Smart Money Stocks — Top 25 stocks by alpha-weighted hedge fund ownership. Full screener with filters →
| # | Ticker | Company | Holders | Total Value | Smart Score |
|---|---|---|---|---|---|
| 1 | INGM | INGRAM MICRO HLDG CORP | 145 | $21.81B | 0.9235 |
| 2 | CTOS | CUSTOM TRUCK ONE SOURCE INC | 178 | $11.31B | 0.9194 |
| 3 | AKA | A K A BRANDS HLDG CORP | 21 | $0.07B | 0.9172 |
| 4 | MH | MCGRAW HILL INC | 98 | $5.21B | 0.9095 |
| 5 | CNA | CNA FINL CORP | 292 | $13.06B | 0.9036 |
| 6 | SBDS | SOLO BRANDS INC | 22 | $0.01B | 0.8994 |
| 7 | BALY | BALLYS CORPORATION | 56 | $0.62B | 0.8951 |
| 8 | SAIL | SAILPOINT INC | 204 | $11.42B | 0.8926 |
| 9 | SBIL | SIMPLIFY EXCHANGE TRADED FUN | 10 | $4.38B | 0.8895 |
| 10 | PABU | ISHARES TR | 26 | $1.55B | 0.8890 |
| 11 | LUCK | LUCKY STRIKE ENTERTAINMENT | 64 | $0.60B | 0.8825 |
| 12 | FLYX | FLYEXCLUSIVE INC | 44 | $0.11B | 0.8794 |
| 13 | OLPX | OLAPLEX HLDGS INC | 137 | $0.76B | 0.8721 |
| 14 | G21307106 | CI&T INC | 43 | $0.23B | 0.8714 |
| 15 | RYI | RYERSON HLDG CORP | 161 | $2.98B | 0.8668 |
| 16 | LOT | LOTUS TECHNOLOGY INC | 11 | $0.01B | 0.8648 |
| 17 | 30190A104 | F&G ANNUITIES &LIFE INC | 439 | $3.86B | 0.8645 |
| 18 | SCOR | COMSCORE INC | 24 | $0.03B | 0.8621 |
| 19 | BAM | BROOKFIELD ASSET MANAGMT LTD | 639 | $78.27B | 0.8598 |
| 20 | ANEB | ANEBULO PHARMACEUTICALS INC | 19 | $0.09B | 0.8597 |
| 21 | FEAM | 5E ADVANCED MATERIALS INC | 33 | $0.03B | 0.8596 |
| 22 | BAYA | BAYER A G | 17 | $0.08B | 0.8588 |
| 23 | BRNS | BARINTHUS BIOTHERAPEUTICS PL | 13 | $0.05B | 0.8580 |
| 24 | ITH | INTERNATIONAL TOWER HILL MI | 53 | $0.26B | 0.8569 |
| 25 | NCSM | NCS MULTISTAGE HLDGS INC | 28 | $0.07B | 0.8545 |
| 26 | 000000000 | CONFIDENTIAL | 114 | $6.46B | 0.8533 |
| 27 | AQLT | ISHARES TR | 15 | $0.20B | 0.8530 |
| 28 | VRM | VROOM INC | 44 | $0.10B | 0.8480 |
| 29 | BBUC | BROOKFIELD BUSINESS CORP | 131 | $2.28B | 0.8450 |
| 30 | 67080N119 | NUVATION BIO INC | 21 | $0.01B | 0.8448 |
| 31 | 29977X105 | EVERCOMMERCE INC | 90 | $1.98B | 0.8417 |
| 32 | ARDT | ARDENT HEALTH INC | 126 | $0.95B | 0.8406 |
| 33 | BH/A | BIGLARI HLDGS INC | 35 | $0.33B | 0.8394 |
| 34 | GBTG | Global Business Travel Group, Inc. | 167 | $2.22B | 0.8393 |
| 35 | SVV | SAVERS VALUE VLG INC | 151 | $1.47B | 0.8386 |
| 36 | KLRS | KALARIS THERAPEUTICS INC | 52 | $0.15B | 0.8382 |
| 37 | LIQT | LIQTECH INTL INC | 17 | $0.01B | 0.8382 |
