Signals

XLI

1776 in-universe funds with a nonzero position in XLI within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22724
Score / z-0.137 / -0.15
Consensus478.89 over 992 funds
Momentumno 12m return

Price & positioning

227 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 1,993.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,810.9 0.1% 6 +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 1,297.9 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,253.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 827.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 804.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 699.9 3.3% 4 +0.5 pp +0.6 pp +1.3 pp +3.3 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 648.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 638.0 0.4% 4 +0.0 pp -0.3 pp -0.1 pp +0.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 488.3 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 479.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 456.1 4.3% 4 -2.3 pp +1.2 pp -0.4 pp +4.3 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 412.9 0.7% 4 -0.3 pp -0.2 pp +0.1 pp +0.7 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 394.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 380.5 0.3% 4 +0.1 pp -0.2 pp -0.2 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 336.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 325.3 0.4% 5 -0.0 pp -0.2 pp +0.3 pp +0.3 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 295.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 276.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 261.0 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 229.6 1.4% 4 +0.1 pp +0.2 pp -0.2 pp +1.4 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 226.6 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 215.2 2.4% 4 +1.1 pp +0.9 pp +0.9 pp +2.4 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 191.0 3.0% 3 +0.3 pp +0.2 pp +3.0 pp +3.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 144.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 122.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 116.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 109.1 0.2% 2 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 106.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 105.1 5.0% 4 +1.0 pp +0.6 pp +0.7 pp +5.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 103.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 95.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 91.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 87.5 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 83.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 79.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 79.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 77.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 74.7 18.4% 4 +7.1 pp +6.2 pp +10.7 pp +18.4 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 71.7 0.8% 4 -0.6 pp -0.6 pp -0.7 pp +0.8 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 71.5 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 67.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 67.5 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 65.6 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 65.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 61.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 60.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 58.7 3.8% 4 +0.2 pp +0.1 pp -0.0 pp +3.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 58.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 57.9 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 57.9 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 57.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 57.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 56.8 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 55.9 1.5% 4 -0.4 pp -1.0 pp -0.6 pp +1.5 pp
Trust Asset Management LLC CIK 0001608376 0.915 229 55.4 4.0% 4 +0.3 pp +0.2 pp +0.1 pp +4.0 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 53.1 2.9% 4 +0.2 pp -0.0 pp -0.3 pp +2.9 pp
VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 51.3 3.7% 2 +3.3 pp +3.7 pp +3.7 pp +3.7 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 49.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 48.1 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 44.3 1.5% 4 +0.2 pp +0.2 pp +0.2 pp +1.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 41.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 40.9 2.2% 4 +0.1 pp +0.0 pp -0.0 pp +2.2 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 40.6 0.2% 4 +0.2 pp +0.1 pp +0.0 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 40.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 39.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 38.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 37.2 6.3% 4 -1.1 pp -1.3 pp -0.7 pp +6.3 pp
FIL Ltd CIK 0000318989 0.878 1140 35.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 34.5 12.3% 4 -0.9 pp -1.1 pp -1.1 pp +12.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 32.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 32.3 0.4% 4 +0.1 pp +0.0 pp +0.3 pp +0.4 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 31.8 5.8% 4 +0.4 pp +0.1 pp -0.3 pp +5.8 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 31.5 1.7% 4 +1.6 pp +1.5 pp +1.4 pp +1.7 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 30.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 30.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 27.9 0.7% 4 +0.5 pp +0.5 pp +0.3 pp +0.7 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 27.6 3.4% 4 +0.1 pp +0.1 pp -1.6 pp +3.4 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 27.1 0.5% 4 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 26.4 0.7% 4 +0.2 pp +0.2 pp -0.3 pp +0.7 pp
FMR LLC CIK 0000315066 0.989 5571 25.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 25.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 25.3 1.5% 4 +0.1 pp +0.0 pp +0.0 pp +1.5 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 25.2 1.7% 4 -0.1 pp -0.1 pp -0.1 pp +1.7 pp
Creative Planning CIK 0001540235 0.979 4196 24.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 24.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 24.2 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 24.1 4.8% 4 +0.2 pp +0.1 pp -0.1 pp +4.8 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 24.1 0.8% 4 -0.0 pp +0.0 pp -0.0 pp +0.8 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 24.1 0.8% 4 +0.0 pp +0.0 pp -0.2 pp +0.8 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 23.0 0.6% 4 +0.1 pp +0.0 pp -0.1 pp +0.6 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 23.0 0.3% 4 -0.4 pp +0.2 pp +0.2 pp +0.3 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 22.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 22.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Concord Investment Counsel Inc. CIK 0002022154 0.516 50 22.2 7.5% 2 +0.5 pp +7.5 pp +7.5 pp +7.5 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 22.0 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 21.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 21.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 20.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 20.5 0.7% 1 +0.7 pp +0.7 pp +0.4 pp +0.7 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 20.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 20.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Nelson Capital Management, LLC CIK 0001512611 0.806 120 20.3 2.5% 4 +0.1 pp +0.1 pp -0.1 pp +2.5 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 20.2 1.8% 4 +0.1 pp +0.3 pp +0.4 pp +1.8 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 20.1 1.1% 4 -0.1 pp -0.3 pp -0.6 pp +1.1 pp
