Signals

← Signals

★SHY

1538 in-universe funds with a nonzero position in SHY within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#40
Score / z4.582 / 5.51
Consensus373.21 over 749 funds
Momentum-0.24 ≠

Price & positioning

247 cached closes, trailing year
Drawdown-0%
Short interest+14% / 6.2d ⚡

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 ▾
☆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 1,952.8 0.1% 7 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1,731.4 2.7% 5 -0.1 pp -0.2 pp -0.2 pp +0.7 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 1,414.1 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,036.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 944.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 509.7 0.1% 5 -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 466.6 0.1% 5 -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 459.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 449.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 413.8 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 386.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 375.9 0.6% 5 +0.1 pp +0.3 pp +0.3 pp -0.7 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 356.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 291.1 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 286.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 274.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PineBridge Investments Asia Ltd CIK 0002111095 0.917 7 227.7 77.9% 2 -0.3 pp +77.9 pp +77.9 pp +77.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 227.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 219.7 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 203.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 174.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆AIA Group Ltd CIK 0001522877 0.800 324 117.0 1.5% 5 +0.4 pp +0.5 pp -1.1 pp -1.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 115.0 0.1% 1 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 99.4 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 98.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 93.7 3.7% 5 -0.3 pp -0.3 pp -0.4 pp -0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 93.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 86.5 0.0% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 84.3 9.3% 5 -0.7 pp -0.3 pp -0.2 pp -0.7 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 81.6 1.8% 5 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 77.6 4.8% 5 +0.2 pp +0.9 pp +0.9 pp +0.8 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 74.8 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 73.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 73.5 2.1% 5 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 71.5 0.9% 5 -0.2 pp -0.4 pp -0.5 pp -0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 69.8 0.8% 6 +0.2 pp +0.2 pp +0.1 pp -0.1 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 69.3 2.1% 5 -0.4 pp -0.4 pp -0.3 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 68.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 67.2 1.2% 5 -0.2 pp -0.4 pp -0.5 pp -0.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 67.1 0.4% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 66.9 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 63.7 2.4% 5 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 63.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 60.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 60.1 3.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.2 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 59.8 1.0% 5 -0.4 pp -0.3 pp -0.4 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 58.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Amundi CIK 0001330387 0.000 1 55.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 53.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 51.6 0.5% 6 +0.2 pp +0.2 pp -0.1 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 51.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 49.7 1.2% 5 -0.4 pp -0.2 pp -0.0 pp -0.2 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 47.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 47.3 3.8% 5 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 47.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 45.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆America First Investment Advisors, LLC CIK 0001308778 0.569 45 44.0 8.2% 5 -0.1 pp +0.5 pp +0.9 pp +0.7 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 39.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 39.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 39.1 0.7% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 38.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 37.7 2.3% 5 +0.4 pp +1.0 pp +1.3 pp -3.9 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 36.9 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 35.7 0.1% 1 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 35.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 34.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 33.7 5.2% 2 +0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 33.7 0.2% 5 -0.3 pp -0.5 pp -0.7 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 33.5 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 33.1 0.1% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 32.9 0.9% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 32.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Edge Wealth Management LLC CIK 0001567163 0.654 87 32.3 5.4% 5 -0.1 pp -0.2 pp +0.1 pp -0.3 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 32.3 1.6% 5 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 31.9 1.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 30.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 30.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 29.8 0.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 29.7 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 29.2 0.6% 6 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 29.1 1.0% 2 -0.7 pp +1.0 pp +1.0 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 28.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 27.6 0.4% 5 -0.4 pp +0.1 pp +0.0 pp +0.0 pp
