Signals

← Signals

☆AVUV

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

Flow ranking

Rank#48
Score / z3.730 / 5.29
Consensus347.54 over 639 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-20% / 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 ▾
☆Creative Planning CIK 0001540235 0.979 4196 1,921.8 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 667.2 0.8% 4 -0.2 pp -0.4 pp -0.5 pp +0.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 558.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 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 304.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 290.4 6.5% 3 +0.2 pp +0.4 pp +6.5 pp +6.5 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 290.1 13.8% 3 +0.0 pp +0.1 pp +13.8 pp +13.8 pp
☆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 254.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 238.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 211.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 204.9 2.5% 3 -0.0 pp +0.2 pp +2.5 pp +2.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 141.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 138.7 4.2% 3 +0.3 pp +0.6 pp +4.2 pp +4.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 136.5 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 134.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 134.0 11.7% 3 -0.2 pp +0.8 pp +11.7 pp +11.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 133.9 1.1% 3 -0.2 pp -0.1 pp +1.1 pp +1.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 133.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 130.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 124.9 7.0% 3 +0.1 pp +0.3 pp +7.0 pp +7.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 116.8 6.4% 3 +0.3 pp +0.7 pp +6.4 pp +6.4 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 109.4 2.8% 3 -0.1 pp -0.0 pp +2.8 pp +2.8 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 104.8 0.8% 3 +0.8 pp -0.3 pp +0.8 pp +0.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 103.4 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 91.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 87.6 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 86.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 81.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 81.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 78.2 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 75.2 5.2% 3 +0.2 pp +0.5 pp +5.2 pp +5.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 74.2 0.9% 3 -0.4 pp -0.4 pp +0.9 pp +0.9 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 74.2 2.2% 3 -0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 68.2 3.7% 3 -0.1 pp -0.2 pp +3.7 pp +3.7 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 67.6 4.0% 3 +2.1 pp +2.2 pp +4.0 pp +4.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 67.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 65.8 7.4% 3 -0.0 pp +0.1 pp +7.4 pp +7.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 65.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 63.2 12.3% 3 -0.1 pp +0.2 pp +12.3 pp +12.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 62.1 2.1% 3 +0.1 pp -0.3 pp +2.1 pp +2.1 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 61.4 4.1% 3 +0.1 pp +0.3 pp +4.1 pp +4.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 59.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 59.5 17.7% 3 -0.7 pp -1.0 pp +17.7 pp +17.7 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 55.7 2.6% 3 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 51.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 48.2 6.8% 5 -0.0 pp -0.0 pp -0.6 pp -1.4 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 46.5 6.9% 3 +0.0 pp +0.2 pp +6.9 pp +6.9 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 46.2 1.0% 3 +0.0 pp +0.2 pp +1.0 pp +1.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 45.4 0.5% 3 -0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 45.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 44.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 42.7 4.9% 3 +0.0 pp -0.0 pp +4.9 pp +4.9 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 41.9 0.9% 3 -0.4 pp -0.4 pp +0.9 pp +0.9 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 41.5 19.3% 3 +0.4 pp +1.0 pp +19.3 pp +19.3 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 40.8 2.5% 3 -0.1 pp -1.6 pp +2.5 pp +2.5 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 40.4 3.4% 3 +0.1 pp +0.3 pp +3.4 pp +3.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 40.3 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 39.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 39.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 39.8 12.8% 5 +0.2 pp +0.6 pp -0.2 pp -0.7 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 39.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 37.9 7.7% 3 +1.4 pp +2.3 pp +7.7 pp +7.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 37.3 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 34.9 9.3% 3 +0.2 pp -0.0 pp +9.3 pp +9.3 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 34.7 5.8% 3 +0.0 pp -1.1 pp +5.8 pp +5.8 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 34.1 1.7% 3 -1.4 pp -1.3 pp +1.7 pp +1.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 34.0 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 33.4 11.9% 3 +0.4 pp +0.4 pp +11.9 pp +11.9 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 33.0 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 33.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 32.4 3.7% 3 +0.2 pp +0.5 pp +3.7 pp +3.7 pp