CWM, LLC CIK 0001535847 0.788 5645 19.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 19.4 0.9% 4 -1.2 pp -0.2 pp -0.3 pp +0.9 pp
KING STREET CAPITAL MANAGEMENT, L.P. CIK 0001218199 0.090 6 18.9 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 18.7 2.7% 4 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 18.3 2.7% 4 +0.2 pp +0.2 pp +0.1 pp +2.7 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 18.2 2.8% 4 +0.2 pp +0.1 pp +0.0 pp +2.8 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 17.8 0.2% 4 +0.1 pp -0.0 pp +0.1 pp +0.2 pp
IMZ Advisory Inc CIK 0002017735 0.828 38 17.4 6.6% 4 +0.3 pp -0.1 pp +0.3 pp +6.6 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 17.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 16.9 0.2% 4 +0.2 pp +0.2 pp -0.0 pp +0.2 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 16.3 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Spire Wealth Management CIK 0001858740 0.515 2226 16.2 0.6% 4 -0.0 pp -0.0 pp -0.2 pp +0.6 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 15.5 3.2% 4 +0.5 pp +0.7 pp +0.5 pp +3.2 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 15.0 0.8% 4 +0.1 pp +0.0 pp +0.1 pp +0.8 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 15.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 14.6 2.5% 4 +0.1 pp +0.1 pp +0.1 pp +2.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 14.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 14.3 1.6% 4 +0.3 pp +0.3 pp +0.2 pp +1.6 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 14.3 1.1% 4 +0.0 pp -0.0 pp -0.0 pp +1.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 14.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 14.1 5.6% 4 +0.2 pp -0.2 pp -0.5 pp +5.6 pp
MAI Capital Management CIK 0001040197 0.725 1889 14.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 13.9 0.5% 4 +0.4 pp +0.2 pp +0.2 pp +0.5 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 13.9 0.4% 1 +0.4 pp +0.2 pp +0.4 pp +0.4 pp
Trek Financial, LLC CIK 0001768195 0.100 501 13.8 0.7% 4 -0.1 pp -0.2 pp -0.3 pp +0.7 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 13.3 1.1% 4 +0.1 pp +0.1 pp +0.0 pp +1.1 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 13.3 1.3% 1 +1.3 pp +0.3 pp -0.2 pp +1.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 13.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 13.1 1.4% 4 +0.1 pp +0.1 pp +0.0 pp +1.4 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 12.9 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 12.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 12.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tamar Securities, LLC CIK 0001703081 0.527 90 12.2 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 12.1 1.3% 4 -0.0 pp +1.2 pp -0.2 pp +1.3 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 12.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 11.8 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 11.7 2.2% 4 +0.1 pp +0.1 pp -0.0 pp +2.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 11.6 1.2% 6 +0.5 pp +0.4 pp +0.2 pp +0.1 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 11.6 0.7% 4 +0.1 pp +0.1 pp +0.4 pp +0.7 pp
AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 11.5 4.5% 4 +3.5 pp +3.5 pp +3.5 pp +4.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 11.4 1.2% 4 +0.1 pp +0.3 pp +0.2 pp +1.2 pp
Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 11.2 2.8% 4 -1.7 pp -3.1 pp -3.9 pp +2.8 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 10.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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GTS SECURITIES LLC CIK 0001452765 0.104 1323 10.6 0.4% 2 +0.3 pp +0.4 pp +0.2 pp +0.4 pp
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Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 10.0 2.3% 4 -0.2 pp -0.3 pp -0.2 pp +2.3 pp
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LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 9.8 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
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Stonebrook Private Inc. CIK 0002008738 0.377 271 0.5 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Americana Partners, LLC CIK 0001797678 0.514 596 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First International Bank of Israel Ltd. CIK 0002081196 0.462 69 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -3.5 pp -3.8 pp -3.6 pp -3.6 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 +0.0 pp -1.9 pp -1.9 pp +0.0 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bay Rivers Group CIK 0001798924 0.313 125 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BREAKTHRU ADVISORY SERVICES, LLC CIK 0002055645 0.000 14 0.0 0.0% 0 -0.3 pp +0.0 pp -16.1 pp +0.0 pp
LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 0.0 0.0% 0 -0.0 pp +0.0 pp -0.2 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 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 -0.1 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.0 0.0% 0 +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% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.0 0.0% 0 -0.3 pp -0.4 pp -0.3 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Thomasville National Bank CIK 0001561790 0.599 241 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp +0.0 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MATAURO, LLC CIK 0002052964 0.684 158 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 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 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Strategic Equity Management CIK 0001843578 0.305 65 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Senator Investment Group LP CIK 0001443689 0.107 58 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp -1.4 pp -1.4 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 +0.0 pp -1.4 pp -1.4 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
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
InvesTrust CIK 0002050848 0.267 95 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 0.0 0.0% 0 -2.0 pp -1.4 pp +0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 0.0 0.0% 0 -0.9 pp +0.0 pp -0.9 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 0.0 0.0% 0 +0.0 pp -0.6 pp -1.6 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parker Investment Management, LLC CIK 0001672070 0.638 39 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
SUMMITRY LLC CIK 0001280043 0.623 340 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.0% 0 -0.5 pp +0.0 pp -0.8 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp -1.2 pp -1.3 pp +0.0 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 +0.0 pp -0.0 pp -0.3 pp +0.0 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 +0.0 pp -0.4 pp -2.7 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.5 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 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 XLI). Qtrs Held counts distinct quarters this fund has actually held XLI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XLI position size. Δ columns are the percentage-point change in XLI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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