Signals

XLY

1442 in-universe funds with a nonzero position in XLY within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#726
Score / z0.165 / 0.22
Consensus614.29 over 1220 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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 4,681.6 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,585.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 876.5 0.1% 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 662.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 520.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 458.6 0.2% 5 +0.2 pp +0.0 pp +0.1 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 447.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 404.0 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
LPL Financial LLC CIK 0001403438 0.957 5996 403.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 402.6 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 390.2 5.8% 3 -0.0 pp -1.3 pp +5.8 pp +5.8 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 363.9 0.4% 4 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 359.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 358.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 248.3 8.8% 3 +0.7 pp +1.7 pp +8.8 pp +8.8 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 229.3 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 212.2 1.0% 3 -0.2 pp -0.4 pp +1.0 pp +1.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 158.6 0.3% 3 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 144.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 143.8 0.2% 3 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 129.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 121.7 1.4% 3 -1.0 pp -0.1 pp +1.4 pp +1.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 114.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 110.8 2.6% 3 -2.7 pp -2.7 pp +2.6 pp +2.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 89.5 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 81.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 77.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 73.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 71.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 67.8 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 65.7 2.3% 3 +0.1 pp +0.1 pp +2.3 pp +2.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 64.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Main Management LLC CIK 0001583092 0.804 95 60.4 4.3% 3 -0.7 pp -0.2 pp +4.3 pp +4.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 60.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 60.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 58.4 1.9% 3 -0.1 pp +0.0 pp +1.9 pp +1.9 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 58.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 57.6 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 54.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 54.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 53.1 8.5% 3 +0.8 pp -2.0 pp +8.5 pp +8.5 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 51.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
NATIXIS CIK 0001274981 0.561 1107 48.0 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 47.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 46.8 1.3% 3 +0.3 pp -0.1 pp +1.3 pp +1.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 44.7 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 43.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 38.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 36.8 2.5% 3 -0.1 pp -0.0 pp +2.5 pp +2.5 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 35.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 34.5 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 33.0 0.8% 3 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 32.4 1.9% 3 -0.1 pp -0.0 pp +1.9 pp +1.9 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 31.4 1.5% 3 -0.3 pp -0.5 pp +1.5 pp +1.5 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 30.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 28.7 0.7% 3 -0.2 pp -0.4 pp +0.7 pp +0.7 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 27.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 26.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 26.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 24.9 0.8% 3 -0.0 pp -0.2 pp +0.8 pp +0.8 pp
FMR LLC CIK 0000315066 0.989 5571 24.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 24.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 24.0 1.1% 3 +0.2 pp -0.3 pp +1.1 pp +1.1 pp
Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 23.7 9.0% 3 -0.4 pp -0.0 pp +9.0 pp +9.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 23.5 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
IMZ Advisory Inc CIK 0002017735 0.828 38 23.5 8.6% 3 -0.1 pp -0.0 pp +8.6 pp +8.6 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 23.4 0.3% 3 -0.0 pp -0.1 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 22.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 22.6 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 21.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 21.6 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 21.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 20.7 3.6% 3 -0.0 pp +0.2 pp +3.6 pp +3.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 20.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 20.1 1.2% 3 -0.9 pp -0.9 pp +1.2 pp +1.2 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 19.8 1.5% 3 -0.1 pp +0.0 pp +1.5 pp +1.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 19.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 19.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 18.7 1.7% 3 -0.0 pp -0.0 pp +1.7 pp +1.7 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 18.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SRB CORP CIK 0001496228 0.790 23 18.5 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 17.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 17.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 17.2 1.3% 3 -0.0 pp +0.2 pp +1.3 pp +1.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 16.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 15.9 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 15.9 1.7% 5 -0.3 pp -0.6 pp -0.4 pp +0.3 pp
Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 15.2 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 15.1 0.2% 3 +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 14.4 1.9% 3 -0.3 pp -0.2 pp +1.9 pp +1.9 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 14.4 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 14.4 3.8% 3 +0.1 pp +0.6 pp +3.8 pp +3.8 pp
