Signals

USMV

1663 in-universe funds with a nonzero position in USMV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#859
Score / z0.124 / 0.13
Consensus382.65 over 782 funds
Momentum-0.27 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-1%
Short interest+0% / 3.0d

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)
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
FMR LLC CIK 0000315066 0.989 5571 1,480.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,412.4 0.4% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 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 1,353.8 0.1% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 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 1,190.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 767.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 458.5 0.8% 6 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 429.8 8.1% 5 -0.3 pp -0.3 pp -0.4 pp +0.1 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 429.8 7.1% 5 -0.2 pp -0.1 pp -0.1 pp +0.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 409.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 363.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 333.5 0.0% 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 327.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 300.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 209.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 181.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 175.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 152.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 150.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 139.9 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 136.9 0.6% 5 -0.0 pp +0.5 pp +0.4 pp +0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 132.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 129.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 120.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 116.7 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 113.6 2.3% 5 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 107.5 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 103.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 91.0 1.0% 5 -0.4 pp -0.4 pp -0.5 pp -0.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 89.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 87.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 82.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 80.9 2.9% 5 -0.2 pp -0.2 pp +0.6 pp +0.5 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 79.0 0.8% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 70.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 69.6 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 66.2 0.3% 5 -0.1 pp -0.1 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 65.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 64.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 58.0 0.3% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 57.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 56.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 53.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 48.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 45.1 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 42.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
High Probability Advisors, LLC CIK 0002039415 0.830 75 40.2 4.3% 5 -0.4 pp -0.5 pp -0.5 pp -0.6 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 39.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 37.4 0.0% 5 -0.1 pp -0.3 pp -0.4 pp -0.3 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 37.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 36.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 34.5 1.8% 5 -0.0 pp +0.0 pp -1.3 pp -1.3 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 34.2 1.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 34.0 2.7% 5 -0.2 pp -0.5 pp -1.0 pp -1.7 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 31.9 3.8% 5 -0.2 pp -0.2 pp -0.5 pp -0.8 pp
Creative Planning CIK 0001540235 0.979 4196 31.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 29.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 29.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GDS Wealth Management CIK 0001940869 0.458 232 27.9 1.3% 5 -0.2 pp -0.2 pp -0.6 pp -0.7 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 27.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 25.8 0.6% 5 +0.0 pp -0.5 pp +0.4 pp +0.3 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 24.8 1.1% 5 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 24.6 2.8% 5 -0.1 pp +0.2 pp +0.9 pp +0.8 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 24.5 1.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 24.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 23.3 8.1% 5 -0.2 pp -0.0 pp -0.1 pp -0.3 pp
Cassia Capital Partners, LLC CIK 0001844897 0.549 69 22.9 11.1% 5 -0.3 pp -0.5 pp -0.2 pp -1.0 pp
Well Done, LLC CIK 0001667132 0.522 202 22.2 3.0% 5 -0.1 pp -0.4 pp -1.0 pp -1.3 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 22.1 4.9% 5 -0.5 pp -0.9 pp -0.9 pp -1.2 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 22.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 21.9 5.1% 5 -0.1 pp -0.3 pp -0.3 pp -0.6 pp
&PARTNERS CIK 0000107136 0.806 2509 21.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 21.7 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 21.6 2.2% 5 -0.3 pp -0.4 pp -0.5 pp -0.7 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 21.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 21.3 2.7% 5 -0.2 pp -0.4 pp -0.5 pp -0.7 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 21.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 21.2 1.6% 5 -0.1 pp -0.1 pp +0.1 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 20.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 20.6 1.6% 5 -0.1 pp +0.1 pp +0.1 pp +0.4 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 19.3 0.1% 5 -0.0 pp -0.7 pp -1.5 pp -1.7 pp
CHOREO, LLC CIK 0001679031 0.797 1690 19.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 19.0 5.2% 5 -0.5 pp -0.9 pp -1.1 pp -1.7 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 18.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 18.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 18.5 5.2% 5 -0.5 pp -0.3 pp -0.3 pp -0.4 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 18.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 17.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Darrow Company, Inc. CIK 0001908169 0.521 58 17.4 6.7% 5 -0.8 pp -0.7 pp -0.8 pp -1.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 16.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 16.9 4.3% 5 -0.4 pp -0.9 pp -1.0 pp -1.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 16.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 16.8 2.4% 5 -0.3 pp -0.9 pp -1.1 pp -1.3 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 16.6 1.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 16.0 1.9% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 16.0 2.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 14.9 4.7% 5 -1.0 pp -1.1 pp -1.2 pp -1.5 pp
Beacon Bank & Trust CIK 0001831984 0.535 160 14.8 2.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 14.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 14.7 0.8% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 14.6 1.4% 5 +0.0 pp -0.5 pp -0.5 pp -0.6 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 14.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Koenig Investment Advisory, LLC CIK 0002114481 0.680 37 14.5 11.2% 2 -0.5 pp +11.2 pp +11.2 pp +11.2 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 14.5 2.7% 5 -0.4 pp -0.9 pp -9.0 pp -10.6 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 14.4 1.1% 5 -0.3 pp -0.5 pp -0.6 pp -0.8 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 14.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 14.1 2.1% 5 +0.1 pp -0.5 pp -0.9 pp -1.2 pp
CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 0.493 182 14.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 14.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KWMG, LLC CIK 0001633024 0.515 153 13.9 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 13.8 5.8% 5 +0.1 pp +0.0 pp -0.1 pp -0.0 pp
