Signals

SGOV

1566 in-universe funds with a nonzero position in SGOV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#55
Score / z3.458 / 4.15
Consensus390.28 over 774 funds
Momentum-0.27 ≠

Price & positioning

250 cached closes, trailing year
Drawdown0%
Short interest+46% / 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 1,153.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,095.5 0.2% 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 853.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 600.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 457.6 0.6% 5 +0.0 pp -0.0 pp +0.3 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 382.6 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 366.1 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 292.5 0.3% 6 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Robinhood Asset Management, LLC CIK 0002067588 0.593 83 291.9 15.6% 2 -1.2 pp +15.6 pp +15.6 pp +15.6 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 282.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 280.7 4.4% 5 +1.6 pp +1.2 pp +0.7 pp +1.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 275.5 4.0% 7 +0.4 pp +0.6 pp +0.6 pp -0.5 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 269.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 247.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 238.9 0.2% 6 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 232.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 223.9 1.2% 5 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 223.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Cohalo Advisory LLC CIK 0002056438 0.803 14 211.3 12.8% 5 -0.2 pp +0.2 pp -0.6 pp -0.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 206.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 186.0 5.4% 5 +1.8 pp +1.5 pp +1.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 167.6 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 162.0 1.8% 4 +1.5 pp +1.5 pp +1.7 pp +1.8 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 157.3 0.4% 5 -0.0 pp -0.3 pp -0.3 pp -0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 157.2 1.2% 5 -0.1 pp +0.1 pp -0.2 pp -0.0 pp
Westerkirk Capital Inc. CIK 0002080423 0.554 212 153.4 14.7% 3 -1.8 pp -0.2 pp +14.7 pp +14.7 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 147.5 0.9% 5 -0.3 pp -0.3 pp -0.7 pp -0.9 pp
MAI Capital Management CIK 0001040197 0.725 1889 141.8 0.5% 5 -0.2 pp -0.2 pp -0.4 pp -0.5 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 128.8 3.7% 7 -1.2 pp -2.1 pp -2.4 pp -3.5 pp
Alpha Wealth Funds, LLC CIK 0002059327 0.681 60 123.0 76.2% 6 -2.8 pp +5.3 pp +6.0 pp +13.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 122.1 0.6% 5 +0.0 pp +0.2 pp +0.2 pp +0.5 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 117.5 0.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 115.7 7.9% 2 -4.0 pp +7.9 pp +7.9 pp +7.9 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 114.8 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.416 82 109.5 22.5% 5 +7.4 pp +12.9 pp +17.8 pp +12.1 pp
Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 108.4 21.6% 5 +20.7 pp +20.6 pp +20.4 pp +20.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 106.0 2.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 104.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Balentine LLC CIK 0001586678 0.932 243 103.3 3.7% 5 -0.9 pp -0.2 pp +0.5 pp -0.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 101.0 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 100.9 10.3% 5 -0.5 pp +0.6 pp +0.9 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 99.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Selective Wealth Management, Inc. CIK 0001755670 0.654 136 96.9 25.4% 5 +1.3 pp +0.8 pp +1.6 pp +6.0 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 94.2 4.2% 5 -0.7 pp +2.0 pp +2.6 pp +2.4 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 93.0 7.0% 5 -0.1 pp +7.0 pp +7.0 pp +6.7 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 87.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 85.2 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.6 pp
RWWM, Inc. CIK 0001507683 0.886 40 85.1 6.3% 3 +1.0 pp +1.0 pp +6.3 pp +6.3 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 82.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 82.0 0.6% 5 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 80.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 78.4 1.2% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 78.4 16.7% 5 -4.4 pp +0.9 pp -2.0 pp -1.7 pp
