Signals

← Signals

★TSLA

4794 in-universe funds with a nonzero position in TSLA within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#8
Score / z19.243 / 23.19
Consensus1358.84 over 2801 funds
Momentum-0.03 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-14%
Short interest+1% / 1.7d

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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 90,060.2 1.3% 5 -0.0 pp -0.3 pp -0.3 pp +0.1 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 77,400.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 49,402.3 1.5% 5 -0.0 pp -0.3 pp -0.3 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 28,864.1 1.5% 5 -0.0 pp -0.3 pp -0.3 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 23,328.3 1.8% 5 +0.9 pp +0.7 pp +0.8 pp +1.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 20,841.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital World Investors CIK 0001422849 0.974 637 19,235.6 2.3% 5 +0.1 pp -0.3 pp -0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 16,725.7 0.7% 5 +0.0 pp -0.2 pp -0.1 pp +0.2 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 16,349.6 0.9% 7 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 16,324.5 1.6% 1 +1.6 pp -0.2 pp +1.6 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13,064.1 1.4% 5 -0.1 pp -0.4 pp -0.6 pp -0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 10,858.1 1.3% 5 +0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 8,535.6 1.8% 6 +0.0 pp -0.2 pp -0.1 pp +0.2 pp
☆Amundi CIK 0001330387 0.000 1 8,436.8 2.0% 5 -0.2 pp -0.3 pp -0.6 pp -0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 8,215.6 1.5% 5 -0.0 pp -0.4 pp -0.4 pp -0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 8,110.0 1.1% 5 -0.1 pp -0.3 pp -0.3 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 7,620.2 0.5% 6 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 6,816.0 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 6,713.5 1.6% 5 +0.2 pp +0.0 pp +0.0 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6,083.6 1.0% 5 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 5,333.0 6.7% 5 +0.4 pp -0.2 pp -0.1 pp +1.5 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 5,267.9 7.9% 5 -5.5 pp -6.6 pp -6.2 pp -3.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 4,846.1 1.5% 7 +0.1 pp -0.9 pp -1.1 pp -1.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4,554.2 2.2% 5 +0.5 pp +0.2 pp +0.1 pp +0.7 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 4,139.2 0.7% 5 +0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4,039.1 1.2% 7 +0.2 pp -0.0 pp -0.1 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3,800.8 2.0% 5 +0.3 pp +0.0 pp -0.2 pp +0.5 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 3,604.6 2.2% 5 -0.4 pp -0.7 pp -0.7 pp +0.7 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 3,574.7 0.5% 5 +0.0 pp -0.2 pp -0.3 pp -0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 3,338.6 1.7% 5 -0.0 pp -0.3 pp -0.4 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3,321.9 1.5% 5 +0.3 pp -0.4 pp -1.4 pp -0.5 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 3,144.5 1.7% 5 +0.3 pp +0.2 pp +0.1 pp +0.8 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 3,128.4 1.8% 5 -0.0 pp -0.3 pp -0.3 pp +0.1 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 2,995.6 1.7% 5 +0.0 pp -0.2 pp -0.2 pp +0.2 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 2,954.0 1.1% 5 +0.1 pp -0.3 pp -0.3 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 2,928.0 1.3% 5 -0.0 pp -0.3 pp -0.3 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2,884.5 0.6% 5 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2,800.4 0.5% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 2,566.9 1.5% 5 -0.3 pp -0.6 pp -0.7 pp -0.2 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2,558.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆National Pension Service CIK 0001608046 0.956 552 2,532.9 1.6% 5 -0.0 pp -0.3 pp -0.3 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,407.3 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 2,375.2 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 2,344.6 1.3% 6 +0.1 pp -0.0 pp -0.1 pp +0.3 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 2,151.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 2,148.9 3.0% 5 +0.4 pp +0.1 pp +0.1 pp +0.5 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2,052.3 1.5% 6 +0.0 pp -0.2 pp -0.3 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1,829.4 1.1% 5 -0.1 pp +0.3 pp +0.6 pp +0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,815.4 0.3% 5 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,721.1 1.5% 5 -0.5 pp -0.9 pp -0.2 pp -0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,651.7 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,590.4 0.8% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Newlands Management Operations LLC CIK 0001908450 0.989 16 1,584.0 9.6% 5 +0.5 pp +0.8 pp +1.6 pp +3.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1,503.9 1.3% 5 -1.0 pp -1.0 pp -1.2 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,496.7 0.3% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 1,495.2 3.4% 5 +0.2 pp -1.9 pp -2.9 pp +1.3 pp
☆H&H International Investment, LLC CIK 0001759760 0.989 18 1,421.8 7.4% 2 +1.1 pp +7.4 pp +7.4 pp +7.4 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 1,379.1 1.8% 5 -0.5 pp +0.3 pp -0.4 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1,345.8 0.8% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆PeakShares LLC CIK 0002113507 0.881 122 1,304.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1,276.5 1.6% 7 -0.0 pp -0.3 pp -0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1,239.5 0.4% 5 +0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,237.5 0.4% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1,218.4 1.1% 6 -0.0 pp -0.3 pp -0.6 pp -0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1,203.6 0.9% 5 +0.0 pp +0.5 pp +0.5 pp +0.6 pp
☆ARK Investment Management LLC CIK 0001697748 0.764 190 1,160.8 7.5% 5 -0.6 pp -1.2 pp -2.0 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,120.0 0.3% 6 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1,059.7 1.8% 5 +0.0 pp -0.2 pp -0.2 pp +0.2 pp
