Signals

SDY

1470 in-universe funds with a nonzero position in SDY within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#591
Score / z0.281 / 0.32
Consensus418.85 over 786 funds
Momentum-0.21 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-1%
Short interest+20% / 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
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 1,088.6 0.1% 6 -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 746.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 462.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 455.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 440.5 12.8% 5 -1.0 pp -0.1 pp -0.7 pp -1.8 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 347.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 310.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 254.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 196.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 169.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 152.6 0.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 138.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 133.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 120.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 114.2 0.1% 5 -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 105.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Destination Wealth Management CIK 0001278573 0.701 325 96.6 2.3% 5 -0.1 pp -0.1 pp -0.4 pp -0.5 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 94.1 1.2% 1 +1.2 pp +0.6 pp +0.8 pp +1.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 89.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 84.1 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 82.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 74.8 1.0% 5 -0.2 pp -0.1 pp -0.2 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 73.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 68.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 64.7 2.9% 5 -0.5 pp -0.6 pp -1.6 pp -2.5 pp
Creative Planning CIK 0001540235 0.979 4196 64.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 63.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 57.5 2.6% 5 -0.2 pp +0.1 pp -0.3 pp -0.9 pp
Elk River Wealth Management LLC CIK 0001844107 0.551 103 56.5 9.0% 5 -1.2 pp -0.4 pp -0.4 pp -0.7 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 56.1 1.0% 5 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 53.8 6.1% 5 +0.7 pp +0.6 pp +0.8 pp +0.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 49.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 43.6 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 42.6 6.8% 5 -0.5 pp -0.3 pp -0.3 pp -0.9 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 42.6 0.4% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 41.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 40.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 40.1 8.0% 5 -0.4 pp +0.0 pp -0.0 pp -0.4 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 39.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 39.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 36.8 1.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 34.6 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 32.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 31.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 28.5 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 28.5 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 28.0 2.6% 7 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 27.6 2.6% 5 -0.2 pp -0.1 pp -0.3 pp -0.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 26.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 26.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 25.9 8.0% 5 -0.5 pp -0.0 pp -0.2 pp -0.5 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 25.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 25.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 23.4 0.2% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 23.4 4.3% 4 -0.2 pp +1.7 pp +1.6 pp +4.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 22.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 22.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 22.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 22.1 2.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 21.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 20.7 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 20.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 20.1 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TigerOak Management, L.L.C. CIK 0002052586 0.582 139 18.9 5.3% 5 -0.4 pp +0.0 pp -0.1 pp -0.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 17.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 17.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 17.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 16.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 16.7 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
BOKF, NA CIK 0000009634 0.752 1160 16.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 16.3 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 16.1 5.8% 5 -0.4 pp -0.0 pp -0.3 pp -0.7 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 15.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 15.2 7.3% 5 -0.4 pp -0.1 pp -0.2 pp -0.5 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 14.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 14.7 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.5 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 14.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 14.1 2.5% 5 -0.4 pp -0.0 pp -0.6 pp -0.6 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 14.1 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 14.0 1.6% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
&PARTNERS CIK 0000107136 0.806 2509 13.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 13.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 13.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 13.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 13.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 13.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 12.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 12.3 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 11.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 11.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 11.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -1.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 11.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 11.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 11.4 1.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
CX Institutional CIK 0001737089 0.437 1568 11.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 11.2 0.0% 5 +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 11.2 1.3% 5 -0.3 pp -0.3 pp -0.0 pp -0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 11.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 10.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 10.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 10.3 1.7% 5 -0.3 pp +0.9 pp +0.9 pp +0.4 pp
KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 10.1 8.7% 5 -0.1 pp +0.9 pp -1.4 pp -1.6 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 10.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 9.7 0.5% 5 -0.1 pp +0.0 pp +0.1 pp -0.1 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 9.6 1.6% 5 -0.3 pp -0.5 pp -0.8 pp -0.9 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 9.4 2.2% 5 -0.2 pp +0.2 pp -0.1 pp -0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 9.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 9.2 1.0% 5 -0.1 pp +0.1 pp +0.1 pp +0.4 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 9.1 0.6% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 9.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Simmons Bank CIK 0001674486 0.467 369 8.8 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Corsicana & Co. CIK 0001869923 0.236 309 8.7 4.2% 3 -0.8 pp -0.3 pp +4.2 pp +4.2 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 8.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 8.3 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 8.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 8.2 0.5% 5 -0.0 pp +0.5 pp +0.4 pp +0.4 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Premier Private Wealth Management LLC CIK 0002056550 0.356 60 8.1 7.0% 2 -1.0 pp +7.0 pp +7.0 pp +7.0 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 8.1 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Koenig Investment Advisory, LLC CIK 0002114481 0.680 37 8.0 6.2% 2 -0.2 pp +6.2 pp +6.2 pp +6.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 7.8 2.2% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 7.7 1.1% 5 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.6 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 7.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aries Wealth Management CIK 0001729515 0.425 242 7.4 1.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 7.4 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 7.4 0.1% 5 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
