Signals

← Signals

☆XLK

2746 in-universe funds with a nonzero position in XLK within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#251
Score / z0.976 / 0.86
Consensus712.14 over 1430 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+13% / 1.0d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
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 ▾
☆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 3,172.2 0.2% 5 -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 3,099.4 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 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 2,607.4 0.2% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,088.5 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1,725.3 1.9% 5 -0.2 pp -1.1 pp +1.0 pp +1.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,624.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,564.0 0.4% 4 -0.1 pp -0.0 pp +0.0 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,342.7 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,098.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,052.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 791.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 677.8 25.3% 4 -3.0 pp -2.7 pp +15.8 pp +25.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 627.4 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 571.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 514.5 8.0% 3 +1.0 pp +1.0 pp +8.0 pp +8.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 501.1 0.7% 5 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 428.4 10.3% 4 -0.3 pp -1.6 pp -3.2 pp +10.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 418.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 366.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 295.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 286.8 1.3% 4 -0.2 pp -0.3 pp -0.1 pp +1.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 278.5 1.8% 4 +0.0 pp -0.1 pp -0.2 pp +1.8 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 276.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 268.2 0.2% 4 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 265.0 1.4% 4 -0.1 pp +0.6 pp +0.6 pp +1.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 264.1 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 242.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 229.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 227.8 1.1% 2 -0.1 pp +1.1 pp -0.3 pp +1.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 224.9 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 224.8 13.5% 2 +0.2 pp +13.5 pp +13.5 pp +13.5 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 212.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 212.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 209.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 192.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 186.6 10.1% 4 -0.3 pp -1.2 pp -1.1 pp +10.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 183.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 179.2 5.9% 4 -0.3 pp -0.3 pp +0.0 pp +5.9 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 172.1 0.1% 4 -0.5 pp +0.1 pp -0.5 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 170.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 169.3 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 167.3 2.6% 4 -0.4 pp -0.5 pp -0.5 pp +2.6 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 160.9 4.4% 4 -0.2 pp -0.2 pp -0.0 pp +4.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 151.9 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 150.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 150.3 0.3% 4 -0.1 pp -0.1 pp -0.1 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 150.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 143.5 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 138.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 138.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 129.7 2.1% 4 +0.9 pp +0.8 pp +1.8 pp +2.1 pp
☆Main Management LLC CIK 0001583092 0.804 95 128.5 9.4% 4 +2.4 pp +2.6 pp +5.4 pp +9.4 pp
☆Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 126.8 2.1% 2 -1.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 124.3 1.2% 4 -0.8 pp -1.2 pp -0.3 pp +1.2 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 124.0 7.3% 4 -0.5 pp -0.7 pp -0.4 pp +7.3 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 120.4 10.9% 4 -1.0 pp -1.4 pp -0.9 pp +10.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 117.1 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆71 West Capital Partners CIK 0002111530 0.838 382 116.6 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 113.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SRB CORP CIK 0001496228 0.790 23 113.4 7.0% 4 +0.2 pp +0.5 pp +2.0 pp +7.0 pp
☆Saudi Central Bank CIK 0001918181 0.602 505 113.2 2.4% 3 -2.2 pp -2.2 pp +2.4 pp +2.4 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 105.4 5.8% 4 -0.3 pp -0.4 pp -0.3 pp +5.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 100.9 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 97.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 96.9 2.3% 4 -0.2 pp -0.2 pp -0.6 pp +2.3 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 96.1 2.7% 4 -1.1 pp -1.2 pp -0.9 pp +2.7 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 95.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 93.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 93.0 4.9% 4 -0.7 pp +0.1 pp -0.0 pp +4.9 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 92.4 2.9% 4 -0.4 pp -0.2 pp -0.5 pp +2.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 91.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 79.9 2.6% 4 +0.2 pp -0.0 pp -0.5 pp +2.6 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 76.2 2.6% 4 +0.1 pp -0.3 pp -0.3 pp +2.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 75.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Swan Global Investments, LLC CIK 0001591505 0.925 87 74.3 4.0% 4 -0.9 pp -1.8 pp -2.3 pp +4.0 pp
