Signals

← Signals

☆STIP

869 in-universe funds with a nonzero position in STIP within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#382
Score / z0.466 / 0.65
Consensus233.42 over 447 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+7% / 3.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3,085.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 345.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 287.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 269.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 233.4 2.7% 3 +0.1 pp +0.1 pp +2.7 pp +2.7 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 231.0 4.2% 3 -0.1 pp -0.4 pp +4.2 pp +4.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 163.0 0.0% 5 -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 138.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 132.1 4.9% 3 +1.1 pp +1.6 pp +4.9 pp +4.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 117.6 2.3% 3 +0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 114.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 114.2 5.9% 3 -1.0 pp -1.2 pp +5.9 pp +5.9 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 112.0 1.1% 3 -0.3 pp -0.5 pp +1.1 pp +1.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 108.9 2.9% 3 +0.1 pp +0.1 pp +2.9 pp +2.9 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 93.6 1.4% 3 +0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 88.1 8.7% 3 +0.0 pp -0.0 pp +8.7 pp +8.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 87.9 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 85.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 81.7 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 75.6 0.8% 3 +0.1 pp +0.4 pp +0.8 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 75.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 75.1 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 74.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 68.2 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 67.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 64.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KEATING INVESTMENT COUNSELORS INC CIK 0001020580 0.747 59 58.4 16.2% 3 -0.0 pp -1.2 pp +16.2 pp +16.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 58.0 5.1% 5 +0.2 pp +0.0 pp -0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 57.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 57.0 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 55.9 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 55.6 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 55.0 9.4% 3 -0.4 pp -0.7 pp +9.4 pp +9.4 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 54.2 10.4% 3 -0.5 pp -1.1 pp +10.4 pp +10.4 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 53.0 1.1% 3 -0.2 pp -0.2 pp +1.1 pp +1.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 52.9 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 49.4 4.1% 3 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 46.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 45.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 44.7 0.8% 4 -0.3 pp -0.8 pp -1.3 pp +0.8 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 43.9 2.0% 3 -0.3 pp -0.7 pp +2.0 pp +2.0 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 41.8 4.2% 3 -0.1 pp -0.3 pp +4.2 pp +4.2 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 41.7 7.4% 3 +1.6 pp +0.1 pp +7.4 pp +7.4 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 41.0 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 39.1 4.3% 3 -0.1 pp -1.0 pp +4.3 pp +4.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 37.1 0.7% 3 -0.2 pp -0.5 pp +0.7 pp +0.7 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 35.6 1.5% 3 -0.0 pp -0.2 pp +1.5 pp +1.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 35.2 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 31.0 4.4% 3 +0.1 pp -0.0 pp +4.4 pp +4.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 30.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 30.9 0.4% 3 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 29.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 29.7 4.9% 3 -0.5 pp -0.7 pp +4.9 pp +4.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 29.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 28.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 26.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 26.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 24.0 7.3% 3 +0.5 pp +3.2 pp +7.3 pp +7.3 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 23.7 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 23.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 23.2 1.6% 3 +0.1 pp +0.0 pp +1.6 pp +1.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 23.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 22.7 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 22.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 22.2 4.6% 3 -0.2 pp -0.7 pp +4.6 pp +4.6 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 21.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 21.5 7.5% 1 +7.5 pp +0.4 pp +7.5 pp +7.5 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 21.2 4.4% 3 +0.0 pp -0.1 pp +4.4 pp +4.4 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 21.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 19.2 7.0% 3 +0.6 pp -0.9 pp +7.0 pp +7.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 19.1 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 19.1 1.2% 3 -0.0 pp -0.2 pp +1.2 pp +1.2 pp
☆DDFG, Inc CIK 0001967640 0.535 91 19.1 4.2% 3 -0.1 pp -0.1 pp +4.2 pp +4.2 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 18.7 2.7% 3 +0.2 pp +0.2 pp +2.7 pp +2.7 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 18.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 18.5 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 18.5 1.5% 3 +0.5 pp +0.4 pp +1.5 pp +1.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 18.2 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 18.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 18.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 18.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 17.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 17.5 5.5% 3 -0.3 pp -1.0 pp +5.5 pp +5.5 pp
