Signals

← Signals

★TSLA

4003 in-universe funds with a nonzero position in TSLA within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#11
Score / z8.924 / 13.37
Consensus1178.65 over 2402 funds
Momentumno 12m return

Price & positioning

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

Forensics

Clean as of 2026Q2
Accrual ratio-0.024
F-score4
M-score—
Net issuance-100.0%
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-07-22 8-K 2.02, 9.01
2026-07-02 8-K 2.02, 9.01
2026-04-22 8-K 2.02, 9.01
2026-04-02 8-K 2.02, 9.01
2026-01-28 8-K 2.02, 9.01
2026-01-02 8-K 2.02, 9.01
2025-11-07 8-K 5.02, 5.07, 9.01
2025-10-22 8-K 2.02, 9.01
2025-10-02 8-K 2.02, 9.01
2025-09-05 8-K 1.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2020-12-08 424B5 Tesla, Inc.
2020-09-01 424B5 Tesla, Inc.
2020-04-30 424B5 Tesla, Inc.
2020-02-14 424B5 Tesla, Inc.
2020-02-13 424B5 Tesla, Inc.
2019-08-16 424B5 Tesla, Inc.
2019-05-03 424B5 Tesla, Inc.
2019-05-03 424B5 Tesla, Inc.
2019-05-02 424B5 Tesla, Inc.
2019-05-02 424B5 Tesla, 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 0 112,241.2 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 91,941.3 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 50,592.6 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 28,923.1 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 19,852.2 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Capital World Investors CIK 0001422849 0.974 637 19,583.5 2.7% 2 +0.8 pp +2.7 pp +2.7 pp +2.7 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 16,075.2 1.0% 4 +0.1 pp +0.1 pp -0.3 pp +1.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 16,050.4 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13,290.2 1.9% 2 +0.4 pp +1.9 pp +1.9 pp +1.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 11,662.5 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 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 8,826.1 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 8,805.0 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 8,608.1 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 8,511.1 1.9% 3 +0.3 pp +0.6 pp +1.9 pp +1.9 pp
☆Amundi CIK 0001330387 0.000 1 8,336.0 2.7% 2 +0.5 pp +2.7 pp +2.7 pp +2.7 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 7,255.9 2.7% 4 +0.1 pp +0.5 pp +0.0 pp +2.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6,785.3 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 6,625.1 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 6,022.9 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 5,666.7 6.7% 2 +1.6 pp +6.7 pp +6.7 pp +6.7 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 5,313.3 14.1% 2 +2.9 pp +14.1 pp +14.1 pp +14.1 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 4,851.7 2.8% 2 +1.3 pp +2.8 pp +2.8 pp +2.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4,259.1 2.9% 2 +0.9 pp +2.9 pp +2.9 pp +2.9 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 4,039.2 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 3,994.7 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3,913.5 1.3% 4 +0.1 pp +0.3 pp -0.0 pp +1.3 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 3,716.2 2.2% 2 +0.5 pp +2.2 pp +2.2 pp +2.2 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 3,694.5 2.1% 2 +0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3,545.2 2.1% 2 +0.6 pp +2.1 pp +2.1 pp +2.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 3,400.4 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 3,098.1 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3,056.4 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2,996.1 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 2,945.0 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2,811.4 2.2% 2 +0.7 pp +2.2 pp +2.2 pp +2.2 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 2,738.1 6.3% 2 +4.2 pp +6.3 pp +6.3 pp +6.3 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 2,732.1 12.4% 2 +4.3 pp +12.4 pp +12.4 pp +12.4 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 2,621.4 1.9% 2 +0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆National Pension Service CIK 0001608046 0.956 552 2,526.7 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,411.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 2,318.1 1.4% 3 +0.4 pp +0.5 pp +1.4 pp +1.4 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 2,269.4 1.6% 2 +0.6 pp +1.6 pp +1.6 pp +1.6 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2,265.6 1.8% 3 +0.4 pp +0.6 pp +1.8 pp +1.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2,223.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 2,174.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,105.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2,028.2 2.1% 4 +0.5 pp +0.6 pp -0.0 pp +2.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2,016.5 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 1,836.6 2.9% 2 +0.4 pp +2.9 pp +2.9 pp +2.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1,715.7 2.5% 2 +1.4 pp +2.5 pp +2.5 pp +2.5 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,705.6 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Newlands Management Operations LLC CIK 0001908450 0.989 16 1,674.9 7.9% 2 +1.6 pp +7.9 pp +7.9 pp +7.9 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 1,649.0 5.3% 2 +1.2 pp +5.3 pp +5.3 pp +5.3 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1,616.7 1.6% 3 +0.5 pp +0.6 pp +1.6 pp +1.6 pp
☆ARK Investment Management LLC CIK 0001697748 0.765 190 1,596.4 9.5% 2 +2.3 pp +9.5 pp +9.5 pp +9.5 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,521.3 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 1,461.1 2.2% 2 +0.4 pp +2.2 pp +2.2 pp +2.2 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1,418.6 1.8% 4 +0.4 pp +0.5 pp -0.1 pp +1.8 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,414.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,401.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 1,209.3 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1,144.4 2.0% 2 +0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 1,090.7 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1,089.7 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1,069.5 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,040.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆AVIVA PLC CIK 0001140022 0.925 854 1,030.0 1.9% 2 +0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1,012.1 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 968.4 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 926.5 2.1% 2 +0.8 pp +2.1 pp +2.1 pp +2.1 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 926.1 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 912.5 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 869.1 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 861.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 852.7 7.5% 2 -4.1 pp +7.5 pp +7.5 pp +7.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 849.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.758 66 835.8 2.8% 2 +1.3 pp +2.8 pp +2.8 pp +2.8 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 811.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 802.7 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 787.6 4.8% 2 +1.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 786.8 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 783.3 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 777.8 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 769.0 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 741.4 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 737.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 730.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 715.9 1.9% 2 +0.8 pp +1.9 pp +1.9 pp +1.9 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 708.7 1.9% 4 +0.4 pp +0.6 pp +0.0 pp +1.9 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 679.5 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 674.3 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 666.8 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 662.1 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 654.9 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 652.