☆Santa Clara Valley Transportation Authority CIK 0002043469 0.859 4 27.5 21.3% 5 -1.4 pp -1.7 pp -1.7 pp -0.4 pp
☆ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 27.3 4.4% 5 -0.7 pp -1.0 pp -1.8 pp -5.5 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 27.1 10.6% 5 -1.1 pp -1.0 pp +0.2 pp +0.3 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 27.0 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 26.4 2.1% 5 -0.3 pp -0.3 pp -0.5 pp -0.8 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 26.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 26.3 0.7% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 26.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 25.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 24.7 0.4% 5 +0.2 pp +0.4 pp +0.3 pp +0.2 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 24.6 1.7% 5 -0.1 pp +0.0 pp +0.2 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 23.7 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 23.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 21.9 1.9% 5 -0.5 pp -0.1 pp -2.5 pp -3.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 21.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 21.8 6.8% 5 +0.4 pp +0.8 pp +6.8 pp +6.7 pp
☆West Virginia University Foundation, Inc CIK 0002109379 0.959 6 21.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 21.4 0.6% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆CVS HEALTH Corp (CVS) CIK 0000064803 0.189 21 21.2 9.4% 2 +0.3 pp +9.4 pp +9.4 pp +9.4 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 21.0 0.6% 5 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 20.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 20.7 9.7% 5 +0.1 pp -4.0 pp -4.0 pp -10.3 pp
☆Ballast, Inc. CIK 0001730477 0.553 156 20.2 3.8% 3 -0.4 pp -0.3 pp +3.8 pp +3.8 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 20.1 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 19.8 0.9% 5 -0.1 pp -0.3 pp -0.5 pp +0.7 pp
☆Elevate Capital Advisors, LLC CIK 0001909571 0.156 76 19.3 10.7% 3 +1.2 pp +7.3 pp +10.7 pp +10.7 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 19.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 18.8 3.9% 5 +1.1 pp +1.5 pp +3.4 pp +3.5 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 18.7 1.4% 5 +0.0 pp +0.1 pp +0.3 pp +0.5 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 18.6 3.0% 5 +0.0 pp +1.0 pp +1.0 pp -0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 18.5 4.0% 5 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 18.5 1.0% 5 -0.0 pp +0.1 pp +0.4 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 18.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 18.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 17.5 1.2% 6 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 17.3 7.0% 5 -0.6 pp -0.6 pp -0.9 pp -1.3 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 17.2 0.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 17.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 17.0 0.4% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 17.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 16.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 15.8 6.6% 5 -5.9 pp +0.9 pp -1.6 pp -5.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 15.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 0.492 182 15.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 15.7 0.6% 5 +0.2 pp +0.2 pp +0.3 pp +0.2 pp
☆Northstar Advisory Group, LLC CIK 0001816000 0.138 118 15.5 4.8% 2 +0.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.5 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 15.4 0.1% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 15.2 7.4% 4 +2.3 pp +2.1 pp +2.4 pp +7.4 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 15.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 15.1 2.0% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 15.0 4.3% 5 -0.5 pp -0.2 pp -0.2 pp -0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 14.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 14.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 14.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 14.6 1.2% 5 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 14.4 3.5% 5 -0.3 pp +0.3 pp +0.3 pp +0.2 pp
☆Broyhill Asset Management, LLC CIK 0001966057 0.176 77 13.7 12.2% 5 +5.6 pp +4.7 pp +6.3 pp +3.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 13.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 12.8 0.7% 3 +0.1 pp +0.5 pp +0.7 pp +0.7 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 12.7 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.6 pp
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☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 4.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 4.5 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 4.4 1.9% 5 -0.3 pp -0.4 pp -0.5 pp -0.8 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.3 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 4.3 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 4.3 2.6% 5 -0.3 pp -0.6 pp -0.5 pp -1.4 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 4.3 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 4.3 1.5% 5 -0.1 pp +0.2 pp +0.2 pp -0.2 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 4.3 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Ascent Advisors, LLC CIK 0002109853 0.015 54 4.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 4.2 0.1% 5 -0.0 pp -1.0 pp +0.0 pp -0.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 4.2 0.3% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 4.2 2.0% 5 -0.2 pp -0.3 pp -0.5 pp -0.6 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 4.2 0.6% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 4.1 0.2% 5 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 4.1 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 4.1 1.4% 6 -0.1 pp +0.3 pp +0.3 pp +0.2 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 4.0 0.2% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 4.0 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 4.0 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 4.0 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.9 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 3.9 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 3.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 3.8 1.5% 2 -0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 3.8 1.4% 3 -0.2 pp -0.6 pp +1.4 pp +1.4 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 3.8 0.6% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 3.7 0.4% 7 -0.3 pp +0.2 pp +0.2 pp +0.1 pp