☆Parker Investment Management, LLC CIK 0001672070 0.639 39 73.7 11.2% 4 -0.3 pp -0.2 pp -0.9 pp +11.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 73.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 72.5 3.2% 4 +0.6 pp -0.6 pp -0.5 pp +3.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 72.0 0.4% 4 -0.0 pp +0.1 pp -0.1 pp +0.4 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 70.8 5.7% 4 +5.6 pp +5.6 pp +5.6 pp +5.7 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 69.7 0.2% 4 -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 68.4 8.7% 4 -1.6 pp -2.8 pp -5.2 pp +8.7 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 68.2 7.0% 4 -0.4 pp -2.6 pp -2.4 pp +7.0 pp
☆IMZ Advisory Inc CIK 0002017735 0.828 38 67.8 25.6% 4 -0.8 pp -0.6 pp +0.5 pp +25.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 66.0 0.5% 4 +0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 64.6 2.4% 4 -0.3 pp -0.7 pp -0.4 pp +2.4 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 63.0 4.6% 4 +1.5 pp +0.7 pp +2.6 pp +4.6 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 61.0 0.7% 4 +0.3 pp +0.4 pp +0.4 pp +0.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 60.5 0.8% 4 +0.1 pp +0.0 pp -0.2 pp +0.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 58.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 58.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 58.5 5.2% 4 -0.2 pp -0.5 pp -0.3 pp +5.2 pp
☆LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 57.1 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 56.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 56.9 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 56.8 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 54.5 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 54.3 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 51.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 51.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 48.7 6.6% 4 -0.5 pp -1.2 pp -0.8 pp +6.6 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 48.3 1.8% 4 -0.0 pp -0.1 pp -0.2 pp +1.8 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 48.1 8.6% 4 -2.2 pp -0.5 pp -0.2 pp +8.6 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 47.9 0.5% 4 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 46.7 0.9% 4 -0.1 pp -0.1 pp +0.0 pp +0.9 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 46.6 0.5% 4 -0.2 pp -0.3 pp -0.2 pp +0.5 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 46.2 0.5% 4 -0.1 pp -0.0 pp +0.0 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 46.2 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 45.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 44.7 7.6% 4 -3.7 pp -4.8 pp -3.9 pp +7.6 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 44.0 0.3% 3 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 43.5 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
☆Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 43.4 4.9% 4 -0.0 pp -0.2 pp -0.3 pp +4.9 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 43.1 8.8% 4 -0.0 pp -0.2 pp -0.4 pp +8.8 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 41.7 8.8% 4 +0.2 pp +0.4 pp +1.0 pp +8.8 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 41.4 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 40.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 40.3 3.0% 4 -0.1 pp +0.1 pp +0.2 pp +3.0 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 40.1 3.8% 4 -0.1 pp +0.1 pp +0.4 pp +3.8 pp
☆KWMG, LLC CIK 0001633024 0.515 153 39.6 3.3% 4 -0.3 pp -0.3 pp -0.1 pp +3.3 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 37.1 3.0% 4 -0.1 pp -0.1 pp -0.1 pp +3.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 36.6 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 36.5 1.0% 4 -0.1 pp +0.0 pp -0.1 pp +1.0 pp
☆CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 36.3 7.3% 4 -0.3 pp -0.8 pp -0.3 pp +7.3 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 36.0 4.1% 6 -0.2 pp -0.2 pp -0.3 pp +0.2 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 35.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 35.6 8.5% 4 -0.6 pp -0.7 pp -0.7 pp +8.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 35.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 34.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 34.7 1.5% 4 -0.1 pp -0.2 pp -0.9 pp +1.5 pp
☆Essex LLC CIK 0001889147 0.576 180 34.6 6.1% 4 -0.3 pp -0.2 pp -0.1 pp +6.1 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 34.5 1.9% 4 -0.0 pp -0.1 pp -0.0 pp +1.9 pp
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 34.4 1.2% 4 +0.1 pp +0.3 pp +0.4 pp +1.2 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 34.2 5.0% 3 -3.6 pp -1.2 pp +5.0 pp +5.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 33.7 1.1% 4 +0.6 pp +0.5 pp +0.5 pp +1.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 33.7 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 32.7 0.0% 1 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 32.6 2.0% 4 +0.1 pp +0.2 pp +0.3 pp +2.0 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 32.4 1.1% 4 +0.0 pp +0.1 pp +0.0 pp +1.1 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 31.7 2.7% 4 -0.4 pp -0.6 pp -0.8 pp +2.7 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 31.5 3.4% 6 -0.5 pp -0.7 pp -1.0 pp -0.5 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 31.3 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 31.2 1.3% 3 -0.2 pp -0.3 pp +1.3 pp +1.3 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 31.2 5.3% 4 -0.5 pp -0.4 pp -0.1 pp +5.3 pp