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 638.8 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 625.8 1.3% 2 +1.0 pp +1.3 pp +1.3 pp +1.3 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 616.5 1.1% 3 +0.6 pp +0.1 pp +1.1 pp +1.1 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 615.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 612.4 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 593.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 591.7 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 588.2 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 583.3 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 569.7 15.6% 2 +0.8 pp +15.6 pp +15.6 pp +15.6 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 567.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 553.2 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 552.3 5.4% 2 +0.6 pp +5.4 pp +5.4 pp +5.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 548.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIXIS CIK 0001274981 0.561 1107 544.4 2.9% 2 -0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 537.5 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 523.7 55.5% 2 +3.6 pp +55.5 pp +55.5 pp +55.5 pp
☆Hyperion Asset Management Ltd CIK 0001619844 0.883 20 515.6 14.4% 2 +0.3 pp +14.4 pp +14.4 pp +14.4 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 509.9 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 499.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 488.4 1.9% 2 +0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆OSSIAM CIK 0001767471 0.182 680 482.8 6.2% 2 +1.2 pp +6.2 pp +6.2 pp +6.2 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 477.2 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 449.7 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 432.0 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 417.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 414.9 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 412.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 405.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 399.8 2.1% 3 +0.5 pp +0.6 pp +2.1 pp +2.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 395.6 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 395.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 390.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆ZEVENBERGEN CAPITAL INVESTMENTS LLC CIK 0001276918 0.659 109 383.7 7.5% 2 +1.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 383.6 2.0% 4 +0.5 pp +0.5 pp -0.2 pp +2.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 382.8 1.9% 2 +0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 379.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 376.5 2.0% 2 +0.5 pp +2.0 pp +2.0 pp +2.0 pp
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☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 17.6 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
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☆Kaizen Financial Strategies CIK 0001842013 0.281 170 3.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 3.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 3.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
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☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 2.9 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 2.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆MARVIN & PALMER ASSOCIATES INC CIK 0000860645 0.013 28 2.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 2.3 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 2.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Mechanics Financial Corp CIK 0001821336 0.408 296 2.3 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 2.3 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 2.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆State of Wyoming CIK 0001821626 0.105 1872 2.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 2.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 2.3 0.3% 4 -0.1 pp -0.1 pp +0.1 pp +0.3 pp
☆S&CO INC CIK 0001082461 0.523 222 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 2.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 2.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Somerset Trust Co CIK 0001597099 0.266 186 2.3 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 2.3 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 2.2 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 2.2 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 2.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 2.2 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 2.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Lee Financial Co CIK 0001391166 0.828 162 2.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 2.2 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 2.2 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 2.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 2.2 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 2.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 2.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆Gainplan LLC CIK 0001697857 0.087 60 2.2 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 2.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 2.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 2.2 0.4% 4 +0.1 pp +0.1 pp -0.0 pp +0.4 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Wing Wealth Management CIK 0002001473 0.736 40 2.2 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 2.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 2.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 2.2 1.0% 2 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆Counterweight Ventures, LLC CIK 0002012467 0.270 81 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 2.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 2.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 2.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 2.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 2.1 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 2.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 2.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 2.1 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 2.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 2.1 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
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☆City State Bank CIK 0001910666 0.322 809 2.1 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 2.1 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 2.1 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 2.1 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 2.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 2.1 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
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☆Paragon Advisors, LLC CIK 0001799719 0.414 77 2.1 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
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☆Joule Financial, LLC CIK 0001929070 0.731 116 2.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
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☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 2.1 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
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☆Outbound Financial Inc CIK 2144328 0.605 45 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆IFC Advisors LLC CIK 0002053348 0.691 179 2.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 2.1 0.5% 4 -0.0 pp +0.1 pp -1.4 pp +0.5 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 2.1 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