| 38 | M2029K104 | BIRKENSTOCK HOLDING PLC | 252 | $7.06B | 0.8370 |
| 39 | G17434104 | BROOKFIELD WEALTH SOL LTD | 108 | $0.85B | 0.8358 |
| 40 | CRRFY | CARREFOURSA | 10 | $0.01B | 0.8348 |
| 41 | G8656L130 | TH INTERNATIONAL LIMITED | 13 | $0.01B | 0.8345 |
| 42 | MCW | MISTER CAR WASH INC | 215 | $1.84B | 0.8321 |
| 43 | SEAT | VIVID SEATS INC | 77 | $0.06B | 0.8300 |
| 44 | 003CVR016 | ABIOMED INC | 10 | $0.00B | 0.8300 |
| 45 | G9471C206 | VERTICAL AEROSPACE LTD | 75 | $0.41B | 0.8289 |
| 46 | GIFT | GIFTIFY INC | 14 | $0.00B | 0.8264 |
| 47 | VALN | VALNEVA SE | 19 | $0.05B | 0.8260 |
| 48 | SNDA | SONIDA SENIOR LIVING INC | 68 | $0.47B | 0.8258 |
| 49 | SPUC | SIMPLIFY EXCHANGE TRADED FUN | 17 | $0.10B | 0.8247 |
| 50 | VEON | VEON LTD | 114 | $0.89B | 0.8240 |
Smart Score (0–1): Composite of alpha-weighted hedge fund ownership signals. Higher = stronger institutional conviction. Learn more
Top Stocks — Q4 25
Most widely held securities by institutional investors. Click a ticker to view full ownership detail, or use the Screener to filter by any criteria.
| # | Ticker | Company | Holders | Inst. Value | New ↑ | Exits ↓ | Score |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 6,183 | $2,581.70B | 81 | 118 | 0.6591 |
| 2 | AAPL | Apple Inc | 5,990 | $2,545.06B | 93 | 97 | 0.6566 |
| 3 | AMZN | Amazon.com Inc | 5,974 | $1,596.14B | 162 | 113 | 0.6588 |
| 4 | NVDA | Nvidia Corp | 5,708 | $3,088.28B | 141 | 116 | 0.6510 |
| 5 | GOOGL | Alphabet Inc | 5,560 | $1,420.50B | 252 | 100 | 0.6587 |
| 6 | META | Meta Platforms Inc | 5,043 | $1,139.14B | 152 | 233 | 0.6532 |
| 7 | GOOG | ALPHABET INC | 5,013 | $988.64B | 240 | 97 | 0.6594 |
| 8 | JPM | JPMorgan Chase & Co | 4,994 | $626.34B | 118 | 96 | 0.6528 |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 4,793 | $455.15B | 108 | 139 | 0.6619 |
| 10 | SPY | SPDR S&P 500 ETF TR | 4,599 | $895.83B | 151 | 143 | 0.6091 |
| 11 | AVGO | Broadcom Inc | 4,586 | $1,237.21B | 227 | 120 | 0.6556 |
| 12 | V | Visa Inc | 4,485 | $500.77B | 133 | 138 | 0.6682 |
| 13 | JNJ | Johnson & Johnson | 4,461 | $362.18B | 175 | 104 | 0.6550 |
| 14 | XOM | Exxon Mobil Corp | 4,441 | $329.51B | 156 | 109 | 0.6530 |
| 15 | LLY | Eli Lilly and Company | 4,378 | $838.23B | 339 | 105 | 0.6889 |
| 16 | WMT | Walmart Inc | 4,328 | $324.08B | 175 | 94 | 0.6472 |
| 17 | TSLA | TESLA INC | 4,257 | $881.79B | 181 | 135 | 0.6323 |
| 18 | HD | Home Depot Inc | 4,104 | $246.14B | 111 | 228 | 0.6535 |
