☆XHLF
Flow ranking
Rank#196
Score / z1.090 / 1.38
Consensus45.10 over 90 funds
Momentumno 12m return
Price & positioning
224 cached closes, trailing year
Drawdownno history
Short interest+107% / 1.0d ⚡
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 ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆Carrera Capital Advisors CIK 0002035329 | 0.443 | 210 | 113.5 | 22.8% | 1 | +22.8 pp | +22.8 pp | +22.8 pp | +22.8 pp |
| ☆Tanager Wealth Management LLP CIK 0001892929 | 0.750 | 158 | 110.9 | 13.1% | 1 | +13.1 pp | +13.1 pp | +13.1 pp | +13.1 pp |
| ☆Pineridge Advisors LLC CIK 0002012421 | 0.000 | 0 | 96.3 | 34.9% | 1 | +34.9 pp | +34.9 pp | +34.9 pp | +34.9 pp |
| ☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 | 0.810 | 89 | 93.7 | 13.5% | 1 | +13.5 pp | +13.5 pp | +13.5 pp | +13.5 pp |
| ☆a16z Perennial Management, L.P. CIK 0002009275 | 0.680 | 61 | 70.1 | 5.8% | 1 | +5.8 pp | +5.8 pp | +5.8 pp | +5.8 pp |
| ☆3EDGE Asset Management, LP CIK 0001665605 | 0.494 | 94 | 42.9 | 2.7% | 1 | +2.7 pp | +2.7 pp | +2.7 pp | +2.7 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 | 31.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SoundView Advisors Inc. CIK 0002054083 | 0.846 | 32 | 25.7 | 9.5% | 1 | +9.5 pp | +9.5 pp | +9.5 pp | +9.5 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 | 25.5 | 0.0% | 1 | +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 | 23.7 | 0.0% | 1 | +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 | 18.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4825 | 17.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JDM Financial Group LLC CIK 0001960212 | 0.638 | 332 | 12.7 | 6.0% | 1 | +6.0 pp | +6.0 pp | +6.0 pp | +6.0 pp |
| ☆Advisors Preferred, LLC CIK 0001598841 | 0.037 | 220 | 12.0 | 2.0% | 1 | +2.0 pp | +2.0 pp | +2.0 pp | +2.0 pp |
| ☆Astor Investment Management LLC CIK 0001598416 | 0.294 | 28 | 10.7 | 5.8% | 1 | +5.8 pp | +5.8 pp | +5.8 pp | +5.8 pp |
| ☆Aptus Capital Advisors, LLC CIK 0001664193 | 0.794 | 1746 | 9.8 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Blume Capital Management, Inc. CIK 0001587192 | 0.384 | 356 | 9.7 | 2.0% | 1 | +2.0 pp | +2.0 pp | +2.0 pp | +2.0 pp |
| ☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 | 0.733 | 375 | 9.3 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Stadion Money Management, LLC CIK 0001321220 | 0.841 | 27 | 8.8 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 | 0.455 | 1522 | 8.7 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆NorthCoast Asset Management LLC CIK 0001665198 | 0.584 | 478 | 8.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sigma Planning Corp CIK 0001449126 | 0.520 | 1394 | 8.1 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Strait & Sound Wealth Management LLC CIK 0001966210 | 0.392 | 163 | 7.4 | 3.2% | 1 | +3.2 pp | +3.2 pp | +3.2 pp | +3.2 pp |
| ☆Signal Advisors Wealth, LLC CIK 0002010926 | 0.396 | 626 | 6.3 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 | 0.566 | 1244 | 6.3 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 | 0.903 | 3702 | 6.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Warren Street Wealth Advisors, LLC CIK 0001703496 | 0.661 | 149 | 5.3 | 1.8% | 1 | +1.8 pp | +1.8 pp | +1.8 pp | +1.8 pp |
| ☆Hobbs Group Advisors, LLC CIK 0002012280 | 0.480 | 164 | 5.0 | 1.7% | 1 | +1.7 pp | +1.7 pp | +1.7 pp | +1.7 pp |
| ☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 | 0.871 | 2359 | 4.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 4.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Encompass More Asset Management CIK 0002011218 | 0.126 | 270 | 4.0 | 0.9% | 1 | +0.9 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆Measured Risk Portfolios, Inc. CIK 0001576704 | 0.085 | 63 | 3.9 | 4.3% | 1 | +4.3 pp | +4.3 pp | +4.3 pp | +4.3 pp |
| ☆Atria Investments, Inc CIK 0001535865 | 0.500 | 2111 | 3.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Oliver Luxxe Assets LLC CIK 0001666239 | 0.165 | 194 | 3.6 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 | 0.531 | 1085 | 3.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Stonebrook Private Inc. CIK 0002008738 | 0.377 | 271 | 3.3 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Legacy Capital Group California, Inc. CIK 0001977092 | 0.087 | 297 | 3.1 | 0.9% | 1 | +0.9 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆Portside Wealth Group, LLC CIK 0001978608 | 0.273 | 505 | 2.7 | 0.4% | 2 | -0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Empowered Funds, LLC CIK 0001592828 | 0.549 | 2112 | 2.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 2.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 2.1 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Matrix Trust Co CIK 0001784277 | 0.681 | 101 | 2.1 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Able Wealth Management LLC CIK 0002011908 | 0.307 | 182 | 2.0 | 1.0% | 1 | +1.0 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆FULLCIRCLE WEALTH LLC CIK 0002030910 | 0.164 | 262 | 1.8 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆SYON CAPITAL LLC CIK 0001999353 | 0.452 | 949 | 1.7 | 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 | 1.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SWEENEY & MICHEL, LLC CIK 0001979556 | 0.545 | 164 | 1.5 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Sugar Maple Asset Management, LLC CIK 0002012673 | 0.272 | 81 | 1.5 | 1.2% | 1 | +1.2 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 | 0.318 | 223 | 1.5 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Running Point Capital Advisors, LLC CIK 0001840629 | 0.480 | 189 | 1.4 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Maridea Wealth Management LLC CIK 0002056245 | 0.140 | 538 | 1.3 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 1.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 1.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HighTower Advisors, LLC CIK 0001462245 | 0.000 | 1 | 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 | 1.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆W1M Asset Management Ltd CIK 0001767559 | 0.885 | 203 | 1.