☆AVIVA PLC CIK 0001140022 0.925 854 1,057.5 1.6% 5 +0.0 pp -0.3 pp -0.3 pp +0.1 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 1,042.0 1.5% 5 +0.1 pp -0.2 pp -0.3 pp +0.1 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 981.8 1.0% 3 -0.1 pp -0.6 pp +1.0 pp +1.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 950.8 1.1% 5 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 939.9 0.8% 5 -0.1 pp -0.2 pp -0.1 pp +0.2 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 920.4 0.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 907.8 0.7% 5 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 907.6 1.8% 7 +0.1 pp -0.8 pp -11.7 pp +0.1 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 893.1 1.3% 5 -0.2 pp -1.1 pp -0.6 pp -0.3 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 886.0 1.0% 5 -0.0 pp -0.3 pp -0.3 pp -0.1 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 868.9 1.2% 5 +0.1 pp +0.3 pp +0.4 pp +0.7 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 863.5 4.0% 5 -0.2 pp -0.6 pp -0.7 pp +0.3 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 862.8 0.7% 5 +0.2 pp -0.1 pp -0.2 pp +0.1 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 844.7 2.8% 5 -0.2 pp -0.1 pp +0.3 pp +0.6 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 835.8 1.6% 5 -0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 834.7 1.4% 5 +0.0 pp -0.2 pp -0.1 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 796.5 0.8% 5 +0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 784.7 0.7% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 774.9 1.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 751.7 1.1% 5 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 739.7 0.9% 5 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 739.0 0.6% 6 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 724.7 1.4% 5 -0.3 pp -0.8 pp -0.7 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 710.8 0.5% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 694.0 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆CAPITOLIS LIQUID GLOBAL MARKETS LLC CIK 0002094379 0.370 320 683.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 671.3 1.5% 5 -1.1 pp -0.6 pp -3.8 pp -2.6 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 663.1 1.2% 5 +0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 657.0 1.6% 7 -0.0 pp -0.3 pp -0.3 pp +0.2 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 652.9 2.4% 5 -0.2 pp -0.4 pp -0.1 pp +0.5 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 647.6 0.8% 5 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 634.4 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 631.4 1.3% 5 -0.0 pp -0.2 pp -0.3 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 631.3 0.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 631.0 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 624.0 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 605.6 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 591.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 573.0 1.5% 5 -0.0 pp -0.3 pp -0.3 pp +0.1 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 571.0 1.5% 5 +0.1 pp -0.2 pp -0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 561.9 0.5% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 557.7 1.2% 5 +0.0 pp -0.2 pp -0.1 pp +0.2 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 556.4 3.9% 5 -0.6 pp +0.5 pp -3.6 pp -7.7 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 528.8 1.1% 5 -0.0 pp -0.2 pp -0.3 pp +0.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 524.1 0.7% 5 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 522.0 0.9% 5 -0.0 pp -0.4 pp -1.1 pp -1.4 pp
☆Hyperion Asset Management Ltd CIK 0001619844 0.883 20 516.6 13.7% 5 -0.0 pp -0.2 pp -0.7 pp -0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 515.8 0.3% 5 -0.3 pp +0.0 pp -0.2 pp +0.2 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 513.9 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 501.7 1.0% 5 -0.3 pp +0.1 pp +0.5 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 495.0 0.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.1 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 490.5 1.2% 4 +0.2 pp -0.7 pp -0.7 pp +1.2 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.758 66 483.8 1.7% 5 -0.5 pp -0.6 pp -1.1 pp +0.2 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 476.2 1.4% 5 +0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 475.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 473.5 31.5% 5 +31.4 pp +4.8 pp +31.4 pp +31.4 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 468.2 1.5% 5 -0.1 pp -0.4 pp -0.4 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 467.3 0.6% 4 +0.5 pp -0.3 pp +0.4 pp +0.6 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 467.0 2.0% 5 +0.4 pp +1.6 pp +2.0 pp +1.9 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 465.4 1.0% 5 -0.0 pp -0.1 pp +0.1 pp +0.3 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 459.8 0.4% 5 +0.0 pp -0.1 pp -0.2 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 443.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 439.3 1.3% 5 +0.1 pp -0.2 pp -0.1 pp +0.2 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 437.0 53.9% 5 +2.0 pp +1.6 pp -1.6 pp +2.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 424.1 0.4% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 7.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Trust Asset Management LLC CIK 0001608376 0.915 229 7.4 1.0% 5 +0.2 pp +0.1 pp +0.0 pp +0.3 pp
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☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 7.3 0.4% 5 -1.3 pp -1.3 pp -0.2 pp -0.0 pp
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☆Realta Investment Advisors CIK 0001776792 0.189 378 7.2 2.2% 5 +0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 7.2 1.0% 5 +0.0 pp -0.0 pp -0.2 pp +0.2 pp
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☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 7.2 1.3% 5 -0.0 pp -0.3 pp -0.4 pp -0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 7.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 7.1 0.1% 5 -1.0 pp -1.0 pp -1.3 pp -0.2 pp
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☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 7.1 0.8% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 7.1 1.1% 4 +0.1 pp +0.2 pp +0.9 pp +1.1 pp
