Signals

SPYG

1499 in-universe funds with a nonzero position in SPYG within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#43
Score / z4.998 / 4.51
Consensus419.46 over 806 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest+49% / 1.0d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
LPL Financial LLC CIK 0001403438 0.957 5996 3,899.8 1.0% 4 -0.1 pp -0.2 pp -0.2 pp +1.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,703.8 3.5% 4 -0.0 pp -0.1 pp -0.2 pp +3.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,470.7 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1,215.0 4.9% 4 -0.5 pp -0.3 pp -0.3 pp +4.9 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,003.6 0.2% 4 -0.0 pp -0.0 pp +0.0 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 934.4 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 840.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 625.5 7.0% 4 -0.3 pp -0.3 pp -1.5 pp +7.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 478.2 5.7% 4 -0.5 pp -0.6 pp -0.4 pp +5.7 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 417.1 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 407.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 373.7 3.3% 4 -0.8 pp -1.9 pp -1.8 pp +3.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 364.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 360.5 9.5% 4 -1.0 pp -0.6 pp -0.7 pp +9.5 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 350.4 6.0% 4 -0.8 pp -0.5 pp +0.6 pp +6.0 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 335.7 7.2% 4 -1.5 pp -1.9 pp -1.7 pp +7.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 311.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 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 306.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 301.4 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 300.5 1.6% 4 -0.2 pp -0.4 pp -0.3 pp +1.6 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 288.8 7.9% 4 -2.3 pp -2.5 pp -2.1 pp +7.9 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 272.8 15.9% 4 -1.8 pp -0.7 pp +0.1 pp +15.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 272.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 272.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 252.2 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 251.3 1.6% 4 -1.5 pp -1.6 pp -1.7 pp +1.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 237.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 227.3 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 214.9 3.5% 6 -0.3 pp -0.6 pp -1.9 pp -2.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 214.5 1.0% 4 -0.1 pp -0.1 pp -0.2 pp +1.0 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 206.8 8.7% 4 -0.3 pp -0.0 pp +0.8 pp +8.7 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 197.8 1.3% 4 -2.3 pp -2.8 pp -2.9 pp +1.3 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 190.0 2.0% 4 -0.1 pp -0.1 pp +0.1 pp +2.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 185.9 3.3% 4 -2.7 pp -0.4 pp -0.3 pp +3.3 pp
FMR LLC CIK 0000315066 0.989 5571 181.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 180.3 1.9% 4 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 176.6 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 175.0 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 168.7 5.4% 4 +4.9 pp -0.1 pp -0.4 pp +5.4 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 157.4 2.2% 4 -0.2 pp -0.1 pp -0.0 pp +2.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 148.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 147.1 15.4% 4 -1.2 pp -0.9 pp -1.8 pp +15.4 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 146.4 0.7% 4 -0.2 pp -0.2 pp -0.3 pp +0.7 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 142.4 2.4% 4 +0.2 pp +0.2 pp +0.4 pp +2.4 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 140.9 4.8% 4 -0.7 pp -1.0 pp -1.0 pp +4.8 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 136.0 13.0% 4 +1.7 pp +2.1 pp +1.8 pp +13.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 134.7 1.3% 4 -0.2 pp +0.5 pp +0.6 pp +1.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 133.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 129.7 12.3% 4 -2.1 pp -0.5 pp -0.3 pp +12.3 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 126.8 5.6% 1 +5.6 pp +1.4 pp +1.2 pp +1.7 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 118.6 8.7% 4 -1.9 pp -1.2 pp +1.1 pp +8.7 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 117.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 115.4 3.9% 4 -0.2 pp -0.3 pp -0.4 pp +3.9 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 109.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 109.2 6.6% 4 +0.5 pp +0.4 pp +1.4 pp +6.6 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 105.1 0.8% 4 -0.2 pp -0.1 pp -0.1 pp +0.8 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 102.7 0.8% 4 -0.1 pp -0.1 pp -0.5 pp +0.8 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 96.9 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