American Money Management, LLC CIK 0001600085 0.433 174 7.3 1.0% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 7.0 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 0.775 78 6.9 2.5% 5 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 6.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Americana Partners, LLC CIK 0001797678 0.514 596 6.8 0.2% 5 -0.1 pp -0.2 pp -0.0 pp -0.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 6.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 6.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SHRIER WEALTH MANAGEMENT, LLC CIK 0002075389 0.422 134 6.5 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 6.3 1.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 6.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 6.3 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 6.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
TL Private Wealth CIK 0001802868 0.876 54 6.1 2.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
Climber Capital SA CIK 0002011229 0.280 64 6.1 3.7% 3 +1.2 pp -0.4 pp +3.7 pp -0.2 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 6.0 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Torrey-Payne Wealth Management, LLC CIK 0002112151 0.671 39 6.0 4.9% 2 -0.0 pp +4.9 pp +4.9 pp +4.9 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 5.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 5.9 2.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 5.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.6 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 5.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 5.1 0.7% 5 -0.4 pp -0.4 pp -0.5 pp -0.6 pp
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Private Wealth Group, LLC CIK 0001512780 0.679 76 5.0 1.9% 5 -1.6 pp -1.4 pp -1.5 pp -1.8 pp
Strategent Financial, LLC CIK 0002052737 0.741 41 5.0 2.9% 5 -0.4 pp -0.3 pp -0.9 pp -1.2 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 4.9 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Firestone Capital Management CIK 0001799964 0.602 168 4.8 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 4.7 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 4.7 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 4.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 4.7 2.2% 5 -0.7 pp -0.4 pp -0.4 pp -0.5 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 4.7 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 4.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.5 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
FELL CAPITAL MANAGEMENT /ADV CIK 0000850601 0.217 96 4.5 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 4.5 1.7% 5 -0.2 pp -0.3 pp -0.4 pp -0.6 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 4.5 1.6% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 4.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 4.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
American Trust CIK 0001905128 0.729 334 4.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bravera Wealth CIK 0002126773 0.454 352 4.3 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 4.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 4.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 4.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 4.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 4.2 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 4.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 4.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Shum Financial Group, Inc. CIK 0002044675 0.247 106 4.1 2.5% 4 -0.2 pp -0.2 pp -0.3 pp +2.5 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 4.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 4.0 1.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 3.9 0.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 3.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.8 0.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.6 pp
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Sage Capital Management, LLC CIK 0002030667 0.243 167 3.6 1.4% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 3.6 0.1% 6 -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 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 3.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Legacy Advisors, LLC CIK 0001720969 0.552 337 3.4 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
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TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 3.2 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 3.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Waldron Private Wealth LLC CIK 0001598180 0.896 350 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 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
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Capula Management Ltd CIK 0001557017 0.915 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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
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
Riverstone Advisors, LLC CIK 0001763404 0.637 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
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
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Stanich Group LLC CIK 0002023324 0.748 52 0.0 0.0% 0 -0.2 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 -0.1 pp -0.1 pp -0.1 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
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Collier Financial CIK 0001902901 0.619 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 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 +0.0 pp -0.1 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.0 0.0% 0 -0.1 pp -0.1 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
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Walsh & Associates, LLC CIK 0002135144 0.507 245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.336 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
Providence First Trust Co CIK 0001713735 0.116 196 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Stegner Investment Associates Inc. CIK 0001907433 0.862 31 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 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 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
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
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
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
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
Cynosure Group, LLC CIK 0001763409 0.331 180 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
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp -2.4 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.7 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 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
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 0.0 0.0% 0 +0.0 pp -8.7 pp -8.9 pp -6.2 pp
EJMK Ventures LLC CIK 0002113915 0.239 162 0.0 0.0% 0 -0.1 pp +0.0 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
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
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 -1.4 pp -1.1 pp -0.3 pp +0.0 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -4.2 pp -4.1 pp -3.6 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.3 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
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.5 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
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Osbon Capital Management LLC CIK 0001784418 0.256 422 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 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
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
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Loudon Investment Management, LLC CIK 0001597089 0.271 95 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 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
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -0.2 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 +0.0 pp -0.5 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
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
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 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
Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 +0.0 pp +0.0 pp -2.9 pp -2.9 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp -0.7 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 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 +0.0 pp +0.0 pp -0.1 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
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
Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
Cambridge Financial Group, LLC CIK 0002085256 0.513 155 0.0 0.0% 0 -0.1 pp -0.1 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
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -1.7 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 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
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
Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.0 0.0% 0 -0.1 pp -0.1 pp -0.5 pp -0.5 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
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
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status