Signals

← Signals

☆USIG

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

Flow ranking

Rank#571
Score / z0.303 / 0.35
Consensus180.80 over 324 funds
Momentum-0.27 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-1%
Short interest+0% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 3,311.3 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3,013.0 0.5% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,125.2 2.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 730.8 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 597.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 564.8 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 528.2 0.9% 5 -0.2 pp -0.1 pp -0.2 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 521.1 0.6% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 459.8 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 452.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 424.4 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 330.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 271.3 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 254.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 194.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 182.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 180.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 174.7 1.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 169.0 0.2% 5 -0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 154.0 0.4% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 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 149.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 122.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 102.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 90.1 2.5% 5 -0.3 pp -0.4 pp -0.3 pp -0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 77.1 0.4% 5 -0.1 pp -0.2 pp +0.3 pp +0.4 pp
☆North Dakota State Investment Board CIK 0002064039 0.492 826 76.9 3.1% 2 -8.5 pp +3.1 pp +3.1 pp +3.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 66.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 62.1 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 42.7 1.5% 5 -0.2 pp -0.7 pp -0.9 pp -0.8 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 42.6 3.8% 5 -0.4 pp -0.4 pp -0.6 pp -0.7 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 37.0 0.5% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 36.7 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 36.6 1.4% 5 -0.1 pp -0.1 pp -1.4 pp -1.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 35.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 33.5 2.0% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 32.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 31.1 0.5% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 28.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 28.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Jersey Better Educational Savings Trust CIK 0001482010 0.793 4 26.0 41.9% 4 -0.8 pp -5.1 pp -5.3 pp +41.9 pp
☆Santa Clara Valley Transportation Authority CIK 0002043469 0.859 4 25.9 20.1% 5 -0.4 pp -0.9 pp -1.0 pp -1.5 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 22.4 1.4% 5 -0.2 pp +0.3 pp +0.3 pp +0.6 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 21.9 2.6% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 21.8 0.8% 5 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 21.3 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 21.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 20.5 1.1% 5 -0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 20.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 19.5 10.0% 5 -0.3 pp +0.5 pp +0.2 pp +1.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 18.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 18.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 17.4 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 16.8 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 14.6 0.9% 5 -0.0 pp -2.3 pp -2.3 pp -2.2 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 14.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 14.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 14.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shelter Mutual Insurance Co CIK 0001455288 0.476 58 13.5 2.9% 5 -0.1 pp -0.3 pp -0.3 pp -0.6 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 12.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 12.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 11.2 1.9% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 10.2 0.3% 4 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 10.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 10.1 7.2% 7 -0.4 pp +0.2 pp +0.3 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 10.1 1.2% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 10.0 2.7% 5 -0.3 pp -0.1 pp -0.0 pp -0.4 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 9.9 0.7% 5 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 9.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.7 0.3% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.5 0.1% 5 -0.1 pp -0.5 pp -0.5 pp -0.6 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 8.3 3.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 7.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 7.5 1.4% 5 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 7.0 0.7% 4 -0.1 pp -0.1 pp +0.1 pp +0.7 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 7.0 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 6.7 3.6% 5 -0.2 pp -1.7 pp -1.2 pp -1.3 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 6.5 0.2% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 6.5 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 5.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Financial Avengers, Inc. CIK 0001844393 0.740 155 5.6 2.3% 5 -0.0 pp +0.7 pp +0.7 pp +0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fjell Capital, LLC CIK 0002053350 0.309 66 5.6 3.8% 5 -0.3 pp +0.1 pp -0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 5.5 0.3% 5 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 5.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 5.3 2.3% 5 -0.3 pp -0.3 pp -0.6 pp -1.0 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 5.2 2.8% 5 -0.5 pp -0.3 pp -0.2 pp -0.3 pp
☆Bauman Advisory Group, LLC CIK 0002111802 0.251 81 5.1 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 5.1 1.1% 5 -0.8 pp -0.1 pp -0.1 pp -0.2 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 5.0 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 4.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 3.9 0.4% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 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 3.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 3.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 3.6 2.6% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 2.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 2.8 1.2% 5 -0.2 pp -0.6 pp -0.6 pp -0.7 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 2.7 0.4% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 2.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.4 1.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 1.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 1.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TMB Capital Partners, LLC CIK 0002111931 0.284 177 1.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Joule Financial, LLC CIK 0001929070 0.731 116 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp -3.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 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
☆Newton One Investments LLC CIK 0001842787 0.837 146 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +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% 0 +0.0 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
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 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
☆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
☆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
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 +0.0 pp -0.1 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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 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 -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 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 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp +0.0 pp -13.4 pp -13.6 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bellecapital International Ltd. CIK 0001600152 0.411 123 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 -0.0 pp -0.0 pp -0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 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
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 +0.0 pp +0.0 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
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.0 0.0% 0 -0.6 pp -0.5 pp -0.5 pp -0.4 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.8 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 +0.0 pp -11.7 pp -12.0 pp -11.5 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 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 -0.0 pp -0.0 pp -0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 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
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.0 0.0% 0 -0.2 pp -0.5 pp -0.4 pp -0.6 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grant Private Wealth Management Inc CIK 0002056418 0.335 164 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 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 -0.4 pp -0.4 pp -0.6 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp +0.0 pp -3.2 pp -2.8 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 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
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -0.8 pp -0.7 pp -0.7 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just USIG). Qtrs Held counts distinct quarters this fund has actually held USIG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its USIG position size. Δ columns are the percentage-point change in USIG'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