| 19 | ABBV | ABBVIE INC | 4,048 | $295.03B | 126 | 135 | 0.6526 |
| 20 | COST | Costco Wholesale Corp | 4,043 | $266.48B | 113 | 178 | 0.6480 |
| 21 | PG | The Procter & Gamble Co | 3,985 | $221.86B | 115 | 190 | 0.6557 |
| 22 | CVX | CHEVRON CORP NEW | 3,931 | $221.17B | 111 | 144 | 0.6643 |
| 23 | IVV | iShares Core S&P 500 | 3,909 | $557.10B | 116 | 63 | 0.6709 |
| 24 | NDQ | INVESCO QQQ TR | 3,827 | $441.56B | 169 | 153 | 0.5857 |
| 25 | VOO | VANGUARD INDEX FDS | 3,737 | $322.65B | 169 | 95 | 0.6792 |
| 26 | ORCL | Oracle Corp | 3,705 | $260.18B | 170 | 412 | 0.6448 |
| 27 | MA | Mastercard Inc CL A | 3,683 | $434.24B | 126 | 122 | 0.6748 |
| 28 | IBM | International Business Machine | 3,648 | $178.94B | 189 | 115 | 0.6450 |
| 29 | CSCO | Cisco Systems Inc | 3,640 | $230.01B | 195 | 118 | 0.6472 |
| 30 | BAC | BANK AMERICA CORP | 3,588 | $303.57B | 171 | 105 | 0.6683 |
| 31 | MRK | MERCK & CO INC | 3,549 | $201.89B | 281 | 134 | 0.6506 |
| 32 | MCD | MCDONALDS CORP | 3,536 | $157.61B | 116 | 138 | 0.6495 |
| 33 | CAT | Caterpillar Inc | 3,496 | $189.61B | 271 | 94 | 0.6571 |
| 34 | VTI | VANGUARD INDEX FDS | 3,487 | $154.51B | 114 | 73 | 0.7042 |
| 35 | PEP | PEPSICO INC | 3,482 | $148.34B | 147 | 126 | 0.6518 |
| 36 | NFLX | Netflix Inc | 3,482 | $327.61B | 185 | 330 | 0.6486 |
| 37 | KO | COCA COLA CO | 3,450 | $219.69B | 143 | 121 | 0.6742 |
| 38 | RTX | RTX CORPORATION | 3,295 | $194.60B | 205 | 103 | 0.6644 |
| 39 | UNH | UNITEDHEALTH GROUP INC | 3,269 | $263.10B | 175 | 226 | 0.6469 |
| 40 | ABT | Abbott Labs | 3,251 | $167.29B | 127 | 177 | 0.6623 |
| 41 | DIS | The Walt Disney Co | 3,173 | $151.42B | 129 | 181 | 0.6552 |
| 42 | GE | GE Aerospace | 3,171 | $248.61B | 186 | 87 | 0.6753 |
| 43 | TSM | Taiwan Semiconductor Manufactu | 3,100 | $259.57B | 231 | 102 | 0.6676 |
| 44 | AMD | ADVANCED MICRO DEVICES INC | 3,099 | $271.03B | 391 | 140 | 0.6301 |
| 45 | AMGN | Amgen Inc | 3,064 | $141.74B | 220 | 89 | 0.6581 |
| 46 | VZ | Verizon Communications Inc | 3,042 | $114.01B | 126 | 206 | 0.6526 |
| 47 | GLD | SPDR GOLD TR | 3,020 | $188.99B | 202 | 88 | 0.6020 |
| 48 | PLTR | PALANTIR TECHNOLOGIES INC | 3,013 | $264.86B | 196 | 167 | 0.6327 |
| 49 | AXP | American Express Co | 3,006 | $213.88B | 215 | 89 | 0.6945 |
| 50 | QCOM | QUALCOMM INC | 2,971 | $138.55B | 150 | 124 | 0.6471 |
Source: SEC 13F-HR filings, Q4 25. Not investment advice.
