Signals

← Signals

☆TMO

2342 in-universe funds with a nonzero position in TMO within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1133
Score / z0.054 / 0.05
Consensus628.45 over 1312 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio-0.002
F-score—
M-score—
Net issuance-0.0%
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 1
FiledFormItems
2026-07-23 8-K 2.02, 9.01
2026-05-26 8-K 5.07
2026-04-23 8-K 2.02, 9.01
2026-03-24 8-K 8.01, 9.01
2026-02-12 8-K 1.01, 8.01, 9.01
2026-01-29 8-K 2.02, 9.01
2026-01-12 8-K 5.02
2025-12-01 8-K 1.01, 8.01, 9.01
2025-10-29 8-K 8.01, 9.01
2025-10-22 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2026-02-10 424B5 THERMO FISHER SCIENTIFIC INC.
2026-02-09 424B5 THERMO FISHER SCIENTIFIC INC.
2025-11-25 424B5 THERMO FISHER SCIENTIFIC INC.
2025-11-24 424B5 THERMO FISHER SCIENTIFIC INC.
2025-10-01 424B5 THERMO FISHER SCIENTIFIC INC.
2025-09-30 424B5 THERMO FISHER SCIENTIFIC INC.
2023-11-29 424B5 THERMO FISHER SCIENTIFIC INC.
2023-11-28 424B5 THERMO FISHER SCIENTIFIC INC.
2023-08-08 424B5 THERMO FISHER SCIENTIFIC INC.
2023-08-07 424B5 THERMO FISHER SCIENTIFIC INC.
Showing the 10 most recent.

