Signals

SPYM

1605 in-universe funds with a nonzero position in SPYM within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#4
Score / z12.229 / 17.38
Consensus499.51 over 1000 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
USS Investment Management Ltd CIK 0001587381 0.888 617 5,326.8 24.8% 3 +1.1 pp +6.9 pp +24.8 pp +24.8 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4,618.6 2.8% 3 +0.1 pp +0.4 pp +2.8 pp +2.8 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 4,319.7 0.3% 4 -0.1 pp -0.0 pp +0.1 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4,132.2 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
Creative Planning CIK 0001540235 0.979 4196 2,631.2 1.9% 3 -0.0 pp -0.0 pp +1.9 pp +1.9 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 2,475.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,435.2 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
NATIXIS CIK 0001274981 0.561 1107 1,329.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 850.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 801.4 4.2% 3 -0.2 pp +3.7 pp +4.2 pp +4.2 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 765.0 5.6% 3 -0.1 pp +0.0 pp +5.6 pp +5.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 678.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 643.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 599.4 0.9% 4 -0.1 pp -0.5 pp -0.3 pp +0.9 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 597.6 3.7% 3 -0.1 pp -0.2 pp +3.7 pp +3.7 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 496.9 21.1% 3 -4.7 pp -5.4 pp +21.1 pp +21.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 491.2 4.8% 3 +0.0 pp +0.2 pp +4.8 pp +4.8 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 477.5 30.6% 3 +0.6 pp +1.4 pp +30.6 pp +30.6 pp
TIG Advisors, LLC CIK 0001358253 0.194 100 477.0 23.0% 2 -5.7 pp +23.0 pp +23.0 pp +23.0 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 438.3 4.0% 3 +3.7 pp +4.0 pp +4.0 pp +4.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 437.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 436.7 3.6% 3 -0.1 pp +1.4 pp +3.6 pp +3.6 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 406.8 0.5% 3 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 406.5 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 394.5 8.4% 3 +0.4 pp +0.7 pp +8.4 pp +8.4 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 385.8 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 380.7 14.9% 3 -0.3 pp -0.9 pp +14.9 pp +14.9 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 369.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 355.5 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 347.4 6.8% 3 -0.2 pp -0.3 pp +6.8 pp +6.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 342.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 328.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Gradient Investments LLC CIK 0001542265 0.563 448 324.0 5.1% 3 +0.2 pp +0.4 pp +5.1 pp +5.1 pp
Kedalion Capital Management LLP CIK 0002041209 0.814 3 308.0 7.6% 3 -30.3 pp -12.3 pp +7.6 pp +7.6 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 306.2 9.3% 3 +0.5 pp +0.2 pp +9.3 pp +9.3 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 305.6 5.2% 5 -0.1 pp -1.7 pp -2.3 pp -2.1 pp
Stadion Money Management, LLC CIK 0001321220 0.841 27 304.3 24.7% 3 +0.1 pp +4.5 pp +24.7 pp +24.7 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 295.3 19.9% 3 +19.7 pp +19.7 pp +19.9 pp +19.9 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 281.7 3.3% 3 -0.4 pp -0.5 pp +3.3 pp +3.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 281.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 278.5 1.9% 3 +0.4 pp +0.9 pp +1.9 pp +1.9 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 270.7 0.4% 4 -0.0 pp -0.1 pp +0.1 pp +0.4 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 260.7 10.9% 3 +0.3 pp -3.0 pp +10.9 pp +10.9 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 259.4 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 256.6 3.7% 3 +0.4 pp +3.7 pp +3.7 pp +3.7 pp
Mizuho Bank, Ltd. CIK 0001512734 0.000 6 254.3 30.3% 2 +20.8 pp +30.3 pp +30.3 pp +30.3 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 231.5 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 216.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 210.8 2.2% 3 +0.1 pp +0.2 pp +2.2 pp +2.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 197.4 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 192.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 190.0 3.4% 2 -0.6 pp +3.4 pp +3.4 pp +3.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 185.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 184.3 24.6% 3 -2.5 pp -2.6 pp +24.6 pp +24.6 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 183.1 6.1% 3 +0.4 pp +1.4 pp +6.1 pp +6.1 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 173.8 9.3% 3 +0.1 pp +0.3 pp +9.3 pp +9.3 pp
