Signals

SDY

1414 in-universe funds with a nonzero position in SDY within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#428
Score / z0.503 / 0.44
Consensus412.11 over 772 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)
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
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 1,068.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 707.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 446.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 437.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 415.5 13.8% 4 +1.0 pp +0.3 pp -0.8 pp +13.8 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 321.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 295.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 244.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 196.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 161.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 144.8 0.8% 4 +0.2 pp +0.1 pp +0.1 pp +0.8 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 135.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 130.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 114.2 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 108.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 103.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Destination Wealth Management CIK 0001278573 0.701 325 91.9 2.4% 4 +0.0 pp -0.3 pp -0.4 pp +2.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 75.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 72.2 1.2% 4 +0.1 pp -0.0 pp +0.6 pp +1.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 70.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 69.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 68.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 67.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 65.7 3.4% 4 -0.2 pp -1.1 pp -2.1 pp +3.4 pp
Creative Planning CIK 0001540235 0.979 4196 64.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elk River Wealth Management LLC CIK 0001844107 0.551 103 61.7 10.2% 4 +0.8 pp +0.8 pp +0.6 pp +10.2 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 53.8 2.9% 4 +0.3 pp -0.0 pp -0.6 pp +2.9 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 51.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 48.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 44.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 42.5 5.3% 4 -0.1 pp +0.0 pp -0.1 pp +5.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 40.9 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 40.9 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 40.7 7.3% 4 +0.3 pp +0.2 pp -0.4 pp +7.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 39.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 37.9 8.4% 4 +0.4 pp +0.3 pp +0.0 pp +8.4 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 37.5 1.7% 4 +0.0 pp -0.0 pp -0.1 pp +1.7 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 37.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 36.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 32.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 31.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 28.8 3.6% 4 +0.1 pp -0.2 pp -2.1 pp +3.6 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 28.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 27.6 1.3% 4 +0.0 pp -0.0 pp -0.1 pp +1.3 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 26.6 2.8% 4 +0.1 pp -0.1 pp -0.3 pp +2.8 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 26.0 2.9% 6 +0.1 pp +0.1 pp -0.0 pp -0.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 25.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 25.6 8.6% 4 +0.5 pp +0.3 pp +0.0 pp +8.6 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 25.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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 23.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 22.2 4.5% 3 +1.9 pp +1.8 pp +4.5 pp +4.5 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 22.0 0.2% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 22.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 21.2 2.4% 4 +0.1 pp +0.1 pp -0.0 pp +2.4 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 20.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 18.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 18.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TigerOak Management, L.L.C. CIK 0002052586 0.582 139 18.1 5.7% 4 +0.4 pp +0.2 pp -0.1 pp +5.7 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 17.9 0.8% 4 +0.6 pp +0.6 pp -0.3 pp +0.8 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 16.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 16.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 16.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 16.1 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 15.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
BOKF, NA CIK 0000009634 0.752 1160 15.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 15.6 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 15.5 6.2% 4 +0.3 pp +0.1 pp -0.3 pp +6.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 14.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 14.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 14.2 0.6% 4 +0.0 pp -0.1 pp -0.4 pp +0.6 pp
SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 14.0 7.6% 4 +0.3 pp +0.1 pp -0.2 pp +7.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 13.7 1.8% 4 -0.0 pp -0.2 pp -0.3 pp +1.8 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 13.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 13.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 13.4 2.8% 4 +0.3 pp -0.2 pp -0.3 pp +2.8 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 13.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 13.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 12.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 12.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 12.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 12.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 12.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 12.1 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 12.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 12.0 1.6% 4 -0.0 pp +0.3 pp +0.2 pp +1.6 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 12.0 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 11.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 11.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 11.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 11.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 11.3 2.1% 4 +0.0 pp +0.0 pp -0.1 pp +2.1 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 11.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 10.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 10.5 3.6% 3 +0.3 pp -0.1 pp +3.6 pp +3.6 pp
CX Institutional CIK 0001737089 0.437 1568 10.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 10.4 0.6% 4 +0.1 pp +0.2 pp +0.0 pp +0.6 pp
Balefire, LLC CIK 0001750924 0.097 475 10.4 2.0% 4 +1.2 pp +1.2 pp +0.7 pp +2.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 10.4 0.0% 4 -0.0 pp -0.0 pp -1.2 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 10.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 10.1 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 10.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 9.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 9.5 8.8% 4 +1.0 pp -1.3 pp -1.5 pp +8.8 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 9.3 1.9% 4 -0.2 pp -0.6 pp -0.7 pp +1.9 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 8.9 2.3% 4 +0.3 pp +0.1 pp -0.0 pp +2.3 pp
