Signals

← Signals

☆SLQD

281 in-universe funds with a nonzero position in SLQD within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#762
Score / z0.148 / 0.20
Consensus82.95 over 150 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+35% / 1.0d ⚡

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 ▾
☆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 119.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 105.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 66.3 10.1% 3 -0.1 pp +0.3 pp +10.1 pp +10.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 58.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 57.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 52.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 50.6 2.9% 3 -0.5 pp -2.2 pp +2.9 pp +2.9 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 50.4 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 49.1 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 44.1 6.8% 3 -0.0 pp +0.5 pp +6.8 pp +6.8 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 43.1 9.3% 3 -0.1 pp -0.3 pp +9.3 pp +9.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 41.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 37.3 5.3% 3 +0.3 pp +0.2 pp +5.3 pp +5.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 34.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 34.4 0.0% 4 -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 29.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 24.8 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 24.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 23.5 5.2% 3 -0.0 pp +0.1 pp +5.2 pp +5.2 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 22.0 1.2% 3 -0.4 pp +0.5 pp +1.2 pp +1.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 21.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 19.2 0.3% 3 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 18.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 17.9 2.5% 3 +0.1 pp +0.2 pp +2.5 pp +2.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 14.8 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 14.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 13.1 2.1% 3 +0.1 pp -0.1 pp +2.1 pp +2.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 11.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 10.7 2.6% 3 -0.1 pp -0.6 pp +2.6 pp +2.6 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 10.5 0.8% 3 -0.1 pp -0.6 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 9.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 9.2 1.0% 3 -0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 9.1 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 8.4 2.2% 3 +0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 8.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 7.9 2.8% 3 +0.0 pp -0.1 pp +2.8 pp +2.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 7.6 6.3% 3 -0.2 pp +1.5 pp +6.3 pp +6.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 7.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 6.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 5.5 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 5.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 4.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 4.7 1.0% 3 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 4.6 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 4.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 4.1 1.8% 3 +0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 3.5 2.3% 3 +1.3 pp +1.0 pp +2.3 pp +2.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 3.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 3.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 2.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 2.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Obsido Oy CIK 0002067281 0.833 20 2.8 1.7% 4 -0.4 pp -0.8 pp -1.2 pp +1.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 2.4 1.8% 3 +0.5 pp +0.6 pp +1.8 pp +1.8 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 2.4 1.7% 4 -0.0 pp -0.1 pp -0.1 pp +1.7 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 2.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 2.2 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆American Wealth Advisors, LLC CIK 0002095589 0.658 42 2.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 2.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 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 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NDWM LLC CIK 0001818386 0.624 38 1.8 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 1.7 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 1.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.6 1.5% 3 -0.1 pp -0.3 pp +1.5 pp +1.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 1.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 1.3 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 1.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 1.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 1.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 1.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 1.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.8 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summa Corp. CIK 0001954929 0.569 83 0.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.5 0.3% 3 -0.6 pp -0.5 pp +0.3 pp +0.3 pp
☆BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adalta Capital Management LLC CIK 0001698926 0.404 103 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 0.0 0.0% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 3 -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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 -3.5 pp -2.9 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 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 +0.0 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
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 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
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 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 -0.2 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 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 SLQD). Qtrs Held counts distinct quarters this fund has actually held SLQD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SLQD position size. Δ columns are the percentage-point change in SLQD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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