Signals

SMH

1125 in-universe funds with a nonzero position in SMH within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23773
Score / z-0.051 / -0.08
Consensus362.70 over 732 funds
Momentumno 12m return

Price & positioning

250 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 4,129.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 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 827.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 784.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 529.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 470.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 396.4 0.1% 2 -0.0 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 395.1 0.0% 2 -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 265.6 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 261.1 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 246.4 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 229.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 196.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saudi Central Bank CIK 0001918181 0.602 505 196.5 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 188.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 181.3 2.4% 2 +0.6 pp +2.4 pp +2.4 pp +2.4 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 171.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 164.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 155.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 146.1 5.4% 2 -5.6 pp +5.4 pp +5.4 pp +5.4 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 116.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 109.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 106.8 0.8% 2 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 94.4 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 93.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 92.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Management Fund Advisors LLC CIK 0001862787 0.000 8 91.7 8.9% 2 -4.5 pp +8.9 pp +8.9 pp +8.9 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 88.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 83.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 74.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PEAK6 LLC CIK 0001389958 0.149 850 72.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 70.3 8.2% 2 +0.1 pp +8.2 pp +8.2 pp +8.2 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 58.7 4.0% 2 -0.0 pp +4.0 pp +4.0 pp +4.0 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 58.5 4.6% 2 +0.3 pp +4.6 pp +4.6 pp +4.6 pp
FIL Ltd CIK 0000318989 0.878 1140 58.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 57.6 1.2% 2 +0.8 pp +1.2 pp +1.2 pp +1.2 pp
Main Management LLC CIK 0001583092 0.804 95 54.0 4.0% 2 -2.9 pp +4.0 pp +4.0 pp +4.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 53.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 48.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 45.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 44.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 44.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 43.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 43.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 38.2 3.8% 2 +0.4 pp +3.8 pp +3.8 pp +3.8 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 37.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 36.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 36.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 34.6 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 33.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 33.0 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 31.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 30.2 6.3% 2 +0.3 pp +6.3 pp +6.3 pp +6.3 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 29.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 29.4 1.4% 2 -0.6 pp +1.4 pp +1.4 pp +1.4 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 29.4 4.7% 2 +0.3 pp +4.7 pp +4.7 pp +4.7 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 29.1 0.0% 2 -0.6 pp +0.0 pp +0.0 pp +0.0 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 28.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 26.8 6.5% 2 +0.3 pp +6.5 pp +6.5 pp +6.5 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 26.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 25.2 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 24.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 23.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 23.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 23.2 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 22.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 22.6 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 22.3 4.5% 2 +0.4 pp +4.5 pp +4.5 pp +4.5 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 22.2 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 21.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 21.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 21.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 21.3 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
Maven Securities LTD CIK 0001633046 0.047 164 20.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 20.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 19.2 0.5% 4 +0.1 pp +0.2 pp +0.0 pp +0.5 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 18.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 18.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 18.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Apexium Financial, LP CIK 0001765285 0.880 288 18.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Gemsstock Ltd. CIK 0001724140 0.000 13 18.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 17.8 4.2% 2 +0.2 pp +4.2 pp +4.2 pp +4.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 17.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 17.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 17.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
MIG Capital, LLC CIK 0001425649 0.000 0 17.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Mason & Associates Inc CIK 0001917686 0.488 161 16.7 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 16.6 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 16.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 16.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 15.8 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 15.6 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 15.3 6.5% 2 +0.6 pp +6.5 pp +6.5 pp +6.5 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 15.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 15.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 14.9 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
NFSG Corp CIK 0001879757 0.275 1245 14.7 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
Schorn Wealth LLC CIK 0001792851 0.656 80 14.6 4.5% 2 +0.4 pp +4.5 pp +4.5 pp +4.5 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 14.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 14.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Cavalier Investments, LLC CIK 0001655543 0.000 40 14.1 5.7% 2 +1.3 pp +5.7 pp +5.7 pp +5.7 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 13.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 13.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 13.5 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 13.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Creative Planning CIK 0001540235 0.979 4196 13.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
University of Illinois Foundation CIK 0001994249 0.055 29 12.9 4.6% 2 +0.2 pp +4.6 pp +4.6 pp +4.6 pp
Valence8 US LP CIK 0001943819 0.533 15 12.7 4.3% 2 -0.2 pp +4.3 pp +4.3 pp +4.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 12.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 12.4 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 12.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 12.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 12.1 4.6% 2 +0.4 pp +4.6 pp +4.6 pp +4.6 pp
World Investment Advisors CIK 0001652594 0.670 1523 12.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 12.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 12.0 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 12.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 11.9 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 11.8 5.8% 3 +0.4 pp +1.2 pp +5.8 pp +5.8 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 11.7 2.1% 2 -1.9 pp +2.1 pp +2.1 pp +2.1 pp
Walleye Trading LLC CIK 0001388391 0.179 946 11.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rye Brook Capital LLC CIK 0001844147 0.254 40 11.7 9.9% 2 -0.4 pp +9.9 pp +9.9 pp +9.9 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 11.7 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 11.6 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 11.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ADAPT Investment Managers SA CIK 0002029917 0.035 27 11.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 11.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 11.0 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
Ring Mountain Capital, LLC CIK 0002051343 0.386 107 11.0 6.1% 2 +0.5 pp +6.1 pp +6.1 pp +6.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 10.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 10.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 10.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 10.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
LMR Partners LLP CIK 0001578621 0.225 1167 10.3 0.1% 2 -0.5 pp +0.1 pp +0.1 pp +0.1 pp
EHP Funds Inc. CIK 0001927881 0.000 25 10.1 13.2% 2 +5.1 pp +13.2 pp +13.2 pp +13.2 pp
Tamar Securities, LLC CIK 0001703081 0.527 90 10.0 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 9.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