PEAVINE CAPITAL, LLC CIK 0001594540 0.933 9 77.5 16.4% 5 -2.2 pp -2.3 pp -3.3 pp +0.5 pp
Avos Capital Management, LLC CIK 0001948622 0.794 22 77.2 32.1% 5 +1.7 pp -1.0 pp +1.3 pp -3.4 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 76.5 26.0% 4 +8.6 pp +12.0 pp +15.4 pp +26.0 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 76.4 11.5% 5 -2.8 pp -0.6 pp -2.4 pp -2.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 76.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 74.4 0.4% 6 +0.1 pp -0.2 pp -0.3 pp -0.1 pp
Vigilare Wealth Management CIK 0001730889 0.248 123 72.6 22.2% 5 -8.1 pp +16.8 pp +17.3 pp +6.9 pp
Mariner, LLC CIK 0001373442 0.925 3517 71.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 71.3 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PSP Research LLC CIK 0002106939 0.423 75 70.5 37.5% 2 -12.3 pp +37.5 pp +37.5 pp +37.5 pp
Omnia Family Wealth, LLC CIK 0001696136 0.745 103 70.1 18.8% 5 +2.4 pp +7.9 pp +12.4 pp +12.6 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 69.9 8.8% 7 -1.6 pp -1.9 pp -2.7 pp -2.4 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 69.7 1.3% 5 +0.5 pp +0.7 pp +0.7 pp +1.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 67.7 7.7% 5 -0.7 pp -0.4 pp +1.5 pp +2.9 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 65.8 10.4% 5 -3.0 pp -3.0 pp -4.5 pp -10.6 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 64.1 3.9% 6 -0.8 pp -1.4 pp -1.7 pp -1.8 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 63.6 2.2% 5 +0.0 pp +1.2 pp +1.0 pp +1.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 62.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 62.1 19.4% 5 +8.6 pp +2.6 pp +3.7 pp -6.9 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 61.9 0.7% 5 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 61.7 0.7% 5 -0.1 pp -0.6 pp -0.5 pp -0.7 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 59.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 57.6 0.7% 5 -0.2 pp -0.2 pp -0.4 pp -0.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 57.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 57.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 57.3 2.3% 5 +0.0 pp +0.3 pp +0.5 pp +0.4 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 56.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.2 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 56.4 3.8% 5 -1.0 pp -1.6 pp -2.8 pp -2.5 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 56.0 2.1% 6 -1.5 pp -1.0 pp -0.5 pp -0.9 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 55.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 55.1 13.6% 2 -5.3 pp +13.6 pp +13.6 pp +13.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 53.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Advisors, LLC CIK 0002111463 0.377 148 53.1 23.0% 2 -1.0 pp +23.0 pp +23.0 pp +23.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 52.1 1.0% 1 +1.0 pp +0.3 pp +0.5 pp +0.8 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 51.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 51.1 0.9% 5 -0.5 pp -0.3 pp +0.2 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 50.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 49.6 1.0% 5 +0.4 pp +0.6 pp +0.8 pp +0.8 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 49.3 3.1% 5 -3.7 pp -1.1 pp -4.1 pp -3.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 46.9 0.7% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Nierenberg Investment Management Company, LLC CIK 0001282683 0.670 35 46.4 23.0% 3 -4.6 pp -9.4 pp +23.0 pp +23.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 45.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 45.3 0.3% 4 -0.9 pp -0.2 pp -0.3 pp +0.3 pp
BITTERROOT CAPITAL ADVISORS LLC CIK 0002110106 0.748 53 43.3 26.1% 2 -7.3 pp +26.1 pp +26.1 pp +26.1 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 43.1 1.7% 5 -0.1 pp -0.1 pp -0.2 pp +1.7 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 42.6 0.5% 5 -0.1 pp +0.2 pp +0.3 pp +0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 42.2 0.2% 5 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 42.1 2.1% 5 -1.4 pp +0.6 pp +0.8 pp +0.4 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 42.0 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
RIA Advisory Group LLC CIK 0001958384 0.179 153 42.0 9.3% 5 -0.5 pp +9.1 pp +9.0 pp +8.9 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 41.8 1.0% 2 +0.9 pp +1.0 pp +0.3 pp +1.0 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 41.2 5.4% 3 -0.4 pp +2.6 pp +5.4 pp +5.4 pp
