Signals

← Signals

☆SSO

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

Flow ranking

Rank#441
Score / z0.456 / 0.53
Consensus79.60 over 155 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 820.1 9.8% 1 +9.8 pp -0.6 pp -0.4 pp -0.4 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 80.5 18.8% 5 +1.0 pp -5.3 pp -0.9 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 59.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Client First Investment Management LLC CIK 0002018284 0.259 28 36.7 15.5% 5 +12.3 pp -0.9 pp +10.3 pp +6.9 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 25.7 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 24.9 11.0% 5 +1.4 pp -7.3 pp -6.0 pp -5.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 21.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 19.1 2.8% 5 +0.4 pp +0.1 pp +0.1 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 18.3 0.7% 5 +0.4 pp -0.0 pp -0.2 pp -0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 15.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 15.4 1.5% 5 +0.2 pp -0.1 pp -0.2 pp -0.1 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 14.9 2.4% 4 +0.3 pp +0.2 pp +0.5 pp +2.4 pp
☆Arta Finance Wealth Management LLC CIK 0002099257 0.433 105 12.1 5.2% 2 +0.4 pp +5.2 pp +5.2 pp +5.2 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 11.4 1.8% 5 +0.2 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 11.3 1.2% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 11.2 0.2% 7 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Dedeker Financial LLC CIK 0002113408 0.174 55 11.1 6.3% 2 -1.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 11.0 2.3% 5 +0.2 pp -2.8 pp -0.3 pp -1.3 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 10.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 8.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 7.8 0.3% 1 +0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 7.7 0.4% 5 +0.1 pp +0.0 pp -0.2 pp +0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 6.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 5.9 0.7% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 4.9 0.8% 5 +0.7 pp +0.7 pp +0.1 pp +0.7 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 4.2 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 3.9 1.6% 5 +0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.7 0.1% 5 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 3.7 0.5% 5 -0.1 pp -0.6 pp -0.9 pp -4.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 3.5 0.6% 5 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 3.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.4 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.3 0.0% 5 +0.0 pp -0.4 pp -1.6 pp +0.0 pp
☆PMV Capital Advisers, LLC CIK 0001980695 0.285 57 3.1 4.7% 4 +1.1 pp +0.3 pp +1.1 pp +4.7 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 3.1 1.3% 6 -0.1 pp -0.4 pp -0.3 pp -0.3 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 3.1 0.6% 1 +0.6 pp -0.2 pp -0.8 pp -0.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.0 0.2% 5 +0.0 pp -0.7 pp -1.3 pp -1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.9 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 2.9 0.6% 1 +0.6 pp +0.6 pp +0.1 pp +0.6 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 2.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.7 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 2.5 0.5% 5 +0.0 pp -7.4 pp -18.2 pp -16.5 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 2.4 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 2.0 0.2% 5 +0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.6 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 1.5 0.5% 5 +0.3 pp +0.4 pp +0.4 pp +0.3 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.4 0.1% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 1.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 1.3 1.0% 3 +0.1 pp +0.0 pp +1.0 pp -0.3 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 1.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grandview Asset Management LLC CIK 0001766791 0.487 146 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.9 0.5% 3 -0.0 pp -0.3 pp +0.5 pp +0.5 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.7 0.5% 3 +0.0 pp -0.4 pp +0.5 pp +0.1 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.7 0.0% 1 +0.0 pp -0.0 pp -0.3 pp -0.3 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.7 0.1% 1 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 0.7 0.2% 1 +0.2 pp -0.4 pp -0.4 pp -0.5 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.6 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 0.6 0.3% 4 -0.5 pp -1.0 pp -0.2 pp +0.3 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 0.6 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Forefront Analytics, LLC CIK 0001696802 0.381 37 0.6 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 0.5 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.5 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.5 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆71 West Capital Partners CIK 0002111530 0.838 382 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.4 0.1% 1 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevated Private Wealth, LLC CIK 0002083411 0.107 73 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.4 0.1% 1 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.4 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 0.3 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dale Q Rice Investment Management Ltd CIK 0002041427 0.473 68 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Altman Advisors, Inc. CIK 0001731671 0.234 93 0.3 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.3 0.3% 1 +0.3 pp -0.0 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibson Wealth Advisors LLC CIK 0001911266 0.791 30 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 0.3 0.1% 1 +0.1 pp +0.0 pp -0.1 pp -0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 0.3 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Sage Capital Management, LLC CIK 0002030667 0.242 167 0.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Bay Rivers Group CIK 0001798924 0.313 125 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.2 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.2 0.0% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 2 +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 0.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corsicana & Co. CIK 0001869923 0.236 309 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 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 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 0.0 0.0% 0 +0.0 pp +0.0 pp -8.5 pp -8.1 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meadowbrook Wealth Management, LLC CIK 0002090468 0.076 81 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -1.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.4 pp -1.7 pp +0.0 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 0.0 0.0% 0 +0.0 pp -6.9 pp +0.0 pp -7.9 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 +0.0 pp -10.4 pp -12.3 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 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 -0.1 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -4.5 pp -4.3 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 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 -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Main Management LLC CIK 0001583092 0.804 95 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Select Asset Management & Trust CIK 0001600636 0.786 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 0.0 0.0% 0 +0.0 pp -0.6 pp -0.3 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 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
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 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
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆True Freedom Investing, LLC CIK 0002096483 0.916 97 0.0 0.0% 0 +0.0 pp +0.0 pp -5.0 pp -4.9 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Warther Private Wealth, LLC CIK 0001954551 0.242 50 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp +0.0 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAMPBELL CAPITAL MANAGEMENT INC CIK 0000826794 0.473 37 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 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 -0.1 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -0.5 pp -0.3 pp -0.3 pp -0.3 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.5 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TTP Investments, Inc. CIK 0001682576 0.000 30 0.0 0.0% 0 +0.0 pp -11.7 pp -13.5 pp -12.2 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.0 0.0% 0 -3.9 pp -4.0 pp -3.7 pp -3.5 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 0.0 0.0% 0 -0.3 pp -0.6 pp -1.9 pp -1.8 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AmeriServ Wealth Advisors CIK 0001102062 0.597 54 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp -0.4 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -14.5 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.5 pp -0.6 pp -0.9 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 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
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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 SSO). Qtrs Held counts distinct quarters this fund has actually held SSO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SSO position size. Δ columns are the percentage-point change in SSO'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