Signals

← Signals

☆UNH

3075 in-universe funds with a nonzero position in UNH within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#257
Score / z0.852 / 1.07
Consensus757.19 over 1636 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+11% / 1.1d ⚡

Forensics

Clean as of 2026Q2
Accrual ratio—
F-score—
M-score—
Net issuance—
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-09-08 8-K 7.01
2026-07-16 8-K 2.02, 9.01
2026-06-05 8-K 5.07
2026-05-11 8-K 7.01
2026-04-21 8-K 2.02, 9.01
2026-03-09 8-K 7.01
2026-03-02 8-K 5.02
2026-02-25 8-K 5.02
2026-01-27 8-K 2.02, 9.01
2026-01-12 8-K 7.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-06-18 424B5 UNITEDHEALTH GROUP INC
2025-06-17 424B5 UNITEDHEALTH GROUP INC
2024-07-24 424B5 UNITEDHEALTH GROUP INC
2024-07-23 424B5 UNITEDHEALTH GROUP INC
2024-03-20 424B5 UNITEDHEALTH GROUP INC
2024-03-19 424B5 UNITEDHEALTH GROUP INC
2023-03-24 424B5 UNITEDHEALTH GROUP INC
2023-03-23 424B5 UNITEDHEALTH GROUP INC
2022-10-26 424B5 UNITEDHEALTH GROUP INC
2022-10-25 424B5 UNITEDHEALTH GROUP INC
Showing the 10 most recent.