KWMG, LLC CIK 0001633024 0.515 153 9.8 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Woodline Partners LP CIK 0001784547 0.424 1011 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concentrum Wealth Management CIK 0001765387 0.553 127 9.5 2.7% 2 +0.4 pp +2.7 pp +2.7 pp +2.7 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Momentum Wealth Planning, LLC CIK 0002087652 0.379 33 9.2 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 9.1 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 9.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 8.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 8.8 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
WT Wealth Management CIK 0001780507 0.246 138 8.7 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 8.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 8.4 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
Hudock, Inc. CIK 0001543536 0.674 217 8.4 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 8.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 8.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 8.2 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AJ Advisors, LLC CIK 0001951167 0.829 37 8.2 3.3% 2 +0.3 pp +3.3 pp +3.3 pp +3.3 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 8.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 8.0 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 7.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PFG Advisors CIK 0001694435 0.248 791 7.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 7.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 7.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 7.4 1.3% 2 +0.7 pp +1.3 pp +1.3 pp +1.3 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 7.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 7.3 2.7% 2 -0.7 pp +2.7 pp +2.7 pp +2.7 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 7.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 7.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 6.8 4.6% 2 +4.5 pp +4.6 pp +4.6 pp +4.6 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 6.7 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Wealth Quarterback LLC CIK 0001803386 0.360 171 6.6 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 6.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 6.4 3.2% 2 +0.4 pp +3.2 pp +3.2 pp +3.2 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 6.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atom Investors LP CIK 0001738902 0.004 818 6.4 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
Cooper Capital Advisors LLC CIK 0001957878 0.142 41 6.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 6.2 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 6.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Aragon Global Management, LP CIK 0001991518 0.196 23 6.1 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
Bay Rivers Group CIK 0001798924 0.313 125 6.1 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
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Y.D. More Investments Ltd CIK 0001870364 0.791 510 6.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 6.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
LOWERY THOMAS, LLC CIK 0001919701 0.539 57 5.8 3.4% 2 +0.4 pp +3.4 pp +3.4 pp +3.4 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 5.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 5.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Spire Wealth Management CIK 0001858740 0.515 2226 5.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 5.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 5.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SFI Advisors, LLC CIK 0001911308 0.252 55 5.1 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 5.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 5.0 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 4.9 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 4.9 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 4.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 4.8 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 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
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 4.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 4.7 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 4.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 4.6 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
Westwood Wealth Management CIK 0001861125 0.586 43 4.6 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
NRI Wealth Management LC CIK 0002027950 0.717 31 4.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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TruWealth Advisors, LLC CIK 0001834985 0.672 182 4.4 0.2% 2 -1.4 pp +0.2 pp +0.2 pp +0.2 pp
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Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 4.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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Paragon Advisors, LLC CIK 0001799719 0.414 77 4.2 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
NWAM LLC CIK 0001655006 0.392 684 4.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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ARS Investment Partners, LLC CIK 0000733020 0.452 181 4.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 4.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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One Capital Management, LLC CIK 0001606588 0.779 522 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 3.5 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
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CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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CV Advisors LLC CIK 0001872254 0.581 133 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 +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% 4 +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% 4 +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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 2 +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
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marathon Trading Investment Management LLC CIK 0001572748 0.000 141 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% 2 +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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 2 +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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 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% 2 +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% 2 -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% 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
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 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% 2 +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% 2 +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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 2 +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 CONSULATE, INC CIK 0001624510 0.813 1449 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% 2 +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% 2 +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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 2 +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% 2 -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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 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% 2 +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% 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
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parker Investment Management, LLC CIK 0001672070 0.638 39 0.0 0.0% 0 -1.9 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
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsman Wealth Management, Inc. CIK 0002066184 0.248 76 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.686 197 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Galaxy Group Investments LLC CIK 0001912562 0.725 36 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Value Partners, LLC CIK 0001840501 0.359 108 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Fluent Financial, LLC CIK 0001722283 0.050 57 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOROS CAPITAL MANAGEMENT LLC CIK 0001748240 0.022 58 0.0 0.0% 0 -9.6 pp +0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 -0.9 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
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 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
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Noked Israel Ltd CIK 0001767750 0.807 11 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. CIK 0001672142 0.000 157 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -0.7 pp +0.0 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
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1248 Management, LLC CIK 0002011147 0.275 149 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -8.3 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 -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% 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
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.0 0.0% 0 +0.0 pp -0.2 pp -1.6 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.2 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
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 -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% 0 -0.1 pp +0.0 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
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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 (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