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☆JACOBS & CO/CA CIK 0001055544 0.441 134 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 2.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 2.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 2.0 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
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☆R Squared Ltd CIK 0001896148 0.003 509 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Greenfield Savings Bank CIK 0001940406 0.270 148 2.0 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
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☆Atlatl Advisers LLC CIK 0002023168 0.000 459 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 1.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Brucke Financial, Inc. CIK 0002058446 0.331 175 1.3 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 1.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 1.3 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 1.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 1.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 1.3 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 1.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atala Financial Inc CIK 0002053756 0.240 121 1.3 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 1.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 1.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Corvex Management LP CIK 0001535472 0.803 24 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 1.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 1.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 1.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 1.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆U S GLOBAL INVESTORS INC (GROW) CIK 0000754811 0.508 127 1.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Balentine LLC CIK 0001586678 0.932 243 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.3 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 1.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 1.3 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 1.3 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 1.3 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.2 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 1.2 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 1.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 1.2 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 1.2 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 1.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Family CFO Inc CIK 0001911695 0.752 47 1.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 1.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 1.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 1.2 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆American Trust CIK 0001905128 0.729 334 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆DKM Wealth Management, Inc. CIK 0002055833 0.611 74 1.2 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆AIMZ Investment Advisors, LLC CIK 0001630365 0.299 153 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆OMC Financial Services LTD CIK 0002026391 0.472 61 1.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 1.2 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 1.2 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 1.2 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 1.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 1.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RBA Wealth Management, LLC CIK 0001776296 0.150 80 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LS Investment Advisors, LLC CIK 0001455845 0.516 127 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Westerkirk Capital Inc. CIK 0002080423 0.554 212 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 1.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Creekside Partners CIK 0002035951 0.343 193 1.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 1.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MontVue Capital Management, Inc. CIK 0002008758 0.592 78 1.2 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 1.2 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 1.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 1.2 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 1.2 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 1.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Chaney Capital Management, Inc. CIK 0002012041 0.822 45 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 1.2 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 1.2 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 1.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 1.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENTERPRISE FINANCIAL SERVICES CORP (EFSC, EFSCP) CIK 0001025835 0.248 184 1.2 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
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☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARK ASSET MANAGEMENT LP CIK 0000860176 0.617 31 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆EASTERN BANK CIK 0001126395 0.668 1038 1.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 1.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 1.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 1.1 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.681 92 1.1 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.1 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 1.1 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
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☆Breakwater Capital Group CIK 0001964309 0.408 374 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 1.1 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Silver Coast Investments LLC CIK 0002012033 0.588 121 1.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 1.1 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆American State Bank (Iowa) CIK 0002122473 0.272 139 1.1 0.6% 4 +0.1 pp +0.2 pp +0.1 pp +0.6 pp
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☆ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 1.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 1.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 1.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 1.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 1.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 0.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.3 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
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☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MONTGOMERY INVESTMENT MANAGEMENT INC CIK 0001272544 0.473 108 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Forge Financial Services LLC CIK 0002055357 0.958 36 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.0 0.0% 0 +0.0 pp -7.1 pp -1.7 pp +0.0 pp
☆BARLOW WEALTH PARTNERS, LLC CIK 0001999928 0.497 149 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -3.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK INVESTMENTS L P CIK 0001011443 0.226 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆QVR LLC CIK 0001718858 0.000 0 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ratan Capital Management LP CIK 0001566887 0.000 47 0.0 0.0% 0 -6.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.1 pp -0.1 pp -0.3 pp +0.0 pp
☆VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. CIK 0002011081 0.204 43 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆RD Finance Ltd CIK 0002057936 0.072 27 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -0.7 pp -0.5 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 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 TSLA). Qtrs Held counts distinct quarters this fund has actually held TSLA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TSLA position size. Δ columns are the percentage-point change in TSLA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status