Signals

← Signals

☆SPYV

1101 in-universe funds with a nonzero position in SPYV within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#113
Score / z1.520 / 2.28
Consensus355.82 over 689 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4,522.1 8.6% 2 +0.2 pp +8.6 pp +8.6 pp +8.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,569.7 0.8% 2 -0.0 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 1,229.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1,068.6 4.7% 2 +0.6 pp +4.7 pp +4.7 pp +4.7 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 496.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 474.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 470.8 6.1% 2 +0.1 pp +6.1 pp +6.1 pp +6.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 412.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 402.4 0.1% 2 +0.0 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 367.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 327.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 311.1 8.7% 2 +0.2 pp +8.7 pp +8.7 pp +8.7 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 288.8 17.9% 2 +2.3 pp +17.9 pp +17.9 pp +17.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 269.5 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 261.9 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 256.3 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 251.5 6.9% 2 +0.1 pp +6.9 pp +6.9 pp +6.9 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 245.5 4.4% 4 -1.8 pp -3.2 pp -2.9 pp +4.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 239.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 239.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 227.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 201.5 2.6% 2 -1.3 pp +2.6 pp +2.6 pp +2.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 200.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 200.3 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 192.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 191.1 8.5% 2 +0.9 pp +8.5 pp +8.5 pp +8.5 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 176.6 13.7% 2 -0.1 pp +13.7 pp +13.7 pp +13.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 172.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 159.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 137.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 126.9 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 125.4 9.1% 2 +0.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 117.6 11.7% 2 -0.6 pp +11.7 pp +11.7 pp +11.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 112.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 111.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 107.8 3.7% 2 -0.4 pp +3.7 pp +3.7 pp +3.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 106.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 105.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 104.4 6.4% 2 -0.0 pp +6.4 pp +6.4 pp +6.4 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 98.2 8.5% 2 +1.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 96.0 7.6% 2 -0.6 pp +7.6 pp +7.6 pp +7.6 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 89.9 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Bell Bank CIK 0001002672 0.895 195 87.0 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 86.0 3.9% 2 +0.6 pp +3.9 pp +3.9 pp +3.9 pp
☆KWB Wealth CIK 0001822236 0.453 169 85.2 9.4% 2 +0.3 pp +9.4 pp +9.4 pp +9.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 83.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 77.5 6.9% 2 -0.0 pp +6.9 pp +6.9 pp +6.9 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 77.0 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 72.2 4.9% 2 +1.0 pp +4.9 pp +4.9 pp +4.9 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 68.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 66.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 66.1 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 64.8 2.8% 3 -0.0 pp -1.1 pp +2.8 pp +2.8 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 62.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 58.6 9.4% 2 -0.6 pp +9.4 pp +9.4 pp +9.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 57.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 57.3 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 57.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 57.2 3.3% 2 +0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 55.4 8.0% 2 +0.8 pp +8.0 pp +8.0 pp +8.0 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 55.3 13.3% 2 +0.1 pp +13.3 pp +13.3 pp +13.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 54.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 54.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 53.4 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 50.1 12.9% 2 -0.2 pp +12.9 pp +12.9 pp +12.9 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 48.7 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 45.8 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 45.7 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 45.0 0.9% 3 -0.2 pp -1.3 pp +0.9 pp +0.9 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 44.3 3.7% 2 -0.5 pp +3.7 pp +3.7 pp +3.7 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 43.4 4.4% 2 +0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 42.5 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 40.5 17.8% 2 +0.2 pp +17.8 pp +17.8 pp +17.8 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 40.4 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 39.5 5.4% 2 -4.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 39.4 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 38.9 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 38.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 38.7 6.3% 2 -0.4 pp +6.3 pp +6.3 pp +6.3 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 38.2 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 38.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 38.1 5.7% 2 +0.7 pp +5.7 pp +5.7 pp +5.7 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 36.6 3.1% 3 +0.1 pp +0.2 pp +3.1 pp +3.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 36.5 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 35.7 7.0% 2 +0.6 pp +7.0 pp +7.0 pp +7.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 35.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 34.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 34.3 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 33.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 32.5 16.4% 4 +0.1 pp +1.3 pp +1.0 pp +16.4 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 32.4 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆TSFG, LLC CIK 0001800513 0.413 891 32.1 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 31.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 31.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 31.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 31.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 31.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 31.1 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 31.0 11.1% 2 -1.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 30.8 6.5% 2 +0.7 pp +6.5 pp +6.5 pp +6.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 30.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 30.6 13.8% 3 -0.0 pp +2.0 pp +13.8 pp +13.8 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 30.2 5.3% 2 -6.2 pp +5.3 pp +5.3 pp +5.3 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 30.1 4.2% 2 +0.5 pp +4.2 pp +4.2 pp +4.2 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 29.8 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 29.7 12.7% 2 -0.0 pp +12.7 pp +12.7 pp +12.7 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 29.6 3.5% 2 +0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 29.3 7.9% 2 -0.4 pp +7.9 pp +7.9 pp +7.9 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 28.9 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 28.0 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 27.6 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 27.3 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 26.9 8.7% 2 +0.2 pp +8.7 pp +8.7 pp +8.7 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 26.7 4.5% 2 -0.7 pp +4.5 pp +4.5 pp +4.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 26.6 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 26.4 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 26.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 25.5 15.2% 2 -0.2 pp +15.2 pp +15.2 pp +15.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 25.3 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 25.1 4.7% 2 +0.0 pp +4.7 pp +4.7 pp +4.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 25.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 24.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 24.5 13.7% 2 -0.8 pp +13.7 pp +13.7 pp +13.7 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 24.4 9.3% 2 -3.2 pp +9.3 pp +9.3 pp +9.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 24.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 24.0 1.3% 3 -0.0 pp -0.5 pp +1.3 pp +1.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 23.6 10.2% 2 +0.6 pp +10.2 pp +10.2 pp +10.2 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 23.1 10.8% 2 +0.3 pp +10.8 pp +10.8 pp +10.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 23.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 22.1 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 22.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 21.9 11.4% 2 +0.8 pp +11.4 pp +11.4 pp +11.4 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 21.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 21.1 7.2% 2 +0.1 pp +7.2 pp +7.2 pp +7.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 20.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 20.8 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 20.1 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 20.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 19.8 10.8% 2 +0.3 pp +10.8 pp +10.8 pp +10.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 19.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 19.6 20.2% 2 -0.0 pp +20.2 pp +20.2 pp +20.2 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 19.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 19.3 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 19.1 9.1% 2 +0.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 19.1 8.8% 2 +0.3 pp +8.8 pp +8.8 pp +8.8 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 19.1 5.3% 2 +0.0 pp +5.3 pp +5.3 pp +5.3 pp
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☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 2 -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% 2 +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% 2 +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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -1.2 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 -0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LeConte Wealth Management, LLC CIK 0002060443 0.260 179 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.6 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -3.3 pp -5.9 pp -5.6 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.0 0.0% 0 -10.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp +0.0 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
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.0 pp +0.0 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
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.0 0.0% 0 -0.4 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
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -4.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status