Signals

← Signals

☆SPYV

1007 in-universe funds with a nonzero position in SPYV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#60
Score / z3.007 / 3.83
Consensus328.48 over 666 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-17% / 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)
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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 ▾
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4,244.1 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,362.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 870.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 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 512.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 432.9 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 432.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 376.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 346.0 0.1% 1 +0.1 pp +0.1 pp +0.1 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 339.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 304.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 272.9 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 255.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 249.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 244.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 242.1 6.3% 3 -1.4 pp -1.1 pp +6.3 pp +6.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 237.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 229.9 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 229.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 219.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 218.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 200.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 194.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 180.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 179.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 163.2 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 159.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 153.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 148.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 136.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 130.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 125.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 115.5 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 110.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 110.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 109.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 108.1 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 101.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 98.4 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 96.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 94.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 93.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 92.7 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 87.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 84.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 83.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 82.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Bell Bank CIK 0001002672 0.895 195 79.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆KWB Wealth CIK 0001822236 0.453 169 75.0 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 71.8 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 70.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 67.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 64.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 62.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 60.0 2.8% 2 -1.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 57.9 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 57.9 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 55.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 52.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 52.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 52.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 51.8 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 51.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 50.9 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 48.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 46.3 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 43.8 1.1% 2 -1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 43.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 42.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 42.7 3.3% 3 -2.6 pp -2.3 pp +3.3 pp +3.3 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 42.5 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 41.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 41.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 41.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 40.6 17.6% 1 +17.6 pp +17.6 pp +17.6 pp +17.6 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 40.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 37.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 37.3 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 36.5 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 36.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 36.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 35.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 35.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 34.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 34.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 34.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 33.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 33.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 32.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 32.0 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 31.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 31.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 31.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 30.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 30.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 29.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 29.5 16.4% 3 +1.2 pp +0.9 pp +16.4 pp +16.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 29.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 29.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 29.1 13.8% 2 +2.1 pp +13.8 pp +13.8 pp +13.8 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 29.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 28.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 28.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 28.2 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 28.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 27.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 27.7 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆TSFG, LLC CIK 0001800513 0.413 891 27.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 27.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 27.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 26.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 26.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 26.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 26.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 25.9 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 25.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 24.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 24.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 24.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 24.6 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 24.3 15.4% 1 +15.4 pp +15.4 pp +15.4 pp +15.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 23.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 23.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 23.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 23.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 23.0 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 22.2 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 22.2 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 22.1 1.3% 2 -0.5 pp +1.3 pp +1.3 pp +1.3 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 21.9 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 21.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 21.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 21.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 20.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 20.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 20.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 20.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 19.8 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 19.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 19.7 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 19.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 19.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 18.9 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 18.6 20.2% 1 +20.2 pp +20.2 pp +20.2 pp +20.2 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 18.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 18.3 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 18.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 18.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Freestate Advisors LLC CIK 0001660328 0.717 42 17.1 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 17.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 17.0 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 16.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 16.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CX Institutional CIK 0001737089 0.437 1568 15.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 15.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 15.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 14.8 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 14.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 14.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 14.4 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 14.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 14.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 14.0 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 13.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 13.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 12.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
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☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 11.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
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☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.6 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 1.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆REDW Wealth LLC CIK 0001688931 0.503 104 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TT Capital Management LLC CIK 0002056338 0.378 77 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆McMill Wealth Management CIK 0002056447 0.763 60 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -2.9 pp -2.8 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
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 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 SPYV). Qtrs Held counts distinct quarters this fund has actually held SPYV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPYV position size. Δ columns are the percentage-point change in SPYV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status