KWB Wealth CIK 0001822236 0.452 169 96.8 9.6% 4 -0.4 pp -1.3 pp -1.2 pp +9.6 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 95.4 1.4% 4 -0.2 pp -0.2 pp -0.2 pp +1.4 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 89.5 6.9% 4 -0.2 pp -1.5 pp +1.8 pp +6.9 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 88.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 86.5 11.4% 4 -0.8 pp -1.0 pp -1.0 pp +11.4 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 85.0 14.9% 4 -0.7 pp +0.0 pp +2.0 pp +14.9 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 84.3 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 83.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 79.5 2.9% 4 -0.9 pp -3.6 pp -3.6 pp +2.9 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 74.7 15.3% 4 -1.1 pp -0.2 pp +0.4 pp +15.3 pp
Creative Planning CIK 0001540235 0.979 4196 71.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 69.9 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 64.4 0.8% 4 +0.4 pp +0.4 pp +0.3 pp +0.8 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 64.1 3.1% 4 -0.4 pp -0.5 pp -0.7 pp +3.1 pp
Compton Financial Group, LLC CIK 0001844567 0.139 84 64.1 14.2% 4 -6.5 pp -7.7 pp -6.9 pp +14.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 63.8 1.5% 4 -0.0 pp +0.0 pp +0.0 pp +1.5 pp
RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 63.0 19.3% 4 -2.5 pp -3.5 pp -3.2 pp +19.3 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 62.4 9.9% 4 -0.5 pp -1.0 pp -0.7 pp +9.9 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 56.1 0.8% 4 -0.3 pp -0.3 pp +0.7 pp +0.8 pp
Dakota Wealth Management CIK 0001631353 0.544 771 55.5 1.2% 4 +0.6 pp +0.5 pp +0.5 pp +1.2 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 53.5 3.0% 4 -0.1 pp -0.0 pp +0.1 pp +3.0 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 53.2 6.6% 4 -0.9 pp -0.8 pp -0.5 pp +6.6 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 51.9 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 51.7 0.8% 4 -0.0 pp +0.4 pp +0.4 pp +0.8 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 51.5 0.9% 4 -0.3 pp -0.4 pp -0.9 pp +0.9 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 49.7 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 49.4 22.4% 5 -1.6 pp -4.2 pp -3.5 pp -0.3 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 49.4 5.2% 4 -3.2 pp -3.3 pp -1.7 pp +5.2 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 49.0 3.9% 4 -0.3 pp -0.5 pp -1.1 pp +3.9 pp
CGN Advisors LLC CIK 0001841506 0.595 322 47.7 3.8% 4 -0.4 pp -0.5 pp -0.4 pp +3.8 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 46.1 4.7% 4 -0.4 pp -0.4 pp -0.4 pp +4.7 pp
TRUEFG, LLC CIK 0001766067 0.882 75 44.5 11.8% 4 -0.9 pp -1.2 pp -1.6 pp +11.8 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 44.1 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
71 West Capital Partners CIK 0002111530 0.838 382 44.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 43.9 1.9% 4 -0.0 pp +0.0 pp +0.1 pp +1.9 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 43.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 43.8 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 41.9 1.6% 4 -0.1 pp +0.8 pp -0.7 pp +1.6 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 41.8 5.4% 4 -0.5 pp -0.6 pp -0.8 pp +5.4 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 40.0 7.1% 4 -1.0 pp -0.9 pp -0.7 pp +7.1 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 39.7 3.8% 4 -0.0 pp +0.1 pp -0.1 pp +3.8 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 39.0 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 38.6 4.8% 5 +0.8 pp +1.0 pp +1.7 pp +3.2 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 38.6 5.1% 6 +0.7 pp +0.9 pp +0.5 pp +1.3 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 38.4 1.4% 5 -0.5 pp -0.6 pp -0.7 pp -0.4 pp
TLWM CIK 0001732537 0.888 73 38.0 6.9% 2 +2.5 pp +6.9 pp +6.9 pp +6.9 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 37.7 8.3% 4 -0.1 pp +5.9 pp +6.0 pp +8.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 37.5 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 37.5 2.6% 4 -0.2 pp -0.3 pp -0.3 pp +2.6 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 37.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 37.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Destiny Capital Corp/CO CIK 0001965275 0.720 58 37.3 19.9% 4 -0.7 pp -1.1 pp -0.6 pp +19.9 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 37.2 0.4% 4 -0.0 pp -0.1 pp +0.0 pp +0.4 pp
ERn Financial, LLC CIK 0001768302 0.529 161 36.5 6.9% 4 -0.8 pp -1.4 pp -1.1 pp +6.9 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 35.7 19.4% 4 -1.1 pp -1.4 pp -1.1 pp +19.4 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 34.8 6.6% 4 +0.0 pp +0.2 pp +0.2 pp +6.6 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 34.8 6.7% 4 -0.8 pp -0.7 pp -0.8 pp +6.7 pp
Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 34.5 8.1% 4 -0.7 pp -1.9 pp -1.9 pp +8.1 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 34.4 2.4% 4 -0.6 pp -0.8 pp -0.5 pp +2.4 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 34.2 11.1% 4 -0.5 pp -0.9 pp -2.0 pp +11.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 33.9 1.3% 4 -0.1 pp -0.0 pp -0.0 pp +1.3 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 33.3 5.3% 4 -0.4 pp -1.3 pp -1.7 pp +5.3 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 32.5 14.9% 6 -1.8 pp -2.1 pp -2.5 pp -0.4 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 32.4 6.3% 4 -0.1 pp +0.0 pp +0.0 pp +6.3 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 32.3 5.2% 4 -0.7 pp -0.8 pp -1.3 pp +5.2 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 32.3 3.6% 4 -0.4 pp -0.5 pp -0.5 pp +3.6 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 32.2 2.2% 6 +0.1 pp -0.2 pp -0.3 pp -0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 31.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 31.8 2.4% 4 +0.1 pp +0.0 pp +0.3 pp +2.4 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 31.7 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 31.5 16.6% 4 +0.9 pp +1.2 pp -3.4 pp +16.6 pp
