Signals

← Signals

☆XLG

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

Flow ranking

Rank#1035
Score / z0.075 / 0.08
Consensus177.20 over 373 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)
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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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 562.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 345.1 0.0% 3 -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 206.2 0.0% 2 -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 185.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 149.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 139.7 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 128.4 0.0% 1 +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 128.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 127.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 119.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 92.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 90.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 90.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 87.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 81.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 77.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 70.9 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 69.5 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 69.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 65.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 59.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 56.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 56.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 47.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 47.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Demars Financial Group, LLC CIK 0001723115 0.575 113 38.5 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 37.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 37.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 36.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 35.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 32.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 30.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 28.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 27.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 26.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 25.0 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 24.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 24.9 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 24.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 20.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 18.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 15.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 14.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 14.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 13.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 12.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 12.2 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 12.0 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 11.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 10.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 10.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 10.5 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 10.4 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 9.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 9.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 9.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 8.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 8.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 8.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 8.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 7.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 7.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 7.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 7.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 7.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 7.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 7.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seros Financial, LLC CIK 0002039918 0.495 66 7.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 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 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 6.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 6.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 6.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 6.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 5.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 5.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 5.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TSFG, LLC CIK 0001800513 0.413 891 5.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 4.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 4.7 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 4.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 4.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 4.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 4.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 4.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 4.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ackerman Asset Management, LLC CIK 0002067071 0.836 38 4.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 4.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 4.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 3.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 3.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soundwatch Capital LLC CIK 0001803253 0.945 53 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.4 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 3.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 3.2 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 2.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 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 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.5 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 2.4 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 2.3 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 2.3 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 1.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 1.5 1.2% 3 -0.4 pp -0.0 pp +1.2 pp +1.2 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital CS Group, LLC CIK 0001830008 0.055 59 1.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 1.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berbice Capital Management LLC CIK 0002051605 0.347 87 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 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
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 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
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 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
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 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
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 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
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 1 +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
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 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
☆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
☆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
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 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
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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
☆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
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 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
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 -0.9 pp -0.3 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 XLG). Qtrs Held counts distinct quarters this fund has actually held XLG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XLG position size. Δ columns are the percentage-point change in XLG'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