Signals

← Signals

☆SHV

930 in-universe funds with a nonzero position in SHV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24899
Score / z-1.290 / -1.57
Consensus201.33 over 394 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 2,002.6 0.0% 5 -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 597.6 0.0% 7 -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 512.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 434.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 353.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 235.4 0.5% 6 -0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 162.9 8.9% 5 +2.1 pp -0.6 pp -3.7 pp -0.2 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 159.5 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 159.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 154.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 143.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 122.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 112.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 110.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 90.2 3.5% 5 +1.4 pp +0.9 pp +1.1 pp -1.7 pp
☆Trust Co CIK 0001632554 0.769 908 89.0 8.0% 5 -0.1 pp +0.1 pp -0.6 pp -1.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 85.2 1.9% 5 -0.3 pp +0.7 pp +0.3 pp +0.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 81.3 0.1% 5 -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 74.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 73.3 6.2% 5 +0.1 pp +0.1 pp -0.2 pp -0.2 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 67.3 3.2% 5 -0.9 pp -2.9 pp -1.2 pp -1.6 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 66.9 8.3% 5 +0.4 pp +1.1 pp +2.9 pp +3.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 65.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 64.9 0.7% 5 +0.1 pp +0.2 pp -0.1 pp -0.1 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 60.2 9.0% 5 +1.5 pp +2.8 pp +2.3 pp +2.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 59.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 58.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 54.7 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.3 pp
☆FIL Ltd CIK 0000318989 0.878 1140 53.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 50.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 48.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 48.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 47.1 27.0% 5 -1.1 pp -2.7 pp +2.6 pp -23.7 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 45.8 5.6% 5 -0.4 pp +0.2 pp -0.4 pp -3.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 43.3 9.9% 5 -1.4 pp -3.0 pp +1.0 pp -1.9 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 42.6 0.7% 1 +0.7 pp -0.3 pp -0.3 pp +0.7 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 41.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 41.4 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 40.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 40.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 38.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 38.4 7.8% 5 +2.6 pp +0.6 pp -2.4 pp -1.7 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 38.4 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 37.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 32.6 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 32.3 0.9% 3 -0.2 pp -0.7 pp +0.9 pp +0.9 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 31.1 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 30.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 30.5 12.3% 5 -1.6 pp -3.1 pp -4.3 pp -6.9 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 30.1 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Family Manage LLC CIK 0001539947 0.277 323 29.7 3.1% 5 -1.0 pp -1.1 pp -2.0 pp -2.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 29.4 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Allred Capital Management, LLC CIK 0001765885 0.343 162 28.8 9.5% 5 +0.1 pp -0.2 pp -0.4 pp -2.2 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 27.8 9.3% 5 -1.5 pp -0.7 pp -0.8 pp -1.6 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 27.5 8.4% 5 -0.9 pp -0.5 pp -0.4 pp -0.6 pp
☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 27.0 3.8% 3 -0.3 pp +0.7 pp +3.8 pp +3.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 26.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 25.7 9.8% 6 -2.2 pp +2.8 pp +2.7 pp +2.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 23.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 23.1 16.3% 7 -3.0 pp -4.0 pp -4.8 pp -6.5 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 22.3 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 21.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 20.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 20.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 20.1 3.3% 5 +0.1 pp -0.1 pp -0.3 pp -0.9 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 19.8 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 19.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 19.3 1.2% 4 -0.1 pp +0.0 pp +0.1 pp +1.2 pp
☆Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 19.2 3.6% 5 -2.2 pp -2.2 pp -2.4 pp -2.4 pp
☆Sulzberger Capital Advisors, Inc. CIK 0002056727 0.396 53 19.0 18.6% 5 -2.5 pp -6.6 pp -9.9 pp -15.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 18.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 18.2 6.3% 5 +2.6 pp +4.7 pp +3.2 pp +2.5 pp
☆Sierra Legacy Group CIK 0002056766 0.241 79 17.8 13.8% 5 -1.6 pp -2.0 pp -3.0 pp -4.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 17.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 17.1 2.5% 5 -0.0 pp -0.4 pp +1.1 pp +2.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 17.0 3.4% 5 -0.4 pp +0.1 pp +0.0 pp -0.5 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 16.9 5.5% 5 +2.4 pp +3.7 pp +3.7 pp +3.4 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 16.6 4.0% 5 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 16.4 0.3% 6 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 16.1 5.7% 5 -1.5 pp -1.8 pp -3.9 pp -16.9 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 15.9 3.0% 5 -0.3 pp -1.6 pp -1.6 pp -1.8 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 15.6 5.4% 3 -0.8 pp -1.4 pp +5.4 pp +5.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 14.7 0.5% 4 +0.0 pp +0.1 pp +0.4 pp +0.5 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 14.7 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆KWMG, LLC CIK 0001633024 0.515 153 14.6 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 14.0 1.2% 2 -1.6 pp +1.2 pp +1.2 pp +1.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 14.0 0.2% 5 -0.4 pp -0.2 pp -0.2 pp -0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 13.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 12.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 12.6 2.5% 5 -1.6 pp -1.2 pp -1.6 pp -2.9 pp