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 168.7 5.0% 2 +0.6 pp +5.0 pp +5.0 pp +5.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 166.1 7.8% 2 +1.2 pp +7.8 pp +7.8 pp +7.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 164.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 160.3 13.0% 3 +0.1 pp +0.7 pp +13.0 pp +13.0 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 155.1 20.1% 3 +0.3 pp -16.2 pp +20.1 pp +20.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 150.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 145.3 10.9% 3 +2.4 pp +10.6 pp +10.9 pp +10.9 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 144.2 24.5% 3 +2.2 pp +2.8 pp +24.5 pp +24.5 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 142.1 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 139.9 8.4% 3 +1.1 pp -2.0 pp +8.4 pp +8.4 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 136.8 7.3% 3 -0.5 pp -0.6 pp +7.3 pp +7.3 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 135.3 2.6% 3 -0.1 pp +0.0 pp +2.6 pp +2.6 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 130.0 1.1% 3 +0.2 pp +0.1 pp +1.1 pp +1.1 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 129.4 4.5% 3 -0.1 pp -0.1 pp +4.5 pp +4.5 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 114.6 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
World Investment Advisors CIK 0001652594 0.670 1523 105.9 2.0% 3 +0.0 pp -0.0 pp +2.0 pp +2.0 pp
Revere Asset Management, Inc CIK 0001849529 0.214 37 102.9 36.2% 2 +2.3 pp +36.2 pp -2.9 pp -8.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 100.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 100.2 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 99.1 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
Ascent Group, LLC CIK 0001913231 0.508 808 98.3 3.4% 3 -0.4 pp -0.4 pp +3.4 pp +3.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 94.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 93.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Crews Bank & Trust CIK 0002052279 0.645 662 91.2 13.0% 3 +0.5 pp +1.1 pp +13.0 pp +13.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 91.0 6.8% 3 +0.1 pp +0.3 pp +6.8 pp +6.8 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 90.7 1.1% 3 +0.3 pp +0.3 pp +1.1 pp +1.1 pp
KWB Wealth CIK 0001822236 0.452 169 89.4 8.5% 3 +0.4 pp -1.8 pp +8.5 pp +8.5 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 89.2 2.5% 3 +1.0 pp +0.9 pp +2.5 pp +2.5 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 87.4 6.4% 3 -4.1 pp -0.0 pp +6.4 pp +6.4 pp
Brown Financial Advisory CIK 0001843853 0.850 49 84.7 42.8% 3 +0.7 pp +1.5 pp +42.8 pp +42.8 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 82.9 3.0% 3 -0.0 pp +0.8 pp +3.0 pp +3.0 pp
Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 82.6 40.0% 3 -0.1 pp -1.5 pp +40.0 pp +40.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 78.9 8.7% 5 +0.2 pp -0.7 pp -2.0 pp -2.5 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 77.9 3.0% 3 +0.2 pp +1.2 pp +3.0 pp +3.0 pp
One Day In July LLC CIK 0001823172 0.854 167 77.8 6.4% 3 +0.5 pp +1.1 pp +6.4 pp +6.4 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 76.3 4.0% 3 -0.0 pp +3.0 pp +4.0 pp +4.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 76.2 1.4% 4 +0.2 pp +0.7 pp +1.3 pp +1.4 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 75.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 72.6 5.4% 3 -0.9 pp -1.0 pp +5.4 pp +5.4 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 71.5 9.1% 3 -0.2 pp -0.3 pp +9.1 pp +9.1 pp
Standpoint Asset Management, LLC CIK 0001780423 0.941 8 71.4 16.3% 3 -0.0 pp +0.0 pp +16.3 pp +16.3 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 71.3 6.6% 3 -0.2 pp -0.5 pp +6.6 pp +6.6 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 70.8 16.5% 3 +3.3 pp +3.6 pp +16.5 pp +16.5 pp
TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 68.6 5.9% 3 +0.0 pp +0.0 pp +5.9 pp +5.9 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 67.8 2.5% 4 -0.5 pp -0.7 pp -1.0 pp +2.5 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 66.9 1.0% 3 -0.2 pp -0.3 pp +1.0 pp +1.0 pp
Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 66.7 15.2% 3 -0.1 pp +0.2 pp +15.2 pp +15.2 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 66.7 2.1% 3 +0.3 pp +0.4 pp +2.1 pp +2.1 pp
Solitude Financial Services CIK 0001839890 0.859 41 66.5 21.9% 2 +0.6 pp +21.9 pp +21.9 pp +21.9 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 66.1 4.8% 3 +0.1 pp +0.3 pp +4.8 pp +4.8 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 65.2 8.6% 3 -0.1 pp -0.8 pp +8.6 pp +8.6 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 65.2 7.5% 3 -0.1 pp -2.5 pp +7.5 pp +7.5 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 65.0 13.7% 3 -0.3 pp -1.8 pp +13.7 pp +13.7 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 64.5 5.1% 3 -0.3 pp +1.5 pp +5.1 pp +5.1 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 64.0 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 63.8 17.0% 3 -1.6 pp -2.0 pp +17.0 pp +17.0 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 63.8 15.6% 3 +0.2 pp -0.7 pp +15.6 pp +15.6 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 62.5 19.3% 3 +0.2 pp -0.3 pp +19.3 pp +19.3 pp