Retirement Management Systems Inc. CIK 0002110516 0.643 55 31.0 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 30.8 1.8% 4 -0.1 pp +0.3 pp -0.3 pp +1.8 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 29.6 0.7% 4 -0.2 pp -0.2 pp -0.1 pp +0.7 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 29.6 2.4% 4 +0.3 pp +0.5 pp +0.4 pp +2.4 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 28.9 3.8% 4 -0.2 pp +0.7 pp +1.0 pp +3.8 pp
Roberts Financial Services LLC CIK 0001767602 0.852 33 28.1 8.9% 4 -2.1 pp -2.1 pp -3.4 pp +8.9 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 28.0 2.4% 4 -0.1 pp -0.0 pp +0.0 pp +2.4 pp
CX Institutional CIK 0001737089 0.437 1568 27.7 0.8% 4 -0.0 pp -0.0 pp -0.3 pp +0.8 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 27.3 3.3% 4 -0.5 pp -0.7 pp -0.7 pp +3.3 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 27.0 0.9% 4 -0.0 pp +0.1 pp +0.2 pp +0.9 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 26.5 3.5% 2 -0.5 pp +3.5 pp +3.5 pp +3.5 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 26.4 3.1% 4 +0.2 pp +0.3 pp +0.3 pp +3.1 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 26.3 9.3% 4 +0.9 pp +1.7 pp -0.4 pp +9.3 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 26.0 10.4% 5 -1.5 pp -1.8 pp -1.7 pp -0.7 pp
BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 25.4 9.1% 4 -0.7 pp -1.1 pp -1.6 pp +9.1 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 24.7 6.7% 4 -3.3 pp -4.1 pp -4.3 pp +6.7 pp
Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 24.4 13.6% 3 -1.1 pp -3.8 pp +13.6 pp +13.6 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 24.3 3.0% 4 -0.2 pp +1.5 pp +2.7 pp +3.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 24.0 0.9% 4 -0.0 pp +0.0 pp +0.1 pp +0.9 pp
PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 23.7 10.0% 1 +10.0 pp +10.0 pp -2.0 pp +10.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 23.6 1.0% 4 +0.1 pp +0.0 pp +0.1 pp +1.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 23.6 11.7% 4 -0.4 pp -0.5 pp +0.6 pp +11.7 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 23.5 2.7% 2 +0.2 pp +2.7 pp +0.6 pp +2.7 pp
VICUS CAPITAL CIK 0001544806 0.660 268 23.4 1.7% 4 -0.1 pp -0.1 pp -0.1 pp +1.7 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 23.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 23.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 23.3 1.8% 4 -0.1 pp -0.0 pp -0.0 pp +1.8 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 23.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choice Wealth Advisors LLC CIK 0001842357 0.702 35 23.1 9.1% 4 -0.6 pp -1.5 pp -1.6 pp +9.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 23.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Horizon Wealth Management, LLC CIK 0001815123 0.197 148 22.9 3.4% 4 -0.3 pp -0.1 pp -0.4 pp +3.4 pp
Marathon Mission, Inc. CIK 0001987261 0.620 57 22.9 13.3% 4 -0.2 pp -0.4 pp -0.1 pp +13.3 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 22.7 1.9% 4 -0.4 pp -0.4 pp -0.4 pp +1.9 pp
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Portside Wealth Group, LLC CIK 0001978608 0.273 505 22.5 3.1% 5 +0.0 pp +0.3 pp +0.2 pp +0.4 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 22.2 0.6% 4 -0.2 pp -0.1 pp +0.1 pp +0.6 pp
Boyd Wealth Management, LLC CIK 0001846114 0.522 47 22.2 9.4% 4 +3.0 pp +3.2 pp +4.0 pp +9.4 pp
Concord Wealth Partners CIK 0001814214 0.457 885 22.1 2.9% 4 -0.2 pp -0.2 pp +1.0 pp +2.9 pp
Fortitude Financial, LLC CIK 0002066105 0.084 28 21.8 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
GRANVILLE CAPITAL, INC. CIK 0001404784 0.710 86 21.7 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 21.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 21.5 2.5% 4 -0.2 pp -0.6 pp -0.7 pp +2.5 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 21.4 1.8% 4 +1.1 pp +1.1 pp +0.8 pp +1.8 pp
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Ciovacco Capital Management LLC CIK 0001653012 0.674 35 21.2 12.3% 4 +0.7 pp +0.6 pp +0.7 pp +12.3 pp
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Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 20.8 3.5% 4 -0.3 pp -0.4 pp +1.6 pp +3.5 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 20.7 0.4% 3 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 20.4 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.4 pp
Hofer & Associates. Inc CIK 0001958491 0.511 70 20.4 10.9% 4 -0.7 pp -1.3 pp -1.5 pp +10.9 pp
Investors Research Corp CIK 0001730630 0.347 805 20.3 3.9% 4 -0.1 pp +0.0 pp +0.3 pp +3.9 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 20.2 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
Collier Financial CIK 0001902901 0.619 141 20.0 15.3% 3 -1.0 pp -2.5 pp +15.3 pp +15.3 pp
