Signals

USMV

1585 in-universe funds with a nonzero position in USMV within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#460
Score / z0.436 / 0.37
Consensus380.99 over 764 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-40% / 1.4d

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
FMR LLC CIK 0000315066 0.989 5571 1,423.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,321.6 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 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 1,184.8 0.1% 5 -0.0 pp -0.0 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 1,182.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 582.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 415.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 406.9 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 393.5 7.3% 4 +0.1 pp +0.1 pp +0.6 pp +7.3 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 393.5 8.5% 4 +0.0 pp -0.1 pp +0.4 pp +8.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 369.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 328.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 299.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 298.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 226.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 200.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 176.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 144.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 144.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 125.8 0.7% 4 +0.5 pp +0.5 pp +0.5 pp +0.7 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 124.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 123.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 120.9 1.4% 4 -0.1 pp -0.2 pp -0.3 pp +1.4 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 118.4 1.0% 4 +0.0 pp -0.1 pp -0.1 pp +1.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 116.0 0.1% 4 -0.3 pp -0.3 pp -0.3 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 110.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 106.1 2.5% 4 +1.1 pp +1.1 pp +1.2 pp +2.5 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 105.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 100.0 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 99.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 82.9 0.9% 4 +0.0 pp -0.1 pp -0.2 pp +0.9 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 79.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 77.6 3.1% 4 -0.0 pp +0.8 pp +0.7 pp +3.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 76.0 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 74.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
CWM, LLC CIK 0001535847 0.788 5645 68.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 66.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 65.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 65.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 64.8 0.4% 4 -0.0 pp +0.1 pp +0.0 pp +0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 60.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 58.8 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 49.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 45.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 43.2 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 40.9 0.1% 1 +0.1 pp +0.1 pp -0.2 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 39.5 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 37.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
High Probability Advisors, LLC CIK 0002039415 0.830 75 36.5 4.7% 4 -0.1 pp -0.1 pp -0.2 pp +4.7 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 36.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 34.0 2.9% 4 -0.3 pp -0.8 pp -1.5 pp +2.9 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 33.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 33.5 1.6% 4 -0.0 pp -0.2 pp -0.3 pp +1.6 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 31.8 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 30.9 1.8% 4 +0.0 pp -1.3 pp -1.3 pp +1.8 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 30.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 30.5 1.6% 4 +0.1 pp +0.0 pp -0.0 pp +1.6 pp
Creative Planning CIK 0001540235 0.979 4196 30.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 29.4 4.0% 4 -0.0 pp -0.3 pp -0.6 pp +4.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 28.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 27.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GDS Wealth Management CIK 0001940869 0.458 232 25.8 1.5% 4 -0.0 pp -0.4 pp -0.5 pp +1.5 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 23.7 1.2% 4 -0.1 pp -0.1 pp -0.3 pp +1.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 23.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 22.6 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 22.4 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vestcor Inc CIK 0001536925 0.400 1189 22.2 0.6% 4 -0.5 pp +0.4 pp +0.3 pp +0.6 pp
Cassia Capital Partners, LLC CIK 0001844897 0.548 69 22.2 11.4% 4 -0.2 pp +0.1 pp -0.7 pp +11.4 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 22.0 2.9% 4 +0.3 pp +1.0 pp +0.9 pp +2.9 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 21.8 8.4% 4 +0.2 pp +0.2 pp -0.0 pp +8.4 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 21.8 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 21.7 2.5% 4 -0.1 pp -0.2 pp -0.4 pp +2.5 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 21.4 5.4% 4 -0.3 pp -0.3 pp -0.7 pp +5.4 pp
