Signals

SHEL

1788 in-universe funds with a nonzero position in SHEL within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23229
Score / z-2.217 / -2.03
Consensus505.71 over 1017 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
FMR LLC CIK 0000315066 0.989 5571 9,078.5 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2,555.1 0.9% 4 +0.2 pp +0.2 pp +0.1 pp +0.9 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 2,296.2 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 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 899.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 703.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 681.0 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 669.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 662.2 4.3% 4 +1.0 pp +2.6 pp +2.6 pp +4.3 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 591.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 571.6 1.8% 4 +0.4 pp +0.4 pp +0.3 pp +1.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 500.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 493.7 1.7% 4 -0.1 pp -0.7 pp -1.3 pp +1.7 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 463.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
WGI DM, LLC CIK 0002059126 0.836 7 395.0 39.5% 1 +39.5 pp +39.5 pp +39.5 pp +39.5 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 382.6 1.6% 4 +1.2 pp +1.2 pp -0.9 pp +1.6 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 359.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 350.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 320.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 309.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 297.3 1.0% 4 +0.2 pp +0.2 pp +0.1 pp +1.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 268.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 266.4 2.7% 4 +0.8 pp +1.0 pp +1.2 pp +2.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 262.1 0.5% 4 +0.1 pp +0.1 pp +0.3 pp +0.5 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 258.6 0.2% 4 -0.2 pp -0.1 pp -0.1 pp +0.2 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 256.0 1.8% 4 +0.3 pp +0.3 pp +0.2 pp +1.8 pp
Standard Investments LLC CIK 0001539436 0.940 11 227.8 13.4% 4 +1.1 pp -3.1 pp -6.4 pp +13.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 210.8 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 209.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILFORD FUNDS LTD CIK 0001775715 0.574 91 205.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 202.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 180.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 177.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 174.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 172.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 159.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 155.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
Mondrian Investment Partners LTD CIK 0001317724 0.804 111 149.8 2.2% 3 +0.3 pp +0.3 pp +2.2 pp +2.2 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 143.2 0.4% 4 +0.4 pp +0.4 pp +0.3 pp +0.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 134.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 133.1 0.3% 4 -0.2 pp +0.1 pp +0.3 pp +0.3 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 117.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 110.0 0.8% 4 +0.2 pp +0.2 pp +0.2 pp +0.8 pp
Empyrean Capital Partners, LP CIK 0001317195 0.150 118 106.2 3.5% 4 -0.8 pp -3.6 pp -4.0 pp +3.5 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 100.0 2.0% 4 +0.4 pp +0.4 pp +0.3 pp +2.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 98.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 96.3 1.9% 4 +0.5 pp +0.5 pp +0.0 pp +1.9 pp
LPL Financial LLC CIK 0001403438 0.957 5996 84.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 82.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Boston Partners CIK 0001386060 0.833 802 77.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 76.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 75.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 71.6 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Energy Income Partners, LLC CIK 0001388814 0.832 88 69.0 1.1% 4 -0.2 pp -0.2 pp -0.2 pp +1.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 68.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 68.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 68.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 65.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 65.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 64.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 63.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 60.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Assets Investment Management, LLC CIK 0001389256 0.544 146 60.5 4.1% 3 +0.8 pp +2.6 pp +4.1 pp +4.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 56.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 54.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 53.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 49.2 0.5% 4 +0.3 pp +0.3 pp +0.2 pp +0.5 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 48.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 48.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PENN DAVIS MCFARLAND INC CIK 0001108893 0.681 79 46.2 4.5% 4 +1.0 pp +0.8 pp +0.5 pp +4.5 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 44.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 42.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 42.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 40.2 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 40.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 40.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 39.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 38.9 0.8% 4 +0.2 pp +0.3 pp +0.3 pp +0.8 pp
Yaupon Capital Management LP CIK 0001755028 0.055 110 38.3 1.9% 4 -0.5 pp -1.7 pp -1.9 pp +1.9 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 37.6 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 37.1 4.9% 4 +2.7 pp +3.6 pp +4.1 pp +4.9 pp
LMR Partners LLP CIK 0001578621 0.225 1167 36.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 36.2 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 35.1 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 33.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 33.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 32.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 32.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 32.5 0.8% 4 -0.0 pp +0.1 pp +0.1 pp +0.8 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 32.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 31.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Hikari Power Ltd CIK 0001606152 0.716 43 31.8 2.8% 4 +0.8 pp +0.8 pp +0.8 pp +2.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 31.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 31.3 0.8% 4 +0.1 pp +0.0 pp +0.0 pp +0.8 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 30.3 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 30.0 1.4% 4 +0.3 pp +0.3 pp +0.2 pp +1.4 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 29.5 1.1% 6 +0.3 pp +0.2 pp +0.2 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 29.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 29.0 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 28.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 27.8 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 27.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Willis Investment Counsel CIK 0001310929 0.439 125 25.8 1.4% 4 +0.4 pp +0.3 pp -0.1 pp +1.4 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 24.7 1.4% 4 +0.2 pp +0.1 pp +0.1 pp +1.4 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 24.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 24.4 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 24.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 24.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 23.3 0.6% 4 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
Americana Partners, LLC CIK 0001797678 0.514 596 22.9 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 22.8 1.3% 4 +0.3 pp +0.2 pp +0.2 pp +1.3 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 22.2 0.3% 4 +0.1 pp +0.0 pp -0.1 pp +0.3 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 21.6 0.9% 4 +0.2 pp +0.2 pp +0.2 pp +0.9 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 20.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 20.3 0.5% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 20.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aventail Capital Group, LP CIK 0001803822 0.064 155 19.8 1.0% 4 +0.3 pp -1.5 pp -1.2 pp +1.0 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 19.8 0.3% 4 +0.1 pp +0.0 pp -0.0 pp +0.3 pp