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☆BAILARD, INC. CIK 0000750641 0.578 763 30.8 0.7% 4 -0.0 pp -0.0 pp +0.0 pp +0.7 pp
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☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 30.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 29.9 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 29.8 1.1% 4 +0.1 pp +0.3 pp +1.1 pp +1.1 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 29.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 29.1 10.3% 4 -1.5 pp -1.7 pp -2.1 pp +10.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 28.8 0.7% 6 +0.2 pp +0.3 pp -0.2 pp -0.1 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 27.3 3.2% 2 -0.7 pp +3.2 pp +1.8 pp +3.2 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 27.3 1.4% 4 -0.2 pp -0.3 pp -0.3 pp +1.4 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 27.1 1.3% 4 +0.1 pp +0.9 pp +0.9 pp +1.3 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 26.5 3.8% 4 -0.4 pp -0.4 pp -0.2 pp +3.8 pp
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☆Fairfield Financial Advisors, LTD CIK 0002033232 0.162 66 26.3 9.0% 4 -0.1 pp -0.3 pp +0.2 pp +9.0 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 26.3 3.2% 4 +0.5 pp +0.9 pp +1.0 pp +3.2 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 26.2 2.9% 4 +0.1 pp -0.0 pp -0.3 pp +2.9 pp
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☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 25.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 25.8 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 25.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 25.5 3.5% 4 +0.9 pp +0.7 pp +0.4 pp +3.5 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 25.5 0.9% 4 -0.1 pp -0.4 pp +0.7 pp +0.9 pp
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☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 25.1 3.3% 4 +0.1 pp +0.3 pp +0.7 pp +3.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 25.0 0.7% 4 -0.1 pp +0.1 pp +0.1 pp +0.7 pp
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☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 24.9 1.6% 4 -0.1 pp -0.1 pp -0.1 pp +1.6 pp
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☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 24.5 0.2% 4 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 24.5 4.8% 5 -0.4 pp -0.5 pp -1.0 pp -0.3 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 24.5 4.3% 4 -0.1 pp -0.2 pp -0.1 pp +4.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 24.4 0.4% 4 -0.0 pp -0.2 pp -0.3 pp +0.4 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 24.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 24.0 3.1% 4 -0.7 pp -1.0 pp -1.0 pp +3.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 24.0 2.9% 4 -0.7 pp -1.3 pp -1.3 pp +2.9 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 23.8 8.5% 4 -0.8 pp -1.0 pp -0.7 pp +8.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 23.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 23.8 0.7% 4 -0.2 pp +0.1 pp +0.1 pp +0.7 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 23.6 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 23.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 23.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 23.3 2.0% 4 -0.1 pp -0.1 pp -0.1 pp +2.0 pp
☆SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 23.1 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 22.8 1.7% 4 +0.1 pp +0.0 pp +1.3 pp +1.7 pp
☆Presper Financial Architects, LLC CIK 0002066674 0.783 55 22.7 13.5% 3 -0.2 pp -0.2 pp +13.5 pp +13.5 pp
☆DAIDO LIFE INSURANCE CO CIK 0001173460 0.920 6 22.7 3.3% 3 -0.1 pp +1.5 pp +3.3 pp +3.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 22.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 22.4 11.8% 4 -2.9 pp -3.2 pp -2.7 pp +11.8 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 22.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 22.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
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☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 21.1 0.6% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 20.3 1.0% 4 -0.1 pp -0.2 pp -0.2 pp +1.0 pp
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☆Independence Wealth Advisors, LLC CIK 0002001765 0.173 85 19.7 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
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☆Bonfire Financial CIK 0001762539 0.560 60 18.5 13.9% 4 -0.7 pp -0.5 pp +0.4 pp +13.9 pp
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☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 18.3 8.8% 4 -0.2 pp -0.6 pp -5.4 pp +8.8 pp
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☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 17.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CX Institutional CIK 0001737089 0.437 1568 16.9 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
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☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 16.4 0.2% 4 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
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☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 16.3 0.9% 4 -0.1 pp -0.2 pp -0.3 pp +0.9 pp
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☆ALLIANZ SE CIK 0001127508 0.910 519 14.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 13.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Visionary Wealth Advisors CIK 0001802984 0.494 666 12.5 0.6% 4 -0.2 pp -0.2 pp -0.2 pp +0.6 pp
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☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 12.2 0.6% 4 +0.0 pp -0.0 pp +0.0 pp +0.6 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 12.1 0.6% 4 -0.5 pp -0.4 pp -0.2 pp +0.6 pp
