Signals

SUB

1092 in-universe funds with a nonzero position in SUB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#309
Score / z0.720 / 0.85
Consensus351.30 over 617 funds
Momentum-0.24 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-0%
Short interest-44% / 1.0d

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)
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
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,153.9 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,109.2 1.4% 5 -0.1 pp +0.0 pp +0.0 pp -0.3 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 593.8 0.0% 7 -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 505.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 328.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 314.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 314.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 165.2 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 163.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 147.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 130.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 121.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 109.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 101.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robinhood Asset Management, LLC CIK 0002067588 0.593 83 96.0 5.1% 2 -0.7 pp +5.1 pp +5.1 pp +5.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 91.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 90.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 86.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 80.0 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 79.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 77.3 6.4% 5 -0.5 pp +0.1 pp +0.3 pp +0.1 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 71.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 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 66.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 62.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Heritage Investment Group, Inc. CIK 0001876811 0.826 135 58.7 7.9% 5 -0.8 pp -0.6 pp -0.5 pp -1.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 56.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 56.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 52.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Truepoint, Inc. CIK 0001427748 0.954 160 49.0 1.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 48.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 47.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 46.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 45.0 0.3% 7 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WIT, LLC CIK 0001840025 0.965 24 44.6 0.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Apella Capital, LLC CIK 0001801507 0.827 695 44.2 0.6% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 42.2 0.6% 5 -0.2 pp -0.3 pp -0.2 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 38.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 37.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 36.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 36.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 36.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 36.0 0.4% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 34.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RMR Wealth Builders CIK 0001803848 0.732 316 33.3 2.1% 5 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 33.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 31.0 1.7% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 30.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 30.4 0.4% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 30.0 8.7% 2 +0.4 pp +8.7 pp +8.7 pp +8.7 pp
Gross & Hartman Investments LLC CIK 0001966094 0.730 80 30.0 13.2% 2 -2.1 pp +13.2 pp +13.2 pp +13.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 29.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 29.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 28.8 1.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 28.5 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 28.3 0.7% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Abundance Wealth Counselors CIK 0001767080 0.704 314 28.0 1.8% 5 -0.1 pp -0.3 pp -0.2 pp -0.6 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 27.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 27.0 2.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 26.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 26.0 0.5% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 25.5 0.7% 5 +0.3 pp +0.1 pp -0.2 pp +0.5 pp
Safe Harbor Family Capital, LLC CIK 0002065810 0.708 57 25.0 16.7% 2 -2.6 pp +16.7 pp +16.7 pp +16.7 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 23.6 0.9% 5 -0.0 pp +0.1 pp -0.0 pp -0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 22.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 21.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 21.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 20.5 0.6% 5 -0.1 pp -0.0 pp +0.0 pp -0.1 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 20.2 0.7% 5 -0.2 pp +0.1 pp -0.2 pp +0.0 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 20.2 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 19.9 2.7% 7 +0.5 pp +0.5 pp +0.3 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 19.5 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Members Trust Co CIK 0001677560 0.939 170 19.4 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 18.6 2.4% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
One Capital Management, LLC CIK 0001606588 0.779 522 18.3 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF HAWAII CIK 0000315080 0.804 233 18.0 0.9% 5 +0.1 pp +0.1 pp +0.0 pp +0.8 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 17.9 4.0% 5 -0.2 pp -0.2 pp -0.0 pp -0.2 pp
Ellevest, Inc. CIK 0001644128 0.537 469 17.7 2.1% 5 -0.3 pp -0.3 pp -0.2 pp -0.6 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 17.0 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 16.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 16.2 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 16.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 15.9 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 15.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 15.6 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 15.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 15.1 1.1% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
Slow Capital, Inc. CIK 0001716984 0.459 111 14.9 1.7% 5 -0.2 pp -0.0 pp +0.0 pp +0.1 pp
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 14.4 0.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 13.9 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 13.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CX Institutional CIK 0001737089 0.437 1568 12.8 0.4% 5 +0.4 pp +0.3 pp +0.3 pp +0.3 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 12.8 0.8% 5 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 12.6 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 12.5 1.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 12.4 0.5% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
PDS Planning, Inc CIK 0000838618 0.712 609 12.3 0.7% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 12.1 0.8% 6 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 12.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Partners in Financial Planning CIK 0002054264 0.816 131 11.7 1.8% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 11.7 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 11.2 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.4 pp
BAILARD, INC. CIK 0000750641 0.578 763 11.1 0.2% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altiora Financial Group, LLC CIK 0001986156 0.665 112 10.5 1.7% 5 -0.1 pp -0.1 pp +1.2 pp +1.3 pp
Zhang Financial LLC CIK 0001776290 0.816 392 10.5 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 10.3 0.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
CHOREO, LLC CIK 0001679031 0.797 1690 10.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 10.2 1.0% 5 +1.0 pp +1.0 pp +0.9 pp +0.9 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 10.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 10.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 10.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Waterway Wealth Management, LLC CIK 0001992193 0.506 96 9.9 2.0% 5 -0.3 pp -0.3 pp -0.7 pp -5.4 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 9.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 9.5 0.2% 5 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 9.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 8.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 8.4 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 8.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 8.1 0.8% 5 -0.4 pp -0.4 pp -0.4 pp -0.6 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 8.1 0.9% 4 +0.0 pp -0.0 pp -0.0 pp +0.9 pp
CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 8.0 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 7.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 7.7 1.9% 5 -0.3 pp -0.2 pp -0.4 pp -0.7 pp
Investment Research Partners LLC CIK 0002069274 0.175 278 7.7 2.6% 3 -1.3 pp -1.1 pp +2.6 pp +2.6 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 7.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.6 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 7.5 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 7.5 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 7.4 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 7.2 3.3% 5 -0.4 pp -0.3 pp -0.7 pp -1.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 7.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 7.0 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
Wedmont Private Capital CIK 0001904274 0.771 949 7.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 7.0 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 6.8 1.4% 5 -0.1 pp +0.0 pp -0.0 pp -0.3 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 6.8 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 6.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 6.7 1.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.6 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 6.6 0.8% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 6.5 0.4% 5 -0.1 pp +0.1 pp +0.0 pp -0.6 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 6.3 1.7% 5 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 6.3 0.8% 5 -0.3 pp -0.0 pp +0.0 pp -0.1 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 6.2 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DURANTE & WATERS, LLC CIK 0001666582 0.762 31 6.1 4.0% 5 -0.1 pp +0.2 pp +0.3 pp +0.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 6.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 6.0 0.4% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 6.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 6.0 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 5.9 1.3% 5 -0.2 pp -0.2 pp -0.4 pp -0.6 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 5.9 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 5.8 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.7 0.0% 5 -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 5.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 5.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Apex Wealth Management, LLC CIK 0002056695 0.373 63 5.5 3.3% 5 -0.3 pp +2.9 pp +0.3 pp +0.3 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 5.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Life Planning Partners, Inc CIK 0001910934 0.464 71 5.4 4.0% 5 -0.4 pp -0.5 pp -0.2 pp -0.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 5.4 1.4% 5 -0.2 pp -0.2 pp -0.3 pp +0.1 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 5.3 0.3% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 5.3 0.9% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 5.2 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 5.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 5.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 5.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 5.1 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -1.0 pp
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 5.1 1.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
XML Financial, LLC CIK 0001800465 0.420 447 5.1 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 5.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 4.8 0.8% 4 -0.2 pp -0.5 pp -1.2 pp +0.8 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 4.8 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
INVESTED ADVISORS CIK 0002090165 0.104 152 4.7 4.2% 3 -0.7 pp -0.6 pp +4.2 pp +4.2 pp
SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 4.7 3.3% 4 -0.5 pp -0.7 pp -0.9 pp +3.3 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 4.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 4.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Plan, Inc. CIK 0002107584 0.868 95 4.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 4.4 0.6% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 4.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
BWM Planning, LLC CIK 0002039698 0.671 99 4.3 1.0% 5 -0.0 pp +0.3 pp +0.7 pp +0.7 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 4.3 2.1% 5 -0.3 pp -0.3 pp -0.2 pp -0.4 pp
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KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BCO Wealth Management LLC CIK 0002054749 0.812 45 4.2 2.3% 5 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 4.2 0.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 4.1 1.3% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
Sanchez Levi Garrett CIK 0002126627 0.583 74 4.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 4.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 4.0 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 4.0 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 4.0 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1015 Capital Partners, LLC CIK 0002133991 0.252 609 3.9 3.2% 2 -0.4 pp +3.2 pp +3.2 pp +3.2 pp
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Wealth Architects, LLC CIK 0001611518 0.695 248 3.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 3.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
K2 Financial Inc. CIK 0002044711 0.455 60 3.7 2.6% 5 -0.3 pp -0.4 pp -0.5 pp -0.8 pp
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SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 3.5 2.3% 6 -0.3 pp -0.5 pp -0.5 pp -0.7 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 3.5 0.2% 4 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 3.4 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Brewster Financial Planning LLC CIK 0001898145 0.843 30 3.4 1.9% 5 +0.1 pp +0.2 pp +0.4 pp +0.8 pp
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CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 3.3 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 3.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 0.492 182 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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MAI Capital Management CIK 0001040197 0.725 1889 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Pacifica Partners Inc. CIK 0001799900 0.313 424 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DeDora Capital, Inc. CIK 0001717658 0.515 129 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Sun Financial Inc CIK 0002067342 0.166 161 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 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
New World Advisors LLC CIK 0001767724 0.874 125 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 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
New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Targeted Financial Services LLC CIK 0001758288 0.562 63 0.0 0.0% 0 -0.2 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
Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.8 pp -0.9 pp -0.9 pp -1.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
JHP Wealth Management, LLC CIK 0002110669 0.695 40 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 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
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
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Horiko Capital Management LLC CIK 0001762718 0.697 17 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -1.5 pp -0.9 pp -1.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Alaethes Wealth, LLC CIK 0001859677 0.146 108 0.0 0.0% 0 -2.1 pp -2.6 pp -2.9 pp -3.1 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -5.8 pp -6.2 pp -6.1 pp -6.7 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.0 0.0% 0 -1.9 pp -2.3 pp -2.1 pp -2.5 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.0 0.0% 0 -0.0 pp -1.2 pp -1.3 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp -0.7 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 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
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.7 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
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 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
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 SUB). Qtrs Held counts distinct quarters this fund has actually held SUB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SUB position size. Δ columns are the percentage-point change in SUB'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