Signals

SLF

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

Flow ranking

Rank#21905
Score / z0.000 / -0.00
Consensus160.29 over 271 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3,024.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,522.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 944.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 611.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 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 589.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 544.8 0.7% 3 -0.3 pp -0.3 pp +0.7 pp +0.7 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 478.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 431.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 347.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 338.2 1.3% 2 -0.5 pp +1.3 pp +1.3 pp +1.3 pp
FMR LLC CIK 0000315066 0.989 5571 322.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 317.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 301.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 283.1 0.5% 3 -0.3 pp -0.3 pp +0.5 pp +0.5 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 231.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 226.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 220.2 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 206.7 0.6% 2 -0.6 pp +0.6 pp +0.6 pp +0.6 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 197.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 191.9 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 164.1 0.0% 2 -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 141.0 0.0% 2 -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 127.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 122.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 117.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 101.5 0.0% 2 -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 99.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 98.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 97.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 97.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 84.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 81.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 76.3 2.3% 2 +1.4 pp +2.3 pp +2.3 pp +2.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 70.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 70.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 68.8 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 67.2 5.5% 2 -0.3 pp +5.5 pp +5.5 pp +5.5 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 60.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
QV Investors Inc. CIK 0001570253 0.548 68 60.2 5.2% 2 -2.6 pp +5.2 pp +5.2 pp +5.2 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 56.0 1.6% 2 -0.4 pp +1.6 pp +1.6 pp +1.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 53.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 46.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 45.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 44.7 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 42.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 40.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 38.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 34.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 33.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 32.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 32.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 32.3 0.8% 3 -0.3 pp -0.4 pp +0.8 pp +0.8 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 31.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 30.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 29.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SIG North Trading, ULC CIK 0001868643 0.319 79 28.6 4.4% 2 +3.2 pp +4.4 pp +4.4 pp +4.4 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 27.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 26.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 26.2 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 25.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 23.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 23.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 22.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 21.4 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 19.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 19.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 18.7 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 18.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 18.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 16.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 15.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 15.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 13.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 12.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 11.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 11.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 10.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Sienna Gestion CIK 0002021242 0.252 178 10.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Man Group plc CIK 0001637460 0.631 2032 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 8.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 8.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 8.2 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 7.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 7.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 7.1 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 5.8 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.020 253 5.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 5.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 4.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 4.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.2 0.0% 2 -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 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninepoint Partners LP CIK 0001715635 0.295 162 2.9 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avanza Fonder AB CIK 0002035325 0.716 459 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PDT Partners, LLC CIK 0001564702 0.042 489 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 2.6 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 2.6 2.2% 2 -0.5 pp +2.2 pp +2.2 pp +2.2 pp
Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 2.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Westerkirk Capital Inc. CIK 0002080423 0.554 212 1.9 0.2% 1 +0.2 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 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.7 0.0% 1 +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 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 1.5 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 1.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Resource Group CIK 0001764968 0.307 183 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mason & Associates Inc CIK 0001917686 0.488 161 1.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Old Port Advisors CIK 0001744348 0.222 266 1.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOODSTOCK CORP CIK 0001008877 0.579 163 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Candriam S.C.A. CIK 0001537014 0.787 677 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claret Asset Management Corp CIK 0001735513 0.442 498 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LGT Group Foundation CIK 0001911278 0.801 284 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plan A Wealth LLC CIK 0002093645 0.507 194 0.5 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN STREET ADVISORS INC /NC CIK 0001010873 0.594 176 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quilter Plc CIK 0001770632 0.827 131 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
denkapparat Operations GmbH CIK 0001999514 0.033 383 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 0.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASAHI LIFE ASSET MANAGEMENT CO., LTD. CIK 0001564835 0.079 158 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Argent Trust Co CIK 0001625292 0.533 769 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FreeGulliver LLC CIK 0002032561 0.536 123 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 0.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tacita Capital Inc CIK 0001846287 0.305 214 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.3 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VILLERE ST DENIS J & CO LLC CIK 0001113629 0.482 85 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
State of Wyoming CIK 0001821626 0.105 1872 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rempart Asset Management Inc. CIK 0001844571 0.589 36 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canopy Partners, LLC CIK 0001960860 0.327 256 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Well Done, LLC CIK 0001667132 0.522 202 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.2 0.0% 2 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REXFORD CAPITAL INC CIK 0002081847 0.125 300 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOBAM CIK 0001527488 0.112 258 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Planning,Inc CIK 0002048547 0.411 334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JCIC Asset Management Inc. CIK 0001492040 0.574 113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 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 +0.0 pp
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH CIK 0001142433 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McDonough Capital Management, Inc CIK 0001912128 0.662 52 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 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
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 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
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calydon Capital CIK 0001759271 0.373 277 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STONEBRIDGE CAPITAL MANAGEMENT INC CIK 0000051812 0.150 70 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTRUST BANK NA CIK 0001034771 0.638 416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 SLF). Qtrs Held counts distinct quarters this fund has actually held SLF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SLF position size. Δ columns are the percentage-point change in SLF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status