Signals

TTE

1136 in-universe funds with a nonzero position in TTE within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#25007
Score / z-1.000 / -1.22
Consensus321.23 over 622 funds
Momentumno 12m return

Price & positioning

191 cached closes, trailing year
Drawdownno history
Short interest+21% / 2.6d

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)
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
Amundi CIK 0001330387 0.000 1 16,027.8 3.9% 2 -1.3 pp +3.9 pp +3.9 pp +3.9 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 4,635.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 3,876.5 0.5% 3 -0.2 pp +0.4 pp +0.5 pp +0.5 pp
Capital International Investors CIK 0001562230 0.968 446 3,680.0 0.8% 3 -0.4 pp +0.2 pp +0.8 pp +0.8 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3,388.6 1.0% 3 -0.3 pp +0.1 pp +1.0 pp +1.0 pp
NORGES BANK CIK 0001374170 0.994 1617 3,150.6 0.3% 1 +0.3 pp +0.1 pp +0.3 pp +0.3 pp
CAISSE DES DEPOTS ET CONSIGNATIONS CIK 0001056947 0.946 235 2,362.0 40.0% 3 -6.7 pp -5.2 pp +40.0 pp +40.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2,045.5 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,028.0 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1,497.8 1.2% 3 -0.7 pp +0.1 pp +1.2 pp +1.2 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 1,317.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 1,234.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 1,030.9 0.2% 3 -0.1 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 1,009.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 929.5 0.7% 3 -0.2 pp -0.0 pp +0.7 pp +0.7 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 919.0 8.8% 2 -2.5 pp +8.8 pp +8.8 pp +8.8 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 906.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 816.8 1.7% 5 -0.4 pp +0.0 pp +1.6 pp +1.6 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 754.7 1.9% 2 -0.8 pp +1.9 pp +1.9 pp +1.9 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 747.9 0.8% 3 -0.1 pp +0.2 pp +0.8 pp +0.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 727.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 715.3 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 711.6 0.7% 3 -0.3 pp +0.6 pp +0.7 pp +0.7 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 675.5 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 655.0 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 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 654.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 622.4 0.2% 3 -0.4 pp -0.2 pp +0.2 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 577.7 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 575.1 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Groupe la Francaise CIK 0002056088 0.682 451 511.2 6.3% 3 -3.3 pp -0.0 pp +6.3 pp +6.3 pp
Bank of Italy CIK 0001426449 0.962 8 500.4 22.8% 3 -4.4 pp +4.4 pp +22.8 pp +22.8 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 440.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 433.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 417.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 415.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 387.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 378.8 2.4% 3 -0.7 pp +0.1 pp +2.4 pp +2.4 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 292.4 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AVIVA PLC CIK 0001140022 0.925 854 276.1 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 255.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
DNCA FINANCE CIK 0001752759 0.468 116 254.7 12.4% 3 -5.2 pp -4.7 pp +12.4 pp +12.4 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 251.5 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
Rathbones Group PLC CIK 0001351991 0.902 665 251.5 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 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 249.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 249.1 1.7% 3 -0.9 pp +0.4 pp +1.7 pp +1.7 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 244.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 236.3 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 232.7 8.5% 2 -1.7 pp +8.5 pp +8.5 pp +8.5 pp
M&G Plc CIK 0001802539 0.820 370 229.5 1.1% 3 -0.4 pp +0.0 pp +1.1 pp +1.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 228.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 223.8 0.3% 3 -0.2 pp -0.1 pp +0.3 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 216.8 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 215.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 178.9 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 178.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 169.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 169.7 2.2% 3 -0.7 pp +0.4 pp +2.2 pp +2.2 pp
LGT Group Foundation CIK 0001911278 0.801 284 159.5 1.8% 3 -0.4 pp +0.3 pp +1.8 pp +1.8 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.850 661 147.8 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 147.3 0.4% 3 -0.2 pp -0.0 pp +0.4 pp +0.4 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 141.4 0.4% 3 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 140.4 2.7% 3 -0.4 pp -0.3 pp +2.7 pp +2.7 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 139.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 139.4 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
ABN AMRO Bank N.V. CIK 0001561082 0.622 231 126.6 1.6% 3 +0.0 pp +0.5 pp +1.6 pp +1.6 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 124.6 0.1% 3 -0.4 pp -0.2 pp +0.1 pp +0.1 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 122.0 1.3% 3 -0.7 pp +0.1 pp +1.3 pp +1.3 pp
Man Group plc CIK 0001637460 0.631 2032 121.2 0.2% 3 -0.2 pp +0.0 pp +0.2 pp +0.2 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 121.0 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 112.0 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 108.2 1.1% 3 -0.4 pp +0.6 pp +1.1 pp +1.1 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 107.9 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 107.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 107.0 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
Korea Investment CORP CIK 0001441689 0.896 677 104.0 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 99.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 97.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 95.8 1.9% 3 -0.6 pp +0.9 pp +1.9 pp +1.9 pp
ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 95.3 1.7% 3 -0.8 pp -0.2 pp +1.7 pp +1.7 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 94.1 0.1% 1 +0.1 pp -0.2 pp +0.1 pp +0.1 pp
Capital International Sarl CIK 0001065349 0.698 287 93.5 1.3% 3 -0.5 pp +0.1 pp +1.3 pp +1.3 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 92.0 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 90.9 0.6% 3 -0.2 pp +0.4 pp +0.6 pp +0.6 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 86.3 1.6% 3 -0.7 pp +0.1 pp +1.6 pp +1.6 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 85.6 1.5% 3 -0.5 pp +0.1 pp +1.5 pp +1.5 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 82.2 1.2% 3 -0.4 pp +0.0 pp +1.2 pp +1.2 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 78.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 77.3 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 76.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Merewether Investment Management, LP CIK 0001736852 0.195 81 75.5 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 75.4 1.1% 3 +0.3 pp +0.3 pp +1.1 pp +1.1 pp