KilterHowling LLC CIK 0001759354 0.789 50 13.7 6.1% 5 -0.4 pp -0.4 pp -0.9 pp -1.2 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 13.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 13.3 0.7% 7 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 12.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 12.7 6.6% 2 -0.0 pp +6.6 pp +6.6 pp +6.6 pp
White Pine Investment CO CIK 0001318259 0.426 72 12.5 2.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 12.5 3.9% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
BEACON ADVISORS HOLDINGS, LLC CIK 0002114314 0.583 37 12.5 6.1% 2 -0.5 pp +6.1 pp +6.1 pp +6.1 pp
TD Capital Management LLC CIK 0001483824 0.737 797 12.2 1.0% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 12.2 5.2% 5 -0.8 pp -2.8 pp -3.9 pp -4.4 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 11.9 2.0% 5 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Legacy Advisory Services, LLC CIK 0002068847 0.633 54 11.8 8.3% 7 +0.5 pp -0.9 pp -1.0 pp -1.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 11.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 11.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 11.3 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 10.9 8.0% 5 +6.2 pp +7.0 pp +7.1 pp +7.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 10.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 10.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 10.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 10.7 0.5% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 10.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Capital Planning LLC CIK 0001790688 0.562 88 10.4 3.0% 5 -0.4 pp -0.0 pp -0.2 pp -0.4 pp
Bay Rivers Group CIK 0001798924 0.313 125 10.4 3.5% 5 -0.5 pp -0.4 pp -0.6 pp -0.8 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 10.4 1.6% 5 -0.2 pp -0.4 pp -0.5 pp -0.7 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 10.3 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 10.2 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 10.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 10.1 0.2% 5 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 10.0 3.5% 5 -0.4 pp -0.2 pp -0.4 pp -5.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 9.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp -0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 9.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 9.7 0.6% 6 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
Brickley Wealth Management CIK 0001712533 0.861 68 9.6 1.4% 5 -0.3 pp -0.3 pp -0.4 pp -0.6 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 9.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 9.5 2.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
MA Private Wealth CIK 0001767474 0.750 88 9.5 1.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 9.4 2.3% 5 -0.2 pp -0.2 pp -0.4 pp -0.4 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
10Elms LLP CIK 0002056650 0.266 526 9.3 3.9% 5 +0.4 pp +1.0 pp +0.8 pp +0.8 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 9.2 0.9% 5 -0.2 pp +0.3 pp -0.4 pp -0.5 pp
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Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 7.9 2.0% 5 -0.3 pp -0.3 pp -0.3 pp -0.9 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 7.9 1.8% 5 -0.2 pp -0.4 pp -0.8 pp -1.6 pp
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ASPIRIANT, LLC CIK 0001433541 0.907 400 7.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 7.3 0.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
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IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 7.3 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
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CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Csenge Advisory Group CIK 0001715593 0.550 760 6.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Avant Capital LLC CIK 0001653443 0.369 86 6.8 4.2% 5 -0.5 pp -0.6 pp -0.9 pp -1.4 pp
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Family Capital Trust Co CIK 0001123320 0.317 83 6.7 2.3% 5 +2.3 pp +2.3 pp +0.2 pp +0.0 pp
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Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.8 0.1% 6 -0.2 pp -0.2 pp -0.3 pp -0.1 pp
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Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 5.7 4.0% 2 -1.0 pp +4.0 pp +4.0 pp +4.0 pp
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IFP Advisors, Inc CIK 0001641866 0.492 5147 5.5 0.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 5.5 1.4% 5 -0.1 pp -0.6 pp -1.4 pp -1.7 pp
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1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 5.5 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 5.3 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
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Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 5.1 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -1.0 pp
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INTRUST BANK NA CIK 0001034771 0.638 416 4.9 0.4% 5 -0.2 pp -1.2 pp -1.2 pp -1.2 pp
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RHS Financial, LLC CIK 0001766514 0.159 165 4.8 1.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.6 pp
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CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.6 0.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
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Curtis Advisory Group, LLC CIK 0001664656 0.557 117 3.4 0.7% 5 -0.5 pp -0.1 pp -0.5 pp -0.1 pp
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Midwest Trust Co CIK 0002077080 0.757 606 3.3 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 3.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 3.0 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 3.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENZI WEALTH CIK 0001887441 0.755 76 3.0 1.0% 5 -0.1 pp -0.3 pp -3.7 pp -3.8 pp
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BCM ADVISORS, LLC CIK 0001373017 0.761 80 2.8 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
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NorthRock Partners, LLC CIK 0001632097 0.841 669 2.6 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Nuveen, LLC CIK 0001871926 0.966 3735 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smart Money Group LLC CIK 0001728866 0.774 86 1.5 0.4% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 1.5 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.5 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 1.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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BXM Wealth LLC CIK 0002052379 0.166 163 1.5 0.8% 5 -0.3 pp -0.3 pp -0.6 pp -1.0 pp
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Southland Equity Partners LLC CIK 0002006517 0.434 306 1.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 1.4 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 1.4 0.4% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 1.4 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
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MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 1.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Core Wealth Partners LLC CIK 0001965078 0.199 189 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 1.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 1.3 0.5% 4 -0.5 pp -0.3 pp -2.5 pp +0.5 pp
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EWA, LLC CIK 0001835252 0.457 332 1.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Provident Wealth Management, LLC CIK 0001799797 0.729 161 1.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -7.7 pp
ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Erickson Financial Group, LLC CIK 0001797734 0.820 25 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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 USMV). Qtrs Held counts distinct quarters this fund has actually held USMV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its USMV position size. Δ columns are the percentage-point change in USMV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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