Auour Investments LLC CIK 0001789310 0.580 95 62.3 19.8% 3 -1.1 pp -0.6 pp +19.8 pp +19.8 pp
ODonnell Financial Services, LLC CIK 0001730962 0.716 74 61.5 21.0% 3 -0.1 pp +0.8 pp +21.0 pp +21.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 61.5 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 61.1 21.6% 3 -0.7 pp -1.5 pp +21.6 pp +21.6 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 59.7 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 59.6 28.6% 3 +0.1 pp +1.0 pp +28.6 pp +28.6 pp
New Perspectives, Inc CIK 0001909565 0.875 49 59.0 20.5% 3 -5.2 pp -7.4 pp +20.5 pp +20.5 pp
Americana Partners, LLC CIK 0001797678 0.514 596 58.8 1.6% 3 -0.3 pp -0.4 pp +1.6 pp +1.6 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 58.7 2.4% 3 -0.0 pp +0.1 pp +2.4 pp +2.4 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 57.8 4.0% 3 -0.0 pp +0.0 pp +4.0 pp +4.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 57.6 2.7% 4 +0.1 pp -0.0 pp +0.0 pp +2.7 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 57.1 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 55.7 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 55.6 4.1% 3 +0.3 pp +0.4 pp +4.1 pp +4.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 54.9 4.5% 3 +0.4 pp +0.3 pp +4.5 pp +4.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 54.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Tull Financial Group, Inc. CIK 0001769060 0.849 35 53.9 23.1% 3 +0.1 pp +1.4 pp +23.1 pp +23.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 53.8 0.6% 3 -0.1 pp +0.0 pp +0.6 pp +0.6 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 53.3 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 52.7 2.6% 3 +0.4 pp -0.5 pp +2.6 pp +2.6 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 52.1 9.7% 3 -0.5 pp -4.4 pp +9.7 pp +9.7 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 52.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 51.9 6.8% 3 -0.3 pp -0.4 pp +6.8 pp +6.8 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 51.8 0.9% 3 -0.2 pp -0.1 pp +0.9 pp +0.9 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 50.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 50.3 21.6% 3 -1.4 pp -1.8 pp +21.6 pp +21.6 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 49.2 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 48.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 48.5 12.2% 3 +0.3 pp -8.6 pp +12.2 pp +12.2 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 48.3 2.5% 3 +0.0 pp +0.1 pp +2.5 pp +2.5 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 48.2 13.8% 3 +2.6 pp +4.5 pp +13.8 pp +13.8 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 47.9 3.2% 3 +3.0 pp +3.0 pp +3.2 pp +3.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 47.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 47.6 20.6% 3 -0.2 pp +0.6 pp +20.6 pp +20.6 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 46.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 46.6 5.7% 3 +0.1 pp +0.2 pp +5.7 pp +5.7 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 46.6 3.5% 3 -0.1 pp -0.2 pp +3.5 pp +3.5 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 46.4 4.4% 3 -0.0 pp -4.8 pp +4.4 pp +4.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 46.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 44.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Petix & Botte Co CIK 0001803255 0.507 144 44.8 10.2% 3 +1.6 pp +2.7 pp +10.2 pp +10.2 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 44.3 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 44.2 1.0% 3 -0.2 pp -0.2 pp +1.0 pp +1.0 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 43.4 4.0% 3 +0.4 pp +0.8 pp +4.0 pp +4.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 43.4 2.0% 4 -0.0 pp -0.2 pp +0.1 pp +2.0 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 42.7 13.4% 3 -0.3 pp +0.2 pp +13.4 pp +13.4 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 42.6 4.1% 3 -0.3 pp +0.2 pp +4.1 pp +4.1 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 42.0 12.2% 3 -0.5 pp +2.0 pp +12.2 pp +12.2 pp
Keystone Financial Group CIK 0001729299 0.524 567 42.0 3.1% 3 -0.2 pp -0.2 pp +3.1 pp +3.1 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 41.9 3.3% 4 +0.5 pp +1.1 pp +1.4 pp +3.3 pp
SOL Capital Management CO CIK 0001339270 0.000 0 41.6 3.7% 3 -0.6 pp -0.3 pp +3.7 pp +3.7 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 41.2 6.4% 3 -0.1 pp -0.0 pp +6.4 pp +6.4 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 40.8 11.3% 3 +0.1 pp -0.0 pp +11.3 pp +11.3 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 40.6 5.6% 3 +0.6 pp +0.7 pp +5.6 pp +5.6 pp
Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 40.6 21.6% 3 -1.6 pp +8.9 pp +21.6 pp +21.6 pp
Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 40.6 14.7% 3 -0.5 pp -1.2 pp +14.7 pp +14.7 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 40.2 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 39.7 11.1% 3 -0.3 pp -0.7 pp +11.1 pp +11.1 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 39.5 2.8% 3 +0.2 pp +0.2 pp +2.8 pp +2.8 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 39.4 6.6% 3 +0.3 pp +2.9 pp +6.6 pp +6.6 pp