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☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 7.1 1.4% 5 +0.0 pp -0.2 pp -0.1 pp +0.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 7.1 0.8% 5 +0.1 pp -0.1 pp -0.1 pp +0.1 pp
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☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 7.0 1.3% 5 +0.2 pp -0.3 pp -0.1 pp +0.2 pp
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☆Pacific Point Advisors, LLC CIK 0002056976 0.142 129 7.0 3.2% 5 +0.0 pp -0.7 pp -1.8 pp -0.1 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
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☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 7.0 1.0% 5 -0.1 pp -0.2 pp -0.5 pp +0.1 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 7.0 0.4% 5 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆LMG Wealth Partners, LLC CIK 0001965772 0.381 166 7.0 1.1% 5 +0.2 pp +0.0 pp +0.1 pp +0.3 pp
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☆National Philanthropic Trust CIK 0001785342 0.575 409 6.9 0.1% 7 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 6.9 0.8% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
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☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 6.8 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Range Advisory, LLC CIK 2152629 0.575 342 5.4 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
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☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 5.3 0.7% 5 -0.0 pp -0.1 pp -0.3 pp -0.1 pp
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☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 5.2 0.7% 5 +0.0 pp -0.2 pp -0.3 pp -0.1 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Zhang Financial LLC CIK 0001776290 0.816 392 5.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
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☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 5.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 5.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 5.1 3.1% 5 -0.0 pp +0.9 pp -0.9 pp -0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 5.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 5.1 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 5.1 1.2% 5 -0.0 pp -0.3 pp -0.4 pp -0.0 pp
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☆M&G Plc CIK 0001802539 0.820 370 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 5.0 1.2% 5 -0.0 pp -0.1 pp +0.3 pp +0.4 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 5.0 1.3% 5 +0.1 pp -0.1 pp +0.1 pp +0.4 pp
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☆CacheTech Inc. CIK 0002013390 0.380 169 4.9 0.8% 5 +0.0 pp -0.1 pp -0.3 pp +0.1 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.9 0.4% 5 -0.0 pp -0.1 pp -0.3 pp -0.1 pp
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☆SMART Wealth LLC CIK 0002044723 0.032 222 1.0 0.2% 5 -0.1 pp -0.3 pp -0.1 pp -0.0 pp
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☆Bath Savings Trust Co CIK 0001384943 0.576 177 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Advisers, LLC CIK 0002042930 0.778 44 1.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.9 0.5% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
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☆Hayek Kallen Investment Management CIK 0001430681 0.504 97 0.9 0.3% 1 +0.3 pp +0.3 pp -0.0 pp +0.1 pp
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☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.9 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.2 pp
☆Clarendon Private LLC CIK 0001961628 0.221 124 0.9 0.6% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
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☆Silver Coast Investments LLC CIK 0002012033 0.588 121 0.9 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
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☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆BG Investment Services, LLC CIK 0001873989 0.578 52 0.9 0.6% 5 -0.3 pp -0.8 pp -0.9 pp -0.4 pp
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☆Cedarwood Wealth LLC CIK 0002114448 0.257 96 0.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.9 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆PFW Advisors LLC CIK 0001989744 0.585 124 0.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Thomasville National Bank CIK 0001561790 0.599 241 0.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆IRON Financial LLC CIK 0001595509 0.376 151 0.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆SWMG, LLC CIK 0001839255 0.473 100 0.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
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☆Financial Symmetry Inc CIK 0002004843 0.819 68 0.8 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆SPROTT INC. (SII) CIK 0001512920 0.660 256 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Solidarity Wealth, LLC CIK 0001906613 0.451 92 0.8 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
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☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.8 0.5% 5 +0.0 pp -0.1 pp -0.2 pp -0.0 pp
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☆Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.8 0.6% 5 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
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☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 0.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LongView Wealth Management CIK 0001990190 0.308 227 0.8 0.2% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
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☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.8 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
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☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆Windle Wealth, LLC CIK 0001963452 0.422 35 0.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oak Asset Management, LLC CIK 0001726375 0.419 115 0.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
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☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.7 0.3% 5 -0.0 pp -0.1 pp +0.2 pp +0.1 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Adelphi Trust Co CIK 0002106968 0.243 114 0.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 0.7 0.4% 5 -0.0 pp -0.1 pp -0.3 pp -0.3 pp
