Signals

← Signals

☆SPYV

1410 in-universe funds with a nonzero position in SPYV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#46
Score / z4.262 / 5.11
Consensus403.20 over 772 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)
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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 5,042.1 9.0% 5 -0.4 pp +0.1 pp +0.3 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3,161.7 0.7% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,409.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1,123.2 4.8% 5 +0.2 pp +0.2 pp +0.1 pp +0.6 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 1,062.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 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 590.4 0.0% 7 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 563.0 6.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 460.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 424.6 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 383.7 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 380.1 21.2% 5 +1.2 pp +0.9 pp +3.3 pp +5.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 370.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 319.6 1.9% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 300.2 7.4% 5 -0.3 pp -1.4 pp -1.3 pp -1.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 297.2 4.3% 7 +0.1 pp +0.1 pp -0.1 pp -2.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 296.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 283.6 10.5% 5 +0.3 pp +1.5 pp +2.0 pp +2.9 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 261.5 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 261.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 254.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 248.2 1.8% 5 -0.1 pp -0.2 pp -1.7 pp -1.9 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 239.5 5.7% 5 -0.1 pp +0.3 pp -1.2 pp -1.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 222.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 217.8 1.0% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 212.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 195.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 191.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 185.5 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 185.3 2.0% 5 -1.4 pp -0.8 pp -0.6 pp -1.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 179.9 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 175.4 2.9% 5 +0.2 pp -1.8 pp -0.4 pp -0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 174.8 0.3% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 171.3 14.8% 5 +0.1 pp +2.4 pp +3.1 pp +2.5 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 163.7 4.4% 5 -0.2 pp -0.4 pp +0.0 pp +0.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 151.8 9.2% 5 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 144.4 1.3% 5 +0.2 pp +0.4 pp +0.4 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 143.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 143.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 140.5 6.4% 5 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 131.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 123.8 0.6% 5 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 123.6 7.9% 5 -0.3 pp -1.8 pp -0.6 pp +0.9 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 117.4 8.3% 5 -0.1 pp +0.6 pp +0.7 pp +0.2 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 116.9 2.3% 5 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 115.8 3.7% 5 -0.3 pp -2.8 pp -5.7 pp -6.3 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 115.4 3.9% 5 +0.2 pp +0.2 pp +0.2 pp -0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 113.7 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 111.2 2.4% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Bell Bank CIK 0001002672 0.895 195 103.0 3.9% 5 -0.3 pp +0.1 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 95.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 92.8 4.8% 5 -0.3 pp +0.1 pp -0.2 pp +0.8 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 92.6 3.7% 5 -0.2 pp -0.0 pp -0.1 pp +0.4 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 90.5 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 90.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 83.1 1.6% 5 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆KWB Wealth CIK 0001822236 0.452 169 83.0 7.1% 5 -2.0 pp -2.3 pp -2.3 pp -2.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 81.3 3.1% 6 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 73.6 5.9% 5 -3.8 pp -0.0 pp +0.1 pp +0.9 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 71.3 3.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 66.7 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆71 West Capital Partners CIK 0002111530 0.838 382 65.2 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 64.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 63.7 1.0% 5 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 62.3 0.7% 5 -0.0 pp +0.3 pp +0.4 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 60.6 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 60.3 13.0% 5 +0.3 pp +0.1 pp +0.1 pp -0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 59.4 4.0% 5 -0.2 pp -2.4 pp -3.0 pp -3.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 56.7 7.1% 5 +0.4 pp +1.5 pp +2.0 pp +2.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 55.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 54.7 6.5% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 52.3 3.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 51.7 2.6% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 51.5 3.1% 6 -0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 50.5 20.7% 6 -0.4 pp -0.4 pp +6.9 pp +6.9 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 50.2 15.9% 5 -0.5 pp -0.1 pp -1.9 pp -1.8 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 49.4 3.3% 5 -0.5 pp -0.5 pp -0.4 pp -0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 48.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 48.2 0.7% 5 -0.2 pp -0.2 pp -0.4 pp -0.5 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 46.8 4.2% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 46.