Signals

← Signals

☆SPYG

1256 in-universe funds with a nonzero position in SPYG within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24242
Score / z-0.324 / -0.49
Consensus368.20 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 4,094.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,880.4 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,487.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1,190.9 5.3% 2 +0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,147.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,036.3 0.2% 2 +0.0 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 865.3 0.1% 4 +0.0 pp +0.0 pp +0.0 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 575.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 557.7 7.3% 2 -1.2 pp +7.3 pp +7.3 pp +7.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 547.9 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 485.5 6.3% 2 +0.2 pp +6.3 pp +6.3 pp +6.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 479.8 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 444.0 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 414.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 400.1 9.1% 2 +0.2 pp +9.1 pp +9.1 pp +9.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 383.9 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 372.0 10.4% 2 +0.3 pp +10.4 pp +10.4 pp +10.4 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 368.8 10.1% 2 -0.1 pp +10.1 pp +10.1 pp +10.1 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 353.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 334.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 314.6 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 310.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 277.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 268.2 16.6% 2 +0.8 pp +16.6 pp +16.6 pp +16.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 260.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 251.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 248.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 245.2 6.6% 2 +1.1 pp +6.6 pp +6.6 pp +6.6 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 222.9 4.0% 4 -1.4 pp -1.5 pp -1.7 pp +4.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 216.2 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 213.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 198.4 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 196.0 8.7% 2 +0.9 pp +8.7 pp +8.7 pp +8.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 193.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 165.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 161.2 12.5% 2 -0.1 pp +12.5 pp +12.5 pp +12.5 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 159.6 5.5% 2 -0.3 pp +5.5 pp +5.5 pp +5.5 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 159.1 5.8% 2 +0.0 pp +5.8 pp +5.8 pp +5.8 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 150.3 16.3% 2 -0.9 pp +16.3 pp +16.3 pp +16.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 144.9 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 140.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 139.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 135.8 12.8% 2 +0.1 pp +12.8 pp +12.8 pp +12.8 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 129.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 127.9 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 122.8 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 115.1 9.9% 2 +2.3 pp +9.9 pp +9.9 pp +9.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 110.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 109.4 10.9% 2 -0.3 pp +10.9 pp +10.9 pp +10.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 106.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 106.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 103.2 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 102.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆KWB Wealth CIK 0001822236 0.453 169 98.4 10.9% 2 +0.1 pp +10.9 pp +10.9 pp +10.9 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 95.9 4.2% 3 -0.2 pp +0.3 pp +4.2 pp +4.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 94.4 0.9% 2 -0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 91.5 13.3% 2 +1.9 pp +13.3 pp +13.3 pp +13.3 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 91.1 6.2% 2 +1.0 pp +6.2 pp +6.2 pp +6.2 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 90.6 21.8% 2 +0.8 pp +21.8 pp +21.8 pp +21.8 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 86.8 12.4% 2 +0.1 pp +12.4 pp +12.4 pp +12.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 85.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 85.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 84.4 14.9% 2 +2.0 pp +14.9 pp +14.9 pp +14.9 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 83.6 8.4% 2 +3.3 pp +8.4 pp +8.4 pp +8.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 77.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 77.3 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 77.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 76.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 74.1 1.1% 2 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 73.8 15.5% 2 +0.6 pp +15.5 pp +15.5 pp +15.5 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 71.6 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 70.5 22.8% 2 +0.3 pp +22.8 pp +22.8 pp +22.8 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 66.2 1.4% 2 -0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 65.2 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 65.2 12.8% 2 +0.3 pp +12.8 pp +12.8 pp +12.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 65.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 64.7 10.9% 2 +0.3 pp +10.9 pp +10.9 pp +10.9 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 62.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 60.3 5.3% 2 +0.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 59.0 26.6% 3 +0.7 pp +3.9 pp +26.6 pp +26.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 58.5 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 58.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 56.6 8.5% 2 +1.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 53.5 4.4% 2 -0.5 pp +4.4 pp +4.4 pp +4.4 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 52.7 7.4% 2 +0.3 pp +7.4 pp +7.4 pp +7.4 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 52.4 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 51.7 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 51.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 49.9 0.4% 4 +0.1 pp +0.3 pp -0.9 pp +0.4 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 49.8 5.1% 2 +0.0 pp +5.1 pp +5.1 pp +5.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 49.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 46.9 13.0% 2 -0.4 pp +13.0 pp +13.0 pp +13.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 44.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 43.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 43.6 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 43.2 6.0% 2 -0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 42.9 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 41.9 8.3% 2 +0.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 41.2 8.0% 2 +0.2 pp +8.0 pp +8.0 pp +8.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 41.0 6.7% 2 -0.4 pp +6.7 pp +6.7 pp +6.7 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 40.9 12.3% 3 +0.2 pp +1.2 pp +12.3 pp +12.3 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 40.7 6.5% 2 +0.0 pp +6.5 pp +6.5 pp +6.5 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 40.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 40.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 39.0 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Investments & Financial Planning, LLC CIK 0001909307 0.844 40 38.7 20.9% 2 +0.3 pp +20.9 pp +20.9 pp +20.9 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 38.6 9.9% 2 -0.1 pp +9.9 pp +9.9 pp +9.9 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 38.5 21.0% 2 +0.5 pp +21.0 pp +21.0 pp +21.