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☆BUFFALO BUSINESS & ESTATE SERVICES LTD CIK 0002103405 0.602 105 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 0.7 0.5% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 0.7 0.4% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆BayBridge Capital Group, LLC CIK 0001898297 0.330 96 0.7 0.4% 5 -0.7 pp -0.7 pp -0.7 pp +0.1 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.7 0.2% 5 +0.0 pp -0.0 pp -0.2 pp +0.1 pp
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☆LCM Capital Management Inc CIK 0001861752 0.575 124 0.7 0.3% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 0.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Trevian Wealth Management LLC CIK 0001901929 0.818 45 0.7 0.3% 4 +0.0 pp -0.1 pp +0.0 pp +0.3 pp
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☆Benchmark Financial, LLC CIK 0002107260 0.479 54 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Planning Navigators CORP CIK 0002102043 0.755 70 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Yanni & Associates Investment Advisors, LLC CIK 0002109644 0.706 34 0.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 0.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.1 pp
☆PENN DAVIS MCFARLAND INC CIK 0001108893 0.681 79 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grange Capital, LLC CIK 0002048387 0.138 54 0.7 0.7% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆CHRISTINE MESSMER PC CIK 0002097609 0.479 86 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 0.7 0.6% 5 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆EMC Capital Management CIK 0001847772 0.576 53 0.7 0.3% 1 +0.3 pp -0.0 pp +0.0 pp +0.1 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.7 0.3% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆FISHMAN JAY A LTD/MI CIK 0001006407 0.858 79 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 0.7 0.3% 3 -0.2 pp -0.6 pp +0.3 pp +0.3 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 0.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Hilltop National Bank CIK 0002021658 0.280 805 0.7 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
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☆DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.7 1.2% 5 +0.0 pp +0.5 pp -0.2 pp +0.1 pp
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☆PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.7 0.4% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.7 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆FreeGulliver LLC CIK 0002032561 0.536 123 0.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
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☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 0.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
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☆Ted Buchan & Co CIK 0002033413 0.435 95 0.7 0.2% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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☆TFB Advisors LLC CIK 0001965201 0.232 190 0.7 0.3% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
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☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.7 0.4% 6 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
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☆TMB Capital Partners, LLC CIK 0002111931 0.284 177 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Invariant Investment Management CIK 0001850871 0.577 68 0.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.7 0.7% 4 -0.0 pp -0.5 pp +0.4 pp +0.7 pp
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☆MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 0.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.7 0.2% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
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☆Clearwave Capital, LLC CIK 0002111821 0.177 166 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.1 pp
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☆TD Capital Management LLC CIK 0001483824 0.737 797 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Ark Wealth Advisors LLC CIK 0002110109 0.107 87 0.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
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☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
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☆25 LLC CIK 0001968777 0.795 80 0.4 0.1% 5 -0.0 pp -0.0 pp -0.3 pp -0.2 pp
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☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Kanen Wealth Management LLC CIK 0001681614 0.434 36 0.3 0.1% 2 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
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☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.3 0.3% 1 +0.3 pp -0.1 pp -0.2 pp -0.0 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Cohen Investment Advisors LLC CIK 0001845081 0.306 81 0.3 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 0.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 0.3 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Citizens Business Bank CIK 0001948632 0.474 139 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Matisse Capital CIK 0001668256 0.148 158 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DWR WEALTH MANAGEMENT, LLC CIK 0002123012 0.582 56 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Edge Wealth Management LLC CIK 0001567163 0.654 87 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Legacy Trust CIK 0001772483 0.355 210 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
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☆MARVIN & PALMER ASSOCIATES INC CIK 0000860645 0.013 28 0.0 0.0% 0 +0.0 pp -1.6 pp -1.7 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp -0.4 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp -28.4 pp -29.2 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp -0.7 pp -1.0 pp -0.4 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -1.6 pp -1.5 pp -1.3 pp
☆Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOROS CAPITAL MANAGEMENT LLC CIK 0001748240 0.022 58 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.6 pp -0.7 pp -0.7 pp -1.3 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.5 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.8 pp -0.4 pp -0.3 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status