DJE Kapital AG CIK 0001659196 0.349 124 74.8 1.4% 3 -4.8 pp -1.5 pp +1.4 pp +1.4 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 72.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 72.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 65.9 0.8% 3 -0.3 pp +0.1 pp +0.8 pp +0.8 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 65.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 65.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 58.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 58.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 55.9 0.5% 3 -0.0 pp +0.4 pp +0.5 pp +0.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 54.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 53.3 0.1% 3 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 51.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 49.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 48.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 45.0 1.5% 3 -0.6 pp +0.2 pp +1.5 pp +1.5 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 43.9 1.1% 3 -0.3 pp +0.0 pp +1.1 pp +1.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 43.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saudi Central Bank CIK 0001918181 0.602 505 42.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 39.6 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 39.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 38.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ruffer LLP CIK 0001426859 0.221 187 36.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Intesa Sanpaolo S.p.A. CIK 0001374384 0.296 233 34.4 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 34.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 33.5 0.0% 3 -0.0 pp -0.8 pp +0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 33.2 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
Aberdeen Group plc CIK 0001716774 0.934 934 32.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARINGS LLC CIK 0000009015 0.845 191 32.5 0.6% 3 -0.3 pp +0.1 pp +0.6 pp +0.6 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 32.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 30.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 30.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 28.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 26.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 26.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 26.1 0.4% 3 -0.3 pp -0.1 pp +0.4 pp +0.4 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 25.9 0.4% 3 -0.2 pp +0.1 pp +0.4 pp +0.4 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 25.9 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Townsend & Associates, Inc CIK 0001729359 0.659 114 25.8 2.2% 3 -0.3 pp +0.4 pp +2.2 pp +2.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 25.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 24.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 23.6 1.0% 3 -0.3 pp +0.1 pp +1.0 pp +1.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 22.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 22.5 1.0% 3 -0.3 pp +0.1 pp +1.0 pp +1.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 21.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 21.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 21.3 0.6% 3 -0.3 pp -0.1 pp +0.6 pp +0.6 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 21.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 21.2 0.1% 3 -0.3 pp -0.3 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 21.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 21.0 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 20.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 20.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
GQG Partners LLC CIK 0001697233 0.860 102 20.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 20.0 2.3% 3 -0.6 pp +1.6 pp +2.3 pp +2.3 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 19.4 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 18.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 18.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 18.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 18.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.1 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
DENALI ADVISORS LLC CIK 0001142941 0.174 318 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAM Holding AG CIK 0001438848 0.338 273 0.0 0.0% 0 -1.1 pp -0.8 pp +0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
TCW GROUP INC CIK 0000850401 0.730 629 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kooman & Associates CIK 0001961850 0.724 56 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +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% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
SIG BROKERAGE, LP CIK 1094429 0.013 305 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lesa Sroufe & Co CIK 0001492162 0.208 67 0.0 0.0% 0 -3.0 pp -2.3 pp +0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 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
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.0 0.0% 0 -2.1 pp -1.4 pp +0.0 pp +0.0 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WITTENBERG INVESTMENT MANAGEMENT, INC. CIK 0001697790 0.668 78 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PARADIGM ASSET MANAGEMENT CO LLC CIK 0001034549 0.034 419 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.0 0.0% 0 -0.0 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
Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Columbia Asset Management CIK 0001585047 0.434 168 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.5 pp -0.3 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.3 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
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freemont Management S.A. CIK 0001609120 0.000 11 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sepio Capital, LP CIK 0001751412 0.794 346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
OSSIAM CIK 0001767471 0.182 680 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MEYER HANDELMAN CO CIK 0000045319 0.623 274 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walsh & Associates, LLC CIK 0002135144 0.507 245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Bensler, LLC CIK 0001965941 0.354 198 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Covenant Partners, LLC CIK 0001302739 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
S Harris Financial Group, LLC CIK 0002112907 0.391 124 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.9 pp -0.6 pp +0.0 pp +0.0 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
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PMV Capital Advisers, LLC CIK 0001980695 0.285 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Axecap Investments, LLC CIK 0002030036 0.005 73 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
Hendershot Investments Inc. CIK 0001541496 0.645 134 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EJMK Ventures LLC CIK 0002113915 0.239 162 0.0 0.0% 0 -0.1 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 TTE). Qtrs Held counts distinct quarters this fund has actually held TTE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TTE position size. Δ columns are the percentage-point change in TTE'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