☆Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 31.9 22.6% 3 +0.1 pp +0.2 pp +22.6 pp +22.6 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 31.7 4.2% 3 +0.1 pp +0.2 pp +4.2 pp +4.2 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 31.3 11.0% 3 +9.1 pp +9.1 pp +11.0 pp +11.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 31.3 2.3% 3 -0.3 pp -0.3 pp +2.3 pp +2.3 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 31.1 11.9% 4 +0.3 pp +0.8 pp +1.0 pp +11.9 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 31.0 8.6% 3 -0.2 pp +0.3 pp +8.6 pp +8.6 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 30.7 9.3% 3 -0.0 pp -0.1 pp +9.3 pp +9.3 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 30.5 12.6% 3 +2.6 pp +2.3 pp +12.6 pp +12.6 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 29.9 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 29.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 28.8 8.1% 3 +0.7 pp +1.3 pp +8.1 pp +8.1 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 28.7 4.5% 3 +0.5 pp +1.1 pp +4.5 pp +4.5 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 28.5 12.6% 3 +0.1 pp +0.8 pp +12.6 pp +12.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 28.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 28.0 1.2% 3 +0.0 pp +0.6 pp +1.2 pp +1.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 27.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 27.6 12.9% 3 -0.7 pp -1.2 pp +12.9 pp +12.9 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 27.3 2.4% 3 -0.0 pp +0.1 pp +2.4 pp +2.4 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 26.8 4.0% 3 -0.0 pp +0.1 pp +4.0 pp +4.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 25.9 3.1% 3 +0.1 pp +0.1 pp +3.1 pp +3.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 25.7 2.2% 3 -0.0 pp -0.0 pp +2.2 pp +2.2 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 25.6 1.8% 3 -0.1 pp -0.0 pp +1.8 pp +1.8 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 25.3 14.3% 3 +0.1 pp +0.3 pp +14.3 pp +14.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 25.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 24.8 5.1% 3 +0.2 pp +0.3 pp +5.1 pp +5.1 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 24.3 4.5% 3 +0.0 pp +0.0 pp +4.5 pp +4.5 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 23.9 5.0% 3 -0.1 pp +0.2 pp +5.0 pp +5.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 23.8 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 23.3 3.5% 3 +0.1 pp +0.2 pp +3.5 pp +3.5 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 23.3 3.5% 3 -0.4 pp -0.7 pp +3.5 pp +3.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 23.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆COWA, LLC CIK 0001844480 0.512 181 23.1 7.0% 3 -0.3 pp -0.0 pp +7.0 pp +7.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 23.1 6.1% 3 -0.6 pp -0.6 pp +6.1 pp +6.1 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 23.0 6.3% 3 +0.2 pp +0.4 pp +6.3 pp +6.3 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 22.8 2.1% 3 +0.2 pp +0.2 pp +2.1 pp +2.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 22.5 4.2% 5 +0.3 pp +0.5 pp -2.5 pp -3.3 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 22.3 3.6% 3 +0.5 pp +0.7 pp +3.6 pp +3.6 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 22.3 8.7% 3 -0.5 pp -0.2 pp +8.7 pp +8.7 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 22.1 3.3% 3 -0.0 pp -0.1 pp +3.3 pp +3.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 21.7 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 21.4 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 20.9 10.1% 3 +0.6 pp +1.3 pp +10.1 pp +10.1 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 20.7 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 20.6 10.3% 3 +0.1 pp +0.6 pp +10.3 pp +10.3 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 20.4 8.8% 3 +0.2 pp +1.5 pp +8.8 pp +8.8 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 20.0 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 19.8 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 19.8 5.5% 3 +0.1 pp +0.2 pp +5.5 pp +5.5 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 19.7 0.6% 3 -0.6 pp -0.5 pp +0.6 pp +0.6 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 19.7 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 19.5 5.0% 3 +0.0 pp +0.2 pp +5.0 pp +5.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 19.1 10.2% 3 +0.2 pp -0.3 pp +10.2 pp +10.2 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 19.1 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 18.8 1.8% 3 +0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 18.6 7.0% 3 -0.2 pp +3.6 pp +7.0 pp +7.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 18.4 2.9% 3 +0.1 pp -0.0 pp +2.9 pp +2.9 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 18.3 3.7% 3 +0.3 pp +0.5 pp +3.7 pp +3.7 pp
☆BFSG, LLC CIK 0001706836 0.376 765 18.3 1.8% 3 +0.1 pp +0.0 pp +1.8 pp +1.8 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 18.0 9.5% 2 -1.2 pp +9.5 pp +9.5 pp +9.5 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 17.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 17.9 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 17.8 5.2% 3 -0.0 pp +0.5 pp +5.2 pp +5.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 17.7 0.1% 2 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 17.5 3.5% 3 -0.0 pp -0.0 pp +3.5 pp +3.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 17.2 2.6% 5 -0.0 pp +0.2 pp +0.1 pp -0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 17.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 16.9 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 16.7 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 16.7 3.4% 3 +0.1 pp +0.3 pp +3.4 pp +3.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 16.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 16.4 4.6% 3 +0.6 pp +1.3 pp +4.6 pp +4.6 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 16.3 3.7% 3 +0.1 pp +0.3 pp +3.7 pp +3.7 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 16.2 3.1% 3 +0.0 pp -0.1 pp +3.1 pp +3.1 pp
☆Wallington Asset Management, LLC CIK 0001426754 0.539 61 16.0 2.0% 3 +0.0 pp +0.1 pp +2.0 pp +2.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 16.0 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
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☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 6.2 2.8% 3 +0.1 pp +0.2 pp +2.8 pp +2.8 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 6.2 1.1% 3 +0.1 pp +0.3 pp +1.1 pp +1.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 6.2 1.6% 3 -0.4 pp -0.4 pp +1.6 pp +1.6 pp
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☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 6.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
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☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 6.1 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
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☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.9 0.2% 3 -0.3 pp -0.1 pp +0.2 pp +0.2 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 5.9 4.3% 3 -0.0 pp -0.3 pp +4.3 pp +4.3 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 5.8 2.7% 3 -0.1 pp +0.0 pp +2.7 pp +2.7 pp
