Signals

← Signals

☆UTF

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

Flow ranking

Rank#21416
Score / z0.000 / -0.02
Consensus94.86 over 178 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆Paralel Advisors LLC CIK 0001895911 0.889 126 71.2 3.0% 4 +0.4 pp +0.3 pp -0.1 pp +3.0 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 58.5 0.0% 6 +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 56.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 37.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 35.8 4.6% 4 +0.4 pp +0.3 pp -0.1 pp +4.6 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 31.9 0.6% 3 -0.6 pp +0.5 pp +0.6 pp +0.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 23.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 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 23.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 17.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 15.8 0.8% 2 -0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 10.6 3.0% 4 +0.2 pp +0.1 pp -0.3 pp +3.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 8.0 1.6% 4 +0.1 pp -0.1 pp -1.7 pp +1.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆C2C Wealth Management, LLC CIK 0001868903 0.341 95 7.2 6.1% 4 +0.8 pp +0.6 pp -0.1 pp +6.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sculptor Capital LP CIK 0001054587 0.143 320 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE INVESTMENT ADVISERS, LLC CIK 0001316187 0.108 112 3.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CONNING INC. CIK 0000801051 0.496 327 3.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 3.1 1.5% 4 +0.2 pp +0.3 pp +0.4 pp +1.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 2.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.253 70 2.5 2.1% 5 +0.2 pp +0.0 pp -0.2 pp -0.4 pp
☆BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 0.000 91 2.4 2.3% 2 +1.6 pp +2.3 pp +2.3 pp +2.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Advocates, LLC CIK 0002111697 0.056 188 2.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Yakira Capital Management, Inc. CIK 0001584639 0.047 201 1.9 0.6% 3 -1.1 pp -1.3 pp +0.6 pp +0.6 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 1.9 0.5% 4 -0.0 pp -0.1 pp -0.3 pp +0.5 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shaker Financial Services, LLC CIK 0001511794 0.040 148 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 1.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PMG Family Office LLC CIK 0002102299 0.155 114 1.3 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 1.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 1.0 0.2% 4 +0.1 pp +0.0 pp -0.1 pp +0.2 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almitas Capital LLC CIK 0001596468 0.265 130 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 1.0 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 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 0.9 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Westbourne Investment Advisors, Inc. CIK 0001650092 0.463 120 0.9 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 0.7 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.7 0.4% 4 +0.1 pp +0.0 pp -0.0 pp +0.4 pp
☆Z3 Capital Partners, LLC CIK 0002127787 0.319 192 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.6 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 0.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.5 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 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆K2 PRINCIPAL FUND, L.P. CIK 0001461790 0.023 416 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Community Bank of Raymore CIK 0001599923 0.387 76 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.3 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Adalta Capital Management LLC CIK 0001698926 0.404 103 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Bulldog Investors, LLP CIK 0001504304 0.136 225 0.3 0.1% 2 -0.5 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.2 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.2 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Osbon Capital Management LLC CIK 0001784418 0.256 422 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daytona Street Capital LLC CIK 0002101936 0.079 277 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 0.0 0.0% 0 -0.5 pp -0.1 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 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 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cable Car Capital, LP CIK 0001699575 0.000 215 0.0 0.0% 0 +0.0 pp -1.1 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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Ackerman Asset Management, LLC CIK 0002067071 0.836 38 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 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 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisors, LLC CIK 0001775446 0.517 112 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 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 -0.2 pp -0.3 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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 UTF). Qtrs Held counts distinct quarters this fund has actually held UTF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UTF position size. Δ columns are the percentage-point change in UTF'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