☆VNM
Flow ranking
Rank#23196
Score / z0.000 / -0.02
Consensus40.85 over 66 funds
Momentumnot computed
Price & positioning
227 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.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆CacheTech Inc. CIK 0002013390 | 0.380 | 169 | 16.0 | 2.6% | 4 | -0.2 pp | -0.1 pp | +1.3 pp | +2.6 pp |
| ☆Adams Wealth Management CIK 0001803084 | 0.408 | 147 | 14.9 | 2.9% | 4 | -0.1 pp | -0.1 pp | +1.5 pp | +2.9 pp |
| ☆Artisan Partners Limited Partnership CIK 0001466153 | 0.780 | 328 | 10.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 8.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 8.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Bleakley Financial Group, LLC CIK 0001936953 | 0.667 | 944 | 6.7 | 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 | 5.4 | 0.0% | 7 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 | 0.367 | 181 | 5.3 | 0.6% | 5 | -0.0 pp | -0.1 pp | -0.1 pp | -0.0 pp |
| ☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 | 0.954 | 4062 | 4.5 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BCWM, LLC CIK 0001542165 | 0.322 | 57 | 3.6 | 1.0% | 5 | +0.1 pp | -0.2 pp | -0.1 pp | -0.1 pp |
| ☆Man Group plc CIK 0001637460 | 0.631 | 2032 | 3.5 | 0.0% | 1 | +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 | 3.3 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Pekin Hardy Strauss, Inc. CIK 0001020317 | 0.172 | 511 | 2.7 | 0.2% | 4 | -0.0 pp | -0.1 pp | +0.0 pp | +0.2 pp |
| ☆Asset Management One Co., Ltd. CIK 0001068855 | 0.899 | 957 | 2.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 | 0.924 | 4888 | 2.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Harvest Fund Management Co., Ltd CIK 0001694126 | 0.484 | 455 | 1.9 | 0.1% | 5 | -0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 1.8 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 | 0.274 | 264 | 1.7 | 0.2% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 | 0.604 | 168 | 1.6 | 0.1% | 4 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆NATIXIS CIK 0001274981 | 0.561 | 1107 | 1.6 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 1.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Schonfeld Strategic Advisors LLC CIK 0001665241 | 0.155 | 2292 | 1.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Stanley-Laman Group, Ltd. CIK 0001601489 | 0.169 | 298 | 1.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 | 0.178 | 1338 | 1.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 1.0 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆BlackRock, Inc. (BLK) CIK 0002012383 | 0.995 | 5652 | 0.9 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SBI Securities Co., Ltd. CIK 0001851815 | 0.645 | 4072 | 0.9 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆J.W. COLE ADVISORS, INC. CIK 0001404763 | 0.069 | 1593 | 0.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 | 0.654 | 170 | 0.8 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆New Vernon Capital Holdings II LLC CIK 0001512538 | 0.279 | 73 | 0.8 | 0.4% | 5 | -0.1 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Private Wealth Advisors, LLC CIK 0001787027 | 0.120 | 81 | 0.7 | 0.2% | 5 | +0.0 pp | -0.5 pp | -0.4 pp | -0.3 pp |
| ☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 | 0.856 | 5105 | 0.7 | 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 | 0.7 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NVWM, LLC CIK 0001697274 | 0.201 | 780 | 0.7 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆GLENMEDE TRUST CO NA CIK 0000314949 | 0.815 | 1487 | 0.6 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.6 | 0.0% | 2 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Capula Management Ltd CIK 0001557017 | 0.914 | 303 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Vontobel Holding Ltd. CIK 0001588340 | 0.633 | 1197 | 0.5 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 | 0.574 | 373 | 0.5 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Federation des caisses Desjardins du Quebec CIK 0002022297 | 0.840 | 3021 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 | 0.956 | 1080 | 0.5 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cordoba Advisory Partners LLC CIK 0002067133 | 0.186 | 144 | 0.5 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Kaizen Financial Strategies CIK 0001842013 | 0.281 | 170 | 0.5 | 0.2% | 3 | +0.0 pp | +0.0 pp | +0.2 pp | +0.2 pp |
| ☆Csenge Advisory Group CIK 0001715593 | 0.550 | 760 | 0.5 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Pictet North America Advisors SA CIK 0001599576 | 0.451 | 154 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 | 0.917 | 2781 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 | 0.851 | 661 | 0.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 0.4 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 | 0.733 | 1017 | 0.4 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Total Wealth Planning & Management, Inc. CIK 0002058383 | 0.058 | 189 | 0.4 | 0.3% | 3 | -0.1 pp | -0.1 pp | +0.3 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 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆WJ Financial Advisors LLC CIK 0002095682 | 0.187 | 136 | 0.3 | 0.2% | 3 | -0.0 pp | -0.1 pp | +0.2 pp | +0.2 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 0.