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☆Community Bank, N.A. CIK 0001632187 0.503 530 5.8 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
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☆Navigoe, LLC CIK 0002056100 0.632 1224 5.7 3.5% 3 -0.3 pp +0.3 pp +3.5 pp +3.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
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☆CVA Family Office, LLC CIK 0001802084 0.571 1801 5.5 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 5.5 3.7% 3 +0.1 pp +0.2 pp +3.7 pp +3.7 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 5.5 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 5.5 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 5.5 2.4% 3 +0.1 pp +0.3 pp +2.4 pp +2.4 pp
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☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 5.4 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 5.4 0.9% 3 -0.6 pp -0.5 pp +0.9 pp +0.9 pp
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☆Tillman Hartley LLC CIK 0001966355 0.684 94 5.3 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
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☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 5.2 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 5.1 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
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☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 4.8 1.3% 3 +0.2 pp +0.3 pp +1.3 pp +1.3 pp
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☆Orion Capital Management LLC CIK 0001846758 0.392 504 4.6 1.6% 3 -0.1 pp -0.0 pp +1.6 pp +1.6 pp
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☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 4.5 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
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☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 4.4 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 4.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 4.2 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
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☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 3.9 1.6% 3 -0.0 pp +0.0 pp +1.6 pp +1.6 pp
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☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 2.4 0.9% 3 -0.2 pp -0.2 pp +0.9 pp +0.9 pp
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☆M Wealth Management, LLC CIK 0002026150 0.584 57 0.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.6 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pitti Group Wealth Management, LLC CIK 0001909664 0.445 84 0.6 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.6 0.2% 3 -1.7 pp -2.2 pp +0.2 pp +0.2 pp
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☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 0.6 0.2% 3 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 0.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Financial Symmetry Inc CIK 0002004843 0.819 68 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Whelan Financial CIK 0001894921 0.754 101 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.164 135 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.4 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.4 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 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 0.4 0.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Keystone Financial Group CIK 0001729299 0.524 567 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.3 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.792 39 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.3 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heron Bay Capital Management CIK 0001842149 0.545 97 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.474 57 0.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Essex Bank CIK 0001752212 0.260 318 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Carter Financial Group, INC. CIK 0001919749 0.217 134 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Osprey Private Wealth LLC CIK 0002041805 0.410 88 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.3 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rinkey Investments CIK 0001730774 0.601 128 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Base Wealth Management LLC CIK 0002083977 0.493 66 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of Marin CIK 0001801145 0.155 133 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Grant Private Wealth Management Inc CIK 0002056418 0.335 164 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 0.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.396 71 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 -7.3 pp -7.8 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp -2.2 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 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
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 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 -0.3 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +0.0 pp -0.0 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
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 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 -0.1 pp +0.0 pp +0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -1.5 pp -1.3 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -3.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.0 0.0% 0 -0.1 pp -0.2 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
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 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
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -1.2 pp -1.2 pp -1.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -1.3 pp -1.4 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 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 -0.2 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clarion Wealth Managment Partners, LLC CIK 0002081211 0.367 87 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.6 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 -2.6 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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 AVUV). Qtrs Held counts distinct quarters this fund has actually held AVUV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVUV position size. Δ columns are the percentage-point change in AVUV'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