Dynamic Financial Group CIK 0002061178 0.528 76 40.7 30.8% 6 -5.1 pp -6.8 pp -22.7 pp -21.4 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 40.6 0.2% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 38.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
GREENLEA LANE CAPITAL MANAGEMENT, LLC CIK 0001766504 0.892 10 38.6 10.6% 2 -0.6 pp +10.6 pp +10.6 pp +10.6 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 38.5 3.1% 5 -3.0 pp -5.8 pp -8.3 pp -10.9 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 38.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 38.0 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Arjuna Capital CIK 0001703208 0.352 113 37.9 8.5% 5 -1.7 pp -3.2 pp -4.4 pp -6.1 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 37.8 3.6% 5 -0.6 pp -0.8 pp -2.6 pp -1.5 pp
Dakota Wealth Management CIK 0001631353 0.544 771 37.3 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 37.3 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 37.0 0.6% 5 +0.0 pp -0.7 pp -0.9 pp -1.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 36.9 2.7% 5 +1.1 pp +0.6 pp +0.5 pp +0.9 pp
Diversified Trust Co CIK 0001479844 0.817 1115 36.7 0.6% 5 -0.1 pp +0.0 pp -0.2 pp -0.2 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 36.5 10.3% 2 -1.4 pp +10.3 pp +10.3 pp +10.3 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 36.4 9.9% 5 -0.7 pp +7.8 pp +7.8 pp +7.8 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 35.8 0.9% 5 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 35.7 2.1% 5 +2.1 pp +2.1 pp +2.1 pp +1.3 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 35.3 0.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 35.1 0.2% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 35.1 5.5% 5 -1.7 pp +2.7 pp +3.5 pp +3.9 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 34.6 2.9% 5 -0.5 pp +1.2 pp +1.4 pp +1.5 pp
Aspen Capital Management, LLC CIK 0002065974 0.741 83 34.4 7.6% 5 -5.7 pp -8.0 pp -9.8 pp -10.4 pp
Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 33.9 15.8% 5 +0.2 pp +15.0 pp +15.0 pp +5.5 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 33.1 0.4% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 32.8 1.6% 5 -6.8 pp -4.6 pp -3.0 pp -3.8 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 32.8 0.8% 5 -0.2 pp -0.1 pp -0.2 pp -0.1 pp
Ridgepath Capital Management LLC CIK 0001943071 0.142 54 32.5 14.3% 5 +5.2 pp -15.6 pp -13.5 pp -15.2 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.160 104 31.2 20.6% 5 -8.6 pp +9.5 pp +13.3 pp +9.9 pp
Centric Wealth Management CIK 0001752761 0.252 209 31.2 4.8% 5 -1.4 pp +0.4 pp +3.2 pp +2.8 pp
Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 30.9 2.5% 2 +0.9 pp +2.5 pp +2.5 pp +2.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 29.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 29.7 2.9% 4 +0.0 pp -0.6 pp -0.6 pp +2.9 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 29.7 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 29.4 4.6% 3 -2.2 pp +1.5 pp +4.6 pp +4.6 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 29.1 1.9% 5 -2.6 pp -1.3 pp +1.6 pp +1.5 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 28.9 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 28.9 1.1% 5 -0.5 pp -0.0 pp -0.0 pp -0.2 pp
M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 28.8 4.7% 5 -0.4 pp -0.7 pp -1.8 pp -0.3 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 28.8 0.7% 5 +0.5 pp +0.4 pp +0.4 pp +0.2 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 28.6 3.6% 5 -2.2 pp -1.4 pp +0.3 pp -0.6 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 28.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 28.2 1.3% 5 -0.1 pp -1.4 pp -1.3 pp -1.3 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 28.1 0.1% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 26.8 3.6% 3 -0.3 pp -0.9 pp +3.6 pp +3.6 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 26.7 0.5% 5 -2.1 pp -0.7 pp -0.6 pp -1.5 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 26.7 0.8% 5 -0.2 pp -0.3 pp +0.4 pp +0.3 pp
One Day In July LLC CIK 0001823172 0.854 167 26.6 1.8% 5 -0.4 pp -0.9 pp -1.8 pp -3.3 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 26.5 2.0% 7 -0.4 pp -0.5 pp -0.8 pp -1.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 26.3 0.5% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
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Artisan Partners Limited Partnership CIK 0001466153 0.780 328 25.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Talon Private Wealth, LLC CIK 0001990467 0.144 231 22.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp -0.9 pp