Well Done, LLC CIK 0001667132 0.522 202 21.2 3.1% 4 -0.3 pp -0.9 pp -1.2 pp +3.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 21.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 20.3 1.7% 4 -0.0 pp +0.2 pp +0.1 pp +1.7 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 20.2 5.2% 4 -0.3 pp -0.2 pp -0.6 pp +5.2 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 20.0 2.9% 4 -0.1 pp -0.3 pp -0.5 pp +2.9 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 20.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 19.7 0.2% 4 -0.7 pp -1.4 pp -1.7 pp +0.2 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 19.5 1.7% 4 +0.2 pp +0.2 pp +0.5 pp +1.7 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 19.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 19.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 18.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 18.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 18.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 18.3 5.7% 4 -0.4 pp -0.6 pp -1.2 pp +5.7 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 18.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 17.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 17.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 16.9 2.7% 4 -0.6 pp -0.8 pp -1.0 pp +2.7 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 16.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 16.8 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Darrow Company, Inc. CIK 0001908169 0.521 58 16.6 7.5% 4 +0.1 pp -0.1 pp -0.3 pp +7.5 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 16.5 5.7% 4 +0.2 pp +0.2 pp +0.1 pp +5.7 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 16.2 1.5% 4 +0.0 pp +0.0 pp +0.0 pp +1.5 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 16.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 16.0 4.7% 4 -0.5 pp -0.6 pp -0.6 pp +4.7 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 15.7 2.7% 4 -0.3 pp -0.5 pp -0.6 pp +2.7 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 15.5 5.7% 4 -0.1 pp -0.2 pp -0.5 pp +5.7 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 15.4 2.5% 4 -0.1 pp -0.2 pp -0.3 pp +2.5 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 15.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 15.2 2.1% 4 -0.0 pp -0.1 pp -0.2 pp +2.1 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 14.9 3.2% 4 -0.5 pp -8.5 pp -10.1 pp +3.2 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 14.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 14.6 1.4% 4 -0.5 pp -0.5 pp -0.6 pp +1.4 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 14.5 0.2% 5 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 14.5 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 14.4 1.4% 4 -0.2 pp -0.3 pp -0.5 pp +1.4 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 14.1 0.9% 4 -0.2 pp -0.3 pp -0.3 pp +0.9 pp
Beacon Bank & Trust CIK 0001831984 0.535 160 14.0 2.9% 4 +0.1 pp +0.1 pp +0.1 pp +2.9 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 14.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Koenig Investment Advisory, LLC CIK 0002114481 0.680 37 13.8 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 13.0 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 13.0 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 13.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KilterHowling LLC CIK 0001759354 0.789 50 12.9 6.5% 4 -0.0 pp -0.5 pp -0.8 pp +6.5 pp
IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 12.8 5.8% 4 -0.0 pp -0.2 pp -0.1 pp +5.8 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 12.8 2.0% 4 -0.6 pp -1.0 pp -1.3 pp +2.0 pp
KWMG, LLC CIK 0001633024 0.515 153 12.7 1.1% 4 -0.0 pp -0.0 pp -0.0 pp +1.1 pp
BEACON ADVISORS HOLDINGS, LLC CIK 0002114314 0.583 37 12.4 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 12.3 0.8% 6 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 12.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
TD Capital Management LLC CIK 0001483824 0.737 797 12.2 1.1% 4 -0.0 pp -0.2 pp -0.3 pp +1.1 pp
CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 12.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
White Pine Investment CO CIK 0001318259 0.426 72 12.0 2.8% 4 -0.1 pp -0.1 pp -0.3 pp +2.8 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 11.9 0.7% 4 +0.0 pp -0.1 pp -0.2 pp +0.7 pp
Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 11.8 6.0% 4 -2.0 pp -3.1 pp -3.5 pp +6.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 11.8 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 11.7 4.1% 4 -0.1 pp -0.1 pp -0.3 pp +4.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 11.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 11.3 0.6% 4 -0.0 pp -0.1 pp -0.3 pp +0.6 pp
KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 10.8 4.2% 4 +0.1 pp +0.1 pp +0.2 pp +4.2 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 10.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Capital Planning LLC CIK 0001790688 0.562 88 10.6 3.5% 4 +0.4 pp +0.2 pp +0.0 pp +3.5 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 10.6 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 10.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 10.4 0.2% 4 -0.1 pp -0.1 pp -0.3 pp +0.2 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 10.3 2.0% 4 +0.0 pp -0.0 pp -0.1 pp +2.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 10.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Legacy Advisory Services, LLC CIK 0002068847 0.633 54 10.3 7.8% 6 -1.4 pp -1.4 pp -1.5 pp -0.6 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 10.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 10.1 1.8% 4 -0.2 pp -0.3 pp -0.5 pp +1.8 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 10.1 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 10.0 0.4% 4 -0.1 pp -0.4 pp -0.5 pp +0.4 pp
Brickley Wealth Management CIK 0001712533 0.861 68 9.9 1.7% 4 +0.0 pp -0.1 pp -0.3 pp +1.7 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 9.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 9.8 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Bay Rivers Group CIK 0001798924 0.313 125 9.8 4.1% 4 +0.2 pp -0.0 pp -0.3 pp +4.1 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 9.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 9.6 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 9.6 3.9% 4 +0.1 pp +0.0 pp -4.6 pp +3.9 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 9.6 1.6% 4 +0.1 pp +0.0 pp -0.0 pp +1.6 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 9.6 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
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J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 9.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
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Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 9.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 9.2 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
MA Private Wealth CIK 0001767474 0.750 88 9.2 1.5% 4 -0.0 pp +0.0 pp -0.1 pp +1.5 pp
