☆UBER
Flow ranking
Rank#42
Score / z0.408 / 2.74
Consensus47.62 over 93 funds
Momentumno 12m return
Price & positioning
227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history
Forensics
Clean
as of 2026Q2
Accrual ratio-0.007
F-score—
M-score—
Net issuance-780.0%
Insider
Score+0.00
Buys / cluster sells0 / 0
| Date | Insider | Code | Value |
|---|---|---|---|
| 2026-09-16 | Krishnamurthy Balaji (A) | M | — |
| 2026-09-16 | Krishnamurthy Balaji (A) | M | — |
| 2026-09-16 | Krishnamurthy Balaji (A) | M | — |
| 2026-09-16 | Krishnamurthy Balaji (A) | M | — |
| 2026-09-16 | Krishnamurthy Balaji (A) | M | — |
| 2026-09-16 | Krishnamurthy Balaji (A) | M | — |
| 2026-09-16 | Krishnamurthy Balaji (A) | F | $20,014 |
| 2026-09-16 | Krishnamurthy Balaji (A) | F | $31,156 |
| 2026-09-16 | Krishnamurthy Balaji (A) | F | $24,201 |
| 2026-09-16 | Krishnamurthy Balaji (A) | F | $17,388 |
Showing the 10 most recent.
8-K events
Negative / total1 / 4
| Filed | Form | Items |
|---|---|---|
| 2026-09-15 | 8-K | 8.01, 9.01 |
| 2026-08-07 | 8-K | 1.01, 1.02, 2.03, 9.01 |
| 2026-08-05 | 8-K | 2.02, 9.01 |
| 2026-07-16 | 8-K | 1.01, 2.03, 7.01, 9.01 |
| 2026-05-11 | 8-K | 5.02 |
| 2026-05-08 | 8-K | 5.07 |
| 2026-05-06 | 8-K | 2.02, 9.01 |
| 2026-02-09 | 8-K | 7.01, 9.01 |
| 2026-02-04 | 8-K | 2.02, 5.02, 9.01 |
| 2026-01-12 | 8-K | 8.01 |
Showing the 10 most recent.
Ownership
13D / 13G / dilution0 / 0 / 0
| Filed | Form | Filer |
|---|---|---|
| 2021-08-23 | D | Uber Technologies, Inc |
LLM reads
Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆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 | 5,998.8 | 0.4% | 2 | +0.1 pp | +0.4 pp | +0.4 pp | +0.4 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 | 1,051.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Legal & General Group Plc CIK 0000764068 | 0.977 | 3391 | 867.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆DEUTSCHE BANK AG\ CIK 0000948046 | 0.960 | 3659 | 772.3 | 0.3% | 2 | +0.1 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆TOYOTA MOTOR CORP/ (TM, TOYOF) CIK 0001094517 | 0.858 | 2 | 373.5 | 14.6% | 2 | +1.2 pp | +14.6 pp | +14.6 pp | +14.6 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 283.8 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆RHUMBLINE ADVISERS CIK 0001115418 | 0.943 | 4189 | 274.5 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 | 0.958 | 1061 | 270.8 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 | 0.941 | 3002 | 221.0 | 0.3% | 2 | +0.1 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Employees Provident Fund Board CIK 0001600177 | 0.852 | 68 | 164.6 | 1.9% | 2 | +0.1 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 | 0.903 | 762 | 95.5 | 0.3% | 2 | +0.1 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆STRS OHIO CIK 0000820478 | 0.777 | 2154 | 90.9 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆DANSKE BANK A/S CIK 0000800177 | 0.902 | 1138 | 82.8 | 0.3% | 2 | +0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 | 0.689 | 184 | 80.1 | 1.6% | 2 | +0.2 pp | +1.6 pp | +1.6 pp | +1.6 pp |
| ☆ABN AMRO Bank N.V. CIK 0001561082 | 0.622 | 231 | 71.3 | 1.0% | 2 | +0.2 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆Munro Partners CIK 0001768744 | 0.213 | 59 | 56.2 | 2.7% | 2 | +0.9 pp | +2.7 pp | +2.7 pp | +2.7 pp |
| ☆CRITERIA CAIXA, S.A.U. CIK 0002018922 | 0.000 | 2 | 53.3 | 7.8% | 1 | +7.8 pp | +7.8 pp | +7.8 pp | +7.8 pp |
| ☆CapitalatWork S.A. CIK 0002135126 | 0.670 | 93 | 47.6 | 1.5% | 1 | +1.5 pp | +1.5 pp | +1.5 pp | +1.5 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 47.5 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 | 0.806 | 2484 | 44.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 | 0.793 | 591 | 43.9 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 42.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆MACKENZIE FINANCIAL CORP CIK 0000919859 | 0.842 | 1534 | 39.0 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 | 0.925 | 1050 | 35.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Formuepleje A/S CIK 1801212 | 0.374 | 96 | 33.1 | 1.9% | 1 | +1.9 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆Swiss Life Asset Management Ltd CIK 0001637689 | 0.827 | 1641 | 32.3 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆IFM Investors Pty Ltd CIK 0001698246 | 0.822 | 641 | 28.2 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆PKO BP BANKOWY Universal Pension Society JSC CIK 0002055875 | 0.676 | 13 | 27.2 | 22.4% | 1 | +22.4 pp | +22.4 pp | +22.4 pp | +22.4 pp |
| ☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 | 0.640 | 236 | 21.5 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 | 0.940 | 15 | 20.7 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆NorthCoast Asset Management LLC CIK 0001665198 | 0.584 | 478 | 20.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 | 0.823 | 1023 | 20.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wealthfront Advisers LLC CIK 0001763921 | 0.976 | 1119 | 20.4 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 15.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Rakuten Investment Management, Inc. CIK 0002062680 | 0.973 | 467 | 13.5 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Generali Asset Management SPA SGR CIK 0002046751 | 0.647 | 526 | 10.4 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆ALLIANZ SE CIK 0001127508 | 0.910 | 519 | 8.7 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Venture Visionary Partners LLC CIK 0001792283 | 0.558 | 673 | 8.5 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆CENTAURUS FINANCIAL, INC. CIK 0000891943 | 0.361 | 1111 | 7.3 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆GROUP ONE TRADING LLC CIK 0000932540 | 0.041 | 2157 | 6.8 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Leonteq Securities AG CIK 0001535950 | 0.270 | 1190 | 6.4 | 0.5% | 2 | -0.1 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Greenfield Seitz Capital Management, LLC CIK 0002097528 | 0.356 | 107 | 5.8 | 2.2% | 1 | +2.2 pp | +2.2 pp | +2.2 pp | +2.2 pp |
| ☆BRIGHTON JONES LLC CIK 0001360798 | 0.755 | 1422 | 5.5 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 0.491 | 1546 | 5.3 | 0.2% | 2 | +0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 | 0.678 | 616 | 5.1 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Altrafin AG CIK 0002110313 | 0.476 | 44 | 4.7 | 1.8% | 2 | +0.6 pp | +1.8 pp | +1.8 pp | +1.8 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 4.5 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Marex Group Ltd (MRX) CIK 0001997464 | 0.247 | 955 | 4.3 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Sequoia Financial Advisors, LLC CIK 0001599900 | 0.860 | 2124 | 3.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 | 0.952 | 291 | 2.6 | 1.9% | 2 | +0.3 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 | 0.512 | 752 | 2.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Corecam Pte. Ltd. CIK 0002106977 | 0.168 | 82 | 2.6 | 1.4% | 2 | -0.9 pp | +1.4 pp | +1.4 pp | +1.4 pp |
| ☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 | 0.362 | 73 | 2.2 | 0.9% | 1 | +0.9 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆Modern Wealth Management, LLC CIK 0002001900 | 0.385 | 1101 | 1.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆NorthRock Partners, LLC CIK 0001632097 | 0.841 | 669 | 1.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Darwin Wealth Management, LLC CIK 0001663224 | 0.207 | 777 | 1.3 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Redwood Investment Management, LLC CIK 0001717479 | 0.474 | 306 | 1.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Emergent Wealth Advisors, LLC CIK 0001799880 | 0.421 | 122 | 1.2 | 0.9% | 2 | +0.2 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆Western Wealth Management, LLC CIK 0001767902 | 0.459 | 1001 | 1.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 | 0.355 | 1181 | 1.1 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Revolve Wealth Partners, LLC CIK 0001808992 | 0.519 | 350 | 1.0 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆BIRCHBROOK, INC. CIK 0002071468 | 0.526 | 305 | 0.9 | 0.5% | 2 | +0.1 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Castle Rock Wealth Management, LLC CIK 0001727605 | 0.230 | 268 | 0.9 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Bank Pictet & Cie (Europe) AG CIK 0001123274 | 0.821 | 204 | 0.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Finivi Inc. CIK 0002101641 | 0.183 | 111 | 0.9 | 0.7% | 2 | +0.2 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Forefront Wealth Partners, LLC CIK 0002068112 | 0.224 | 177 | 0.9 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆111 Capital CIK 0002060412 | 0.025 | 488 | 0.8 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 | 0.112 | 178 | 0.8 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Talon Private Wealth, LLC CIK 0001990467 | 0.144 | 231 | 0.8 | 0.1% | 2 | -0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 | 0.743 | 108 | 0.7 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Probity Advisors, Inc. CIK 0001676603 | 0.563 | 232 | 0.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Militia Capital Partners, LP CIK 0001837496 | 0.040 | 182 | 0.6 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Audent Global Asset Management, LLC CIK 0001834874 | 0.165 | 46 | 0.5 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 | 0.000 | 0 | 0.5 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 | 0.539 | 502 | 0.5 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Aventura Private Wealth, LLC CIK 0002074418 | 0.307 | 986 | 0.5 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Severin Investments, LLC CIK 0001763454 | 0.048 | 174 | 0.5 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 | 0.401 | 104 | 0.5 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Symmetry Investments LP CIK 0001691919 | 0.056 | 112 