Signals

← Signals

☆USMV

1264 in-universe funds with a nonzero position in USMV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23527
Score / z-0.151 / -0.21
Consensus365.58 over 743 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+0% / 1.8d

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 1,285.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,249.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 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 1,176.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 993.5 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 628.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 592.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 512.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 440.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 427.2 0.0% 1 +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 343.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 334.4 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 334.4 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 325.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 322.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 271.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 203.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 201.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 178.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 163.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 142.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 140.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 135.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 123.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 122.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 118.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 113.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 113.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 110.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 107.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 106.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 105.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 103.2 19.2% 1 +19.2 pp +19.2 pp +19.2 pp +19.2 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 95.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 87.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 82.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 77.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 71.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 68.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 67.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 65.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 63.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 52.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 52.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 50.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 48.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 48.3 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 46.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 46.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 40.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 37.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 35.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 34.7 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 33.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 32.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 32.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 29.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 29.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 28.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 28.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 27.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 26.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 26.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 26.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 25.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 25.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 24.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 24.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 23.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 23.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 23.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 23.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 22.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 22.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 22.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 22.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 21.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 21.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 20.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 20.7 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 20.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 20.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 20.5 21.9% 1 +21.9 pp +21.9 pp +21.9 pp +21.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 20.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 20.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 20.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 20.1 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.548 69 20.1 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Custos Family Office, LLC CIK 0001904423 0.576 67 20.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 19.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 19.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 18.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 18.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 18.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 18.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 17.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 17.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 17.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 16.9 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 16.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 16.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 16.5 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 16.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 16.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 16.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 15.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 15.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 15.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 15.6 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 15.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 15.4 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 15.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 15.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 15.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 14.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 14.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 14.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 13.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 13.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 13.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 12.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 12.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 12.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 12.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 12.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 12.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 12.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 12.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 12.4 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 12.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆KilterHowling LLC CIK 0001759354 0.789 50 12.3 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 12.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 12.2 6.5% 3 -0.4 pp -0.0 pp +6.5 pp +6.5 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 12.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 11.9 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 11.8 9.3% 3 +0.9 pp +1.9 pp +9.3 pp +9.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 11.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 11.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 11.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 11.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 11.2 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 10.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 10.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 10.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 10.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atom Investors LP CIK 0001738902 0.004 818 10.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 10.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 10.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 10.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 10.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 10.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 10.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 10.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 9.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 9.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 9.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 9.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 9.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Bay Rivers Group CIK 0001798924 0.313 125 9.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 9.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 9.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 9.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 9.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 9.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MA Private Wealth CIK 0001767474 0.750 88 9.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 8.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 8.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 8.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 8.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 8.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 8.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 8.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 8.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
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☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 8.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 7.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 7.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 7.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 7.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 7.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Avant Capital LLC CIK 0001653443 0.369 86 7.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 7.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 7.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 7.1 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CPC Advisors, LLC CIK 0001805250 0.611 159 7.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 6.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Family Capital Trust Co CIK 0001123320 0.317 83 6.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆Able Wealth Management LLC CIK 0002011908 0.307 182 6.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
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☆Select Asset Management & Trust CIK 0001600636 0.786 79 6.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 6.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 6.5 1.6% 2 -1.2 pp +1.6 pp +1.6 pp +1.6 pp
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☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 6.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Allred Capital Management, LLC CIK 0001765885 0.343 162 6.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 6.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 6.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 6.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 6.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 6.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 5.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Choate Investment Advisors CIK 0001399794 0.922 472 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 5.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 5.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 5.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 5.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 5.2 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 5.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 5.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 4.9 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 4.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 4.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ADE, LLC CIK 0001845950 0.661 93 4.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 4.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 4.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 4.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆VICUS CAPITAL CIK 0001544806 0.660 268 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 4.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆IFG Advisory, LLC CIK 0001728319 0.000 2358 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 3.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Composition Wealth, LLC CIK 0001585859 0.755 995 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CROBAN CIK 0001694663 0.128 81 3.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CX Institutional CIK 0001737089 0.437 1568 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆10Elms LLP CIK 0002056650 0.266 526 3.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
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☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆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
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.6 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Creekside Partners CIK 0002035951 0.343 193 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Granite FO LLC CIK 0002034090 0.642 171 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆BXM Wealth LLC CIK 0002052379 0.166 163 1.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆IRON Financial LLC CIK 0001595509 0.376 151 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆New Insight Wealth Advisors CIK 0002022328 0.372 120 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Opes Wealth Management LLC CIK 0001766918 0.574 141 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 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
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 USMV). Qtrs Held counts distinct quarters this fund has actually held USMV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its USMV position size. Δ columns are the percentage-point change in USMV'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