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Miller Global Investments, LLC CIK 0002099097 | 0.052 | 295 | 0.3 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Steadtrust LLC CIK 0002097595 | 0.161 | 132 | 0.3 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆HighTower Advisors, LLC CIK 0001462245 | 0.000 | 1 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 | 0.617 | 1799 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Rockefeller Capital Management L.P. CIK 0001739439 | 0.891 | 4732 | 0.2 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 | 0.030 | 1171 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Creative Planning CIK 0001540235 | 0.979 | 4196 | 0.2 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆OneDigital Investment Advisors LLC CIK 0001690370 | 0.718 | 1563 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Prism Advisors, Inc. CIK 0001717027 | 0.597 | 77 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 | 0.398 | 76 | 0.2 | 0.1% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Stelac Advisory Services LLC CIK 0001519676 | 0.375 | 168 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Institute for Wealth Management, LLC. CIK 0001533954 | 0.338 | 1763 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆EP Wealth Advisors, LLC CIK 0001540569 | 0.877 | 1713 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 | 0.984 | 5212 | 0.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 | 0.951 | 3335 | 0.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Geneos Wealth Management Inc. CIK 0001764754 | 0.567 | 2475 | 0.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Arax Advisory Partners CIK 0001586767 | 0.170 | 5155 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Twin Lakes Capital Management, LLC CIK 0001847794 | 0.205 | 208 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Intesa Sanpaolo Wealth Management CIK 0002110902 | 0.252 | 309 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FMR LLC CIK 0000315066 | 0.989 | 5571 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Triumph Capital Management CIK 0001730765 | 0.195 | 1861 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 | 0.946 | 4139 | 0.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆CapitalatWork S.A. CIK 0002135126 | 0.670 | 93 | 0.0 | 0.0% | 1 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 | 0.916 | 4332 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 | 0.006 | 126 | 0.0 | 0.0% | 4 | -0.2 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆BARD ASSOCIATES INC CIK 0001105907 | 0.295 | 292 | 0.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆IAG Wealth Partners, LLC CIK 0001827261 | 0.625 | 508 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆BLAIR WILLIAM & CO/IL CIK 0000902367 | 0.856 | 1998 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ameritas Advisory Services, LLC CIK 0001901275 | 0.232 | 1942 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Parallel Advisors, LLC CIK 0001690010 | 0.782 | 3893 | 0.0 | 0.0% | 2 | -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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆TD Waterhouse Canada Inc. CIK 0001999606 | 0.893 | 2405 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 | 0.610 | 548 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 | 0.890 | 2551 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆DecisionPoint Financial, LLC CIK 0001938514 | 0.881 | 1416 | 0.0 | 0.0% | 5 | -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% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆MACKENZIE FINANCIAL CORP CIK 0000919859 | 0.842 | 1534 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Militia Capital Partners, LP CIK 0001837496 | 0.040 | 182 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.2 pp |
| ☆Polymer Capital Management (HK) LTD CIK 0001970465 | 0.043 | 140 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.3 pp | +0.0 pp |
| ☆Arizona PSPRS Trust CIK 0001565332 | 0.939 | 14 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆Calamos Advisors LLC CIK 0001316507 | 0.672 | 942 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Waterloo Capital, L.P. CIK 0001730942 | 0.230 | 555 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Qube Research & Technologies Ltd CIK 0001729829 | 0.210 | 2619 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 | 0.000 | 0 | 0.0 | 0.0% | 0 | +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% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Ancora Advisors LLC CIK 0001446114 | 0.489 | 2040 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 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 |
| ☆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 |
| ☆CIBC WORLD MARKET INC. CIK 0001421224 | 0.893 | 1469 | 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 |
| ☆Signature Resources Capital Management, LLC CIK 0001940917 | 0.639 | 703 | 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 |
| ☆Global Trust Asset Management, LLC CIK 0001729672 | 0.180 | 463 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 pp | -0.1 pp |
| ☆CoreCap Advisors, LLC CIK 0001902501 | 0.473 | 3167 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Wiser Advisor Group LLC CIK 0002011550 | 0.262 | 229 | 0.0 | 0.0% | 0 | -0.2 pp | -0.2 pp | -0.2 pp | +0.0 pp |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 0.0 | 0.0% | 0 | +0.0 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 | +0.0 pp | +0.0 pp | -0.0 pp | -0.2 pp |
| ☆Financially Speaking Inc CIK 0002040901 | 0.000 | 103 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -1.2 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 |
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Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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