Signals

← Signals

☆SHLD

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

Flow ranking

Rank#20182
Score / z0.000 / -0.01
Consensus175.66 over 356 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 473.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 237.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 180.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 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 173.2 0.0% 5 +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 161.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 51.2 2.6% 2 +0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 49.4 1.8% 4 -0.2 pp -0.0 pp +0.2 pp +1.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 44.7 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 42.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 38.5 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 37.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 35.5 0.3% 3 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 35.4 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 33.2 0.0% 3 +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 33.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 26.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 24.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 24.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 21.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 21.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 21.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 19.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 15.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 15.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 13.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 13.3 1.3% 3 -0.6 pp +1.1 pp +1.3 pp +1.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 12.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 10.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 10.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 10.8 0.7% 3 -0.0 pp +0.3 pp +0.7 pp +0.7 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 10.6 3.9% 2 -1.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 10.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 10.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 8.7 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 8.6 2.6% 3 -0.4 pp -0.7 pp +2.6 pp +2.6 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 8.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 8.4 2.0% 3 -0.6 pp -0.5 pp +2.0 pp +2.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 8.2 1.6% 3 -0.3 pp -0.1 pp +1.6 pp +1.6 pp
☆MA Private Wealth CIK 0001767474 0.750 88 7.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 7.6 4.7% 3 -0.4 pp -0.2 pp +4.7 pp +4.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 7.3 3.2% 3 +0.0 pp +0.4 pp +3.2 pp +3.2 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 7.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 7.1 1.3% 3 -0.2 pp +0.8 pp +1.3 pp +1.3 pp
☆EQ LLC CIK 0001757605 0.412 87 7.0 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 7.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KWB Wealth CIK 0001822236 0.453 169 6.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 6.6 1.4% 2 +1.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 6.6 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 6.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 6.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 6.2 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 6.0 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 5.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 5.8 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 5.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 5.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 5.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 5.5 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 5.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 5.3 2.2% 3 -0.2 pp +0.0 pp +2.2 pp +2.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 5.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 5.2 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EWA, LLC CIK 0001835252 0.457 332 5.0 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 5.0 0.8% 1 +0.8 pp +0.6 pp +0.8 pp +0.8 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 4.9 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 4.8 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 4.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 4.7 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 4.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TSFG, LLC CIK 0001800513 0.413 891 4.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 4.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 4.5 2.4% 2 -0.8 pp +2.4 pp +2.4 pp +2.4 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 4.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 4.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 4.3 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 4.1 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 4.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 3.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.4 0.0% 3 +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 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 3.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 3.2 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 3.1 1.8% 2 +1.6 pp +1.8 pp +1.8 pp +1.8 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 3.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 3.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 3.0 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 2.9 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 2.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 2.9 1.7% 3 -0.5 pp -0.4 pp +1.7 pp +1.7 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 2.9 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 2.8 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 2.7 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 2.6 2.6% 2 +0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 2.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Embree Financial Group CIK 0002020860 0.466 283 2.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 2.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 2.3 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 2.2 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.2 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 2.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 2.1 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 2.1 0.4% 3 -0.5 pp -0.6 pp +0.4 pp +0.4 pp
☆WT Wealth Management CIK 0001780507 0.246 138 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 2.1 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 2.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 2.1 1.8% 3 -1.4 pp +1.1 pp +1.8 pp +1.8 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 2.1 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 2.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 2.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 1.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 1.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 1.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 1.8 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 1.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 1.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 1.7 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Terra Nova Asset Management LLC CIK 0001658652 0.114 93 1.5 1.0% 3 -0.2 pp +0.0 pp +1.0 pp +1.0 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 1.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 1.5 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 1.5 1.0% 3 +0.1 pp +0.5 pp +1.0 pp +1.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 1.5 1.0% 3 +0.6 pp +0.9 pp +1.0 pp +1.0 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 1.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 1.4 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.4 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 1.4 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 1.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 1.4 0.5% 3 -0.5 pp +0.1 pp +0.5 pp +0.5 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 1.2 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 1.2 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 1.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 1.1 0.9% 3 +0.3 pp +0.4 pp +0.9 pp +0.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 1.1 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 1.0 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.9 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.7 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.7 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.6 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.5 0.3% 3 -0.2 pp -0.1 pp +0.3 pp +0.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆David J Yvars Group CIK 0001836266 0.505 105 0.4 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.4 0.1% 2 +0.0 pp +0.1 pp -0.2 pp +0.1 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Fox Hill Wealth Management CIK 0002016110 0.179 120 0.4 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆L & S Advisors Inc CIK 0001392364 0.047 236 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.609 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 0 -3.7 pp -3.5 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 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 -0.2 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 SHLD). Qtrs Held counts distinct quarters this fund has actually held SHLD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SHLD position size. Δ columns are the percentage-point change in SHLD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status