Americana Partners, LLC CIK 0001797678 0.514 596 8.8 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
Simmons Bank CIK 0001674486 0.467 369 8.6 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
CWM, LLC CIK 0001535847 0.788 5645 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 8.5 1.1% 4 +0.2 pp +0.2 pp +0.5 pp +1.1 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 8.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 8.4 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.784 288 8.1 0.6% 4 -0.0 pp -0.2 pp -0.2 pp +0.6 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 8.0 0.5% 4 +0.5 pp +0.5 pp +0.4 pp +0.5 pp
Corsicana & Co. CIK 0001869923 0.236 309 8.0 5.1% 2 +0.5 pp +5.1 pp +5.1 pp +5.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 7.9 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Premier Private Wealth Management LLC CIK 0002056550 0.356 60 7.6 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 7.5 2.4% 4 +0.1 pp -0.1 pp -0.1 pp +2.4 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 7.5 3.5% 4 +0.2 pp +0.1 pp -0.2 pp +3.5 pp
Koenig Investment Advisory, LLC CIK 0002114481 0.680 37 7.5 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 7.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 7.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 7.3 1.4% 4 +0.2 pp +0.2 pp +0.2 pp +1.4 pp
Aries Wealth Management CIK 0001729515 0.425 242 7.3 1.6% 4 +0.0 pp -0.1 pp -0.2 pp +1.6 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 6.7 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
American Money Management, LLC CIK 0001600085 0.432 174 6.6 1.1% 4 +0.1 pp +0.0 pp -0.0 pp +1.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.6 0.0% 4 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 6.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 6.4 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 6.3 1.3% 4 -0.0 pp -0.1 pp -0.1 pp +1.3 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 6.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 6.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 6.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 0.775 78 6.2 2.6% 4 +0.4 pp +0.4 pp +0.4 pp +2.6 pp
SHRIER WEALTH MANAGEMENT, LLC CIK 0002075389 0.422 134 6.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
TL Private Wealth CIK 0001802868 0.876 54 5.9 2.3% 4 +0.1 pp +0.1 pp -0.1 pp +2.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 5.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 5.8 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 5.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 5.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 5.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Torrey-Payne Wealth Management, LLC CIK 0002112151 0.670 39 5.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.2 0.2% 4 +0.0 pp -0.1 pp +0.1 pp +0.2 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 5.1 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 5.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
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Strategent Financial, LLC CIK 0002052737 0.741 41 4.9 3.3% 4 +0.2 pp -0.5 pp -0.8 pp +3.3 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 4.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Firestone Capital Management CIK 0001799964 0.601 168 4.6 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
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LifeSteps Financial, Inc. CIK 0001801373 0.319 792 4.5 2.9% 4 +0.3 pp +0.2 pp +0.1 pp +2.9 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 4.4 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 4.4 1.9% 4 -0.1 pp -0.2 pp -0.4 pp +1.9 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 4.4 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 4.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 4.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NOVEM GROUP CIK 0001926783 0.247 437 4.2 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 4.2 1.7% 4 +0.1 pp -0.0 pp -0.1 pp +1.7 pp
Bravera Wealth CIK 0002126773 0.454 352 4.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 4.2 1.2% 4 -0.1 pp -0.1 pp -0.2 pp +1.2 pp
Black Diamond Financial, LLC CIK 0001759236 0.675 198 4.2 0.5% 4 +0.0 pp -0.0 pp +0.3 pp +0.5 pp
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Larson Financial Group LLC CIK 0001731061 0.550 3722 3.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
American Trust CIK 0001905128 0.729 334 3.9 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
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Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Climber Capital SA CIK 0002011229 0.279 64 3.9 2.5% 2 -1.6 pp +2.5 pp -1.4 pp +2.5 pp
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CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Blueprint Investment Partners LLC CIK 0001794467 0.532 159 3.7 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.7 0.5% 4 +0.0 pp -0.2 pp -0.5 pp +0.5 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 3.7 2.0% 4 +0.0 pp -0.1 pp -0.3 pp +2.0 pp
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PFG Investments, LLC CIK 0001973224 0.437 1295 3.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 3.6 1.1% 1 +1.1 pp +0.1 pp +0.0 pp +1.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 3.6 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
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Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Legacy Advisors, LLC CIK 0001720969 0.552 337 3.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
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Principle Wealth Partners LLC CIK 0001743413 0.679 398 3.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 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
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Insight Inv LLC CIK 0001909322 0.208 109 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -1.3 pp -1.3 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 +0.0 pp -2.9 pp -2.9 pp +0.0 pp
LongView Wealth Management CIK 0001990190 0.308 227 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 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
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 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
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 0.0 0.0% 0 -8.7 pp -8.9 pp -6.2 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 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 +0.0 pp -0.5 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 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 -0.0 pp -0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp -1.8 pp -1.6 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 0.0 0.0% 0 -1.1 pp -0.7 pp -0.7 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 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 -0.1 pp -0.1 pp -0.1 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
Good Life Advisors, LLC CIK 0001696260 0.528 500 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 -1.3 pp +0.0 pp -1.4 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
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SDY). Qtrs Held counts distinct quarters this fund has actually held SDY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SDY position size. Δ columns are the percentage-point change in SDY'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