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CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 21.7 1.4% 5 -0.0 pp -0.0 pp -0.2 pp +0.6 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 21.4 0.8% 5 -0.5 pp -1.4 pp -3.3 pp -6.6 pp
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SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 21.2 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Aristotle Capital Management, LLC CIK 0000860644 0.898 212 20.8 0.0% 4 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
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MAGNOLIA GROUP, LLC CIK 0001618376 0.730 16 19.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
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Occidental Asset Management, LLC CIK 0001770994 0.384 325 19.6 1.9% 2 -0.6 pp +1.9 pp +1.9 pp +1.9 pp
Allworth Financial LP CIK 0001555170 0.907 5124 19.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Navigate Wealth Management, LLC CIK 0002127791 0.512 79 19.2 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
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STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 19.0 8.5% 5 -0.3 pp -0.1 pp -0.2 pp +0.4 pp
Punch Card Management L.P. CIK 0001631664 0.788 5 18.9 7.4% 5 -9.7 pp -11.5 pp -10.3 pp -11.0 pp
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Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 18.6 14.0% 6 -1.2 pp -0.1 pp +0.1 pp -2.0 pp
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J2 Capital Management Inc CIK 0001586882 0.168 123 18.3 12.3% 5 +4.2 pp +6.9 pp +7.3 pp +7.0 pp
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Maridea Wealth Management LLC CIK 0002056245 0.140 538 18.0 2.0% 5 +0.4 pp +0.1 pp -0.5 pp -2.0 pp
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Worth Asset Management, LLC CIK 0001927285 0.074 212 17.8 5.7% 5 +4.7 pp +5.2 pp +3.6 pp -4.2 pp
IFS Advisors, LLC CIK 0001765617 0.782 220 17.7 8.5% 5 -0.7 pp -0.6 pp -4.0 pp -7.8 pp
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One Wealth Management Investment & Advisory Services, LLC CIK 0002009427 0.300 53 9.7 10.2% 5 +6.6 pp +7.1 pp +6.5 pp +6.8 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 9.7 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 9.6 1.6% 5 +0.1 pp +0.0 pp -0.1 pp -0.2 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 9.6 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 0.352 130 9.5 2.2% 4 -0.9 pp -0.2 pp -1.1 pp +2.2 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 9.5 0.2% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 9.5 0.6% 5 -0.0 pp -0.1 pp +0.0 pp -0.3 pp
Malaga Cove Capital, LLC CIK 0001603001 0.210 185 9.4 3.0% 5 +0.5 pp +0.4 pp +0.2 pp +0.6 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 9.4 0.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
Madson Wealth Advisors Inc CIK 0002129795 0.260 97 9.2 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 9.2 0.6% 5 -0.8 pp -1.1 pp -1.8 pp -2.3 pp
F/m Investments LLC CIK 0001834499 0.385 354 9.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 9.0 3.5% 5 -0.1 pp -0.2 pp +0.0 pp -0.1 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 8.9 0.7% 5 -0.5 pp -0.1 pp +0.3 pp +0.0 pp
Momentum Wealth Planning, LLC CIK 0002087652 0.379 33 8.9 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 8.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 8.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Congress Park Capital LLC CIK 0001730945 0.380 134 8.7 2.4% 3 -0.2 pp +0.5 pp +2.4 pp +2.4 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 8.7 0.5% 3 -0.1 pp +0.3 pp +0.5 pp +0.4 pp
Financial Strategies Group, Inc. CIK 0001774343 0.651 100 8.7 1.4% 5 +0.4 pp +0.6 pp +0.6 pp +0.8 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 8.6 1.5% 5 +0.1 pp +0.4 pp +0.9 pp +1.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 8.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 8.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 8.6 0.2% 5 -0.3 pp +0.1 pp -1.6 pp -0.2 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 8.5 1.1% 5 +0.3 pp +0.6 pp +0.5 pp +0.5 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 8.4 3.0% 4 -0.4 pp -0.8 pp -1.9 pp +3.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 8.4 0.8% 5 -0.8 pp -1.5 pp -1.2 pp -3.0 pp
VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 8.4 6.3% 4 -0.3 pp -0.5 pp +0.3 pp +6.3 pp
Chatterton & Associates Inc. CIK 0002102688 0.175 101 8.4 4.9% 2 +1.8 pp +4.9 pp +4.9 pp +4.9 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 8.4 0.4% 5 -0.3 pp -0.0 pp -0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 8.3 0.2% 4 -0.0 pp -0.2 pp +0.1 pp +0.2 pp
WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 8.2 3.3% 2 -0.8 pp +3.3 pp +3.3 pp +3.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 8.1 4.3% 5 -0.9 pp +0.7 pp +0.4 pp -0.3 pp
Altiora Financial Group, LLC CIK 0001986156 0.665 112 8.1 1.3% 5 -2.0 pp -2.5 pp -4.5 pp -4.9 pp
MRWM Advisors, LLC CIK 0001732949 0.328 80 8.0 3.3% 3 -1.3 pp +2.9 pp +3.3 pp +3.3 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 7.9 1.6% 6 -0.4 pp -0.3 pp -0.7 pp -1.2 pp
Watchman Group, Inc. CIK 0001748726 0.675 73 7.9 1.8% 5 +0.1 pp +0.7 pp +0.5 pp -0.6 pp
Night Owl Capital Management, LLC CIK 0001410833 0.657 30 7.8 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 7.8 1.3% 5 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
ADVISORY RESEARCH INC CIK 0000902584 0.478 136 7.7 0.8% 5 +0.0 pp -0.1 pp +0.1 pp -0.4 pp
Sonoma Private Wealth LLC CIK 0001965757 0.212 72 7.7 8.3% 5 -2.4 pp -1.4 pp -1.8 pp -3.2 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 7.7 1.2% 5 -0.5 pp -1.1 pp -1.8 pp -2.2 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 7.7 0.4% 5 -0.1 pp -0.9 pp -1.1 pp -0.8 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.7 0.1% 5 -0.1 pp +0.0 pp -0.1 pp -0.2 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 7.6 0.3% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 7.4 1.7% 5 -0.4 pp -0.6 pp -0.7 pp -0.7 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 7.4 0.5% 5 -0.2 pp +0.3 pp +0.4 pp +0.3 pp
PW Nova Financial Services LLC CIK 0002127408 0.354 208 7.4 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 7.3 2.9% 2 +0.9 pp +2.9 pp +2.9 pp +2.9 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 7.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 7.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 7.2 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
TT Capital Management LLC CIK 0002056338 0.378 77 7.2 5.6% 5 -0.2 pp -1.4 pp -4.6 pp -12.2 pp
Emprise Bank CIK 0002018815 0.570 109 7.2 2.6% 5 -0.4 pp -0.7 pp -1.2 pp -1.7 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 7.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.0 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 7.0 3.2% 5 -0.3 pp +1.7 pp +2.5 pp +2.6 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 7.0 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 7.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 7.0 0.2% 5 +0.1 pp +0.1 pp -1.3 pp -1.4 pp
Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 7.0 6.4% 2 +0.3 pp +6.4 pp +6.4 pp +6.4 pp
ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 7.0 3.5% 5 -0.1 pp +0.1 pp -0.3 pp -0.2 pp
DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 7.0 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CIK 0001907480 0.228 89 7.0 3.6% 5 +0.5 pp -0.1 pp -0.8 pp -6.1 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 6.9 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 6.9 0.7% 5 -0.0 pp +0.0 pp +0.3 pp +0.2 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 6.9 5.1% 5 -0.0 pp -0.1 pp +0.2 pp +0.6 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 6.9 0.1% 6 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 6.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 6.8 0.6% 5 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 6.6 0.1% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 6.4 1.9% 5 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 6.4 0.7% 5 +0.3 pp +0.4 pp +0.4 pp +0.5 pp
Hayek Kallen Investment Management CIK 0001430681 0.504 97 6.4 1.9% 1 +1.9 pp +1.9 pp +0.3 pp +0.4 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 6.3 0.7% 5 -0.6 pp +0.1 pp -0.5 pp -0.7 pp
Bulwark Capital Corp CIK 0002075899 0.439 105 6.3 3.6% 4 -0.8 pp +2.0 pp +1.9 pp +3.6 pp
Farrow Financial, Inc. CIK 0002010644 0.400 55 6.3 3.4% 5 -1.2 pp -1.7 pp -1.5 pp -1.9 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 6.3 0.8% 5 +0.5 pp +0.7 pp +0.6 pp +0.7 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 6.2 10.2% 1 +10.2 pp +10.0 pp +9.9 pp +9.7 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 6.2 1.0% 5 +0.1 pp +0.2 pp +0.0 pp -0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invariant Investment Management CIK 0001850871 0.577 68 6.0 3.5% 2 -0.8 pp +3.5 pp +3.5 pp +3.5 pp
ADE, LLC CIK 0001845950 0.661 93 6.0 2.5% 5 -0.5 pp -0.1 pp -0.3 pp -0.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 6.0 0.3% 4 -0.1 pp -0.0 pp -0.2 pp +0.3 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 5.9 2.2% 1 +2.2 pp +2.2 pp +0.0 pp +0.9 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 5.9 0.9% 5 +0.1 pp +0.0 pp -0.0 pp -0.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
