Signals

← Signals

☆XBI

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

Flow ranking

Rank#1173
Score / z0.048 / 0.04
Consensus159.45 over 324 funds
Momentumnot computed

Price & positioning

249 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,500.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1,057.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 1,006.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 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 946.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 882.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 631.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 551.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 341.5 0.1% 1 +0.1 pp +0.1 pp +0.1 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 242.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 145.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 124.4 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 118.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 105.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 72.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 61.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 58.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 50.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenhouse Funds LLLP CIK 0001626220 0.437 29 48.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Investure, LLC CIK 0001476993 0.837 17 46.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆NATIXIS CIK 0001274981 0.561 1107 41.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 41.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 39.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 37.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAFNA Capital Management LLC CIK 0001389933 0.269 88 34.5 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 33.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STRS OHIO CIK 0000820478 0.777 2154 31.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 30.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 26.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 23.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 20.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sivik Global Healthcare LLC CIK 0001596452 0.440 34 20.7 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 19.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 15.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 15.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆United Capital Management of KS, Inc. CIK 0001753219 0.285 97 15.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanderbilt University CIK 0001825985 0.404 74 13.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 13.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Rock Springs Capital Management LP CIK 0001595725 0.441 104 12.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 0.604 168 12.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 12.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 11.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆LHM, INC. CIK 0002009224 0.733 24 11.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 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 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 11.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 10.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 10.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Wealth Management LLC CIK 0001567163 0.654 87 9.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&CO INC CIK 0001082461 0.523 222 8.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Yelin Lapidot Holdings Management Ltd. CIK 0001590495 0.582 85 8.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 8.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 7.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆GENDELL JEFFREY L CIK 0001056581 0.967 103 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 7.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 6.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 6.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 6.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WS MANAGEMENT LLLP CIK 0000877338 0.651 31 6.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 6.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.0 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 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 5.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCWM, LLC CIK 0001542165 0.322 57 4.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.248 108 4.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Fulcrum Capital LLC CIK 0001724090 0.494 103 4.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Tamar Securities, LLC CIK 0001703081 0.527 90 4.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 4.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.8 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 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BRANT POINT INVESTMENT MANAGEMENT LLC CIK 0001279030 0.141 96 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONTINENTAL ADVISORS LLC CIK 0001277779 0.315 40 3.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 3.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 2.6 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Massar Capital Management, LP CIK 0002037238 0.000 246 2.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 2.1 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RPG Investment Advisory, LLC CIK 0001666664 0.411 93 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.0 0.0% 1 +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 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Eisler Capital Management Ltd. CIK 0002055810 0.000 376 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Veltria Advisors Corp. CIK 0001941369 0.000 42 1.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NVWM, LLC CIK 0001697274 0.201 780 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Management LLC CIK 0001583092 0.804 95 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 1 +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
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Field & Main Bank CIK 0001594492 0.202 271 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +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 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just XBI). Qtrs Held counts distinct quarters this fund has actually held XBI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XBI position size. Δ columns are the percentage-point change in XBI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status