Security Financial Services, INC. CIK 0001913590 0.441 203 38.9 6.1% 3 +0.1 pp -0.1 pp +6.1 pp +6.1 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 38.8 13.0% 4 +0.9 pp +1.3 pp +2.7 pp +13.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 38.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 38.3 16.5% 3 +0.1 pp +0.5 pp +16.5 pp +16.5 pp
Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 38.0 20.3% 3 -0.2 pp +0.2 pp +20.3 pp +20.3 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 36.9 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 36.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 36.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
PFG Advisors CIK 0001694435 0.248 791 36.3 1.8% 3 +0.6 pp +0.7 pp +1.8 pp +1.8 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 36.2 6.3% 3 +0.2 pp +1.5 pp +6.3 pp +6.3 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 36.0 0.9% 3 -0.3 pp -0.3 pp +0.9 pp +0.9 pp
Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 35.9 25.6% 3 -0.4 pp -1.7 pp +25.6 pp +25.6 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 35.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 35.3 14.3% 3 -0.6 pp -0.4 pp +14.3 pp +14.3 pp
LVW Advisors, LLC CIK 0001576053 0.581 462 34.8 3.5% 2 +1.1 pp +3.5 pp +3.5 pp +3.5 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 34.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 34.0 5.1% 3 +0.2 pp +0.1 pp +5.1 pp +5.1 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 33.4 4.6% 3 +0.1 pp +0.3 pp +4.6 pp +4.6 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 33.2 2.0% 3 +0.6 pp +0.0 pp +2.0 pp +2.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 33.2 2.4% 1 +2.4 pp +0.3 pp +2.4 pp +2.4 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 33.1 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 33.0 1.9% 3 +0.3 pp +0.6 pp +1.9 pp +1.9 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 32.9 4.7% 3 +0.3 pp +0.3 pp +4.7 pp +4.7 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 32.7 0.7% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 32.7 7.2% 3 -0.1 pp +0.9 pp +7.2 pp +7.2 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 32.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 32.0 5.4% 3 -0.0 pp +0.4 pp +5.4 pp +5.4 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 31.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 30.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 30.6 0.2% 5 +0.0 pp +0.2 pp +0.0 pp +0.0 pp
Segment Wealth Management, LLC CIK 0001575581 0.560 311 29.9 1.7% 3 +0.3 pp +1.6 pp +1.7 pp +1.7 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 29.5 1.4% 3 +0.0 pp -0.1 pp +1.4 pp +1.4 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 29.5 4.1% 3 -0.0 pp +0.2 pp +4.1 pp +4.1 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 29.2 13.1% 3 +0.3 pp -3.2 pp +13.1 pp +13.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 29.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 29.1 1.4% 3 +1.3 pp +1.2 pp +1.4 pp +1.4 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 29.1 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 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 28.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 28.6 13.5% 4 +6.8 pp +6.9 pp +6.1 pp +13.5 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 28.5 0.8% 3 -0.2 pp -0.1 pp +0.8 pp +0.8 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 28.5 2.1% 3 +0.3 pp +0.4 pp +2.1 pp +2.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 28.2 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 28.0 4.5% 3 -0.2 pp -1.5 pp +4.5 pp +4.5 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 27.7 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 27.6 3.9% 3 -0.0 pp +0.0 pp +3.9 pp +3.9 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 27.3 2.1% 3 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 27.1 1.6% 3 +0.2 pp +0.3 pp +1.6 pp +1.6 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 27.1 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 26.9 3.7% 3 +0.3 pp +0.8 pp +3.7 pp +3.7 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 26.9 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NOVEM GROUP CIK 0001926783 0.247 437 26.9 3.1% 3 -0.2 pp -0.5 pp +3.1 pp +3.1 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 26.8 10.5% 2 +10.2 pp +10.5 pp +10.5 pp +10.5 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 26.8 1.4% 3 +0.9 pp +0.9 pp +1.4 pp +1.4 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 26.7 13.7% 3 +0.2 pp +0.8 pp +13.7 pp +13.7 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 26.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 26.5 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 26.1 8.6% 3 -0.2 pp -0.3 pp +8.6 pp +8.6 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 26.0 3.1% 3 -0.0 pp +0.0 pp +3.1 pp +3.1 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 26.0 5.4% 3 -0.1 pp -0.7 pp +5.4 pp +5.4 pp
