Signals

← Signals

☆STIP

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

Flow ranking

Rank#364
Score / z0.567 / 0.71
Consensus270.39 over 549 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)
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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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,879.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 333.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 304.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 296.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 208.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 208.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 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 184.0 0.0% 3 +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 166.2 0.0% 2 +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 158.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 114.9 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 105.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 101.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 95.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 95.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 86.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 84.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 83.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 82.7 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 81.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 76.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 66.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 63.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 63.2 1.6% 2 -0.5 pp +1.6 pp +1.6 pp +1.6 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 63.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 62.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 61.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 60.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEATING INVESTMENT COUNSELORS INC CIK 0001020580 0.747 59 57.7 17.4% 1 +17.4 pp +17.4 pp +17.4 pp +17.4 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 55.3 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 55.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 53.0 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 52.9 5.0% 3 -0.3 pp +0.1 pp +5.0 pp +5.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 52.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 51.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 46.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 46.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 44.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 41.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 40.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 39.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 38.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 37.1 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 36.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 31.8 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 30.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 28.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 27.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 27.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 27.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 26.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 25.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 25.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 24.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 24.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 23.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 23.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 22.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 22.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 22.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 22.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 21.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 21.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 21.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 20.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 20.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 20.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 20.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 19.4 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 19.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 18.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 18.8 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 18.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 18.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 18.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 17.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 17.3 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 17.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DDFG, Inc CIK 0001967640 0.535 91 17.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆KWMG, LLC CIK 0001633024 0.515 153 16.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 16.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 16.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 15.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 15.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 14.8 0.0% 1 +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 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 14.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 13.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AJ Advisors, LLC CIK 0001951167 0.829 37 13.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 13.2 1.8% 3 -0.2 pp -1.6 pp +1.8 pp +1.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 13.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 13.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 12.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 12.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 12.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 12.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 12.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 11.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 11.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 11.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 10.9 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 10.9 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 10.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 10.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 10.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 10.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 10.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 10.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 10.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 10.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 10.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 9.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 9.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 9.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 9.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 8.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 8.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 7.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 7.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 7.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 7.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 7.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 6.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆New Capital Management LP CIK 0001696731 0.833 60 6.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 6.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 6.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 6.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆City State Bank CIK 0001910666 0.322 809 6.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 6.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 5.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 5.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 5.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 5.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 5.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
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☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 5.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 5.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 4.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 4.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
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☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 4.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 4.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Horizons Wealth Management CIK 0001943228 0.557 166 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.1 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.1 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 STIP). Qtrs Held counts distinct quarters this fund has actually held STIP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its STIP position size. Δ columns are the percentage-point change in STIP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status