LLM reads

Ticker EvalMixed
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 ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 13,700.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 11,081.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 6,689.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 5,221.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Capital World Investors CIK 0001422849 0.974 637 3,883.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3,711.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 3,274.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORGES BANK CIK 0001374170 0.994 1617 2,264.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 2,203.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,985.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,618.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,591.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,462.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,344.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,246.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,216.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 1,155.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 1,105.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,090.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Amundi CIK 0001330387 0.000 1 1,017.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 975.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 975.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 949.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 948.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 941.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 936.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 929.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 915.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 888.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 880.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 877.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Unisphere Establishment CIK 0002012090 0.867 56 835.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 761.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 750.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 720.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 686.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 684.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 653.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 632.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 579.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 576.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 573.5 0.7% 1 +0.7 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 562.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 560.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 537.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EdgePoint Investment Group Inc. CIK 0001481669 0.920 39 536.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 532.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Veritas Asset Management LLP CIK 0001541448 0.871 21 512.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 491.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 489.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 485.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 474.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 467.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 463.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 463.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 462.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 455.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 444.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 441.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆GENERATION INVESTMENT MANAGEMENT LLP CIK 0001375534 0.938 28 401.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 388.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 373.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital International Investors CIK 0001562230 0.968 446 368.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 367.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.471 27 355.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Longview Partners (Guernsey) LTD CIK 0001426092 0.805 23 352.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 347.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lindsell Train Ltd CIK 0001484150 0.949 28 346.5 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 341.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 335.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 326.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 326.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆National Pension Service CIK 0001608046 0.956 552 323.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 315.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 309.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 297.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 288.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 288.2 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Mirova US LLC CIK 0001802900 0.862 45 278.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 277.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlueSpruce Investments, LP CIK 0001600285 0.502 18 269.9 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆W1M Investment Management Ltd CIK 0001344114 0.000 0 269.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Navera Investment Management Ltd. CIK 0001842702 0.766 56 269.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 258.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 257.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 254.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 248.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Stockbridge Partners LLC CIK 0001505183 0.882 17 248.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 244.1 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 240.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 238.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 237.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 226.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 221.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 216.5 0.2% 2 -1.0 pp +0.2 pp +0.2 pp +0.2 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 214.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 213.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 213.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 211.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 210.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 204.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 194.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Liontrust Investment Partners LLP CIK 0001544204 0.226 194 189.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 186.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AXA S.A. CIK 0000898427 0.038 46 177.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 176.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVIVA PLC CIK 0001140022 0.925 854 172.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 171.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 167.7 2.8% 3 -0.4 pp +1.1 pp +2.8 pp +2.8 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 166.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Perpetual Ltd CIK 0001647273 0.486 419 162.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 160.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆M&G Plc CIK 0001802539 0.820 370 159.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 159.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Carmignac Gestion CIK 0001569758 0.744 94 158.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 158.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 155.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 152.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 151.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 150.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 150.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIL Ltd CIK 0000318989 0.878 1140 150.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 147.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 146.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Local Pensions Partnership Investment Ltd CIK 0001698810 0.884 32 144.8 2.7% 2 -0.9 pp +2.7 pp +2.7 pp +2.7 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 142.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cryder Capital Partners LLP CIK 0001633969 0.960 10 139.8 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 138.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 136.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 136.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 132.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 131.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Findlay Park Partners LLP CIK 0001351950 0.605 49 130.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 130.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vest Financial, LLC CIK 0001709632 0.555 420 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Trust Asset Management LLC CIK 0001608376 0.915 229 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sava Infond d.o.o. CIK 0002055882 0.373 242 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Balefire, LLC CIK 0001750924 0.097 475 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EADS & HEALD WEALTH MANAGEMENT CIK 0001035912 0.141 148 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 1.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilkinson Global Asset Management LLC CIK 0001764000 0.656 62 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Decatur Capital Management, Inc. CIK 0001505961 0.238 53 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Greater Midwest Financial Group, LLC CIK 0002025409 0.213 65 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koa Wealth Management, LLC CIK 0002022118 0.435 54 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.466 145 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.6 0.1% 1 +0.1 pp -0.6 pp +0.1 pp +0.1 pp
☆SOROS CAPITAL MANAGEMENT LLC CIK 0001748240 0.022 58 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Warm Springs Advisors Inc. CIK 0002057078 0.195 45 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SECTORAL ASSET MANAGEMENT INC CIK 0001274413 0.049 82 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Cove Private Wealth, LLC CIK 0002015131 0.365 207 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Chesapeake Wealth Management CIK 0001730383 0.355 168 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Solstein Capital, LLC CIK 0001730769 0.250 434 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wallace Advisory Group, LLC CIK 0001932645 0.113 134 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Legato Capital Management LLC CIK 0001442641 0.058 678 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆RMR Wealth Builders CIK 0001803848 0.732 316 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hudson Canyon Capital Management CIK 0001978883 0.197 50 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Knollwood Investment Advisory, LLC CIK 0001999346 0.406 270 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Trust CIK 0001772483 0.355 210 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Wealth Management Co LLC CIK 0002017692 0.375 69 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bath Savings Trust Co CIK 0001384943 0.576 177 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Malaga Cove Capital, LLC CIK 0001603001 0.210 185 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.176 529 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 1.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆TEALWOOD ASSET MANAGEMENT INC CIK 0001164062 0.092 121 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prospect Hill Management, LLC CIK 0001837320 0.890 14 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Silvant Capital Management LLC CIK 0001738728 0.561 385 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Grove Capital LLC CIK 0001661762 0.356 97 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CIM INVESTMENT MANAGEMENT INC CIK 0001179791 0.491 251 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mechanics Financial Corp CIK 0001821336 0.408 296 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Valley Brook Capital Group, Inc. CIK 0001851418 0.225 120 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Core Alternative Capital CIK 0001776878 0.274 201 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESTPAC BANKING CORP (WBKCY, WEBNF) CIK 0000719245 0.475 498 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.2 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARGUS INVESTORS' COUNSEL, INC. CIK 0000007195 0.178 106 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Livforsakringsbolaget Skandia, Omsesidigt CIK 0001547926 0.561 444 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Broderick Brian C CIK 0001314376 0.508 95 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pingora Partners LLC CIK 0002011176 0.362 182 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Volterra Technologies LP CIK 0001833567 0.000 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Knott David M Jr CIK 0001892770 0.419 84 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 2 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Estabrook Capital Management CIK 0001344717 0.502 344 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 0.239 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sawyer & Company, Inc CIK 0001722436 0.287 202 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Munro Partners CIK 0001768744 0.213 59 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SFM, LLC CIK 0002064225 0.428 69 0.0 0.0% 0 -1.1 pp -1.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Capital Partners Ltd CIK 0002064920 0.069 40 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Greenfield Seitz Capital Management, LLC CIK 0002097528 0.357 107 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.0 0.0% 0 -0.3 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 TMO). Qtrs Held counts distinct quarters this fund has actually held TMO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TMO position size. Δ columns are the percentage-point change in TMO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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