Signals

XLK

2142 in-universe funds with a nonzero position in XLK within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23673
Score / z-0.296 / -0.40
Consensus645.62 over 1341 funds
Momentumno 12m return

Price & positioning

251 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 3,273.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 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 3,034.7 0.2% 3 +0.1 pp +0.0 pp +0.2 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 2,834.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,919.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,401.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,266.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,223.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 1,218.0 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,143.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,128.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 888.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 728.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 711.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 546.4 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 412.7 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 398.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 366.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 356.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 302.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 270.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 250.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 238.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 234.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 232.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 229.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 228.1 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 213.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 211.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 204.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 197.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 185.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 176.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 173.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 173.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 169.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 167.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 157.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 154.8 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 150.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 141.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 139.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 138.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 137.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 136.4 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 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 135.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 135.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 132.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 132.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 125.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 119.8 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 119.5 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 114.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 101.2 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 100.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 91.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 91.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 90.1 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 88.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 86.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 85.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 82.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SRB CORP CIK 0001496228 0.790 23 82.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 81.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Parker Investment Management, LLC CIK 0001672070 0.638 39 78.9 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 77.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Cornerstone Advisors, LLC CIK 0001775446 0.517 112 76.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 75.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Trek Financial, LLC CIK 0001768195 0.100 501 73.8 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 73.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 71.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 67.1 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 67.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 64.1 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
IMZ Advisory Inc CIK 0002017735 0.828 38 62.9 25.2% 1 +25.2 pp +25.2 pp +25.2 pp +25.2 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 62.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Graypoint LLC CIK 0001794198 0.550 526 61.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 60.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 59.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Creative Planning CIK 0001540235 0.979 4196 58.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 57.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 57.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 55.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 54.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 52.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 52.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 52.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Main Management LLC CIK 0001583092 0.804 95 49.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 49.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 47.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 47.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 47.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Moment Partners, LLC CIK 0002055889 0.716 101 46.8 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
COMMERCE BANK CIK 0001009076 0.853 1332 46.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 46.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Haverford Trust Co CIK 0000842941 0.805 424 46.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 45.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 45.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 44.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MAI Capital Management CIK 0001040197 0.725 1889 42.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 42.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 42.6 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 41.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 41.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Rokos Capital Management LLP CIK 0001666335 0.000 134 41.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 41.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
&PARTNERS CIK 0000107136 0.806 2509 40.5 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 40.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 38.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 37.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 36.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 36.7 4.4% 3 +0.5 pp -0.2 pp +4.4 pp +4.4 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 36.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 36.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 36.2 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 36.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 36.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
KWMG, LLC CIK 0001633024 0.515 153 36.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 36.0 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 35.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
United Asset Strategies, Inc. CIK 0001539948 0.466 259 35.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 35.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 34.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 34.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 33.5 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
Dakota Wealth Management CIK 0001631353 0.544 771 33.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 33.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 32.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 32.1 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 32.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 32.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 31.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Essex LLC CIK 0001889147 0.576 180 31.7 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 30.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 30.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 30.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 30.6 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 30.5 4.4% 3 +0.6 pp -0.6 pp +4.4 pp +4.4 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 30.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
BAILARD, INC. CIK 0000750641 0.578 763 30.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 29.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 29.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 29.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Clarity Financial LLC CIK 0001862145 0.368 127 29.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 29.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 29.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 28.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 28.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 28.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 27.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 27.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 27.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 26.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 26.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 26.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 26.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 25.9 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 25.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 25.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 25.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 25.2 5.8% 2 +0.7 pp +5.8 pp +5.8 pp +5.8 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 25.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Fairfield Financial Advisors, LTD CIK 0002033232 0.162 66 25.1 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 25.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 25.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 24.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 24.7 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 24.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 24.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
TIFF ADVISORY SERVICES, LLC CIK 0001271347 0.756 19 24.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 24.2 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 23.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 23.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 23.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 23.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 23.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 23.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 23.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 23.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 23.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 22.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 22.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 22.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 22.0 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 22.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 22.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 21.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 21.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 21.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
TradeWell Securities, LLC. CIK 0002066232 0.779 52 21.6 10.4% 2 +0.5 pp +10.4 pp +10.4 pp +10.4 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 21.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 21.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 20.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 20.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Allworth Financial LP CIK 0001555170 0.907 5124 19.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TSFG, LLC CIK 0001800513 0.413 891 19.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 19.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 19.3 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 19.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 19.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 19.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 18.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 18.8 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 18.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 18.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 18.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 18.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Sequent Asset Management, LLC CIK 0001509550 0.594 89 17.8 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 17.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 17.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CX Institutional CIK 0001737089 0.437 1568 17.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 17.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 17.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 16.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 16.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 16.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Mutual Advisors, LLC CIK 0001694080 0.625 1377 16.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bonfire Financial CIK 0001762539 0.560 60 16.5 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
Nelson Capital Management, LLC CIK 0001512611 0.806 120 16.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 16.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 16.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Simmons Bank CIK 0001674486 0.467 369 16.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Socha Financial Group, LLC CIK 0001967966 0.891 14 16.0 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 16.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 15.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 15.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 15.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Spire Wealth Management CIK 0001858740 0.515 2226 15.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 15.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 15.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 15.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 15.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 15.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 15.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 14.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 14.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 14.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 14.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Visionary Wealth Advisors CIK 0001802984 0.494 666 14.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 14.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 14.1 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 14.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 13.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 13.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Fox Financial, Inc CIK 0002004131 0.856 12 13.7 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 13.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sepio Capital, LP CIK 0001751412 0.794 346 13.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 12.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 12.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 12.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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AmeriServ Wealth Advisors CIK 0001102062 0.597 54 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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National Philanthropic Trust CIK 0001785342 0.575 409 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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JNBA Financial Advisors CIK 0001569118 0.792 830 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacies Wealth LLC CIK 0001755933 0.753 109 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.550 969 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 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
Advanced Asset Management Advisors Inc CIK 0001075444 0.542 85 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Knuff & Co LLC CIK 0001768089 0.368 142 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
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.678 196 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 0.311 67 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
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 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
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 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
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Avengers, Inc. CIK 0001844393 0.740 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Core Alternative Capital CIK 0001776878 0.274 201 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Powell Investment Advisors, LLC CIK 0001802195 0.602 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 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
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 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
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newton One Investments LLC CIK 0001842787 0.836 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Fluent Financial, LLC CIK 0001722283 0.050 57 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 0.0 0.0% 0 -3.9 pp +0.0 pp +0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
UNITED BANK CIK 0001286478 0.652 130 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 -4.3 pp -4.5 pp +0.0 pp +0.0 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 0.0 0.0% 0 -0.9 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 XLK). Qtrs Held counts distinct quarters this fund has actually held XLK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XLK position size. Δ columns are the percentage-point change in XLK'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