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 28,364.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 23,495.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 14,015.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 7,553.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 6,624.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 6,238.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital World Investors CIK 0001422849 0.974 637 5,717.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 5,242.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital International Investors CIK 0001562230 0.968 446 4,913.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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 4,711.5 0.3% 3 -0.5 pp -0.5 pp +0.3 pp +0.3 pp
☆NORGES BANK CIK 0001374170 0.994 1617 3,837.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 3,229.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,797.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DODGE & COX CIK 0000200217 0.944 222 2,729.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2,685.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2,473.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2,457.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 2,340.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,183.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2,166.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Amundi CIK 0001330387 0.000 1 1,904.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,876.9 0.5% 2 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Sanders Capital, LLC CIK 0001508097 0.970 47 1,855.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 1,793.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1,721.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 1,675.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1,631.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,626.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1,592.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 1,572.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1,527.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,521.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,374.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,358.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,297.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,099.1 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 1,080.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,034.8 0.4% 3 -0.7 pp -0.7 pp +0.4 pp +0.4 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,016.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 999.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 985.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Veritas Asset Management LLP CIK 0001541448 0.871 21 969.6 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 904.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 890.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 863.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Appaloosa LP CIK 0001656456 0.883 25 764.3 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 674.6 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 668.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 638.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 635.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 623.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 619.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆National Pension Service CIK 0001608046 0.956 552 568.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 566.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 564.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 534.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 532.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LONE PINE CAPITAL LLC CIK 0001061165 0.321 34 528.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 525.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 520.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 504.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 503.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 488.8 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 477.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Boston Partners CIK 0001386060 0.833 802 474.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 471.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NATIXIS CIK 0001274981 0.561 1107 470.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 443.6 0.5% 3 -0.4 pp -0.4 pp +0.5 pp +0.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 441.4 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 434.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 433.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 421.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 420.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 398.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 398.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Vulcan Value Partners, LLC CIK 0001556785 0.887 36 395.1 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 393.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 393.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 393.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Longview Partners (Guernsey) LTD CIK 0001426092 0.805 23 379.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 360.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 360.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 360.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 353.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 350.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Orbis Allan Gray Ltd CIK 0001663865 0.815 97 339.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 338.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GUARDCAP ASSET MANAGEMENT Ltd CIK 0001732008 0.883 18 337.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 330.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MAIRS & POWER INC CIK 0001070134 0.871 254 329.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 325.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 324.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MARSHFIELD ASSOCIATES CIK 0000914976 0.905 17 317.7 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 312.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 312.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pentwater Capital Management LP CIK 0001425851 0.745 59 304.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 303.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 287.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 284.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 280.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIL Ltd CIK 0000318989 0.878 1140 277.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 273.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 272.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 272.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M&G Plc CIK 0001802539 0.820 370 271.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆PineStone Asset Management Inc. CIK 0001904893 0.920 44 258.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Magellan Asset Management Ltd CIK 0001536105 0.373 78 256.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 250.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 249.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 246.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 244.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 240.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 240.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 0.887 54 238.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 236.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 236.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 232.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 221.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 218.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 216.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 215.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVIVA PLC CIK 0001140022 0.925 854 213.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 213.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 213.0 0.5% 3 -0.8 pp -0.6 pp +0.5 pp +0.5 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 212.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 212.3 0.2% 2 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 208.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 202.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Navera Investment Management Ltd. CIK 0001842702 0.766 56 201.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 200.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 199.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 199.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 199.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 198.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 196.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 46.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 46.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Bristol Gate Capital Partners Inc. CIK 0001650142 0.284 33 46.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Cercano Management LLC CIK 0001936416 0.054 133 46.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆UMB Bank, n.a. CIK 0000933429 0.805 2303 45.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 45.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆XPONANCE LLC CIK 0001637541 0.815 1841 45.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 45.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Distillate Capital Partners LLC CIK 0001741001 0.168 118 44.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 44.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Bellevue Group AG CIK 0001674546 0.451 148 44.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 43.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 43.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 43.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 42.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 42.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 42.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Generate Investment Management Ltd CIK 0002025905 0.321 90 42.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 42.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆&PARTNERS CIK 0000107136 0.806 2509 41.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 39.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 38.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 38.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 38.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ALTA CAPITAL MANAGEMENT LLC/ CIK 0001093589 0.591 109 37.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 33.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆R.H. Investment Group, LLC CIK 0002048733 0.373 47 2.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Arlington Partners LLC CIK 0001389848 0.487 64 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accent Capital Management, LLC CIK 0002014179 0.000 299 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Snider Financial Group CIK 0001820681 0.424 103 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DELTA CAPITAL MANAGEMENT LLC CIK 0000893738 0.223 108 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.2 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 2.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Constant Guidance Financial LLC CIK 0001995383 0.084 67 2.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IMS Capital Management CIK 0001343916 0.313 147 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Constitution Capital LLC CIK 0001845531 0.322 62 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Janney Capital Management LLC CIK 0001569855 0.432 253 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CULBERTSON A N & CO INC CIK 0001224890 0.574 140 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.0 0.7% 2 -0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Royal Capital Wealth Management, LLC CIK 0001904323 0.452 101 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Elefante Mark B CIK 0001661535 0.333 60 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆NFSG Corp CIK 0001879757 0.275 1245 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Venator Management LLC CIK 0001838211 0.792 27 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Brown Financial Advisors CIK 0002035548 0.168 212 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Greenfield Savings Bank CIK 0001940406 0.270 148 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Security National Bank CIK 0001719739 0.452 392 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆SPC Financial, Inc. CIK 0001415201 0.541 278 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Banco de Sabadell, S.A CIK 0001730299 0.235 61 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆TEMA ETFS LLC CIK 0002056807 0.118 583 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRIGLAV INVESTMENTS, D.O.O. CIK 0002056690 0.497 184 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VIKING FUND MANAGEMENT LLC CIK 0001169069 0.311 146 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Summit Global Investments CIK 0001697953 0.729 523 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 1.9 0.5% 3 -0.5 pp -0.4 pp +0.5 pp +0.5 pp
☆Legato Capital Management LLC CIK 0001442641 0.058 678 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gifford Fong Associates CIK 0001740316 0.472 124 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Bay Rivers Group CIK 0001798924 0.313 125 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Counterweight Ventures, LLC CIK 0002012467 0.270 81 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 1.8 0.8% 2 -0.6 pp +0.8 pp +0.8 pp +0.8 pp
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☆Clarius Group, LLC CIK 0001664214 0.831 384 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 1.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Osprey Private Wealth LLC CIK 0002041805 0.410 88 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Sava Infond d.o.o. CIK 0002055882 0.373 242 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 1.7 0.8% 2 -0.7 pp +0.8 pp +0.8 pp +0.8 pp
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☆Advisory Alpha, LLC CIK 0001576762 0.822 571 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairbanks Capital Management, Inc. CIK 0001681372 0.307 48 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆High Note Wealth, LLC CIK 0001807283 0.548 959 1.7 0.4% 2 -1.5 pp +0.4 pp +0.4 pp +0.4 pp
☆V-Square Quantitative Management LLC CIK 0001943239 0.480 725 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.7 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Audent Global Asset Management, LLC CIK 0001834874 0.165 46 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Concentric Capital Strategies, LP CIK 0001851869 0.147 304 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ceeto Capital Group, LLC CIK 0001722439 0.387 174 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HARVEY INVESTMENT CO LLC CIK 0001162781 0.624 99 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paragon Capital Management LLC CIK 0001388437 0.504 60 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Berry Wealth Group, LP CIK 0002008410 0.000 34 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Bowman & Co S.C. CIK 0001906275 0.412 118 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pacific Point Advisors, LLC CIK 0002056976 0.142 129 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Graypoint LLC CIK 0001794198 0.550 526 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Mendel Money Management CIK 0001600585 0.195 127 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Paralel Advisors LLC CIK 0001895911 0.889 126 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ABC ARBITRAGE SA CIK 0002049221 0.044 381 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KP Management LLC CIK 0002036769 0.166 65 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WAYCROSS PARTNERS, LLC CIK 0001844873 0.574 72 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 1.6 1.5% 2 -0.8 pp +1.5 pp +1.5 pp +1.5 pp
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☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Applied Capital LLC/FL CIK 0001965393 0.206 92 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TEALWOOD ASSET MANAGEMENT INC CIK 0001164062 0.092 121 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Eos Management, L.P. CIK 0001548882 0.464 35 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Apexium Financial, LP CIK 0001765285 0.880 288 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆STONERIDGE INVESTMENT PARTNERS LLC CIK 0001108831 0.032 146 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Silvant Capital Management LLC CIK 0001738728 0.561 385 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆First National Advisers, LLC CIK 0001941030 0.386 251 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆IAM Advisory, LLC CIK 0001825292 0.682 107 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆State of Wyoming CIK 0001821626 0.105 1872 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ALBERT D MASON INC CIK 0001169318 0.145 139 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FJ Capital Management LLC CIK 0001599170 0.114 120 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 1 +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
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sawyer & Company, Inc CIK 0001722436 0.287 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VELA Investment Management, LLC CIK 0001895612 0.203 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆CROBAN CIK 0001694663 0.128 81 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Phocas Financial Corp. CIK 0001356783 0.164 153 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.8 pp -0.9 pp +0.0 pp +0.0 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆CIM, LLC CIK 0001364725 0.348 169 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.3 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 -0.1 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 UNH). Qtrs Held counts distinct quarters this fund has actually held UNH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UNH position size. Δ columns are the percentage-point change in UNH's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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