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☆Attessa Capital LLC CIK 0002020560 0.810 51 11.7 6.4% 4 -0.4 pp -0.2 pp +0.1 pp +6.4 pp
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☆Encompass More Asset Management CIK 0002011218 0.126 270 11.6 2.0% 4 -0.5 pp -0.4 pp +0.9 pp +2.0 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 11.4 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 11.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 11.3 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
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☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 11.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
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☆United Bank CIK 0001697791 0.298 122 11.1 3.7% 4 -0.2 pp -0.1 pp +0.1 pp +3.7 pp
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☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 10.7 1.2% 4 -0.1 pp -0.2 pp -0.1 pp +1.2 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 10.6 3.3% 4 -0.2 pp -0.1 pp +0.2 pp +3.3 pp
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☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 10.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Sepio Capital, LP CIK 0001751412 0.794 346 10.4 0.6% 4 -0.2 pp -0.3 pp -0.4 pp +0.6 pp
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☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 10.2 5.6% 4 +0.2 pp +0.3 pp -0.0 pp +5.6 pp
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☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 9.7 1.0% 4 -0.1 pp -0.2 pp -0.2 pp +1.0 pp
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☆Iron Gate Global Advisors LLC CIK 0001131181 0.823 109 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆VICUS CAPITAL CIK 0001544806 0.660 268 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.5 0.2% 4 -0.0 pp -0.2 pp -0.1 pp +0.2 pp
☆Clarity Retirement & Wealth, LLC CIK 0002103352 0.659 32 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆HOME FEDERAL BANK OF TENNESSEE CIK 0001665446 0.778 114 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Vericrest Private Wealth CIK 0001912300 0.443 44 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Standard Family Office LLC CIK 0001809494 0.832 31 0.5 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
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☆Financial Council, LLC CIK 0001883629 0.681 106 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.5 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆WT Wealth Management CIK 0001780507 0.246 138 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Centric Wealth Management CIK 0001752761 0.253 209 0.4 0.1% 4 +0.0 pp -0.0 pp -0.2 pp +0.1 pp
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☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆LCNB CORP (LCNB) CIK 0001074902 0.390 184 0.4 0.1% 4 -0.0 pp -0.0 pp -0.9 pp +0.1 pp
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☆VIAWEALTH, LLC CIK 0001965401 0.191 167 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 0.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 0.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
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☆MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆PARTHENON LLC CIK 0001088859 0.632 133 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.4 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.4 0.3% 2 -0.0 pp +0.3 pp +0.2 pp +0.3 pp
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☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 0.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Geneva Partners, LLC CIK 0001712671 0.052 75 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Accel Wealth Management CIK 0001838226 0.242 305 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.4 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆Clear Retirement Advice LLC CIK 0002112984 0.616 54 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.3 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆TrustBank CIK 0002107256 0.632 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Marin Bay Wealth Advisors, LLC CIK 0002109834 0.370 129 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRAUN STACEY ASSOCIATES INC CIK 0000872080 0.525 113 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Allegheny Financial Group CIK 0001844148 0.553 305 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆BXM Wealth LLC CIK 0002052379 0.166 163 0.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆First Growth Capital LLC CIK 0002112081 0.183 136 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signet Private Wealth LLC CIK 0002096298 0.127 127 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆FARMERS TRUST CO CIK 0001318055 0.291 203 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Monument Capital Management CIK 0001729428 0.068 262 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.383 69 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp +0.0 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp -1.9 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.9 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.2 pp -0.5 pp -0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cavalier Investments, LLC CIK 0001655543 0.000 40 0.0 0.0% 0 -0.9 pp -0.9 pp -2.3 pp +0.0 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 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 -2.5 pp -2.3 pp -1.9 pp +0.0 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Howard Capital Management Group, LLC CIK 0001860501 0.777 150 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 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 (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