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp -2.5 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 46.5 5.1% 5 -0.5 pp -0.3 pp -0.2 pp -4.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 45.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 44.9 1.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 43.5 1.3% 5 -1.0 pp -0.9 pp -0.8 pp -0.8 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 43.3 7.2% 5 -0.3 pp -0.1 pp +0.1 pp +0.8 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 43.3 1.4% 5 +0.0 pp +0.1 pp -0.5 pp -0.4 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 42.9 2.8% 5 -0.2 pp -0.4 pp -0.2 pp -0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 42.7 1.8% 5 -0.4 pp -0.4 pp -0.5 pp -0.6 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 41.2 17.0% 7 +0.5 pp +0.4 pp +0.6 pp +0.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 40.7 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 39.9 10.8% 5 -1.0 pp -0.5 pp -0.3 pp -1.4 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 38.1 3.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 35.9 0.7% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 35.9 1.1% 5 -0.3 pp -0.4 pp -0.4 pp -0.5 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 35.1 7.2% 5 -0.2 pp +0.0 pp +5.1 pp +5.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 35.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 34.8 6.0% 3 -0.1 pp -0.1 pp +6.0 pp +6.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 34.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 34.6 6.7% 5 -6.9 pp -11.8 pp -6.7 pp -6.6 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 34.4 2.6% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 34.1 1.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 33.6 9.8% 5 -0.0 pp +1.0 pp +1.1 pp +1.4 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 33.6 2.8% 5 -1.1 pp -0.9 pp -0.1 pp -0.1 pp
☆Navigation Group, LLC CIK 0002132497 0.648 121 33.1 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 33.1 11.6% 5 -0.4 pp -0.4 pp -1.1 pp -1.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 31.9 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 31.6 0.9% 5 -0.1 pp -0.1 pp -0.5 pp -0.8 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 30.9 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 30.4 3.6% 5 -0.4 pp -0.6 pp -0.6 pp -0.8 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 30.3 11.8% 5 -2.9 pp -0.7 pp +1.0 pp +1.3 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 30.3 0.8% 5 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 30.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 30.0 15.0% 5 -0.3 pp -0.2 pp -0.3 pp -0.5 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 29.7 4.8% 5 -0.5 pp -0.2 pp +0.1 pp +0.1 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 29.7 2.7% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 29.4 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 28.3 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 28.2 1.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 27.9 9.8% 5 -0.8 pp -0.7 pp -0.4 pp +0.2 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 27.7 7.5% 5 +0.2 pp +0.4 pp +0.3 pp +0.4 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 27.7 3.7% 5 -0.5 pp -0.6 pp -0.8 pp -1.5 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 27.6 1.0% 5 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 27.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 27.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 27.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 27.0 11.7% 5 -0.1 pp +0.2 pp +0.3 pp +1.1 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 26.2 3.4% 5 -0.4 pp -0.3 pp -0.4 pp -0.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 25.9 0.4% 1 +0.4 pp -0.0 pp -0.1 pp +0.4 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 25.9 2.5% 7 -0.1 pp -0.2 pp +2.4 pp +2.4 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 25.1 9.5% 5 +0.5 pp +0.7 pp +0.7 pp +1.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 25.1 0.2% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 24.6 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆GRANVILLE CAPITAL, INC. CIK 0001404784 0.709 86 24.4 10.9% 2 -0.6 pp +10.9 pp +10.9 pp +10.9 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 24.3 9.7% 1 +9.7 pp +9.7 pp +3.4 pp +3.2 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 24.1 4.4% 5 -0.6 pp -0.7 pp +3.3 pp +4.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 23.9 2.7% 5 -0.1 pp -3.5 pp -2.6 pp -8.7 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 23.7 9.9% 5 -0.9 pp -3.1 pp -3.8 pp -4.6 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 23.6 0.8% 6 -0.2 pp -0.4 pp -0.5 pp -0.5 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 23.6 7.0% 5 +0.1 pp -0.1 pp +0.3 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 23.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 23.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 23.2 5.3% 5 +0.2 pp +0.5 pp +2.9 pp +2.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 23.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 22.6 10.5% 5 -0.6 pp -0.3 pp -0.3 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 22.5 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 22.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 21.4 2.4% 3 +0.1 pp -0.9 pp +2.4 pp -0.6 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 5.7 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 5.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 5.7 2.6% 5 -0.2 pp -0.3 pp -0.5 pp -0.5 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 5.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bucket List Wealth Management, LLC CIK 0002133435 0.597 63 5.5 2.7% 2 -2.9 pp +2.7 pp +2.7 pp +2.7 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 5.5 2.6% 5 -0.1 pp -0.4 pp -0.9 pp -0.9 pp
☆Clear Retirement Advice LLC CIK 0002112984 0.616 54 5.4 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 5.4 1.4% 5 -0.2 pp -1.3 pp -1.3 pp -1.3 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 5.4 3.0% 5 -0.1 pp +0.0 pp -0.6 pp -0.6 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 5.4 2.2% 5 -0.4 pp -0.6 pp -0.6 pp -0.9 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 5.3 3.0% 5 -1.2 pp -1.8 pp -0.6 pp -0.4 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 5.3 0.4% 5 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
