Signals

TIP

1279 in-universe funds with a nonzero position in TIP within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#536
Score / z0.337 / 0.39
Consensus367.14 over 712 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)
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 2,702.0 0.2% 6 -0.0 pp +0.0 pp +0.0 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 510.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 481.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 298.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 240.8 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 222.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 212.2 3.5% 2 -0.5 pp +3.5 pp -1.6 pp -4.1 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 195.1 1.7% 2 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 166.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 165.2 0.0% 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 155.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 153.4 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 135.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 123.9 4.8% 5 +1.3 pp +1.4 pp +3.6 pp +3.6 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 116.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 112.2 0.4% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 92.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 81.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 71.8 11.2% 5 -1.1 pp -0.8 pp -0.9 pp -0.8 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 68.3 0.2% 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 64.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 62.8 2.2% 5 -0.1 pp -0.7 pp -0.3 pp -0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 62.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
Man Group plc CIK 0001637460 0.631 2032 57.6 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 56.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 55.1 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 54.6 0.1% 6 -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 54.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 53.7 1.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 52.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 51.6 17.8% 5 +7.4 pp -2.0 pp -1.3 pp -1.4 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 50.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 49.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 47.9 1.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 46.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 46.1 0.1% 5 -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 45.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 45.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 43.5 2.8% 5 -0.3 pp -0.4 pp -0.4 pp -0.6 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 43.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 42.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rock Creek Group LLC CIK 0001484067 0.845 57 41.9 4.2% 5 -0.0 pp -0.4 pp +0.7 pp +1.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 40.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CAPITOLIS LIQUID GLOBAL MARKETS LLC CIK 0002094379 0.370 320 39.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Passaic Partners LLC CIK 0001905809 0.898 16 38.2 3.7% 3 +1.6 pp -0.5 pp +3.7 pp +3.7 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 37.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 36.3 4.1% 5 -0.7 pp -0.6 pp -0.3 pp -0.3 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 34.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KWMG, LLC CIK 0001633024 0.515 153 33.9 2.4% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 33.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 31.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 31.1 1.4% 5 -0.2 pp -1.3 pp -0.0 pp -1.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 29.8 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 29.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 23.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vertex Investment Solutions Co., Ltd. CIK 0002092214 0.123 26 22.9 15.5% 2 +9.6 pp +15.5 pp +15.5 pp +15.5 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 22.0 1.5% 5 -0.4 pp -0.2 pp -0.1 pp -0.2 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 21.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Independence Financial Advisors, LLC CIK 0002066080 0.242 55 21.0 5.5% 5 +1.4 pp +1.9 pp +1.6 pp +0.8 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 20.9 3.2% 5 -0.2 pp -0.1 pp +0.7 pp +3.2 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 20.2 0.3% 5 -0.2 pp +0.1 pp +0.2 pp +0.2 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 20.0 1.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 20.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 19.6 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Portfolio Design Labs, LLC CIK 0002010278 0.229 227 19.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
CIM, LLC CIK 0001364725 0.348 169 18.7 2.4% 6 -0.3 pp -0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 18.7 0.3% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 18.0 1.6% 5 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 17.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 17.7 4.8% 5 -0.3 pp -0.3 pp -0.4 pp -0.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 17.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 17.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 16.3 0.6% 5 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Ted Buchan & Co CIK 0002033413 0.435 95 16.2 5.3% 5 -0.6 pp +0.7 pp +0.6 pp +0.7 pp
Ascent Group, LLC CIK 0001913231 0.508 808 16.0 0.5% 5 +0.5 pp +0.5 pp +0.4 pp +0.5 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 15.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 15.8 0.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 15.6 1.7% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 15.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 14.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 14.3 0.3% 6 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 14.2 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Marino Management, LLC CIK 0001845680 0.934 11 13.9 2.9% 2 +0.3 pp +2.9 pp +2.9 pp +2.9 pp
Verger Capital Management LLC CIK 0001627417 0.892 13 13.6 4.0% 5 +0.8 pp +0.6 pp +0.4 pp -0.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DORVAL Corp CIK 0001999144 0.667 49 13.0 3.8% 5 -0.2 pp -2.4 pp -2.6 pp -2.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 12.5 1.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fischer Financial Services, Inc. CIK 0002064001 0.345 65 12.4 3.1% 6 -1.0 pp -0.1 pp -0.1 pp -0.3 pp
Creative Planning CIK 0001540235 0.979 4196 12.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 12.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 12.0 1.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 11.8 0.7% 5 -0.1 pp -0.3 pp -0.7 pp -0.8 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 11.8 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 11.7 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 11.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 11.5 1.5% 5 -0.1 pp -0.3 pp -0.8 pp -1.1 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 11.5 1.2% 5 -0.2 pp -0.3 pp -0.5 pp -0.7 pp
BOKF, NA CIK 0000009634 0.752 1160 11.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 11.2 1.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUSTICO FINANCIAL GROUP, INC. CIK 0002034361 0.736 49 11.2 7.2% 4 -0.8 pp +2.2 pp +1.9 pp +7.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 11.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
White Pine Investment CO CIK 0001318259 0.426 72 10.9 2.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Forward, LLC CIK 0002012773 0.716 49 10.2 5.1% 5 -0.7 pp -0.7 pp -0.8 pp -2.6 pp
Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 10.0 3.6% 5 -0.1 pp +0.3 pp +1.1 pp +0.8 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 9.7 1.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 9.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 9.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 9.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 9.1 1.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 8.8 5.5% 5 -0.3 pp -0.5 pp -1.6 pp -1.8 pp
Slow Capital, Inc. CIK 0001716984 0.459 111 8.8 1.0% 5 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