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Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 9.0 1.0% 4 +0.5 pp -0.3 pp -0.4 pp +1.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 8.9 0.3% 4 -0.0 pp -0.1 pp -0.8 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Enhancement Group LLC CIK 0001641438 0.482 134 8.6 1.1% 4 -1.4 pp -1.0 pp -1.1 pp +1.1 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 8.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
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KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 8.5 2.1% 4 +0.0 pp -0.0 pp -0.0 pp +2.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
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BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 8.1 2.3% 4 -0.0 pp -0.1 pp -0.6 pp +2.3 pp
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Custos Family Office, LLC CIK 0001904423 0.576 67 7.7 5.4% 4 -0.3 pp +0.0 pp -1.0 pp +5.4 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 7.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 7.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 7.6 2.0% 4 -0.2 pp -0.6 pp -1.4 pp +2.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 7.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 7.4 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
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Mascoma Wealth Management LLC CIK 0001695664 0.757 609 7.1 1.5% 4 +1.0 pp +0.9 pp +0.8 pp +1.5 pp
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IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 7.0 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 7.0 0.2% 4 -1.7 pp -2.6 pp -2.6 pp +0.2 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 7.0 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
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Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 6.9 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 6.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
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Avant Capital LLC CIK 0001653443 0.369 86 6.7 4.7% 4 -0.1 pp -0.4 pp -0.9 pp +4.7 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 6.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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Csenge Advisory Group CIK 0001715593 0.550 760 6.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
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Allred Capital Management, LLC CIK 0001765885 0.343 162 6.3 2.3% 4 -0.0 pp +0.1 pp -0.1 pp +2.3 pp
INTRUST BANK NA CIK 0001034771 0.638 416 6.3 0.5% 4 -1.1 pp -1.0 pp -1.1 pp +0.5 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 6.2 4.6% 4 +0.3 pp -0.1 pp -0.2 pp +4.6 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 6.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 6.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 6.1 1.6% 4 -0.1 pp -0.2 pp -0.4 pp +1.6 pp
Choate Investment Advisors CIK 0001399794 0.922 472 6.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 5.5 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
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Modus Advisors, LLC CIK 0001799284 0.297 118 5.5 1.5% 4 -0.5 pp -1.2 pp -1.6 pp +1.5 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 5.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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Corient Private Wealth LP CIK 0001948780 0.887 3043 5.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Tradewinds, LLC. CIK 0001932342 0.030 215 0.0 0.0% 0 -0.2 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
WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PECAUT & CO. CIK 0001597200 0.622 65 0.0 0.0% 0 -1.3 pp -1.3 pp -2.7 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.7 pp -0.7 pp -0.8 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
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
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
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 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
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp -0.0 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
AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.0 0.0% 0 -0.4 pp -0.5 pp -7.7 pp +0.0 pp
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
Garner Asset Management Corp CIK 0001714093 0.243 169 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
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
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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 +0.0 pp -0.5 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
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 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 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.1 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
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -7.5 pp -8.1 pp +0.0 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Erickson Financial Group, LLC CIK 0001797734 0.820 25 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.7 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
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -1.1 pp -1.3 pp -1.5 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +0.0 pp -0.0 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
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Castellan Group CIK 0001832521 0.901 39 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 -0.0 pp -0.0 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
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -1.7 pp -1.8 pp -1.9 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 -0.1 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
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -2.3 pp -2.3 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 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
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp +0.0 pp -0.2 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 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
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
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
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -6.7 pp -6.4 pp -7.1 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 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 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.0 0.0% 0 -0.0 pp +0.0 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
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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