Signals

← Signals

☆SHLD

428 in-universe funds with a nonzero position in SHLD within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#21824
Score / z0.000 / -0.00
Consensus173.04 over 367 funds
Momentumnot computed

Price & positioning

227 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 445.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 224.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 164.3 0.0% 4 +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 161.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 155.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 63.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 53.3 2.0% 3 +0.2 pp +0.4 pp +2.0 pp +2.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 40.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 39.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 37.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 35.3 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 34.7 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 33.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 32.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 28.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 27.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 25.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 23.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 23.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 21.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 15.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 14.3 1.9% 2 +1.7 pp +1.9 pp +1.9 pp +1.9 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 14.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 13.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 13.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 11.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 11.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 11.4 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 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 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 11.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 10.9 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 10.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 10.6 3.2% 2 +0.4 pp +3.2 pp +3.2 pp +3.2 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 10.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 9.5 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 9.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 9.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 8.8 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 8.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 8.1 5.1% 2 +0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 7.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 7.6 1.5% 2 +1.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 7.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 7.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 6.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 6.3 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆EQ LLC CIK 0001757605 0.412 87 6.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 6.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 6.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 6.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 5.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 5.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 5.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Financially Speaking Inc CIK 0002040901 0.000 103 5.7 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 5.4 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 5.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 5.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 5.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWA, LLC CIK 0001835252 0.457 332 5.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 5.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 5.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 4.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 4.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 4.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 4.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 4.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 3.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 3.6 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆TSFG, LLC CIK 0001800513 0.413 891 3.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 3.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 3.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 3.4 3.2% 2 +2.4 pp +3.2 pp +3.2 pp +3.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 3.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 3.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 3.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 2.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 2.6 1.0% 2 +0.7 pp +1.0 pp +1.0 pp +1.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 2.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Terra Nova Asset Management LLC CIK 0001658652 0.114 93 1.9 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 1.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 1.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 1.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 1.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.9 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆DF DENT & CO INC CIK 0000934999 0.596 271 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Embree Financial Group CIK 0002020860 0.466 283 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Lauer Wealth, LLC CIK 0001860063 0.284 58 0.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆David J Yvars Group CIK 0001836266 0.505 105 0.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 2 -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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 +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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +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
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 2 +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% 3 -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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHANNING GLOBAL ADVISORS, LLC CIK 0001901222 0.471 41 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 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% 1 +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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 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
☆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
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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
☆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
☆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
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 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 -0.1 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
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 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
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆CHASE INVESTMENT COUNSEL CORP CIK 0000019475 0.116 138 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Parker Investment Management, LLC CIK 0001672070 0.638 39 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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
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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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