Signals

← Signals

☆SHLD

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

Flow ranking

Rank#20424
Score / z0.000 / -0.02
Consensus240.80 over 518 funds
Momentumnot computed

Price & positioning

222 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 678.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 352.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 283.1 0.4% 4 +0.1 pp +0.1 pp +0.3 pp +0.4 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 252.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 196.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 78.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 73.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 71.0 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 69.6 0.7% 4 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 59.4 0.4% 4 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 58.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 57.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 57.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global X Japan Co., Ltd. CIK 0002027450 0.619 390 55.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 54.6 0.3% 4 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 54.0 2.0% 5 +0.2 pp +0.0 pp +0.2 pp +0.4 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 52.7 2.5% 3 -0.0 pp +0.4 pp +2.5 pp +2.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 46.3 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 41.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 36.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 33.3 1.5% 3 +0.5 pp +0.4 pp +1.5 pp +1.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 32.2 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Bensler, LLC CIK 0001965941 0.354 198 29.0 3.0% 2 +0.8 pp +3.0 pp +3.0 pp +3.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 24.3 0.8% 3 +0.3 pp +0.3 pp +0.8 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 21.8 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 21.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 21.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 20.7 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 19.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 19.7 2.4% 2 +2.3 pp +2.4 pp +2.4 pp +2.4 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 19.0 1.1% 3 +0.4 pp +0.5 pp +1.1 pp +1.1 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 17.2 1.9% 3 +0.7 pp +0.6 pp +1.9 pp +1.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 16.2 1.5% 3 +0.6 pp +0.5 pp +1.5 pp +1.5 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 15.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 15.2 1.2% 3 +0.6 pp +0.5 pp +1.2 pp +1.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 15.1 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 14.9 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 14.8 1.5% 4 +0.2 pp -0.4 pp +1.3 pp +1.5 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 14.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 13.7 0.9% 4 +0.2 pp +0.2 pp +0.5 pp +0.9 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 13.6 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 13.2 0.9% 3 +0.4 pp +0.4 pp +0.9 pp +0.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 12.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 11.3 2.2% 3 +0.4 pp +0.4 pp +2.2 pp +2.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 11.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 10.8 1.4% 3 +0.7 pp +0.6 pp +1.4 pp +1.4 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 10.8 4.2% 3 +0.3 pp -0.9 pp +4.2 pp +4.2 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 10.5 1.4% 3 +0.6 pp +0.5 pp +1.4 pp +1.4 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 10.3 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 9.9 1.6% 3 +0.6 pp +0.3 pp +1.6 pp +1.6 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 9.7 2.4% 3 +0.7 pp +0.6 pp +2.4 pp +2.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 9.3 1.7% 3 +0.6 pp +0.6 pp +1.7 pp +1.7 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 9.3 0.5% 1 +0.5 pp +0.5 pp +0.1 pp +0.5 pp
☆EWA, LLC CIK 0001835252 0.457 332 9.2 2.1% 3 +0.9 pp +0.7 pp +2.1 pp +2.1 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 9.2 2.1% 4 +0.1 pp -0.5 pp -0.4 pp +2.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 8.8 1.2% 3 +0.5 pp +0.5 pp +1.2 pp +1.2 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 8.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 8.7 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 8.4 2.6% 4 -0.0 pp -0.5 pp -0.7 pp +2.6 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 8.4 3.9% 4 +0.7 pp +0.8 pp +1.2 pp +3.9 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 8.3 1.7% 4 +0.1 pp -0.2 pp -0.1 pp +1.7 pp
☆EQ LLC CIK 0001757605 0.412 87 8.2 2.3% 3 +0.3 pp +0.2 pp +2.3 pp +2.3 pp
☆MA Private Wealth CIK 0001767474 0.750 88 8.2 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 8.2 1.7% 3 +0.4 pp +1.6 pp +1.7 pp +1.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 8.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 8.0 0.8% 3 +0.3 pp +0.3 pp +0.8 pp +0.8 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 7.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 7.8 1.3% 4 +0.1 pp -0.2 pp +0.9 pp +1.3 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 7.7 1.0% 3 +0.4 pp +0.4 pp +1.0 pp +1.0 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 7.6 4.8% 4 +0.0 pp -0.4 pp -0.2 pp +4.8 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 7.5 0.5% 4 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 7.3 1.0% 4 +0.2 pp +0.2 pp +0.2 pp +1.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 7.3 0.7% 3 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 6.8 3.2% 3 +1.2 pp +1.2 pp +3.2 pp +3.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.7 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 6.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 6.6 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 6.4 2.0% 3 +0.7 pp +0.7 pp +2.0 pp +2.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 6.2 0.4% 3 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 6.1 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆TSFG, LLC CIK 0001800513 0.413 891 6.0 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 6.0 2.5% 4 +0.4 pp +0.2 pp +0.4 pp +2.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 5.9 3.2% 3 +1.4 pp +1.2 pp +3.2 pp +3.2 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 5.9 3.4% 3 +1.6 pp +3.2 pp +3.4 pp +3.4 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 5.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 5.8 3.6% 3 +1.2 pp +0.3 pp +3.6 pp +3.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 5.8 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.7 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Embree Financial Group CIK 0002020860 0.466 283 5.6 0.7% 3 +0.4 pp +0.6 pp +0.7 pp +0.7 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 5.6 0.6% 4 +0.5 pp +0.4 pp +0.5 pp +0.6 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 5.6 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 5.5 0.6% 2 -0.1 pp +0.6 pp +0.5 pp +0.6 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 5.4 1.8% 3 +0.8 pp +0.9 pp +1.8 pp +1.8 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 5.4 0.6% 4 +0.1 pp +0.0 pp +0.1 pp +0.6 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 5.4 1.3% 2 +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 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 5.3 1.7% 3 +0.2 pp +0.1 pp +1.7 pp +1.