Signals

SMH

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

Flow ranking

Rank#539
Score / z0.312 / 0.38
Consensus325.61 over 657 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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
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 3,477.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 593.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 576.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 510.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 466.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 406.7 0.0% 1 +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 386.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 383.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 320.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 263.9 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 207.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 200.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 183.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 161.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 159.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 149.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 135.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 132.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 113.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Main Management Fund Advisors LLC CIK 0001862787 0.000 8 112.4 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 105.5 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
Main Management LLC CIK 0001583092 0.804 95 87.2 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
NWI MANAGEMENT LP CIK 0001103887 0.216 49 86.2 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 79.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 79.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 79.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 76.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 75.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 62.0 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
ALLIANZ SE CIK 0001127508 0.910 519 55.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
FIL Ltd CIK 0000318989 0.878 1140 55.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 53.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 52.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 48.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 47.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 46.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 46.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 43.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 40.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 37.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 35.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 33.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
SOROS CAPITAL MANAGEMENT LLC CIK 0001748240 0.022 58 31.5 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 30.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 30.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 30.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 29.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 28.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 28.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 28.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 26.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 25.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 25.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 24.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 24.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 22.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 22.7 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 22.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 22.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 21.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 20.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 20.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 19.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 19.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 19.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 18.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 18.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 18.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 17.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 17.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 17.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 17.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 16.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 16.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 16.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 15.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 15.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 15.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 14.7 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
Cavalier Investments, LLC CIK 0001655543 0.000 40 14.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 14.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 14.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Apexium Financial, LP CIK 0001765285 0.880 288 14.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Mason & Associates Inc CIK 0001917686 0.488 161 14.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 14.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 13.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 13.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 13.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 12.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Parker Investment Management, LLC CIK 0001672070 0.638 39 12.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
NFSG Corp CIK 0001879757 0.275 1245 12.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 12.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Schorn Wealth LLC CIK 0001792851 0.656 80 12.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 12.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 11.9 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 11.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Noked Israel Ltd CIK 0001767750 0.807 11 11.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
University of Illinois Foundation CIK 0001994249 0.055 29 11.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Valence8 US LP CIK 0001943819 0.533 15 10.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 10.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 10.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 10.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Woodline Partners LP CIK 0001784547 0.424 1011 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 10.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 10.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 10.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 10.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 10.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Creative Planning CIK 0001540235 0.979 4196 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 9.9 5.5% 2 +0.8 pp +5.5 pp +5.5 pp +5.5 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 9.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 9.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Rye Brook Capital LLC CIK 0001844147 0.254 40 9.9 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 9.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 9.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 9.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ring Mountain Capital, LLC CIK 0002051343 0.386 107 9.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 8.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Man Group plc CIK 0001637460 0.631 2032 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 8.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Tamar Securities, LLC CIK 0001703081 0.527 90 8.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KWMG, LLC CIK 0001633024 0.515 153 8.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 8.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
WT Wealth Management CIK 0001780507 0.246 138 8.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 7.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Concentrum Wealth Management CIK 0001765387 0.553 127 7.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 7.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 7.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 7.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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AJ Advisors, LLC CIK 0001951167 0.829 37 6.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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PFG Advisors CIK 0001694435 0.248 791 6.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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FMR LLC CIK 0000315066 0.989 5571 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Symmetry Investments LP CIK 0001691919 0.056 112 5.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Financial Freedom, LLC CIK 0001965484 0.294 107 5.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
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SCS Capital Management LLC CIK 0001303159 0.917 485 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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SFI Advisors, LLC CIK 0001911308 0.252 55 4.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
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NWAM LLC CIK 0001655006 0.392 684 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 3.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MAI Capital Management CIK 0001040197 0.725 1889 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MGB Wealth Management, LLC CIK 0002015822 0.367 308 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Capula Management Ltd CIK 0001557017 0.914 303 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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HOWE & RUSLING INC CIK 0000769963 0.498 479 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Legacy PCG, LLC CIK 0001952532 0.000 26 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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JSF Financial, LLC CIK 0001802224 0.568 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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GSG Advisors LLC CIK 0001995773 0.640 148 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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NATIXIS CIK 0001274981 0.561 1107 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.260 341 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Powell Investment Advisors, LLC CIK 0001802195 0.602 167 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BERKSHIRE CAPITAL HOLDINGS INC CIK 0001133742 0.000 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +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
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fluent Financial, LLC CIK 0001722283 0.050 57 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Galaxy Group Investments LLC CIK 0001912562 0.725 36 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.0 0.0% 0 -0.2 pp -1.6 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 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 SMH). Qtrs Held counts distinct quarters this fund has actually held SMH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SMH position size. Δ columns are the percentage-point change in SMH's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status