Encompass More Asset Management CIK 0002011218 0.126 270 5.9 0.9% 5 -2.2 pp -0.1 pp -0.0 pp +0.5 pp
Seal Cove Capital, LLC CIK 0002135303 0.355 10 5.8 4.5% 2 -1.5 pp +4.5 pp +4.5 pp +4.5 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 5.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 5.8 0.4% 2 -4.1 pp +0.4 pp +0.4 pp +0.4 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 5.8 0.3% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 5.7 1.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
Baring Financial LLC CIK 0002052588 0.395 83 5.7 3.2% 5 -0.4 pp -0.2 pp +0.1 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 5.7 0.2% 5 +0.0 pp -0.1 pp -0.0 pp -0.4 pp
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Archer Investment Corp CIK 0001803804 0.301 1254 5.6 1.1% 5 +0.4 pp +0.3 pp +0.2 pp +0.1 pp
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SVB WEALTH LLC CIK 0001626116 0.541 384 5.5 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
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Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 5.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NBZ Investment Advisors LLC CIK 0001998018 0.677 80 5.3 2.1% 5 +0.0 pp +1.7 pp +1.7 pp +1.5 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 5.2 4.1% 3 +1.4 pp +0.2 pp +4.1 pp +4.1 pp
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Riverwater Partners LLC CIK 0001882572 0.130 209 5.2 1.5% 5 +0.4 pp +0.6 pp +0.4 pp +1.2 pp
Slow Capital, Inc. CIK 0001716984 0.459 111 5.1 0.6% 5 -0.0 pp -0.4 pp -0.8 pp -0.9 pp
COWA, LLC CIK 0001844480 0.512 181 5.1 1.3% 5 +0.0 pp -0.2 pp -0.0 pp +0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 5.1 0.3% 4 -3.5 pp -6.2 pp -9.8 pp +0.3 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 5.1 1.2% 3 +0.7 pp +1.1 pp +1.2 pp +1.2 pp
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Traub Capital Management LLC CIK 0002079207 0.178 132 2.0 1.7% 4 -0.1 pp -0.5 pp +0.2 pp +1.7 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Provident Investment Management, Inc. CIK 0001076964 0.474 89 1.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 1.9 0.4% 3 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 1.9 0.2% 4 -0.2 pp -0.1 pp +0.1 pp +0.2 pp
Roundview Capital LLC CIK 0001476804 0.530 349 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 1.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 1.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 1.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 1.9 1.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.9 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 1.9 0.3% 5 -0.4 pp -0.1 pp +0.1 pp +0.1 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 1.8 0.2% 5 -0.3 pp -0.4 pp -0.3 pp -0.3 pp
Petros Family Wealth, LLC CIK 0002004963 0.220 133 1.8 1.1% 2 +0.6 pp +1.1 pp +1.1 pp +1.1 pp
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Pacific Park Financial, Inc. CIK 0002107255 0.307 77 1.8 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
Investment Advisory Services Group LLC CIK 0002099157 0.648 37 1.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
Navalign, LLC CIK 0001820593 0.504 132 1.8 0.4% 3 -0.3 pp +0.2 pp +0.4 pp +0.4 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 1.8 0.5% 4 -0.1 pp -0.2 pp -0.1 pp +0.5 pp
Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Attessa Capital LLC CIK 0002020560 0.810 51 1.7 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 1.7 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Andrews Advisory Associates, LLC CIK 0002110646 0.507 86 1.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 1.7 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Freestate Advisors LLC CIK 0001660328 0.717 42 1.7 1.3% 5 +0.5 pp +0.7 pp +0.6 pp +0.6 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.472 139 1.7 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 1.7 0.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 1.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
LPWM LLC CIK 0001801101 0.514 98 1.7 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