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MONECO ADVISORS, LLC CIK 0001765690 | 0.360 | 595 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wisconsin Wealth Advisors, LLC CIK 0002073891 | 0.186 | 90 | 0.5 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆RAHLFS CAPITAL, LLC CIK 0002056410 | 0.231 | 86 | 0.4 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 | 0.450 | 823 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Millennium Capital Advisors, LLC CIK 0002097025 | 0.334 | 137 | 0.4 | 0.3% | 2 | +0.1 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆AGH Wealth Advisors, LLC CIK 0002061010 | 0.291 | 129 | 0.4 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 0.4 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 | 0.332 | 231 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Gibbs Wealth Management CIK 0002081110 | 0.167 | 430 | 0.3 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆ANB BANK CIK 0002067126 | 0.446 | 127 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆NorthCrest Asset Manangement, LLC CIK 0001893159 | 0.599 | 928 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 | 0.283 | 119 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Chancellor Financial Group WB LP CIK 0002059742 | 0.315 | 149 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Nautilus Advisors LLC CIK 0002083253 | 0.166 | 179 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆MBL Wealth, LLC CIK 0001845785 | 0.684 | 381 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆GK Wealth Management LLC CIK 0002069222 | 0.000 | 225 | 0.2 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Aspetuck Financial Management LLC CIK 0002048608 | 0.364 | 79 | 0.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Norris Financial Group, LLC CIK 0002129318 | 0.094 | 82 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Valtrion Capital Management, LLC CIK 0002072223 | 0.397 | 103 | 0.2 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆OMNI 360 Wealth, Inc. CIK 0002010436 | 0.355 | 135 | 0.2 | 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 | 0.2 | 0.3% | 2 | +0.1 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 | 0.206 | 690 | 0.1 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Semmax Financial Advisors Inc. CIK 0001767301 | 0.227 | 431 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Medallion Wealth Advisors, LLC CIK 0002131139 | 0.061 | 1220 | 0.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Provenance Wealth Advisors, LLC CIK 0002081584 | 0.886 | 609 | 0.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Evelyn Partners Investment Management LLP CIK 0002065206 | 0.733 | 410 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WPG Advisers, LLC CIK 0002067343 | 0.198 | 1549 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆High Note Wealth, LLC CIK 0001807283 | 0.547 | 959 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ransom Advisory, Ltd CIK 0002065136 | 0.308 | 433 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cornerstone National Bank & Trust Co CIK 0002104293 | 0.272 | 216 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wood Tarver Financial Group, LLC CIK 0002059344 | 0.506 | 165 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 | 0.797 | 1591 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 | 0.155 | 362 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nova Wealth Management, Inc. CIK 0002051980 | 0.124 | 570 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Painted Porch Advisors LLC CIK 0002024585 | 0.737 | 75 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Robinswood Financial LLC CIK 2139748 | 0.585 | 435 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Dogwood Wealth Management LLC CIK 0002056922 | 0.482 | 851 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Prestige Wealth Management Group LLC CIK 0001772715 | 0.370 | 1101 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Principia Wealth Advisory, LLC CIK 0002041436 | 0.234 | 1064 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Elequin Capital, LP CIK 0001810873 | 0.000 | 680 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 | 0.957 | 727 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WINNACLE WEALTH LLC CIK 0002079687 | 0.197 | 137 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 | 0.511 | 544 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tortoise Investment Management, LLC CIK 0001599511 | 0.614 | 252 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SIMA Wealth Partners, LLC CIK 0002135539 | 0.642 | 130 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 | 0.692 | 172 | 0.0 | 0.0% | 0 | -0.3 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆StoneX Group Inc. (SNEX) CIK 0000913760 | 0.325 | 1464 | 0.0 | 0.0% | 0 | -0.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 | 0.000 | 55 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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