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 5.1 1.1% 3 +0.4 pp +1.0 pp +1.1 pp +1.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 4.9 1.8% 3 +0.7 pp +0.5 pp +1.8 pp +1.8 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 4.7 0.6% 3 +0.2 pp +0.1 pp +0.6 pp +0.6 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 4.7 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.5 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 4.5 1.5% 3 +0.7 pp +0.6 pp +1.5 pp +1.5 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 4.5 0.6% 4 +0.2 pp +0.5 pp +0.5 pp +0.6 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 4.3 1.4% 3 +0.2 pp +0.2 pp +1.4 pp +1.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 4.2 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 4.2 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 4.0 2.0% 3 +0.5 pp +0.3 pp +2.0 pp +2.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 3.9 1.0% 3 +0.6 pp +0.7 pp +1.0 pp +1.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 3.9 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 3.8 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 3.5 0.3% 2 -0.6 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 3.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 3.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 3.4 0.5% 3 +0.2 pp +0.1 pp +0.5 pp +0.5 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 3.4 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 3.3 3.3% 3 +0.8 pp +1.2 pp +3.3 pp +3.3 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 3.3 0.2% 4 +0.1 pp +0.0 pp -0.0 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 3.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 3.2 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 3.2 1.6% 3 +0.5 pp +0.5 pp +1.6 pp +1.6 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 3.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Town Capital LLC CIK 1871352 0.216 75 3.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
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☆NWAM LLC CIK 0001655006 0.392 684 2.8 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 2.7 2.3% 2 +1.0 pp +2.3 pp +2.3 pp +2.3 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WT Wealth Management CIK 0001780507 0.246 138 2.6 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
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☆Daviman Financial, LLC CIK 0002104394 0.176 92 2.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 2.6 1.6% 4 -0.1 pp -0.7 pp -0.5 pp +1.6 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 2.6 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 2.6 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 2.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 2.5 0.4% 4 +0.2 pp +0.0 pp +0.1 pp +0.4 pp
☆Bedminster, LLC CIK 0002087564 0.451 51 2.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 2.5 1.2% 3 +0.4 pp +0.3 pp +1.2 pp +1.2 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 2.5 1.5% 3 +0.7 pp +0.7 pp +1.5 pp +1.5 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 2.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 2.4 2.1% 4 +0.3 pp -1.1 pp +1.3 pp +2.1 pp
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☆Peak Wealth Management LLC CIK 0002094948 0.328 59 2.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.4 0.1% 2 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
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☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 2.3 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 2.3 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 2.3 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆M1 Capital Management LLC CIK 0001976157 0.144 113 2.2 1.0% 2 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Pioneer Family Office, LLC CIK 0002135110 0.628 129 2.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 2.1 0.5% 3 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 2.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 2.0 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 2.0 0.6% 3 +0.2 pp +0.5 pp +0.6 pp +0.6 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 1.8 0.6% 4 +0.2 pp +0.3 pp +0.4 pp +0.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 1.7 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Terra Nova Asset Management LLC CIK 0001658652 0.114 93 1.7 1.3% 4 +0.3 pp +0.1 pp +0.3 pp +1.3 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.7 0.7% 3 +0.4 pp +0.4 pp +0.7 pp +0.7 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 1.7 1.1% 4 +0.1 pp +0.7 pp +1.0 pp +1.1 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 1.7 0.7% 3 +0.4 pp +0.4 pp +0.7 pp +0.7 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 1.7 1.0% 2 +0.8 pp +1.0 pp +1.0 pp +1.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 1.7 0.6% 4 +0.1 pp -0.4 pp +0.3 pp +0.6 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 1.7 1.1% 4 +0.1 pp +0.2 pp +0.6 pp +1.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 1.6 1.0% 3 +0.1 pp +0.6 pp +1.0 pp +1.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 1.6 0.4% 4 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 1.6 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Chatterton & Associates Inc. CIK 0002102688 0.174 101 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Oakmont Investment Advisors, Inc. CIK 2150170 0.072 115 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 1.4 1.1% 4 +0.3 pp +0.6 pp +0.6 pp +1.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.4 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 1.4 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Benson Wealth Management INC CIK 0002109863 0.054 367 1.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 1.2 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.2 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
☆David J Yvars Group CIK 0001836266 0.505 105 1.1 0.6% 4 +0.4 pp +0.3 pp +0.4 pp +0.6 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 1.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 1.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.1 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
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☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.0 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 1.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.9 0.6% 4 +0.2 pp +0.2 pp +0.4 pp +0.6 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.9 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.9 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆WealthPoint Financial, LLC CIK 0002040860 0.147 126 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.8 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.8 0.5% 3 +0.2 pp +0.1 pp +0.5 pp +0.5 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.8 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
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☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.1 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
☆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
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -0.3 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.2 pp -0.3 pp -0.2 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.8 pp -0.8 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
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 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 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
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 (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