RWO SPDR DJ GLOBAL REAL ESTATE E
FUND
CUSIP: 78463X749
FIGI: BBG000FS2Q74
Institutional Holders213
Total Institutional Value$880,190,462
Total Shares Held19,866,887
Avg Position$4,132,350
Top 5 Holders %59.6%
Alpha-Weighted Score64.8
New Positions+15
Exited Positions-15
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| STATE STREET CORP | High Conviction | Market Mover | $286,164,903 (32.5%) | 6,356,395 | - |
| HUNTINGTON TRUST CO N A | High Conviction | Significant Flow | $70,448,115 (8.0%) | 1,564,817 | - |
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $68,081,880 (7.7%) | 1,512,259 | -51.2% |
| Bank of New York Mellon Corp | High Conviction | Market Mover | $65,624,981 (7.5%) | 1,457,685 | 2.8% |
| NEW ENGLAND PRIVATE WEALTH ADVISORS LLC | High Conviction | Low Flow | $24,593,630 (2.8%) | 541,448 | 1,988.3% |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $24,452,388 (2.8%) | 543,145 | -7.8% |
| QUENT CAPITAL, LLC | High Conviction | Low Flow | $23,320,073 (2.6%) | 517,994 | 8.7% |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $20,469,072 (2.3%) | 454,665 | - |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $18,921,557 (2.1%) | 420,292 | 8.6% |
| ENVESTNET ASSET MANAGEMENT INC | High Conviction | Significant Flow | $14,756,045 (1.7%) | 327,766 | -19.5% |
| MARINER, LLC | High Conviction | Market Mover | $13,943,355 (1.6%) | 309,715 | - |
| BRIGHTON JONES LLC | High Conviction | Low Flow | $12,588,943 (1.4%) | 279,630 | - |
| LPL FINANCIAL LLC | High Conviction | Market Mover | $9,510,591 (1.1%) | 211,253 | - |
| MODERA WEALTH MANAGEMENT, LLC | High Conviction | Moderate Flow | $9,355,780 (1.1%) | 207,814 | -2.7% |
| STREETTALK ADVISORS, LLC | High Conviction | Low Flow | $6,733,840 (0.8%) | 149,574 | - |
| ADDIS & HILL, INC | High Conviction | Minimal Flow | $6,524,617 (0.7%) | 144,927 | -2.2% |
| JONES FINANCIAL COS LP | Elite Conviction | Market Mover | $6,483,044 (0.7%) | 144,004 | - |
| HPM PARTNERS LLC | High Conviction | Market Mover | $5,499,455 (0.6%) | 122,156 | -6.9% |
| White & Co Financial Planning Inc | High Conviction | Minimal Flow | $5,432,928 (0.6%) | 120,678 | - |
| ORIN GREEN FINANCIAL, LLC | Elite Conviction | Minimal Flow | $5,325,430 (0.6%) | 118,291 | - |
| WALDRON, LP | High Conviction | Low Flow | $5,180,140 (0.6%) | 115,063 | -3.0% |
| HILLSTRUST | High Conviction | Low Flow | $5,029,500 (0.6%) | 111,717 | -19.0% |
| HIGHTOWER ADVISORS, LLC | High Conviction | Significant Flow | $4,766,807 (0.5%) | 105,882 | -3.3% |
| VALMARK ADVISERS, INC. | High Conviction | Moderate Flow | $4,447,869 (0.5%) | 98,798 | -3.2% |
| ONEASCENT FINANCIAL SERVICES LLC | High Conviction | Low Flow | $4,291,531 (0.5%) | 95,325 | 7.4% |
| MML INVESTORS SERVICES, LLC | High Conviction | Significant Flow | $4,273,863 (0.5%) | 94,933 | 5.4% |
| JFS WEALTH ADVISORS, LLC | High Conviction | Low Flow | $4,210,935 (0.5%) | 93,535 | - |
| BROOKLYN FI, LLC | High Conviction | Minimal Flow | $3,466,270 (0.4%) | 76,994 | 20.3% |
| AUSTIN PRIVATE WEALTH, LLC | High Conviction | Low Flow | $3,417,034 (0.4%) | 75,900 | 7.5% |
| CETERA INVESTMENT ADVISERS | High Conviction | Significant Flow | $3,088,872 (0.4%) | 68,611 | 2.6% |
| M&T BANK CORP | High Conviction | Significant Flow | $3,082,992 (0.4%) | 68,566 | - |