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 38.5 2.0% 3 -0.0 pp +0.3 pp +2.0 pp +2.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 37.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 36.2 6.1% 2 -0.5 pp +6.1 pp +6.1 pp +6.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 35.4 4.1% 2 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 35.2 7.4% 2 -0.1 pp +7.4 pp +7.4 pp +7.4 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 34.9 3.8% 3 +0.7 pp +2.2 pp +3.8 pp +3.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 34.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 34.2 11.0% 2 -1.3 pp +11.0 pp +11.0 pp +11.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 34.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 33.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 33.6 12.0% 2 -1.1 pp +12.0 pp +12.0 pp +12.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 33.6 17.0% 4 -0.4 pp +1.7 pp -0.4 pp +17.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 33.5 13.4% 2 -0.1 pp +13.4 pp +13.4 pp +13.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 33.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 32.9 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 32.9 2.4% 4 -0.1 pp +0.0 pp -0.2 pp +2.4 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 32.8 15.4% 2 -4.6 pp +15.4 pp +15.4 pp +15.4 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 32.3 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 32.0 10.4% 2 +0.5 pp +10.4 pp +10.4 pp +10.4 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 32.0 6.3% 2 +0.0 pp +6.3 pp +6.3 pp +6.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 31.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 30.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 30.5 6.4% 2 -0.0 pp +6.4 pp +6.4 pp +6.4 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 30.5 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Marks Wealth, LLC CIK 0001838660 0.000 19 29.7 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 29.3 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆CX Institutional CIK 0001737089 0.437 1568 28.3 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 27.8 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 27.6 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 26.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 26.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 26.4 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 26.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 26.0 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 25.6 17.3% 1 +17.3 pp +17.3 pp +17.3 pp +17.3 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 25.4 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 24.8 1.4% 2 -0.6 pp +1.4 pp +1.4 pp +1.4 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 24.6 10.6% 2 -0.1 pp +10.6 pp +10.6 pp +10.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 24.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆VICUS CAPITAL CIK 0001544806 0.660 268 23.8 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 23.7 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Collier Financial CIK 0001902901 0.619 141 23.7 17.8% 1 +17.8 pp +17.8 pp +17.8 pp +17.8 pp
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☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 23.3 10.2% 2 -0.5 pp +10.2 pp +10.2 pp +10.2 pp
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☆Ciovacco Capital Management LLC CIK 0001653012 0.674 35 23.2 11.7% 2 +0.1 pp +11.7 pp +11.7 pp +11.7 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 23.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
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☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 22.9 10.8% 2 -0.2 pp +10.8 pp +10.8 pp +10.8 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 22.7 7.6% 2 -2.1 pp +7.6 pp +7.6 pp +7.6 pp
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☆Capital Analysts, LLC CIK 0001624758 0.681 1536 22.4 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 22.4 3.1% 2 +1.3 pp +3.1 pp +3.1 pp +3.1 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 21.7 10.3% 2 +0.2 pp +10.3 pp +10.3 pp +10.3 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 21.5 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 21.4 12.2% 2 -0.2 pp +12.2 pp +12.2 pp +12.2 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 21.3 3.9% 2 +2.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 21.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Investors Research Corp CIK 0001730630 0.347 805 21.0 3.9% 2 +0.3 pp +3.9 pp +3.9 pp +3.9 pp
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☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 20.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 20.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Optas, LLC CIK 0001802961 0.460 494 19.8 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
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☆WFA Asset Management Corp CIK 0001994434 0.679 196 19.4 10.6% 2 -0.6 pp +10.6 pp +10.6 pp +10.6 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 18.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
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☆Optimist Retirement Group LLC CIK 0002011850 0.432 118 14.7 6.6% 2 +0.0 pp +6.6 pp +6.6 pp +6.6 pp
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☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FC Advisory LLC CIK 0001683754 0.633 118 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 0.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 2 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 3 -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
☆Betterment LLC CIK 0001633901 0.437 675 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% 3 +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
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sawyer & Company, Inc CIK 0001722436 0.287 202 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 2 +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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 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 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.6 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
☆CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 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 -2.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 0.0 0.0% 0 -0.0 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
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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 -0.5 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
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 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
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.3 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
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -2.7 pp -4.1 pp -4.3 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
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.1 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
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 -3.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.2 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
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 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
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 -0.1 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
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.0 0.0% 0 -12.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 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 SPYG). Qtrs Held counts distinct quarters this fund has actually held SPYG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPYG position size. Δ columns are the percentage-point change in SPYG'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