Bravias Capital Group, LLC CIK 0002054328 0.462 97 1.7 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.5 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 1.6 0.2% 5 -0.2 pp -0.6 pp -0.7 pp -0.7 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 1.6 0.5% 5 +0.1 pp -0.2 pp -0.0 pp +0.3 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 1.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 1.6 0.2% 1 +0.2 pp -0.0 pp -0.0 pp -0.1 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.6 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 1.6 0.4% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 1.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 1.6 0.6% 5 -0.4 pp -0.5 pp -0.6 pp -1.0 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.6 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
CONSOLIDATED CAPITAL MANAGEMENT, LLC CIK 0001666613 0.365 72 1.6 0.4% 4 -0.0 pp -8.8 pp +0.2 pp +0.4 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 1.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarus Group, Inc. CIK 0001844568 0.654 127 1.5 0.5% 2 -0.7 pp +0.5 pp +0.5 pp +0.5 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 1.5 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 1.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.5 0.1% 6 +0.1 pp +0.1 pp -0.1 pp -0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 1.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 1.5 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Altus Wealth Group LLC CIK 0001842572 0.448 154 1.5 0.5% 5 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.5 0.7% 4 +0.3 pp +0.5 pp +0.6 pp +0.7 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 1.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Range Advisory, LLC CIK 2152629 0.575 342 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 1.4 0.1% 5 -0.1 pp -3.2 pp -3.2 pp -3.2 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 1.4 0.4% 5 -0.2 pp -0.0 pp -0.1 pp -0.1 pp
Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.4 0.4% 5 -0.1 pp -0.0 pp -0.2 pp -0.1 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 1.4 0.6% 5 -0.1 pp +0.5 pp +0.5 pp +0.3 pp
Midway Capital Research & Management CIK 0002115416 0.312 114 1.4 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 1.4 0.5% 5 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
Intelligent Financial Strategies CIK 0001911000 0.787 60 1.4 0.7% 4 -0.0 pp +0.4 pp +0.4 pp +0.7 pp
RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 1.4 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 1.4 0.9% 5 -0.3 pp +0.5 pp -0.0 pp -0.0 pp
Timmons Wealth Management, LLC CIK 0002110045 0.383 74 1.4 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 1.4 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Phillips Wealth Planners LLC CIK 0001962628 0.111 217 1.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 1.4 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 0.492 182 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sierra Legacy Group CIK 0002056766 0.241 79 1.3 1.0% 4 +0.0 pp +0.7 pp +0.7 pp +1.0 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 1.3 0.2% 5 -0.0 pp -0.8 pp -0.6 pp -1.8 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 1.3 0.8% 4 -0.1 pp -1.0 pp -1.3 pp +0.8 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 1.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
CHOREO, LLC CIK 0001679031 0.797 1690 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BankChampaign, National Association CIK 0002135773 0.039 200 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 1.3 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
CPR Investments Inc. CIK 0001775053 0.174 55 1.3 1.0% 5 -1.9 pp +0.3 pp +0.2 pp +0.1 pp
Guardian Financial Partners, LLC CIK 0001723514 0.576 69 1.3 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
YCG, LLC CIK 0001584801 0.688 41 1.3 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Crews Bank & Trust CIK 0002052279 0.645 662 1.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alpha Financial Partners LLC CIK 0001966219 0.488 118 1.3 0.7% 5 -0.7 pp -0.7 pp -0.6 pp -0.5 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 1.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 1.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 1.3 0.4% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Freedom Day Solutions, LLC CIK 0001467517 0.377 134 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 1.2 0.6% 4 +0.5 pp +0.4 pp +0.4 pp +0.6 pp
Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 1.2 0.8% 5 -0.5 pp -0.3 pp -0.3 pp +0.1 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.2 0.2% 7 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Wealthquest Corp CIK 0001632968 0.872 177 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 1.2 0.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 1.2 0.5% 5 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 1.2 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Cerity Partners OCIO LLC CIK 0001519611 0.571 28 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Stillwater Private Wealth, LLC CIK 2137933 0.065 83 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
