Signals

← Signals

☆TIP

1095 in-universe funds with a nonzero position in TIP within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#371
Score / z0.488 / 0.68
Consensus298.72 over 576 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 2,264.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 612.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 469.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 288.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 224.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 179.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 140.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 138.5 0.0% 3 -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 130.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 121.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 113.4 2.2% 3 -0.2 pp -0.6 pp +2.2 pp +2.2 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 99.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 95.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 89.0 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 79.4 3.0% 3 +0.4 pp +0.6 pp +3.0 pp +3.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 76.4 3.3% 3 +2.2 pp +2.2 pp +3.3 pp +3.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 73.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 69.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 69.8 12.0% 3 -0.1 pp -0.1 pp +12.0 pp +12.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 62.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 57.1 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 54.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 52.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 52.0 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 51.8 2.7% 3 +1.3 pp +0.2 pp +2.7 pp +2.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 51.5 0.0% 3 -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 51.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 51.0 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 50.6 3.2% 3 +0.0 pp -0.2 pp +3.2 pp +3.2 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 50.0 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 45.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 45.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 44.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 44.2 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 42.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 41.7 19.8% 3 +0.7 pp +0.7 pp +19.8 pp +19.8 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 40.7 4.6% 3 +1.1 pp +1.3 pp +4.6 pp +4.6 pp
☆Passaic Partners LLC CIK 0001905809 0.898 16 40.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 39.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 39.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 38.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 36.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 35.8 4.7% 3 +0.3 pp +0.3 pp +4.7 pp +4.7 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 34.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 34.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 31.6 2.7% 3 -0.0 pp -0.1 pp +2.7 pp +2.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 30.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 28.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 26.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 26.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 26.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 25.6 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 23.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 22.9 1.7% 3 +0.2 pp +0.0 pp +1.7 pp +1.7 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 22.1 0.8% 2 -0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 20.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 19.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 19.4 3.3% 3 +0.8 pp +3.3 pp +3.3 pp +3.3 pp
☆DORVAL Corp CIK 0001999144 0.667 49 19.2 6.1% 3 -0.2 pp -0.4 pp +6.1 pp +6.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 19.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 19.0 2.0% 3 +0.1 pp +0.3 pp +2.0 pp +2.0 pp
☆CIM, LLC CIK 0001364725 0.348 169 18.6 2.4% 4 +0.1 pp +0.0 pp -0.2 pp +2.4 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 18.2 5.1% 3 -0.1 pp -0.4 pp +5.1 pp +5.1 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 17.5 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 17.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 15.8 3.9% 3 +0.2 pp +0.4 pp +3.9 pp +3.9 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 15.8 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 14.9 1.8% 3 +0.1 pp +0.0 pp +1.8 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 14.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 14.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 14.6 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 14.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 13.6 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 13.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 13.0 3.6% 3 -0.3 pp -1.1 pp +3.6 pp +3.6 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 13.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 12.7 1.8% 3 -0.5 pp -0.8 pp +1.8 pp +1.8 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 12.5 2.5% 3 -0.8 pp -0.1 pp +2.5 pp +2.5 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 12.5 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 12.4 4.6% 3 -0.1 pp -0.0 pp +4.6 pp +4.6 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 12.0 3.2% 4 -0.0 pp -0.3 pp -0.5 pp +3.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 11.6 1.0% 3 -0.4 pp -0.5 pp +1.0 pp +1.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 11.4 1.4% 3 -0.2 pp -0.5 pp +1.4 pp +1.4 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 11.4 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆Verger Capital Management LLC CIK 0001627417 0.892 13 11.3 3.3% 3 -0.3 pp -1.0 pp +3.3 pp +3.3 pp
☆BOKF, NA CIK 0000009634 0.752 1160 11.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 10.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 10.4 2.4% 3 +0.0 pp +0.1 pp +2.4 pp +2.4 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 10.2 5.8% 3 -0.1 pp -1.9 pp +5.8 pp +5.8 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 10.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 9.3 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 9.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 8.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 8.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 8.6 4.7% 3 +3.0 pp +3.2 pp +4.7 pp +4.7 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 8.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 8.5 6.0% 3 -1.2 pp -1.3 pp +6.0 pp +6.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 8.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 8.3 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 8.3 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 8.2 1.0% 3 -0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 8.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 8.0 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 7.9 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 7.7 3.9% 3 -0.1 pp -0.5 pp +3.9 pp +3.9 pp
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 7.6 3.3% 3 +0.8 pp +0.5 pp +3.3 pp +3.3 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 7.5 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 7.2 1.7% 3 -0.3 pp -0.5 pp +1.7 pp +1.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 7.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 6.7 3.2% 3 +0.0 pp +0.3 pp +3.2 pp +3.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MUSTICO FINANCIAL GROUP, INC. CIK 0002034361 0.736 49 6.6 5.1% 2 -0.3 pp +5.1 pp +5.1 pp +5.1 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 6.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 6.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 6.4 1.2% 3 +0.1 pp +0.6 pp +1.2 pp +1.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 6.3 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 6.2 2.2% 3 -0.1 pp -0.1 pp +2.2 pp +2.2 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 6.2 4.1% 3 -0.1 pp -0.2 pp +4.1 pp +4.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 6.2 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 6.2 2.9% 3 +0.1 pp +0.1 pp +2.9 pp +2.9 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 6.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 5.9 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Axos Invest Inc. CIK 0002042928 0.762 20 5.9 4.3% 3 -0.1 pp -0.3 pp +4.3 pp +4.3 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 5.8 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 5.8 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 5.7 3.8% 3 -0.1 pp -0.7 pp +3.8 pp +3.8 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.5 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 5.4 2.9% 2 -2.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 5.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
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☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.3 pp -0.3 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
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 0.0 0.0% 0 -5.1 pp -7.6 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 -1.5 pp -1.4 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
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 0.0 0.0% 0 -10.7 pp -9.6 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.295 292 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 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 -2.3 pp +0.0 pp +0.0 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 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 +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.5 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 -0.1 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAHAM CAPITAL WEALTH MANAGEMENT, LLC CIK 0001907528 0.166 62 0.0 0.0% 0 +0.0 pp -0.3 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
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
☆New Covenant Trust Company, N.A. CIK 0002023097 0.387 107 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 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
☆SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 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
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
☆Insight Inv LLC CIK 0001909322 0.208 109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 -0.0 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 -0.1 pp +0.0 pp +0.0 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.0 0.0% 0 +0.0 pp -0.2 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
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 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
☆Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.0 0.0% 0 -0.3 pp -1.7 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.1 pp -1.8 pp +0.0 pp +0.0 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 -2.8 pp -2.8 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 -0.4 pp -0.4 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
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 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 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 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 TIP). Qtrs Held counts distinct quarters this fund has actually held TIP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TIP position size. Δ columns are the percentage-point change in TIP'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