Creative Planning CIK 0001540235 0.979 4196 14.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 13.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 13.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Clarity Financial LLC CIK 0001862145 0.368 127 13.7 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 13.1 2.6% 3 +0.4 pp +0.5 pp +2.6 pp +2.6 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 13.1 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 12.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 12.6 0.6% 3 -0.1 pp -0.5 pp +0.6 pp +0.6 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 12.6 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 12.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 12.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 12.3 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
Caption Management, LLC CIK 0001706766 0.079 538 12.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 11.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 11.9 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 11.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 11.0 1.8% 3 -0.0 pp -0.0 pp +1.8 pp +1.8 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 10.8 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 10.6 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
111 Capital CIK 0002060412 0.025 488 10.4 2.3% 1 +2.3 pp +2.3 pp +1.3 pp +2.3 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 10.2 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 10.2 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 10.1 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 10.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 9.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 9.6 1.6% 3 -5.7 pp -3.9 pp +1.6 pp +1.6 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 9.3 2.2% 3 -0.1 pp +0.1 pp +2.2 pp +2.2 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 9.3 0.1% 2 -0.6 pp +0.1 pp +0.1 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tamar Securities, LLC CIK 0001703081 0.527 90 9.1 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
FARMERS TRUST CO CIK 0001318055 0.291 203 9.0 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 8.7 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 8.4 4.6% 3 +0.1 pp +0.6 pp +4.6 pp +4.6 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 8.4 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Maven Securities LTD CIK 0001633046 0.047 164 8.3 1.1% 3 -4.4 pp +0.8 pp +1.1 pp +1.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.3 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 8.3 2.0% 3 -0.0 pp -0.0 pp +2.0 pp +2.0 pp
&PARTNERS CIK 0000107136 0.806 2509 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 8.3 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 8.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 8.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 7.9 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 7.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 7.9 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 7.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 7.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 7.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 7.7 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 7.6 1.5% 3 -0.1 pp -0.0 pp +1.5 pp +1.5 pp
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First Financial Bank - Trust Division CIK 0001315339 0.660 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Paloma Partners Management Co CIK 0001103882 0.000 19 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.0 0.0% 0 -2.1 pp -2.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Finivi Inc. CIK 0002101641 0.183 111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 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
Monument Capital Management CIK 0001729428 0.068 262 0.0 0.0% 0 -1.2 pp -1.2 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Loudon Investment Management, LLC CIK 0001597089 0.271 95 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Management Fund Advisors LLC CIK 0001862787 0.000 8 0.0 0.0% 0 -8.7 pp -8.2 pp +0.0 pp +0.0 pp
Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 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
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
CWC Advisors, LLC. CIK 0001520683 0.235 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
EHP Funds Inc. CIK 0001927881 0.000 25 0.0 0.0% 0 +0.0 pp -3.2 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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
Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
KilterHowling LLC CIK 0001759354 0.789 50 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -2.4 pp -2.3 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 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
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp -2.4 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.3 pp -0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marks Wealth, LLC CIK 0001838660 0.000 19 0.0 0.0% 0 -4.4 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
Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 0.775 78 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 0.0 0.0% 0 +0.0 pp -3.3 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PLANWISER FINANCIAL, LLC CIK 0002043741 0.233 50 0.0 0.0% 0 -2.0 pp -2.6 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CFC Planning Co LLC CIK 0001854428 0.192 70 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
XML Financial, LLC CIK 0001800465 0.420 447 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
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
5th Street Advisors, LLC CIK 0001911026 0.599 54 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Constant Guidance Financial LLC CIK 0001995383 0.084 67 0.0 0.0% 0 -0.9 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 -0.2 pp +0.0 pp +0.0 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Westwood Wealth Management CIK 0001861125 0.586 43 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 0.0 0.0% 0 +0.0 pp -4.6 pp +0.0 pp +0.0 pp
ADAMS DIVERSIFIED EQUITY FUND, INC. (ADX) CIK 0000002230 0.528 103 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -1.6 pp -1.5 pp +0.0 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
LRI Investments, LLC CIK 0002023325 0.727 1954 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 -0.1 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
KWB Wealth CIK 0001822236 0.452 169 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 -1.4 pp -1.4 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 -0.4 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
Man Group plc CIK 0001637460 0.631 2032 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
Well Done, LLC CIK 0001667132 0.522 202 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clare Market Investments LLC CIK 0002054098 0.512 173 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.1 pp -0.1 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 XLY). Qtrs Held counts distinct quarters this fund has actually held XLY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XLY position size. Δ columns are the percentage-point change in XLY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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