One Wealth Map LLC CIK 0001802635 0.488 90 8.6 4.0% 5 +0.1 pp +0.1 pp -0.0 pp -0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 8.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 8.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 8.2 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 8.2 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 8.0 0.4% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 7.9 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 7.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 7.4 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 7.3 1.3% 5 -0.2 pp -0.4 pp -0.6 pp -0.9 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 7.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 7.2 3.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.3 pp
CHESAPEAKE CAPITAL CORP /IL/ CIK 0001093908 0.097 158 7.1 3.8% 3 +1.1 pp +2.1 pp +3.8 pp +3.8 pp
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 7.1 1.4% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 7.1 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 6.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 6.8 1.3% 5 -0.1 pp -0.9 pp -1.0 pp -1.0 pp
Sound Stewardship, LLC CIK 0001998101 0.563 73 6.6 2.7% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 6.6 0.6% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 6.5 2.9% 5 -2.3 pp -1.8 pp +1.2 pp +1.4 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 6.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 6.4 4.3% 5 -1.0 pp +2.8 pp +3.0 pp +2.9 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 6.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 6.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONNABLE OFFICE INC CIK 0000914933 0.813 231 6.3 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 6.2 2.3% 5 -0.5 pp -0.2 pp -0.9 pp -1.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Patten Group, Inc. CIK 0001633207 0.286 325 6.2 1.0% 5 -0.2 pp -0.2 pp -0.1 pp +0.4 pp
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Curbstone Financial Management Corp CIK 0001608057 0.354 215 5.9 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
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Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 5.7 0.6% 5 -0.5 pp -0.2 pp -0.1 pp -0.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 5.5 3.5% 5 -0.3 pp -0.3 pp -0.4 pp -1.1 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 5.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Axos Invest Inc. CIK 0002042928 0.762 20 5.4 4.0% 5 -0.4 pp -0.3 pp -0.4 pp -0.7 pp
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Garner Asset Management Corp CIK 0001714093 0.243 169 5.4 1.7% 5 +0.1 pp +0.6 pp +0.9 pp +1.3 pp
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Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 5.3 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Vestwell Advisors, LLC CIK 0002081474 0.919 26 5.2 1.3% 2 +1.2 pp +1.3 pp +1.2 pp +1.3 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 5.0 1.0% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stephenson & Company, Inc. CIK 0002001544 0.800 50 4.9 2.3% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 4.9 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 4.6 3.1% 5 -0.2 pp -0.4 pp +2.4 pp +2.4 pp
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ALONGSIDE, LLC CIK 2113496 0.043 190 4.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Madson Wealth Advisors Inc CIK 0002129795 0.260 97 4.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
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EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Texas Bank & Trust Co CIK 0002056556 0.231 185 4.5 1.5% 5 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Addison Capital Co CIK 0001581465 0.464 184 4.3 0.7% 5 -0.0 pp +0.2 pp +0.2 pp +0.1 pp
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MRWM Advisors, LLC CIK 0001732949 0.327 80 4.3 1.8% 6 -0.7 pp -0.8 pp -0.9 pp -1.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 4.2 1.3% 5 +0.2 pp +0.2 pp +0.1 pp +0.0 pp
Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 4.1 2.5% 5 -0.0 pp -0.1 pp -0.4 pp -0.7 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 4.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 4.0 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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FOSTER & MOTLEY INC CIK 0001163902 0.533 405 3.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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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
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
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 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 +0.0 pp +0.0 pp -0.2 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Town Capital LLC CIK 1871352 0.216 75 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.8 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
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 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 +0.0 pp +0.0 pp -0.1 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 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
Estate Counselors, LLC CIK 0001559832 0.739 91 0.0 0.0% 0 -0.5 pp +0.0 pp -0.9 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
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 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
Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -0.5 pp -0.5 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
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
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.0 0.0% 0 -0.0 pp -0.0 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
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -2.7 pp -2.6 pp -2.7 pp -2.8 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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
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
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 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
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
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 +0.0 pp -1.9 pp -5.1 pp -5.5 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp -0.6 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
WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedrus Wealth Group LLC CIK 0002134767 0.032 51 0.0 0.0% 0 -0.9 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 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -10.7 pp -9.6 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.3 pp
Financial Architects, LLC CIK 0002008540 0.807 24 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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
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
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.1 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -2.1 pp -2.2 pp -2.4 pp -2.7 pp
Split Rock Private Trading & Wealth Management, LLC CIK 0002095884 0.466 49 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
New Covenant Trust Company, N.A. CIK 0002023097 0.387 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 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
Orcam Financial Group CIK 0001905367 0.304 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp +0.0 pp
Prudent Man Advisors, LLC CIK 0001817174 0.285 141 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -4.2 pp -4.1 pp -4.3 pp -4.3 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
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
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
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.6 pp -0.8 pp +0.0 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 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
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp -0.3 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 -0.1 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.9 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 -0.1 pp -0.1 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
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.2 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
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 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
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 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 +0.0 pp +0.0 pp -0.3 pp -1.7 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 0.0 0.0% 0 -1.2 pp -1.2 pp +0.0 pp +0.0 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 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 +0.0 pp +0.0 pp -0.2 pp -0.2 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 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 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
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
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 (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