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Ausdal Financial Partners, Inc. CIK 0001667146 | 0.365 | 1029 | 1.0 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Quantinno Capital Management LP CIK 0001759654 | 0.879 | 3419 | 1.0 | 0.0% | 1 | +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 | 1.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆STAR Financial Bank CIK 0001965329 | 0.528 | 109 | 0.8 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆GeoWealth Management, LLC CIK 0001593387 | 0.736 | 882 | 0.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HBW ADVISORY SERVICES LLC CIK 0001790525 | 0.339 | 463 | 0.7 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Holcombe Financial, Inc. CIK 0002056177 | 0.687 | 51 | 0.7 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 0.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WealthPlan Investment Management, LLC CIK 0001929986 | 0.471 | 473 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Valmark Advisers, Inc. CIK 0001380443 | 0.907 | 726 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Exchange Capital Management, Inc. CIK 0001317733 | 0.371 | 206 | 0.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Dynamic Advisor Solutions LLC CIK 0001599747 | 0.500 | 1030 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆&PARTNERS CIK 0000107136 | 0.806 | 2509 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Corient Private Wealth LP CIK 0001948780 | 0.887 | 3043 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ARGUS INVESTORS' COUNSEL, INC. CIK 0000007195 | 0.178 | 106 | 0.5 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Legacy Capital Wealth Partners, LLC CIK 0001766228 | 0.289 | 377 | 0.5 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆WT Wealth Management CIK 0001780507 | 0.246 | 138 | 0.5 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Financial Network Wealth Advisors LLC CIK 0002012031 | 0.114 | 858 | 0.5 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Financial Guidance Group, Inc. CIK 0001929349 | 0.458 | 91 | 0.5 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆BlackDiamond Wealth Management, LLC CIK 0001903059 | 0.164 | 225 | 0.5 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Ellis Investment Partners, LLC CIK 0001765590 | 0.474 | 285 | 0.5 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Gibbs Wealth Management CIK 0002081110 | 0.167 | 430 | 0.4 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 | 0.177 | 146 | 0.4 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆DAVENPORT & Co LLC CIK 0000887777 | 0.753 | 1328 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sowell Financial Services LLC CIK 0001633697 | 0.482 | 1162 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MIDDLETON & CO INC/MA CIK 0000919497 | 0.569 | 170 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Prosperity Consulting Group, LLC CIK 0001910398 | 0.626 | 629 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Oregon Pacific Wealth Management, LLC CIK 0002043757 | 0.272 | 115 | 0.4 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 | 0.073 | 1051 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advyzon Investment Management, LLC CIK 0002011872 | 0.218 | 754 | 0.4 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 0.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 | 0.973 | 4274 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Private Advisory Group LLC CIK 0001632965 | 0.257 | 287 | 0.3 | 0.0% | 2 | -0.3 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Belpointe Asset Management LLC CIK 0001721242 | 0.443 | 1121 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 | 0.412 | 2359 | 0.3 | 0.0% | 1 | +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 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bank OZK (OZK, OZKAP) CIK 0001569650 | 0.242 | 159 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Garde Capital, Inc. CIK 0001616328 | 0.622 | 224 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TOWNSQUARE CAPITAL LLC CIK 0001761755 | 0.284 | 284 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Total Clarity Wealth Management, Inc. CIK 0001804909 | 0.110 | 361 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RWA WEALTH PARTNERS, LLC CIK 0001544576 | 0.908 | 645 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Inspire Advisors, LLC CIK 0001810558 | 0.441 | 725 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Etesian Wealth Advisors, Inc. CIK 0001997586 | 0.411 | 141 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 | 0.302 | 121 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 | 0.731 | 64 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Raleigh Capital Management Inc. CIK 0001911726 | 0.166 | 610 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 | 0.551 | 1197 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 | 0.280 | 227 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆B. Riley Wealth Advisors, Inc. CIK 0001464811 | 0.380 | 831 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Reyes Financial Architecture, Inc. CIK 0002047201 | 0.000 | 317 | 0.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Geneos Wealth Management Inc. CIK 0001764754 | 0.567 | 2475 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 | 0.301 | 3636 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆2UniFi Bank CIK 0002040900 | 0.000 | 0 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nemes Rush Group LLC CIK 0001982273 | 0.516 | 945 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Northwest Capital Management Inc CIK 0001730404 | 0.000 | 92 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Quest 10 Wealth Builders, Inc. CIK 0002035215 | 0.144 | 776 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Archer Investment Corp CIK 0001803804 | 0.301 | 1254 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FMR LLC CIK 0000315066 | 0.989 | 5571 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 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 |
| ☆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% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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