Signals

USMV

1440 in-universe funds with a nonzero position in USMV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#640
Score / z0.211 / 0.29
Consensus368.20 over 732 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 1,434.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,296.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,226.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 1,149.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 659.8 0.9% 4 -0.1 pp -0.1 pp -0.3 pp +0.9 pp
LPL Financial LLC CIK 0001403438 0.957 5996 592.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 439.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 391.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 353.4 7.3% 3 +0.1 pp +0.5 pp +7.3 pp +7.3 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 353.4 8.4% 3 -0.1 pp +0.4 pp +8.4 pp +8.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 333.6 0.0% 3 +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 330.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 327.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 321.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 264.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 234.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 199.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 187.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 156.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 146.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 144.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 119.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 116.2 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 115.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 115.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 112.2 1.4% 3 -0.1 pp -0.3 pp +1.4 pp +1.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 99.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 95.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 91.8 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 84.1 0.8% 3 -0.8 pp -1.1 pp +0.8 pp +0.8 pp
SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 81.9 3.1% 3 +0.8 pp +0.7 pp +3.1 pp +3.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 80.4 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 80.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 75.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 69.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 69.0 1.8% 3 -1.0 pp -1.0 pp +1.8 pp +1.8 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 68.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 67.1 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 63.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 62.7 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 61.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 54.0 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 50.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 49.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 47.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 47.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 44.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 44.0 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 40.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vestcor Inc CIK 0001536925 0.400 1189 39.6 1.1% 3 +0.9 pp +0.8 pp +1.1 pp +1.1 pp
High Probability Advisors, LLC CIK 0002039415 0.830 75 36.0 4.8% 3 +0.0 pp -0.1 pp +4.8 pp +4.8 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 35.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 35.5 3.2% 3 -0.5 pp -1.1 pp +3.2 pp +3.2 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 34.2 1.6% 3 -0.1 pp -0.3 pp +1.6 pp +1.6 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 31.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 30.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 29.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 29.4 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 29.4 4.0% 3 -0.3 pp -0.5 pp +4.0 pp +4.0 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 29.0 1.7% 3 -1.4 pp -1.3 pp +1.7 pp +1.7 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 27.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 26.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 26.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 25.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GDS Wealth Management CIK 0001940869 0.458 232 24.9 1.6% 3 -0.3 pp -0.5 pp +1.6 pp +1.6 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 24.6 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 23.9 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
Creative Planning CIK 0001540235 0.979 4196 23.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Well Done, LLC CIK 0001667132 0.522 202 23.0 3.4% 3 -0.6 pp -0.9 pp +3.4 pp +3.4 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 22.8 2.6% 3 -0.1 pp -0.3 pp +2.6 pp +2.6 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 22.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 22.7 5.8% 3 +0.0 pp -0.3 pp +5.8 pp +5.8 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 22.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 22.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 22.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 22.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cassia Capital Partners, LLC CIK 0001844897 0.548 69 21.4 11.6% 3 +0.3 pp -0.5 pp +11.6 pp +11.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 21.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 21.1 3.1% 3 -0.1 pp -0.4 pp +3.1 pp +3.1 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 21.0 8.2% 3 -0.0 pp -0.2 pp +8.2 pp +8.2 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 20.9 1.8% 3 +0.2 pp +0.1 pp +1.8 pp +1.8 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 20.8 5.4% 3 +0.0 pp -0.3 pp +5.4 pp +5.4 pp
CHOREO, LLC CIK 0001679031 0.797 1690 20.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 20.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 19.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 19.9 1.9% 3 -0.0 pp -0.2 pp +1.9 pp +1.9 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 19.2 2.5% 3 +0.4 pp +0.3 pp +2.5 pp +2.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTRUST BANK NA CIK 0001034771 0.638 416 19.1 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 19.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 18.6 2.6% 3 +0.7 pp +0.5 pp +2.6 pp +2.6 pp
Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 18.5 6.1% 3 -0.2 pp -0.7 pp +6.1 pp +6.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 18.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 17.8 3.3% 3 -0.2 pp -0.4 pp +3.3 pp +3.3 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 17.5 1.6% 3 -0.1 pp -0.3 pp +1.6 pp +1.6 pp
COMERICA BANK CIK 0000901541 0.812 3711 17.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 17.1 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 17.1 1.5% 3 -0.0 pp +0.3 pp +1.5 pp +1.5 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 16.6 3.0% 3 -0.2 pp -0.3 pp +3.0 pp +3.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 16.5 5.5% 3 -0.0 pp -0.1 pp +5.5 pp +5.5 pp
Darrow Company, Inc. CIK 0001908169 0.520 58 16.5 7.4% 3 -0.2 pp -0.4 pp +7.4 pp +7.4 pp
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 16.3 5.2% 3 -0.1 pp -0.1 pp +5.2 pp +5.2 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 16.2 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 15.8 5.8% 3 -0.1 pp -0.4 pp +5.8 pp +5.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 15.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 15.5 2.6% 3 -0.4 pp -0.7 pp +2.6 pp +2.6 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 15.5 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 15.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 14.8 2.1% 3 -0.1 pp -0.2 pp +2.1 pp +2.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 14.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 14.7 0.3% 4 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 14.5 3.6% 3 -8.1 pp -9.7 pp +3.6 pp +3.6 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 14.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Beacon Bank & Trust CIK 0001831984 0.535 160 13.8 2.8% 3 +0.0 pp +0.1 pp +2.8 pp +2.8 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 13.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 13.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 13.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 13.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
KilterHowling LLC CIK 0001759354 0.789 50 12.9 6.5% 3 -0.5 pp -0.8 pp +6.5 pp +6.5 pp
IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.807 21 12.9 5.8% 3 -0.1 pp -0.1 pp +5.8 pp +5.8 pp
TD Capital Management LLC CIK 0001483824 0.737 797 12.8 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
KWMG, LLC CIK 0001633024 0.515 153 12.5 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
White Pine Investment CO CIK 0001318259 0.426 72 12.3 2.9% 3 -0.0 pp -0.2 pp +2.9 pp +2.9 pp
Legacy Advisory Services, LLC CIK 0002068847 0.633 54 12.2 9.2% 5 -0.0 pp -0.1 pp +0.8 pp +1.8 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 12.2 1.4% 3 -0.0 pp -0.3 pp +1.4 pp +1.4 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 12.2 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 11.8 4.2% 3 -0.0 pp -0.2 pp +4.2 pp +4.2 pp
Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 11.8 8.0% 3 -1.2 pp -1.6 pp +8.0 pp +8.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 11.6 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 11.6 3.9% 3 -0.3 pp -1.0 pp +3.9 pp +3.9 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 11.5 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 11.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 11.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 11.2 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 11.0 4.2% 3 -0.0 pp +0.1 pp +4.2 pp +4.2 pp
Capital Planning LLC CIK 0001790688 0.562 88 10.9 3.1% 3 -0.2 pp -0.4 pp +3.1 pp +3.1 pp
Portfolio Design Labs, LLC CIK 0002010278 0.229 227 10.6 1.8% 3 -0.3 pp -5.1 pp +1.8 pp +1.8 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 10.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 10.6 2.5% 3 -0.2 pp -0.2 pp +2.5 pp +2.5 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 10.6 2.0% 3 -0.1 pp -0.3 pp +2.0 pp +2.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 10.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 10.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 10.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 10.3 0.8% 4 -0.0 pp -0.2 pp -0.2 pp +0.8 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 10.2 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
Brickley Wealth Management CIK 0001712533 0.861 68 10.0 1.7% 3 -0.1 pp -0.3 pp +1.7 pp +1.7 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 10.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Ascent Group, LLC CIK 0001913231 0.508 808 9.9 0.3% 3 -0.0 pp -0.8 pp +0.3 pp +0.3 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 9.8 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 9.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 9.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bay Rivers Group CIK 0001798924 0.313 125 9.7 3.9% 3 -0.2 pp -0.4 pp +3.9 pp +3.9 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 9.6 3.8% 3 -0.1 pp -4.7 pp +3.8 pp +3.8 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 9.6 0.6% 3 -0.7 pp -0.9 pp +0.6 pp +0.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 9.4 2.4% 3 -0.2 pp -0.6 pp +2.4 pp +2.4 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 9.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MA Private Wealth CIK 0001767474 0.750 88 9.3 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 9.2 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 9.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 9.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 8.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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IHT Wealth Management, LLC CIK 0001697490 0.413 1236 8.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 8.6 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 8.5 2.3% 3 -0.0 pp -0.6 pp +2.3 pp +2.3 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 8.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 8.4 2.1% 3 -0.0 pp -0.0 pp +2.1 pp +2.1 pp
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Custos Family Office, LLC CIK 0001904423 0.576 67 8.3 5.6% 3 +0.3 pp -0.8 pp +5.6 pp +5.6 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 8.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 8.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 8.0 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 7.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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ASPIRIANT, LLC CIK 0001433541 0.906 400 7.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 7.8 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
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Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Modus Advisors, LLC CIK 0001799284 0.297 118 7.5 2.0% 3 -0.7 pp -1.1 pp +2.0 pp +2.0 pp
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Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 7.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 7.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Shore Point Advisors, LLC CIK 0001907092 0.622 77 7.1 3.0% 3 -0.2 pp -0.0 pp +3.0 pp +3.0 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 7.1 2.5% 3 -0.2 pp -0.6 pp +2.5 pp +2.5 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 7.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 7.0 2.2% 3 -0.4 pp -1.2 pp +2.2 pp +2.2 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 7.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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Western Wealth Management, LLC CIK 0001767902 0.459 1001 7.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
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Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 6.7 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
Select Asset Management & Trust CIK 0001600636 0.786 79 6.6 2.1% 3 -0.0 pp -0.2 pp +2.1 pp +2.1 pp
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World Investment Advisors CIK 0001652594 0.670 1523 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Choate Investment Advisors CIK 0001399794 0.922 472 5.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Colonial Trust Advisors CIK 0001567993 0.559 807 5.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
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CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 5.5 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
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High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 5.4 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
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Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Independence Asset Advisors, LLC CIK 0002010929 0.677 25 0.0 0.0% 0 -0.4 pp -0.6 pp +0.0 pp +0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -7.5 pp -8.1 pp +0.0 pp +0.0 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.6 pp -0.7 pp -0.7 pp -0.7 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp -0.0 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
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 0.0 0.0% 0 -4.5 pp -21.9 pp +0.0 pp +0.0 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.0 0.0% 0 +0.0 pp -0.1 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
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 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
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.8 pp -0.9 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solidarity Wealth, LLC CIK 0001906613 0.451 92 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Empire Life Investments Inc. CIK 0001640951 0.544 113 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -1.2 pp -1.3 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 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 -0.4 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -1.2 pp -0.9 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Erickson Financial Group, LLC CIK 0001797734 0.820 25 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 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 -0.2 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 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
PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.1 pp -0.1 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
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BSW Wealth Partners CIK 0001512601 0.641 331 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Quarterback LLC CIK 0001803386 0.360 171 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 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 -0.1 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.8 pp -0.9 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -2.3 pp -2.3 pp +0.0 pp +0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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