Signals

← Signals

☆TTD

1379 in-universe funds with a nonzero position in TTD within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#22926
Score / z0.000 / -0.02
Consensus194.87 over 388 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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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 590.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 565.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 504.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 350.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 308.3 0.2% 5 -0.0 pp -0.1 pp +0.1 pp +0.2 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 291.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 248.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 243.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 201.0 0.5% 3 +0.2 pp +0.5 pp +0.5 pp +0.2 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 196.7 0.3% 5 +0.0 pp -0.0 pp +0.2 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 178.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jericho Capital Asset Management L.P. CIK 0001525234 0.425 29 169.9 1.4% 1 +1.4 pp +1.4 pp -0.7 pp -0.7 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 145.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 127.0 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Amundi CIK 0001330387 0.000 1 117.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 113.4 0.5% 4 -0.0 pp -0.1 pp +0.4 pp +0.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 107.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 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 101.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 89.1 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 79.2 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 76.1 0.1% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 68.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 63.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 58.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 56.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 56.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 46.9 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 46.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 45.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 43.6 0.0% 2 -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 39.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 38.0 0.1% 3 -0.4 pp -0.2 pp +0.1 pp +0.1 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 32.8 0.2% 3 +0.2 pp -0.1 pp +0.2 pp -0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 29.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 27.5 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 27.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 27.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 25.1 0.1% 2 -0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 24.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 24.5 0.1% 5 -0.2 pp -0.3 pp -0.2 pp -0.4 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 22.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 21.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 21.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 21.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 20.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 20.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 20.2 0.2% 4 +0.0 pp -0.1 pp -0.6 pp +0.2 pp
☆Voleon Capital Management LP CIK 0001479847 0.337 761 19.9 0.4% 5 -0.1 pp +0.0 pp +0.3 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 19.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 18.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 18.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 18.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 17.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Distillate Capital Partners LLC CIK 0001741001 0.168 118 15.7 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 15.6 0.1% 5 +0.0 pp -0.1 pp +0.1 pp -0.2 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 15.4 0.2% 4 +0.2 pp -0.1 pp +0.1 pp +0.2 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 15.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 14.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 14.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 14.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 14.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FORA Capital, LLC CIK 0001742435 0.008 345 14.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 14.0 0.1% 5 -0.0 pp -0.2 pp -0.5 pp -0.7 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 13.6 0.0% 6 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 13.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 11.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 10.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 10.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VEGA INVESTMENT SOLUTIONS CIK 0002056914 0.174 144 10.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 10.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 9.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 8.2 0.2% 1 +0.2 pp +0.2 pp -0.2 pp +0.2 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 7.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 7.1 0.0% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 7.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 7.0 0.2% 4 -0.1 pp -0.2 pp -0.1 pp +0.2 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 6.9 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 6.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 6.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 6.2 1.0% 5 -0.3 pp -0.9 pp -1.4 pp -2.1 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 5.7 0.2% 5 -0.0 pp -0.0 pp +0.2 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 5.6 0.0% 3 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 5.6 0.0% 3 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 5.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPITOLIS LIQUID GLOBAL MARKETS LLC CIK 0002094379 0.370 320 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Entropy Technologies, LP CIK 0001976151 0.010 929 4.9 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 4.9 0.1% 3 +0.0 pp -0.3 pp +0.1 pp -0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 4.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arthedge Capital Management, LLC CIK 0001846503 0.646 10 4.4 3.8% 5 -1.7 pp -2.9 pp -4.2 pp +2.5 pp
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 4.3 0.2% 5 +0.1 pp -0.2 pp +0.0 pp +0.2 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 4.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 4.0 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 3.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 3.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 3.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 3.1 0.0% 5 -0.0 pp -0.1 pp -0.3 pp -0.9 pp
☆Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.0 0.0% 5 -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 3.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 2.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.9 0.0% 5 -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 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 2.6 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 2.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 2.4 0.1% 1 +0.1 pp -0.3 pp -0.4 pp -0.6 pp
☆Ruffer LLP CIK 0001426859 0.221 187 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 2.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 2.2 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Czech National Bank CIK 0001908923 0.861 503 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSSIAM CIK 0001767471 0.182 680 2.2 0.0% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -1.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 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
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Topline Capital Management, LLC CIK 0001792549 0.392 36 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Sava Infond d.o.o. CIK 0002055882 0.373 242 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.7 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alphadyne Asset Management LP CIK 0001535943 0.000 204 0.0 0.0% 0 +0.0 pp -0.0 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
☆BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆LBP AM SA CIK 0001970075 0.619 423 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FERNBRIDGE CAPITAL MANAGEMENT LP CIK 0001827734 0.771 16 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 0.0 0.0% 0 +0.0 pp -0.1 pp -0.5 pp -1.0 pp
☆SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.0 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ZEVENBERGEN CAPITAL INVESTMENTS LLC CIK 0001276918 0.659 109 0.0 0.0% 0 -0.0 pp -1.0 pp -2.0 pp -3.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oakum Bay Capital LLC CIK 0001571727 0.370 87 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.2 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.7 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Metis Global Partners, LLC CIK 0001594916 0.657 714 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Bravera Wealth CIK 0002126773 0.454 352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tyro Capital Management LLC CIK 0001915395 0.199 15 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Altrafin AG CIK 0002110313 0.476 44 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆ADAPT Investment Managers SA CIK 0002029917 0.035 27 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp -0.6 pp
☆ARK Investment Management LLC CIK 0001697748 0.764 190 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.8 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.6 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆National Pension Service CIK 0001608046 0.956 552 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.0 0.0% 0 +0.0 pp -0.2 pp -0.4 pp -0.6 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 0.0 0.0% 0 +0.0 pp -0.7 pp -1.4 pp -2.2 pp
☆One Wealth Management Investment & Advisory Services, LLC CIK 0002009427 0.300 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AG2R LA MONDIALE GESTION D'ACTIFS CIK 0002047606 0.632 342 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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 TTD). Qtrs Held counts distinct quarters this fund has actually held TTD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TTD position size. Δ columns are the percentage-point change in TTD'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