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☆Asset Management Group, Inc. CIK 0001511550 0.511 137 5.3 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Benchmark Financial, LLC CIK 0002107260 0.479 54 5.2 4.3% 2 -0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 5.2 0.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 5.2 3.4% 5 +1.2 pp +0.6 pp +1.5 pp +1.7 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 5.1 0.1% 5 -1.6 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 5.0 2.9% 5 -3.6 pp -3.0 pp +0.4 pp +0.1 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 5.0 1.2% 5 -0.5 pp -0.7 pp -0.9 pp -1.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 5.0 0.2% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 5.0 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 4.9 2.5% 6 -0.2 pp -0.1 pp -0.0 pp -0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 4.9 1.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
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☆CVFG LLC CIK 0002050974 0.313 250 4.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 4.8 0.8% 5 -0.8 pp -0.7 pp -0.8 pp -1.5 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 4.7 1.1% 5 -2.8 pp -2.7 pp -2.5 pp -2.7 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 4.6 1.2% 5 -0.0 pp -0.1 pp -0.1 pp -1.1 pp
☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 4.5 3.8% 2 -1.0 pp +3.8 pp +3.8 pp +3.8 pp
☆Jacksonville Wealth Management, LLC CIK 0002048486 0.545 76 4.5 2.5% 5 +0.2 pp +0.7 pp +0.9 pp +1.2 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 4.5 0.5% 5 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 4.4 1.8% 5 -0.1 pp -1.5 pp -1.5 pp -1.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 4.4 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.4 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 4.4 0.9% 5 -0.2 pp -0.2 pp -0.7 pp -0.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 4.3 0.7% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 4.3 1.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 4.2 1.2% 5 -0.5 pp -0.5 pp +0.3 pp +0.2 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 2.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CHOREO, LLC CIK 0001679031 0.797 1690 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.8 0.4% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
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☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.8 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
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☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
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☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Canton Hathaway, LLC CIK 0001755785 0.678 283 0.0 0.0% 0 +0.0 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
☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -3.2 pp -3.2 pp -3.3 pp -3.4 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
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -1.7 pp -1.7 pp -1.7 pp -1.8 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp -0.8 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 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
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.2 pp +0.0 pp -8.0 pp -7.3 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 0 -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% 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 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆Guardian Capital, LLC CIK 0002083963 0.172 79 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp -2.8 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.2 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.8 pp -0.8 pp -0.7 pp -0.7 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -6.9 pp -6.7 pp -6.7 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
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.2 pp +0.0 pp -0.2 pp -0.2 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -1.9 pp -1.9 pp -1.8 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
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.8 pp -0.7 pp -0.7 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.2 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
☆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
☆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
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.7 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.7 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 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
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 0 -4.7 pp -4.8 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 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
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -2.5 pp -2.5 pp -2.5 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 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
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -1.5 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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.2 pp -0.7 pp -0.7 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.0 0.0% 0 +0.0 pp -1.7 pp -1.8 pp -4.1 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.2 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 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
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.5 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -4.7 pp -13.7 pp -13.9 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 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 +0.0 pp +0.0 pp -4.2 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockline Wealth Management, LLC CIK 0002005098 0.501 107 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 +0.0 pp -0.0 pp -0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -3.1 pp -3.1 pp -3.1 pp
☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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