American Alpha Advisors, LLC CIK 0002041441 0.151 91 1.1 0.7% 1 +0.7 pp +0.5 pp +0.4 pp -2.4 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
True Freedom Investing, LLC CIK 0002096483 0.916 97 1.1 0.1% 1 +0.1 pp +0.1 pp -0.3 pp +0.1 pp
RHS Financial, LLC CIK 0001766514 0.159 165 1.1 0.5% 5 +0.1 pp -0.1 pp -0.1 pp +0.3 pp
Ramiah Investment Group CIK 0001566307 0.000 79 1.1 0.9% 5 -0.3 pp -0.4 pp -0.5 pp -8.5 pp
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LJI Wealth Management, LLC CIK 0001988563 0.694 201 1.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 1.1 0.5% 2 -4.2 pp +0.5 pp +0.5 pp +0.5 pp
Collier Financial CIK 0001902901 0.619 141 1.1 0.8% 4 -0.2 pp -0.2 pp -0.1 pp +0.8 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 1.1 0.3% 5 -0.2 pp -0.2 pp +0.0 pp +0.3 pp
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Aurora Investment Managers, LLC. CIK 0001798485 0.065 52 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.1 0.5% 2 -4.1 pp +0.5 pp +0.5 pp +0.5 pp
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Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.1 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
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Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 1.0 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
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Objective Capital Management, LLC CIK 0001924152 0.294 102 1.0 0.9% 5 -0.2 pp -0.2 pp +0.6 pp +0.2 pp
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CAP Partners, LLC CIK 0002006870 0.188 155 1.0 0.5% 5 -0.2 pp -0.3 pp -0.2 pp -0.1 pp
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WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 1.0 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Csenge Advisory Group CIK 0001715593 0.550 760 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.8 pp -0.8 pp -0.9 pp -0.9 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -4.0 pp -3.2 pp -1.6 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Tandem Investment Partners LLC CIK 0002056333 0.314 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Ducere Wealth Management LLC CIK 0002083656 0.168 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.0 0.0% 0 -0.0 pp -0.1 pp -0.3 pp -0.5 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GAGNON SECURITIES LLC CIK 0001125725 0.312 83 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.6 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.0 0.0% 0 +0.0 pp -0.2 pp -0.9 pp -1.0 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Sonoma Allocations LLC CIK 0002084965 0.086 118 0.0 0.0% 0 -2.0 pp -1.8 pp +0.0 pp +0.0 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 +0.0 pp -0.1 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
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 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 -9.0 pp -9.8 pp -11.0 pp -6.0 pp
5th Street Advisors, LLC CIK 0001911026 0.599 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 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 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KG Capital Management CIK 0001771687 0.158 142 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Canal Capital Management, LLC CIK 0001666733 0.401 220 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
Cornerstone Planning, LLC CIK 0001802105 0.233 136 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
KDT Advisors, LLC CIK 0002054458 0.223 73 0.0 0.0% 0 +0.0 pp -0.8 pp -1.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
IMPACTfolio, LLC CIK 0001896447 0.869 37 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.0 0.0% 0 -0.2 pp -0.6 pp -1.1 pp -1.2 pp
Aufman Associates Inc CIK 0001801573 0.746 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Corundum Group, Inc. CIK 0001486083 0.540 112 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.5 pp -0.3 pp -0.3 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.6 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 0.0 0.0% 0 -1.5 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 SGOV). Qtrs Held counts distinct quarters this fund has actually held SGOV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SGOV position size. Δ columns are the percentage-point change in SGOV'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