Signals

← Signals

☆SUB

890 in-universe funds with a nonzero position in SUB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1095
Score / z0.044 / 0.07
Consensus314.14 over 563 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 829.3 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 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 804.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 693.2 0.0% 4 -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 567.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 294.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 294.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 152.6 0.4% 2 -0.6 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 141.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 134.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 132.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 130.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 119.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 108.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 99.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 89.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 71.5 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 68.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 67.8 6.1% 2 -0.2 pp +6.1 pp +6.1 pp +6.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 67.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 65.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 63.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 57.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 55.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 55.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 54.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 52.7 8.4% 2 -0.5 pp +8.4 pp +8.4 pp +8.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 50.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 49.3 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 45.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 45.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 45.1 3.7% 3 +0.1 pp -0.0 pp +3.7 pp +3.7 pp
☆WIT, LLC CIK 0001840025 0.965 24 44.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 44.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 44.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 42.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 38.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 38.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 36.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 34.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 34.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 33.3 6.1% 2 -0.6 pp +6.1 pp +6.1 pp +6.1 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 30.5 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 29.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 29.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 29.0 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 28.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 27.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 26.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 26.3 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 26.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 25.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 23.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 23.1 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 22.8 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 21.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 20.3 0.3% 2 -0.7 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 20.2 2.4% 4 -0.3 pp -0.5 pp -0.5 pp +2.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 19.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 19.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Members Trust Co CIK 0001677560 0.939 170 19.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 18.3 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 18.2 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 17.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 17.3 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 17.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 17.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 16.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 16.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 16.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 15.9 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 15.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 14.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 14.6 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 14.4 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 13.9 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 13.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 13.1 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 12.8 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 12.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 12.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 12.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 11.9 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 11.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 11.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 11.5 2.8% 2 -4.6 pp +2.8 pp +2.8 pp +2.8 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 11.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 11.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 10.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 10.7 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 10.5 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 10.3 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 10.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 9.9 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 9.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 9.5 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 9.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 9.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 9.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 8.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 8.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 8.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 8.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 8.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 8.3 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 8.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 8.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 7.9 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 7.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 7.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 7.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 7.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 7.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 7.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 7.2 4.0% 2 -0.3 pp +4.0 pp +4.0 pp +4.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 7.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 7.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 7.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 6.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 6.8 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 6.6 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 6.5 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 6.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 6.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 6.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 6.2 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 6.1 0.2% 2 -0.0 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 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 5.7 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 5.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.6 0.0% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 5.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 5.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 5.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆DURANTE & WATERS, LLC CIK 0001666582 0.762 31 5.0 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 5.0 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Patten Group, Inc. CIK 0001633207 0.286 325 4.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 4.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 4.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 4.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Symmetry Partners, LLC CIK 0001697493 0.824 295 4.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 4.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 4.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
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☆AMG National Trust Bank CIK 0001388829 0.744 439 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 3.6 2.9% 3 -0.1 pp +0.0 pp +2.9 pp +2.9 pp
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☆UMB Bank, n.a. CIK 0000933429 0.805 2303 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWA, LLC CIK 0001835252 0.457 332 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -0.2 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
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆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
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 -0.1 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
☆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
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 -0.1 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
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.2 pp +0.0 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
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 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
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Horiko Capital Management LLC CIK 0001762718 0.697 17 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.1 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
☆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 +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 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
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 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
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.0 0.0% 0 -0.2 pp +0.0 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
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 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 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 0.0 0.0% 0 -0.1 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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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