Maia Wealth LLC CIK 0002010858 0.212 354 25.9 4.4% 3 -0.5 pp -0.8 pp +4.4 pp +4.4 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 25.9 1.6% 4 +1.4 pp +1.4 pp +1.6 pp +1.6 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 25.9 14.0% 3 -0.3 pp -0.2 pp +14.0 pp +14.0 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 25.7 6.0% 3 -0.2 pp +0.3 pp +6.0 pp +6.0 pp
Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 25.7 8.4% 3 -0.1 pp -0.4 pp +8.4 pp +8.4 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 25.7 10.0% 3 -1.4 pp -1.7 pp +10.0 pp +10.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 25.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 25.5 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 25.3 8.1% 2 -0.1 pp +8.1 pp +8.1 pp +8.1 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 25.0 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 24.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 24.9 6.1% 2 -0.3 pp +6.1 pp +6.1 pp +6.1 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 24.8 2.8% 3 -0.1 pp -0.2 pp +2.8 pp +2.8 pp
Keel Point, LLC CIK 0001386935 0.645 514 24.7 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
CBM Financial, LLC CIK 0002055702 0.864 16 24.5 16.6% 1 +16.6 pp +16.6 pp +16.6 pp +16.6 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 24.4 4.0% 3 -0.1 pp -0.3 pp +4.0 pp +4.0 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 24.4 5.1% 3 +2.4 pp +2.8 pp +5.1 pp +5.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 24.4 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
McMill Wealth Management CIK 0002056447 0.763 60 24.4 6.9% 3 +0.0 pp -0.7 pp +6.9 pp +6.9 pp
DAIDO LIFE INSURANCE CO CIK 0001173460 0.920 6 24.1 3.4% 3 +1.6 pp -1.4 pp +3.4 pp +3.4 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 24.0 1.5% 3 -0.7 pp +0.6 pp +1.5 pp +1.5 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 24.0 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 23.8 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 23.4 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 23.3 13.1% 4 -0.1 pp -0.2 pp +0.2 pp +13.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 22.8 2.5% 3 -0.3 pp -0.3 pp +2.5 pp +2.5 pp
Clarus Group, Inc. CIK 0001844568 0.654 127 22.8 8.2% 3 +0.3 pp +0.7 pp +8.2 pp +8.2 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 22.7 15.3% 3 +0.6 pp +1.2 pp +15.3 pp +15.3 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 22.5 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 22.2 5.8% 3 +0.1 pp +0.0 pp +5.8 pp +5.8 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 22.2 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
Kagan Cocozza Asset Management CIK 0002064489 0.602 67 22.0 15.7% 4 -0.0 pp +0.5 pp +1.7 pp +15.7 pp
RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 21.6 6.3% 1 +6.3 pp -5.0 pp +6.3 pp +6.3 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 21.6 2.5% 3 -0.1 pp +0.5 pp +2.5 pp +2.5 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 21.4 0.7% 3 +0.2 pp +0.6 pp +0.7 pp +0.7 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 21.4 7.4% 3 +0.2 pp +0.4 pp +7.4 pp +7.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 21.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 21.2 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
TABLEAUX LLC CIK 0002060663 0.396 120 21.2 14.8% 1 +14.8 pp +14.8 pp -3.5 pp +14.8 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 21.1 4.9% 3 +0.4 pp +3.8 pp +4.9 pp +4.9 pp
Wise Wealth Partners CIK 0002056711 0.035 43 20.5 29.5% 3 +0.8 pp +2.8 pp +29.5 pp +29.5 pp
Legacy Advisory Services, LLC CIK 0002068847 0.633 54 20.4 15.3% 5 +0.3 pp +1.0 pp +1.3 pp -2.5 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 20.1 1.2% 3 +0.3 pp +0.3 pp +1.2 pp +1.2 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 19.9 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 19.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 19.9 2.2% 3 +0.1 pp +0.2 pp +2.2 pp +2.2 pp
Investors Research Corp CIK 0001730630 0.347 805 19.9 3.6% 3 +0.2 pp +0.3 pp +3.6 pp +3.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 19.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 19.3 7.6% 3 +0.3 pp -2.2 pp +7.6 pp +7.6 pp
Archer Investment Corp CIK 0001803804 0.301 1254 19.2 4.3% 3 +0.4 pp +0.6 pp +4.3 pp +4.3 pp
Advisor OS, LLC CIK 0001767580 0.509 586 19.2 1.5% 3 -0.1 pp +0.3 pp +1.5 pp +1.5 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 19.2 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Windsor Capital Management, LLC CIK 0001543100 0.486 127 19.0 5.2% 3 -0.1 pp -0.2 pp +5.2 pp +5.2 pp
Capital Advantage, Inc. CIK 0001628896 0.496 150 18.7 2.5% 3 +0.1 pp +0.2 pp +2.5 pp +2.5 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 18.4 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 18.2 8.4% 3 -0.3 pp +0.7 pp +8.4 pp +8.4 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 18.2 11.1% 3 -0.0 pp -0.3 pp +11.1 pp +11.1 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 18.1 1.8% 3 +0.2 pp -0.4 pp +1.8 pp +1.8 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 18.0 3.3% 4 +0.4 pp +1.4 pp +2.6 pp +3.3 pp
LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 17.9 15.8% 3 -0.3 pp -0.0 pp +15.8 pp +15.8 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 17.9 3.8% 3 -1.2 pp -1.8 pp +3.8 pp +3.8 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 17.8 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 17.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 17.6 5.6% 3 +0.1 pp +0.5 pp +5.6 pp +5.6 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 17.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 17.5 5.0% 3 -0.0 pp +0.6 pp +5.0 pp +5.0 pp
S. R. Schill & Associates CIK 0001616004 0.728 25 17.4 12.3% 3 +0.2 pp -0.0 pp +12.3 pp +12.3 pp
FMR LLC CIK 0000315066 0.989 5571 17.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RBF Capital, LLC CIK 0001134621 0.512 506 17.2 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 17.1 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 16.8 10.6% 4 +0.6 pp -4.9 pp -4.1 pp +10.6 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 16.5 11.2% 3 -1.2 pp +0.2 pp +11.2 pp +11.2 pp
Brown Financial Advisors CIK 0002035548 0.168 212 16.4 6.0% 3 +0.2 pp +0.4 pp +6.0 pp +6.0 pp
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Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 16.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
NBZ Investment Advisors LLC CIK 0001998018 0.677 80 16.2 7.1% 3 -8.4 pp -1.1 pp +7.1 pp +7.1 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 16.2 11.2% 3 -0.6 pp -1.0 pp +11.2 pp +11.2 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 16.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 16.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 16.0 3.7% 4 +0.3 pp +0.9 pp +1.3 pp +3.7 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 15.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 15.9 4.1% 3 +0.4 pp +0.0 pp +4.1 pp +4.1 pp
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CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 15.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CSM Advisors, LLC CIK 0001863523 0.423 406 14.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
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Modera Wealth Management, LLC CIK 0001542143 0.854 650 5.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 5.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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Catalina Capital Group, LLC CIK 0002018090 0.294 173 5.1 3.1% 3 +0.1 pp +0.2 pp +3.1 pp +3.1 pp
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Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 4.9 1.0% 3 -0.4 pp -0.6 pp +1.0 pp +1.0 pp
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Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 1.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
360 Financial, Inc. CIK 0001802324 0.654 85 1.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Bluesphere Advisors LLC CIK 0001844108 0.718 121 1.3 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 1.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.2 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 1.2 1.1% 4 -0.1 pp +0.2 pp -0.4 pp +1.1 pp
tru Independence LLC CIK 0001785445 0.641 108 1.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 1.2 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 1.2 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
TLWM CIK 0001732537 0.888 73 1.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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LOM Asset Management Ltd CIK 0002077907 0.225 279 1.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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Whelan Financial CIK 0001894921 0.754 101 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.2 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Nicholas Wealth, LLC. CIK 0001911391 0.168 127 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Kingdom Financial Group LLC. CIK 0001962236 0.603 855 1.1 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
Embree Financial Group CIK 0002020860 0.466 283 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 1.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 1.1 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 1.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.1 0.1% 3 -0.0 pp -0.7 pp +0.1 pp +0.1 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 1.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMJ Financial Wealth Management CIK 0001801585 0.571 83 1.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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Summit Financial Consulting LLC CIK 0002065794 0.400 49 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Community Bank, N.A. CIK 0001632187 0.503 530 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.0 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 1.0 0.6% 3 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