| CAPSTONE FINANCIAL ADVISORS, INC. | High Conviction | Low Flow | $2,980,869 (0.3%) | 66,212 | - |
| MERCER GLOBAL ADVISORS INC /ADV | High Conviction | Significant Flow | $2,875,628 (0.3%) | 63,874 | -8.3% |
| MOSS ADAMS WEALTH ADVISORS LLC | Elite Conviction | Low Flow | $2,838,286 (0.3%) | 63,045 | 4.6% |
| COLONY GROUP, LLC | High Conviction | Significant Flow | $2,819,857 (0.3%) | 62,635 | - |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $2,476,000 (0.3%) | 54,991 | -65.7% |
| BANQUE CANTONALE VAUDOISE | High Conviction | Moderate Flow | $2,299,000 (0.3%) | 51,063 | 99,856.5% |
| ONE CAPITAL MANAGEMENT, LLC | High Conviction | Low Flow | $2,177,257 (0.2%) | 48,362 | -31.1% |
| FSM WEALTH ADVISORS, LLC | High Conviction | Minimal Flow | $2,097,514 (0.2%) | 46,591 | -4.0% |
| ALTFEST L J & CO INC | High Conviction | Low Flow | $1,776,890 (0.2%) | 39,469 | - |
| GREAT VALLEY ADVISOR GROUP, INC. | High Conviction | Moderate Flow | $1,692,850 (0.2%) | 37,602 | - |
| BARCLAYS PLC | High Conviction | Market Mover | $1,521,766 (0.2%) | 33,802 | -8.4% |
| BLAIR WILLIAM & CO/IL | High Conviction | Significant Flow | $1,461,981 (0.2%) | 32,474 | - |
| OSAIC HOLDINGS, INC. | Moderate Conviction | Market Mover | $1,450,280 (0.2%) | 32,204 | -44.2% |
| ABACUS PLANNING GROUP, INC. | High Conviction | Low Flow | $1,432,362 (0.2%) | 31,816 | -2.9% |
| BEACON POINTE ADVISORS, LLC | High Conviction | Significant Flow | $1,371,227 (0.2%) | 30,458 | - |
| SIMPLICITY WEALTH,LLC | High Conviction | Low Flow | $1,363,680 (0.2%) | 30,291 | 18.2% |
| UBS Group AG | Moderate Conviction | Market Mover | $1,324,713 (0.2%) | 29,425 | 30.1% |
| BRAND ASSET MANAGEMENT GROUP, INC. | High Conviction | Minimal Flow | $1,204,151 (0.1%) | 26,747 | 4.3% |
| BOLTWOOD CAPITAL MANAGEMENT | High Conviction | Minimal Flow | $1,181,550 (0.1%) | 26,245 | 3.9% |
| BIP WEALTH, LLC | High Conviction | Low Flow | $1,130,300 (0.1%) | 25,107 | -4.9% |
| IFG ADVISORY, LLC | High Conviction | Low Flow | $1,095,555 (0.1%) | 24,335 | - |
| JANE STREET GROUP, LLC | Moderate Conviction | Market Mover | $1,089,619 (0.1%) | 24,203 | NEW |
| FIDUCIARY FINANCIAL GROUP, LLC | High Conviction | Low Flow | $1,063,823 (0.1%) | 23,630 | 2.2% |
| HHM WEALTH ADVISORS, LLC | High Conviction | Low Flow | $1,039,062 (0.1%) | 23,080 | -6.3% |
| CLS INVESTMENTS, LLC | High Conviction | Significant Flow | $979,361 (0.1%) | 21,754 | 8.5% |
| RFG ADVISORY, LLC | High Conviction | Moderate Flow | $937,140 (0.1%) | 20,816 | - |
| SAVANT CAPITAL, LLC | High Conviction | Moderate Flow | $929,687 (0.1%) | 20,651 | -4.3% |
| CREATIVE PLANNING | High Conviction | Significant Flow | $913,882 (0.1%) | 20,299 | -3.2% |
| NBC SECURITIES, INC. | High Conviction | Moderate Flow | $906,561 (0.1%) | 20,136 | 16.8% |
| ASPIRE PRIVATE CAPITAL, LLC | High Conviction | Low Flow | $866,463 (0.1%) | 19,246 | -48.9% |
| INDEPENDENT ADVISOR ALLIANCE | High Conviction | Moderate Flow | $843,292 (0.1%) | 18,732 | 2.7% |
| ORBA WEALTH ADVISORS, L.L.C. | High Conviction | Minimal Flow | $832,155 (0.1%) | 18,484 | 7.8% |
| CONCURRENT INVESTMENT ADVISORS, LLC | High Conviction | Significant Flow | $786,073 (0.1%) | 17,461 | NEW |
| WELLS FARGO & COMPANY/MN | Moderate Conviction | Market Mover | $780,727 (0.1%) | 17,342 | 15.5% |
| FIFTH THIRD BANCORP | High Conviction | Significant Flow | $739,634 (0.1%) | 16,429 | - |
