Signals

← Signals

☆XLG

599 in-universe funds with a nonzero position in XLG within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#337
Score / z0.578 / 0.86
Consensus206.52 over 425 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 615.3 0.2% 2 -0.0 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 393.1 0.0% 4 +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 244.4 0.0% 3 +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 217.8 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 216.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 166.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 157.7 9.2% 2 +0.4 pp +9.2 pp +9.2 pp +9.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 142.1 0.0% 2 +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 140.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 139.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 132.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 117.7 4.4% 2 +0.3 pp +4.4 pp +4.4 pp +4.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 113.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 110.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 95.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 91.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 87.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 80.3 7.0% 2 +0.2 pp +7.0 pp +7.0 pp +7.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 77.8 8.2% 2 +0.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 72.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 63.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 63.0 2.7% 2 +0.5 pp +2.7 pp +2.7 pp +2.7 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 62.1 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 55.5 4.3% 2 +2.1 pp +4.3 pp +4.3 pp +4.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 53.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 51.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 51.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 44.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Demars Financial Group, LLC CIK 0001723115 0.575 113 44.1 15.3% 2 +0.5 pp +15.3 pp +15.3 pp +15.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 41.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 38.8 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 37.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 32.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 32.3 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 31.3 1.8% 2 +0.6 pp +1.8 pp +1.8 pp +1.8 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 31.2 9.5% 2 +1.1 pp +9.5 pp +9.5 pp +9.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 28.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 28.6 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 27.1 8.6% 2 -0.2 pp +8.6 pp +8.6 pp +8.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 25.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 24.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 23.3 3.6% 2 +1.9 pp +3.6 pp +3.6 pp +3.6 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 23.1 3.3% 2 +1.8 pp +3.3 pp +3.3 pp +3.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 22.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 21.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 21.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 21.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 21.2 5.5% 2 +0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 21.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 20.2 2.8% 2 +1.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 19.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 18.8 2.4% 2 +1.3 pp +2.4 pp +2.4 pp +2.4 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 17.7 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 17.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 17.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 17.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 16.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 15.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 15.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 15.1 1.9% 2 +0.8 pp +1.9 pp +1.9 pp +1.9 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 14.6 3.2% 2 +1.9 pp +3.2 pp +3.2 pp +3.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 14.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 14.2 7.7% 2 +0.2 pp +7.7 pp +7.7 pp +7.7 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 14.0 2.3% 2 +1.8 pp +2.3 pp +2.3 pp +2.3 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 14.0 9.6% 2 +0.1 pp +9.6 pp +9.6 pp +9.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 13.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 13.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 13.2 10.1% 2 +0.2 pp +10.1 pp +10.1 pp +10.1 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 13.0 4.8% 2 +1.7 pp +4.8 pp +4.8 pp +4.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 12.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 12.1 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆PFG Advisors CIK 0001694435 0.248 791 12.0 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆TSFG, LLC CIK 0001800513 0.413 891 11.9 1.9% 2 +1.0 pp +1.9 pp +1.9 pp +1.9 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 11.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 11.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 11.4 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 11.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 10.8 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 10.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 10.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 10.1 1.7% 2 +0.9 pp +1.7 pp +1.7 pp +1.7 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 9.8 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 9.8 1.9% 2 +1.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 9.7 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 9.4 1.9% 3 -0.4 pp -0.9 pp +1.9 pp +1.9 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 9.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 9.2 3.9% 2 +1.8 pp +3.9 pp +3.9 pp +3.9 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 9.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 8.9 7.5% 2 +3.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 8.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 8.7 1.1% 2 +0.6 pp +1.1 pp +1.1 pp +1.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 8.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.167 731 8.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 8.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 8.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Seros Financial, LLC CIK 0002039918 0.495 66 7.8 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 7.7 1.9% 2 +0.7 pp +1.9 pp +1.9 pp +1.9 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 7.4 2.9% 2 -0.6 pp +2.9 pp +2.9 pp +2.9 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 6.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 6.6 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 6.3 2.1% 2 +1.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 6.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 6.0 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 6.0 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 5.9 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.6 0.3% 3 +0.1 pp -0.3 pp +0.3 pp +0.3 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 5.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 5.3 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 5.2 2.0% 3 +0.0 pp -0.0 pp +2.0 pp +2.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 4.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stenger Family Office, LLC CIK 0002056106 0.508 123 4.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 4.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 4.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ackerman Asset Management, LLC CIK 0002067071 0.836 38 4.6 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 4.6 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 4.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 4.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 4.3 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 4.2 1.5% 2 +0.7 pp +1.5 pp +1.5 pp +1.5 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 4.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 4.1 1.8% 3 +0.1 pp +0.5 pp +1.8 pp +1.8 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 4.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 3.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 3.9 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 3.8 3.7% 2 +0.7 pp +3.7 pp +3.7 pp +3.7 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 0.6 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
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☆UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.2 0.0% 2 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.1 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 2 -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% 2 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 2 +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% 2 +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% 2 +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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 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% 2 +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% 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 -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% 2 -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
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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% 2 +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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 2 -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% 2 +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% 2 +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% 2 -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% 2 -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% 2 -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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 2 +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
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 2 +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
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 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% 2 +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% 2 +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% 2 +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% 2 +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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 2 -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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -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
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -1.2 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
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 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
☆Metis Global Partners, LLC CIK 0001594916 0.657 714 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 +0.0 pp -0.9 pp -0.3 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.1 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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