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Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Schorn Wealth LLC CIK 0001792851 0.656 80 1.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
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Beckerman Institutional, LLC CIK 0002043468 0.343 124 1.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
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TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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G&S Capital LLC CIK 0001731448 0.138 152 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Invst, LLC CIK 0001867587 0.314 343 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.9 0.7% 4 +0.0 pp -0.1 pp -0.0 pp +0.7 pp
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Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Hurley Capital, LLC CIK 0001632844 0.288 641 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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NBT BANK, N.A. CIK 0000898413 0.440 1069 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 2 -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% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 3 -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
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 3 +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
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Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 3 -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
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TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 -1.8 pp -1.7 pp +0.0 pp +0.0 pp
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Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 -3.2 pp -3.3 pp +0.0 pp +0.0 pp
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RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -3.2 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 +0.0 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 -3.6 pp -3.5 pp -0.5 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 -9.4 pp -10.3 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -1.1 pp -1.0 pp +0.0 pp +0.0 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.0 0.0% 0 +0.0 pp -0.2 pp -5.0 pp -1.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 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
O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 -15.1 pp -16.1 pp +0.0 pp +0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp -7.2 pp +0.0 pp +0.0 pp
Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 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
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
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -1.5 pp -1.3 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp -24.9 pp +0.0 pp +0.0 pp
Global X Japan Co., Ltd. CIK 0002027450 0.619 390 0.0 0.0% 0 -0.1 pp -0.1 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
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -1.5 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
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Foster Group, Inc. CIK 0001841544 0.874 318 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -2.2 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -11.4 pp -5.7 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -2.0 pp -1.9 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.8 pp -0.7 pp +0.0 pp +0.0 pp
Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 +0.0 pp -11.5 pp +0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.5 pp -0.8 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Endurance Services Ltd CIK 0002011025 0.942 8 0.0 0.0% 0 +0.0 pp -35.8 pp +0.0 pp +0.0 pp
Essex LLC CIK 0001889147 0.576 180 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.0 0.0% 0 +0.0 pp -0.3 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
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 0.0 0.0% 0 +0.0 pp -4.1 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -4.8 pp +0.0 pp +0.0 pp
Kera Capital Partners, Inc. CIK 0002040353 0.311 629 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 -1.1 pp -0.9 pp +0.0 pp +0.0 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.0 0.0% 0 -2.7 pp -2.7 pp +0.0 pp +0.0 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.0 0.0% 0 -0.1 pp -0.1 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
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -7.5 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.1 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
PAYDEN & RYGEL CIK 0000919219 0.212 131 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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 SPYM). Qtrs Held counts distinct quarters this fund has actually held SPYM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPYM position size. Δ columns are the percentage-point change in SPYM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status