Signals

← Signals

☆SHV

685 in-universe funds with a nonzero position in SHV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23502
Score / z-0.137 / -0.19
Consensus207.66 over 425 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,789.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 646.3 0.0% 3 +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 504.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 350.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 237.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 213.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 196.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 184.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 174.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 170.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 161.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 137.5 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 122.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 111.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 97.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 93.4 50.7% 1 +50.7 pp +50.7 pp +50.7 pp +50.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 82.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 80.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 79.9 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 78.6 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 75.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 72.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 71.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 69.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 68.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 65.4 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 65.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 61.8 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 59.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 51.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 48.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 43.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 42.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 41.0 19.2% 1 +19.2 pp +19.2 pp +19.2 pp +19.2 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 38.6 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Family Manage LLC CIK 0001539947 0.278 323 37.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 36.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 35.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 34.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 32.7 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 32.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 32.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 31.8 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 31.8 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Allred Capital Management, LLC CIK 0001765885 0.343 162 31.3 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 30.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 30.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 28.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 28.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 28.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Sulzberger Capital Advisors, Inc. CIK 0002056727 0.396 53 28.7 33.6% 1 +33.6 pp +33.6 pp +33.6 pp +33.6 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 28.7 22.7% 3 +0.7 pp +20.7 pp +22.7 pp +22.7 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 28.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 27.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 26.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 25.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 23.9 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 23.5 22.6% 1 +22.6 pp +22.6 pp +22.6 pp +22.6 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 23.4 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆Sierra Legacy Group CIK 0002056766 0.241 79 23.2 18.0% 1 +18.0 pp +18.0 pp +18.0 pp +18.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 22.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 21.5 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 21.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 20.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 20.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 20.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 20.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 20.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 20.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 19.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Lee Financial Co CIK 0001391166 0.828 162 19.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 18.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 18.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 17.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 17.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 16.7 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 16.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 16.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 16.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 16.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 15.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 15.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 15.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 14.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 14.8 8.1% 2 -1.1 pp +8.1 pp +8.1 pp +8.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 14.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 13.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 13.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 12.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 12.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 12.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 12.2 1.1% 3 -0.3 pp +0.2 pp +1.1 pp +1.1 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 12.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆One Day In July LLC CIK 0001823172 0.854 167 12.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆KWMG, LLC CIK 0001633024 0.515 153 12.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 0.420 40 11.9 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 11.9 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.134 71 11.5 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 11.5 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 10.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 10.6 7.0% 2 -1.3 pp +7.0 pp +7.0 pp +7.0 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 10.5 6.9% 2 -0.7 pp +6.9 pp +6.9 pp +6.9 pp
☆Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 10.1 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 10.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 10.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 9.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 9.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 9.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 9.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 9.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 9.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 9.2 0.9% 2 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 8.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Climber Capital SA CIK 0002011229 0.280 64 8.8 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 8.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 8.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 8.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 8.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 8.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 8.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 7.8 3.2% 2 -2.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 7.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 7.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 7.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 7.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 7.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 6.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 6.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 6.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 6.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 6.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 6.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 5.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 5.8 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 5.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆UNITED BANK CIK 0001286478 0.652 130 5.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 5.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 5.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 5.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 5.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 4.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 4.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.9 0.0% 1 +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 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hixon Zuercher, LLC CIK 0001806752 0.261 88 4.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 4.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BFSG, LLC CIK 0001706836 0.376 765 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ADVISORY RESEARCH INC CIK 0000902584 0.478 136 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 4.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 4.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 4.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 4.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 4.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 4.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 4.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 4.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 4.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 4.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 4.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 3.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 3.9 0.2% 1 +0.2 pp -0.3 pp +0.2 pp +0.2 pp
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☆INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 3.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 3.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 3.1 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 2.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 2.5 1.6% 2 -1.1 pp +1.6 pp +1.6 pp +1.6 pp
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☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT MANAGEMENT ASSOCIATES INC /ADV CIK 0000052024 0.482 27 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL BANK & TRUST CO CIK 0001175954 0.437 185 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Keebeck Wealth Management CIK 0001803675 0.338 471 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆&PARTNERS CIK 0000107136 0.806 2509 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.1 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 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +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
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +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
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 0.0 0.0% 0 -5.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 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 SHV). Qtrs Held counts distinct quarters this fund has actually held SHV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SHV position size. Δ columns are the percentage-point change in SHV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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