COMMERCE BANK CIK 0001009076 0.853 1332 19.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 19.7 2.0% 4 +0.5 pp +1.1 pp +1.3 pp +2.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 19.5 0.2% 4 +0.1 pp -0.0 pp -0.2 pp +0.2 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 18.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Allied Investment Advisors, LLC CIK 0001729869 0.375 110 18.6 2.7% 4 +0.4 pp +0.5 pp +0.4 pp +2.7 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 18.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 18.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 18.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 18.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 17.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 17.6 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 17.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 17.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 16.3 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 16.1 1.2% 4 +0.2 pp +0.2 pp +0.1 pp +1.2 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 15.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 15.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 15.3 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 15.2 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
Eldred Rock Partners, LLC CIK 0001984180 0.460 29 15.2 3.9% 4 +0.7 pp +1.6 pp +1.6 pp +3.9 pp
Trek Financial, LLC CIK 0001768195 0.100 501 15.1 0.8% 2 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 15.0 1.4% 4 +0.3 pp +0.3 pp +0.3 pp +1.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 14.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIKING FUND MANAGEMENT LLC CIK 0001169069 0.311 146 14.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cohen Klingenstein LLC CIK 0001453620 0.898 207 14.6 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 14.6 1.1% 4 +0.2 pp +0.3 pp +0.2 pp +1.1 pp
ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 14.4 0.9% 4 +0.2 pp +0.2 pp +0.2 pp +0.9 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 14.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WOODSTOCK CORP CIK 0001008877 0.579 163 14.2 1.3% 4 +0.3 pp +0.4 pp +0.3 pp +1.3 pp
Capital International Investors CIK 0001562230 0.968 446 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Benson Wealth Management INC CIK 0002109863 0.054 367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 1 +0.0 pp -0.2 pp -0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nvest Wealth Strategies, Inc. CIK 0002106942 0.725 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walsh & Associates, LLC CIK 0002135144 0.506 245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp +0.0 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080 0.135 116 0.0 0.0% 0 -0.2 pp -0.2 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
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital CS Group, LLC CIK 0001830008 0.055 59 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
White Wing Wealth Management CIK 0002001473 0.735 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 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
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Warther Private Wealth, LLC CIK 0001954551 0.242 50 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 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
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Hayek Kallen Investment Management CIK 0001430681 0.504 97 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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 +0.0 pp
HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Leibman Financial Services, Inc. CIK 0002006661 0.144 46 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KEMPNER CAPITAL MANAGEMENT INC. CIK 0000898399 0.200 43 0.0 0.0% 0 -2.8 pp -2.7 pp -3.2 pp +0.0 pp
Asio Capital, LLC CIK 0001803291 0.492 109 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.342 71 0.0 0.0% 0 -1.8 pp -1.9 pp -2.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PICTET BANK & TRUST Ltd CIK 0001535631 0.266 38 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
STONE RUN CAPITAL, LLC CIK 0001512746 0.290 71 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Connective Portfolio Management, LLC CIK 0001905083 0.005 39 0.0 0.0% 0 -4.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 +0.0 pp -0.2 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 -0.1 pp +0.0 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co CIK 0002016209 0.000 57 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MKT Advisors LLC CIK 0001906802 0.645 155 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 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 -0.1 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 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
SWAN Capital LLC CIK 0001952722 0.651 580 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
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 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
Severin Investments, LLC CIK 0001763454 0.048 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.0 0.0% 0 -0.3 pp -0.3 pp -0.6 pp +0.0 pp
VILLERE ST DENIS J & CO LLC CIK 0001113629 0.482 85 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diametric Capital, LP CIK 0001719087 0.000 473 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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
Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 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
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SIG BROKERAGE, LP CIK 1094429 0.013 305 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Elser Financial Planning, Inc CIK 0002028202 0.959 124 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
tru Independence LLC CIK 0001785445 0.641 108 0.0 0.0% 0 -1.4 pp -1.5 pp -1.6 pp +0.0 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Avondale Wealth Management CIK 0001738720 0.647 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.0 pp +0.0 pp -0.2 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 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
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 0.0 0.0% 0 -0.0 pp -0.8 pp -0.9 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STONEBRIDGE CAPITAL MANAGEMENT INC CIK 0000051812 0.150 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Thomasville National Bank CIK 0001561790 0.599 241 0.0 0.0% 0 -1.9 pp -1.8 pp -1.9 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
Sagefield Capital LP CIK 0001771179 0.140 107 0.0 0.0% 0 +0.0 pp -2.2 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hedges Asset Management LLC CIK 0001906202 0.125 108 0.0 0.0% 0 -2.9 pp -3.1 pp -3.2 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.1 pp +0.0 pp -0.6 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
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prudent Man Advisors, LLC CIK 0001817174 0.285 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 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 -0.6 pp -0.8 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 -0.1 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 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
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RBF Capital, LLC CIK 0001134621 0.512 506 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.437 612 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
Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 +0.0 pp -1.0 pp -1.1 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 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
Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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 +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Teramo Advisors, LLC CIK 0001904821 0.826 3 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 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 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
Merewether Investment Management, LP CIK 0001736852 0.195 81 0.0 0.0% 0 -0.9 pp -1.3 pp -5.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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 -0.2 pp -0.2 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SHEL). Qtrs Held counts distinct quarters this fund has actually held SHEL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SHEL position size. Δ columns are the percentage-point change in SHEL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status