0.239 84 0.4 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
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☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Joule Financial, LLC CIK 0001929070 0.731 116 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Lansing Street Advisors CIK 0001926571 0.417 166 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆SWMG, LLC CIK 0001839255 0.473 100 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WealthCollab, LLC CIK 0002017870 0.551 969 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MKD WEALTH COACHES, LLC CIK 0001536549 0.798 31 0.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆Souders Financial Advisors CIK 0001811240 0.482 224 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 -1.4 pp -1.3 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Maple Capital Management, Inc. CIK 0001313893 0.737 127 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AHL INVESTMENT MANAGEMENT, INC. CIK 0001908425 0.302 68 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 -2.9 pp -2.8 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -11.2 pp -11.2 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 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 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.8 pp -1.0 pp +0.0 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp -0.2 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 -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.4 pp -0.6 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 SCHZ). Qtrs Held counts distinct quarters this fund has actually held SCHZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHZ position size. Δ columns are the percentage-point change in SCHZ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status