Signals

TSLX

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-08-04 8-K Item(s) 2.02, 7.01, 9.01
2026-06-18 8-K Item(s) 5.07
2026-05-22 8-K Item(s) 5.07
2026-05-14 8-K Item(s) 1.01, 2.03, 8.01, 9.01
2026-05-05 8-K Item(s) 2.02, 7.01, 9.01
2026-02-23 8-K Item(s) 5.02, 7.01, 8.01, 9.01
2026-02-12 8-K Item(s) 2.02, 7.01, 9.01
2025-11-04 8-K Item(s) 2.02, 5.02, 5.03, 7.01, 9.01
2025-07-30 8-K Item(s) 2.02, 7.01, 9.01
2025-07-03 8-K Item(s) 5.02
2023-08-09 Ownership Dilution filing by Sixth Street Specialty Lending, Inc. (424B5)

Flow ranking

Rank#20972
Score / z0.000 / -0.01
Consensus100.56 over 176 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio-0.008
F-score
M-score
Net issuance3.5%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-04 8-K 2.02, 7.01, 9.01
2026-06-18 8-K 5.07
2026-05-22 8-K 5.07
2026-05-14 8-K 1.01, 2.03, 8.01, 9.01
2026-05-05 8-K 2.02, 7.01, 9.01
2026-02-23 8-K 5.02, 7.01, 8.01, 9.01
2026-02-12 8-K 2.02, 7.01, 9.01
2025-11-04 8-K 2.02, 5.02, 5.03, 7.01, 9.01
2025-07-30 8-K 2.02, 7.01, 9.01
2025-07-03 8-K 5.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2023-08-09 424B5 Sixth Street Specialty Lending

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Sixth Street Partners Management Company, L.P. CIK 0001812095 0.000 3439 59.0 6.1% 3 +0.7 pp +0.9 pp +6.1 pp +6.1 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 56.0 2.6% 3 -0.1 pp -0.6 pp +2.6 pp +2.6 pp
Progeny 3, Inc. CIK 0001536006 0.774 29 53.8 2.9% 3 -0.0 pp -0.4 pp +2.9 pp +2.9 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 51.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 50.7 0.6% 3 -0.3 pp -0.4 pp +0.6 pp +0.6 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 49.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 46.8 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 35.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 33.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
ARES MANAGEMENT LLC CIK 0001259313 0.823 44 29.4 1.7% 3 +0.2 pp -0.0 pp +1.7 pp +1.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 27.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Callodine Capital Management, LP CIK 0001741675 0.554 62 23.9 1.9% 3 +0.2 pp -0.7 pp +1.9 pp +1.9 pp
Muzinich & Co., Inc. CIK 0001618824 0.785 38 21.6 6.8% 3 +0.2 pp +0.2 pp +6.8 pp +6.8 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 20.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 17.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 16.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 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 16.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 16.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 15.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 14.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 14.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 13.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Melia Wealth LLC CIK 0001964047 0.478 23 13.4 6.2% 3 -0.0 pp -0.8 pp +6.2 pp +6.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 12.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 12.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 11.9 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 11.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 10.3 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 10.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.9 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 5.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 4.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 4.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RMR Capital Management, LLC CIK 0002032709 0.384 76 4.3 3.1% 3 -0.3 pp -0.1 pp +3.1 pp +3.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Parkwood LLC CIK 0001597823 0.291 71 4.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Clayton Partners LLC CIK 0001550509 0.242 44 3.9 2.8% 3 +0.4 pp +0.1 pp +2.8 pp +2.8 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 3.6 0.6% 3 -0.1 pp -0.3 pp +0.6 pp +0.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 3.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 3.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 3.0 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
Argent Trust Co CIK 0001625292 0.533 769 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 2.8 1.5% 3 +0.4 pp +0.4 pp +1.5 pp +1.5 pp
Aberdeen Group plc CIK 0001716774 0.934 934 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 2.2 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 1.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 1.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PARK CIRCLE Co CIK 0001546592 0.488 49 0.9 0.8% 3 -0.0 pp -0.5 pp +0.8 pp +0.8 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ehrenkranz Partners L.P. CIK 0001641043 0.551 49 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ellsworth Advisors, LLC CIK 0001843553 0.117 182 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DELPHI FINANCIAL GROUP, INC. CIK 0000859139 0.292 26 0.7 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Barnett & Company, Inc. CIK 0001426588 0.122 86 0.6 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Merrion Investment Management Co, LLC CIK 0001383782 0.283 106 0.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 0.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Sage Investment Counsel LLC CIK 0002055178 0.150 126 0.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CIK 0001907480 0.228 89 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Monument Capital Management CIK 0001729428 0.068 262 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heritage Trust Co CIK 0001706028 0.448 313 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 0.3 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.3 0.0% 3 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Calydon Capital CIK 0001759271 0.373 277 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Core Wealth Partners LLC CIK 0001965078 0.199 189 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Glenview Trust Co CIK 0001691827 0.856 500 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EMC Capital Management CIK 0001847772 0.576 53 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 3 -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
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bramshill Investments, LLC CIK 0001619899 0.794 157 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
LGT CAPITAL PARTNERS LTD. CIK 0001641992 0.707 38 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADVISORY RESEARCH INC CIK 0000902584 0.478 136 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 TSLX). Qtrs Held counts distinct quarters this fund has actually held TSLX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TSLX position size. Δ columns are the percentage-point change in TSLX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status