☆KWMG, LLC CIK 0001633024 0.515 153 17.2 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 17.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 17.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 16.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 15.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 15.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 15.0 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆AJ Advisors, LLC CIK 0001951167 0.829 37 14.5 5.4% 3 -0.2 pp -0.6 pp +5.4 pp +5.4 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 14.2 2.2% 3 -0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆Amundi CIK 0001330387 0.000 1 14.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 14.1 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 13.9 1.0% 3 +0.1 pp -0.0 pp +1.0 pp +1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.7 0.0% 2 -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 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 13.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 13.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 13.0 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 12.9 2.9% 3 -0.0 pp +0.4 pp +2.9 pp +2.9 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 12.8 2.1% 3 +0.2 pp +0.7 pp +2.1 pp +2.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.4 0.1% 5 -0.0 pp -0.2 pp -0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 12.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 12.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 11.8 3.2% 3 -0.3 pp +0.1 pp +3.2 pp +3.2 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 11.6 1.2% 3 +0.3 pp +0.3 pp +1.2 pp +1.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 11.1 7.0% 3 -0.7 pp -1.2 pp +7.0 pp +7.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 10.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 10.5 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 10.4 6.2% 3 -2.9 pp +3.3 pp +6.2 pp +6.2 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 10.2 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 10.1 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 10.1 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 10.1 5.7% 3 -0.8 pp -1.0 pp +5.7 pp +5.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 10.0 3.0% 3 -0.0 pp +0.0 pp +3.0 pp +3.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 9.8 1.8% 2 -0.6 pp +1.8 pp +1.8 pp +1.8 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 9.7 1.6% 3 -0.1 pp -0.7 pp +1.6 pp +1.6 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 9.7 5.1% 3 +2.0 pp +1.9 pp +5.1 pp +5.1 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 9.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 9.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 9.4 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 9.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 9.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 9.2 0.8% 3 +0.1 pp +0.6 pp +0.8 pp +0.8 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 9.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 8.7 2.7% 3 -0.0 pp +0.0 pp +2.7 pp +2.7 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 8.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 8.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 8.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 8.1 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 8.0 5.5% 3 +0.2 pp +0.2 pp +5.5 pp +5.5 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 7.9 2.4% 3 +0.1 pp -0.0 pp +2.4 pp +2.4 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 7.9 3.8% 3 +0.0 pp -0.3 pp +3.8 pp +3.8 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 7.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 7.6 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 7.5 5.1% 3 -0.1 pp -0.1 pp +5.1 pp +5.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 7.4 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 7.2 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 7.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 7.1 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 6.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 6.5 0.7% 3 -0.5 pp -1.2 pp +0.7 pp +0.7 pp
☆New Capital Management LP CIK 0001696731 0.833 60 6.4 1.6% 3 -0.1 pp -0.3 pp +1.6 pp +1.6 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 6.3 2.9% 3 +0.1 pp +0.2 pp +2.9 pp +2.9 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 6.2 1.7% 3 +0.0 pp -0.1 pp +1.7 pp +1.7 pp
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☆City State Bank CIK 0001910666 0.322 809 6.1 1.7% 3 -0.1 pp -0.4 pp +1.7 pp +1.7 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 6.0 3.4% 3 -0.1 pp -0.4 pp +3.4 pp +3.4 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 5.9 1.6% 4 -0.0 pp -0.1 pp -0.3 pp +1.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.8 0.0% 3 -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 5.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 5.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 5.6 3.9% 3 -0.1 pp -0.3 pp +3.9 pp +3.9 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 5.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 5.5 4.3% 2 +0.5 pp +4.3 pp +4.3 pp +4.3 pp
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 5.5 2.4% 3 +0.5 pp +0.1 pp +2.4 pp +2.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 5.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
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☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 5.2 2.4% 3 +0.1 pp +0.2 pp +2.4 pp +2.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆HOME FEDERAL BANK OF TENNESSEE CIK 0001665446 0.778 114 4.8 1.2% 3 +0.0 pp +0.3 pp +1.2 pp +1.2 pp
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☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 4.7 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
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☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 4.3 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 4.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆American Wealth Advisors, LLC CIK 0002095589 0.658 42 3.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
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☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 3.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 3.6 0.8% 3 -0.3 pp -0.3 pp +0.8 pp +0.8 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 3.6 2.1% 3 -0.4 pp -0.4 pp +2.1 pp +2.1 pp
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☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.5 pp -0.3 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp -4.5 pp +0.0 pp +0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 0.0 0.0% 0 -0.1 pp -0.4 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.1 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
☆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
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -3.6 pp -3.2 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -2.0 pp -1.6 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -1.8 pp -2.1 pp -3.4 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 0.0 0.0% 0 -3.6 pp -3.7 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 -0.1 pp -0.4 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp -3.7 pp +0.0 pp +0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.8 pp -0.4 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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