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GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 19.6 0.8% 4 -0.1 pp -0.1 pp -0.0 pp +0.8 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 19.5 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 19.4 10.7% 4 -0.8 pp -0.8 pp -0.7 pp +10.7 pp
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Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 18.8 0.9% 4 -0.0 pp +0.0 pp +0.0 pp +0.9 pp
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Navalign, LLC CIK 0001820593 0.504 132 18.2 4.6% 4 -0.1 pp -0.6 pp -0.4 pp +4.6 pp
Tempo Wealth, LLC CIK 0002112005 0.447 237 18.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
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Optas, LLC CIK 0001802961 0.460 494 18.0 2.7% 4 -0.3 pp -0.6 pp -0.9 pp +2.7 pp
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ALPHA CAPITAL ADVISORS INC /ADV CIK 0001027694 0.628 34 16.5 15.7% 1 +15.7 pp +15.7 pp +15.7 pp +15.7 pp
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Diligent Investors, LLC CIK 0001549042 0.241 357 16.3 4.0% 4 -0.4 pp -0.6 pp -0.0 pp +4.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 16.1 3.1% 4 -0.8 pp -0.1 pp +0.0 pp +3.1 pp
Millington Financial Advisors, LLC CIK 0001924615 0.364 128 16.0 6.7% 4 +0.0 pp -1.1 pp -2.1 pp +6.7 pp
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1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 15.9 2.0% 4 +0.3 pp +0.4 pp +0.5 pp +2.0 pp
Benchmark Financial, LLC CIK 0002107260 0.479 54 15.8 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
CBM Financial, LLC CIK 0002055702 0.864 16 15.8 9.8% 2 +0.5 pp +9.8 pp +9.8 pp +9.8 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 15.6 0.9% 4 +0.2 pp +0.4 pp +0.4 pp +0.9 pp
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Northwest Wealth Advisors, LLC CIK 0002094564 0.550 66 14.8 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 14.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Magnus Financial Group LLC CIK 0001765216 0.574 387 14.3 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
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CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 14.2 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
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Ascent Group, LLC CIK 0001913231 0.508 808 13.8 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 13.7 4.5% 4 -0.6 pp -2.1 pp -1.9 pp +4.5 pp
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Lido Advisors, LLC CIK 0001650150 0.880 1849 13.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Certified Advisory Corp CIK 0001731732 0.386 327 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GGM Financial LLC CIK 0002021722 0.308 265 1.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Lantz Financial LLC CIK 0001766883 0.334 259 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
POTENTIA WEALTH CIK 0002052308 0.453 60 1.0 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 1.0 0.3% 4 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Spire Wealth Management CIK 0001858740 0.515 2226 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 1.0 0.1% 1 +0.1 pp -0.6 pp -0.6 pp +0.1 pp
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Wallace Advisory Group, LLC CIK 0001932645 0.113 134 1.0 1.0% 4 -0.2 pp +0.0 pp +0.3 pp +1.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.0 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 1.0 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
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Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
FreeGulliver LLC CIK 0002032561 0.536 123 0.9 0.4% 4 -0.2 pp -0.2 pp -0.2 pp +0.4 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 0.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.9 0.1% 4 -0.1 pp +0.1 pp -0.1 pp +0.1 pp
ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 0.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.9 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.9 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.8 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Monetary Solutions, Ltd CIK 0002112370 0.453 397 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
MOR Wealth Management, LLC CIK 0002092389 0.479 122 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.7 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
626 Financial, LLC CIK 0001911035 0.453 126 0.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.7 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
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Go Invest LLC CIK 2139692 0.913 129 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 0.7 0.5% 4 -0.3 pp -0.2 pp -0.1 pp +0.5 pp
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Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.7 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.3 pp -0.5 pp -0.8 pp +0.0 pp
HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 -0.6 pp -0.7 pp -0.8 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 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
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.9 pp -0.7 pp -0.7 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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