☆STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 12.3 7.7% 2 -0.5 pp +7.7 pp +7.7 pp +7.7 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 12.3 0.5% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 12.0 1.6% 5 -0.8 pp -0.7 pp -0.3 pp -0.2 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 12.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 11.9 3.4% 5 +0.4 pp +0.5 pp +1.7 pp +0.7 pp
☆Lee Financial Co CIK 0001391166 0.828 162 11.7 1.5% 5 -0.2 pp -0.7 pp -1.3 pp -1.2 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 11.6 1.8% 5 -0.4 pp -0.5 pp -0.8 pp -1.1 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 11.6 5.0% 2 +1.8 pp +5.0 pp +5.0 pp +5.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 11.4 3.4% 5 +0.6 pp +0.1 pp +1.3 pp +1.6 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 11.3 1.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.3 pp
☆UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 0.420 40 11.2 4.6% 5 -1.3 pp -0.9 pp -1.0 pp -1.7 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 11.0 2.3% 5 -0.4 pp -0.3 pp -0.4 pp -0.7 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 10.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 10.6 0.3% 5 -0.4 pp -0.3 pp -0.2 pp -0.3 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 10.3 3.5% 5 +0.8 pp +0.6 pp +0.4 pp -0.3 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 10.3 4.8% 6 -0.5 pp -0.4 pp +0.8 pp +2.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 9.9 2.2% 5 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 9.4 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 9.1 0.8% 5 -0.1 pp -1.3 pp -1.1 pp -1.2 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 9.1 0.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 9.0 6.7% 5 -0.9 pp -1.8 pp -1.7 pp -2.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 9.0 0.8% 5 -0.1 pp -0.2 pp -0.0 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 8.8 0.1% 5 -0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆One Day In July LLC CIK 0001823172 0.854 167 8.7 0.6% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 8.7 6.5% 4 -0.1 pp -0.2 pp +0.6 pp +6.5 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 8.6 2.6% 5 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 8.6 3.9% 5 -1.2 pp -2.3 pp -4.1 pp -3.3 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 8.5 5.2% 5 -0.9 pp -0.5 pp -0.3 pp -1.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.5 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 8.5 4.0% 5 +0.0 pp +2.4 pp +2.4 pp -1.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 8.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆UNITED BANK CIK 0001286478 0.652 130 7.9 0.9% 6 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 7.8 0.5% 5 -0.2 pp -0.2 pp -0.0 pp -0.1 pp
☆Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 7.6 2.7% 5 -0.3 pp -0.2 pp -0.2 pp -0.4 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 7.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 7.5 2.6% 5 -0.4 pp -0.3 pp +0.8 pp +0.7 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 7.2 0.6% 5 -0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆Climber Capital SA CIK 0002011229 0.279 64 7.2 4.4% 3 -0.4 pp -0.4 pp +4.4 pp -1.3 pp
☆BFSG, LLC CIK 0001706836 0.376 765 7.2 0.6% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 7.2 0.1% 7 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.1 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 7.1 2.7% 6 -1.1 pp -1.7 pp -3.0 pp -4.3 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 7.0 1.5% 5 -0.0 pp -0.2 pp +0.1 pp -7.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 6.7 0.7% 2 -1.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 6.6 0.6% 5 -0.3 pp -0.4 pp -1.0 pp -1.8 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 6.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Chesapeake Wealth Management CIK 0001730383 0.355 168 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.5 0.3% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.5 0.0% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
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☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 0.5 0.3% 4 -0.1 pp +0.1 pp -0.2 pp +0.3 pp
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☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆NWAM LLC CIK 0001655006 0.392 684 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.4 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
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☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.4 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Roberts Financial Services LLC CIK 0001767602 0.852 33 0.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 0.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lynch Investment Planning, LLC CIK 0002110354 0.596 56 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆Innova Wealth Partners CIK 0001888831 0.101 167 0.4 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.4 0.4% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
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☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Finley Financial, LLC CIK 0002047823 0.690 110 0.3 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 0.3 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 0.0 0.0% 0 +0.0 pp -3.0 pp -3.0 pp -3.2 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.5 pp -0.3 pp -0.5 pp -0.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -5.4 pp -5.5 pp -4.3 pp
☆Trevian Wealth Management LLC CIK 0001901929 0.818 45 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.5 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.6 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 0.0 0.0% 0 -20.8 pp +0.0 pp +0.0 pp -0.1 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆Bell Bank CIK 0001002672 0.895 195 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.609 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AXS Investments LLC CIK 0001801467 0.203 193 0.0 0.0% 0 -1.0 pp -0.5 pp -1.4 pp -0.6 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 -0.2 pp -0.2 pp -0.0 pp -0.9 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.5 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.0 0.0% 0 -1.1 pp -0.6 pp +0.0 pp -4.5 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 0.0 0.0% 0 -0.4 pp -0.3 pp -0.4 pp -1.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp -0.6 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -1.7 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -1.1 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -1.7 pp -2.0 pp -2.3 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.3 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.2 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.0 0.0% 0 -0.9 pp +0.0 pp -1.1 pp -0.6 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp -0.2 pp
☆Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 -2.3 pp -2.6 pp +0.0 pp +0.0 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -1.4 pp -1.3 pp -1.3 pp -1.3 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp -0.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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