| APELLA CAPITAL, LLC | High Conviction | Moderate Flow | $700,376 (0.1%) | 15,557 | -11.3% |
| XML FINANCIAL, LLC | High Conviction | Low Flow | $680,194 (0.1%) | 15,109 | -2.2% |
| WARNER GROUP, INC. | High Conviction | Minimal Flow | $654,519 (0.1%) | 14,538 | - |
| Family Office Research LLC (CIK 0002041267) | Elite Conviction | Minimal Flow | $622,399 (0.1%) | 13,682 | - |
| TRUIST FINANCIAL CORP | High Conviction | Significant Flow | $615,593 (0.1%) | 13,674 | - |
| PRIVATE ADVISOR GROUP, LLC | High Conviction | Significant Flow | $594,100 (0.1%) | 13,196 | -9.6% |
| MPS LORIA FINANCIAL PLANNERS, LLC | High Conviction | Minimal Flow | $519,107 (0.1%) | 11,531 | 2.3% |
| BELPOINTE ASSET MANAGEMENT LLC | High Conviction | Moderate Flow | $458,214 (0.1%) | 10,178 | NEW |
| COURIER CAPITAL LLC | High Conviction | Low Flow | $455,845 (0.1%) | 10,125 | -24.1% |
| EFFICIENT ADVISORS, LLC | High Conviction | Minimal Flow | $442,718 (0.1%) | 9,834 | -4.9% |
| AQUIRE WEALTH ADVISORS, LLC | Elite Conviction | Minimal Flow | $423,188 (0.0%) | 9,400 | -7.5% |
| Envision Financial LLC | High Conviction | Minimal Flow | $421,461 (0.0%) | 9,362 | -13.0% |
| BAIRD FINANCIAL GROUP, INC. | High Conviction | Significant Flow | $404,820 (0.0%) | 8,992 | 5.0% |
| INNEALTA CAPITAL, LLC | High Conviction | Minimal Flow | $397,031 (0.0%) | 8,819 | 3.2% |
| HARBOUR INVESTMENTS, INC. | High Conviction | Moderate Flow | $390,991 (0.0%) | 8,685 | - |
| SAGEVIEW ADVISORY GROUP, LLC | High Conviction | Moderate Flow | $389,738 (0.0%) | 8,657 | 3.9% |
| COMMONWEALTH EQUITY SERVICES, LLP | Moderate Conviction | Market Mover | $380,610 (0.0%) | 8,454 | 117,735.9% |
| J.W. COLE ADVISORS, INC. | High Conviction | Moderate Flow | $341,889 (0.0%) | 7,620 | 21.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $338,285 (0.0%) | 7,415 | 6.3% |
| INTEGRATED ADVISORS NETWORK LLC | High Conviction | Moderate Flow | $329,709 (0.0%) | 7,324 | -8.0% |
| FC ADVISORY LLC | High Conviction | Minimal Flow | $321,903 (0.0%) | 7,150 | - |
| TILSON FINANCIAL GROUP, INC. | Elite Conviction | Minimal Flow | $315,633 (0.0%) | 7,011 | - |
| NOMURA ASSET MANAGEMENT CO LTD | High Conviction | Significant Flow | $315,140 (0.0%) | 7,000 | - |
| NICOLET ADVISORY SERVICES, LLC | High Conviction | Low Flow | $294,222 (0.0%) | 6,402 | -17.0% |
| JIM SAULNIER & ASSOCIATES, LLC (CIK 0002044420) | High Conviction | Minimal Flow | $293,273 (0.0%) | 6,514 | -5.2% |
| HOGE FINANCIAL SERVICES, LLC | High Conviction | Minimal Flow | $292,491 (0.0%) | 6,497 | - |
| EVANSON ASSET MANAGEMENT, LLC | High Conviction | Low Flow | $291,131 (0.0%) | 6,467 | - |
| BAILARD, INC. | High Conviction | Moderate Flow | $275,207 (0.0%) | 6,113 | -12.3% |
| Sincerus Advisory, LLC | High Conviction | Minimal Flow | $271,273 (0.0%) | 6,026 | 31.7% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | High Conviction | Minimal Flow | $266,123 (0.0%) | 5,911 | - |
| EMERALD ADVISORS, LLC | Elite Conviction | Minimal Flow | $258,235 (0.0%) | 5,736 | -3.4% |
| LIFEWORKS ADVISORS, LLC | High Conviction | Low Flow | $250,920 (0.0%) | 5,574 | - |
| EMPIRICAL FINANCIAL SERVICES, LLC | High Conviction | Moderate Flow | $242,689 (0.0%) | 5,391 | -2.3% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | High Conviction | Minimal Flow | $241,847 (0.0%) | 5,372 | - |