☆Martin Capital Partners, LLC CIK 0001731216 0.226 72 3.7 1.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 3.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 3.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 3.6 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 3.6 0.5% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 3.6 0.9% 5 +0.0 pp -0.4 pp -0.6 pp -5.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 3.5 1.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 3.5 0.8% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 3.5 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 3.4 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 3.4 0.5% 5 -0.0 pp +0.1 pp -0.0 pp +0.4 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 3.4 1.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆LightSquare Wealth Management, LLC CIK 0002118318 0.293 104 3.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆Investment Research Partners LLC CIK 0002069274 0.175 278 3.3 1.1% 3 +0.5 pp +0.5 pp +1.1 pp +1.1 pp
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☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 3.3 0.7% 5 -0.3 pp -0.3 pp -0.3 pp -0.5 pp
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☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 3.3 0.6% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 3.3 0.5% 5 -0.1 pp -0.0 pp -0.5 pp -0.1 pp
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☆WHI TRUST Co LLC CIK 0002013902 0.796 59 3.2 2.1% 2 +0.7 pp +2.1 pp +2.1 pp +2.1 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 3.2 0.7% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 3.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆HCR Wealth Advisors CIK 0001697715 0.731 259 3.1 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
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☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
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☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 3.0 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
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☆BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆COFG Advisors, LLC CIK 0002104330 0.221 319 2.4 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
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☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 2.1 1.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
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☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.0 0.0% 0 -0.0 pp -0.3 pp -0.3 pp -0.2 pp
☆CRITERIA CAIXA, S.A.U. CIK 0002018922 0.000 2 0.0 0.0% 0 +0.0 pp -4.1 pp -1.4 pp -1.5 pp
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☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Town Capital LLC CIK 1871352 0.216 75 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 0.0 0.0% 0 -21.8 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co CIK 0002016209 0.000 57 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 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
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp -0.4 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ADVISORY RESEARCH INC CIK 0000902584 0.478 136 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 0.0 0.0% 0 -6.4 pp -0.1 pp -0.0 pp -0.0 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 0.0 0.0% 0 -4.2 pp +0.0 pp -4.2 pp -4.4 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.416 82 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 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
☆LAWOOD & CO CIK 0002109484 0.128 95 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 0.0 0.0% 0 -1.8 pp -1.9 pp -1.9 pp -0.7 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 +0.0 pp +0.0 pp -3.1 pp -0.2 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.4 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RoundAngle Advisors LLC CIK 0002049176 0.272 60 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Cutler Capital Management, LLC CIK 0001353098 0.288 124 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆ADAR1 Capital Management, LLC CIK 0001940272 0.312 267 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp -0.2 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.8 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.0 0.0% 0 +0.0 pp -0.1 pp -4.7 pp -8.3 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 0 -0.9 pp -0.8 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 0.0 0.0% 0 +0.0 pp -1.1 pp -1.1 pp -1.5 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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 +0.0 pp +0.0 pp -6.9 pp -5.5 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
☆VEGA INVESTMENT SOLUTIONS CIK 0002056914 0.174 144 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KADENSA CAPITAL Ltd CIK 0001720980 0.063 28 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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 SHY). Qtrs Held counts distinct quarters this fund has actually held SHY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SHY position size. Δ columns are the percentage-point change in SHY'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