Signals

← Signals

☆VBIL

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

Flow ranking

Rank#224
Score / z1.020 / 1.21
Consensus156.42 over 281 funds
Momentumno 12m return

Price & positioning

227 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)
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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 ▾
☆WIT, LLC CIK 0001840025 0.965 24 415.0 6.6% 2 +2.8 pp +6.6 pp +6.6 pp +6.6 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 289.2 10.4% 3 +4.3 pp +10.0 pp +10.4 pp +10.4 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 187.2 15.2% 4 +0.5 pp +3.7 pp +0.6 pp +15.2 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 173.7 0.0% 4 +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 154.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 107.3 2.3% 4 -1.9 pp -0.9 pp +1.6 pp +2.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 104.1 1.0% 4 -0.2 pp -0.1 pp +1.0 pp +1.0 pp
☆Randolph Co Inc CIK 0001475150 0.451 47 75.3 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 73.2 4.5% 5 -1.8 pp +1.1 pp -2.4 pp -2.8 pp
☆FSA Investment Group, LLC CIK 0002051584 0.836 47 67.2 21.8% 2 -2.8 pp +21.8 pp +21.8 pp +21.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 62.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 59.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 52.9 4.2% 3 +1.5 pp +4.1 pp +4.2 pp +4.2 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 51.9 9.8% 5 -2.6 pp -0.7 pp -2.8 pp -2.2 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 51.7 9.1% 4 -0.6 pp +8.8 pp +8.8 pp +9.1 pp
☆GREENHAVEN ASSOCIATES INC CIK 0000846222 0.896 28 50.1 0.6% 4 -0.9 pp -0.4 pp +0.0 pp +0.6 pp
☆Family Manage LLC CIK 0001539947 0.277 323 48.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 47.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 45.9 1.2% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 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 45.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 43.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 36.2 5.7% 3 +1.0 pp +1.7 pp +5.7 pp +5.7 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 34.4 9.3% 5 -0.7 pp +0.0 pp +0.1 pp +2.7 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 31.1 3.6% 5 +0.0 pp -0.2 pp +0.1 pp +0.6 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 31.1 0.4% 5 -0.1 pp +0.2 pp +0.3 pp +0.1 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 29.8 5.8% 4 +0.1 pp +0.8 pp +5.8 pp +5.8 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 28.4 2.2% 5 +1.5 pp +1.6 pp +2.2 pp +2.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 27.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 26.2 10.0% 2 +9.9 pp +10.0 pp +10.0 pp +10.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 25.6 3.8% 3 +1.3 pp +1.6 pp +3.8 pp +3.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 25.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 25.2 2.1% 2 +1.8 pp +2.1 pp +2.1 pp +2.1 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 24.3 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 24.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 23.7 6.0% 5 -0.4 pp +0.3 pp +1.8 pp +3.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 23.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 23.1 0.5% 5 +0.1 pp +0.2 pp +0.4 pp +0.5 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 22.4 9.0% 5 +2.2 pp +3.5 pp -0.2 pp +5.5 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 22.3 2.4% 5 +1.6 pp +1.3 pp +1.1 pp +2.2 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 22.0 3.7% 4 +0.2 pp +0.6 pp +0.8 pp +3.7 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 21.1 3.3% 2 +3.1 pp +3.3 pp +3.3 pp +3.3 pp
☆First Pacific Advisors, LP CIK 0001377581 0.846 74 19.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 19.1 0.9% 2 -0.5 pp +0.9 pp -0.6 pp -0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 18.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gross & Hartman Investments LLC CIK 0001966094 0.730 80 17.6 7.8% 2 +1.6 pp +7.8 pp +7.8 pp +7.8 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 17.3 5.3% 3 -3.0 pp +5.2 pp +5.3 pp +5.3 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 16.7 2.7% 4 +0.5 pp -1.4 pp -0.1 pp +2.7 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 16.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 16.4 3.2% 5 -0.0 pp -0.0 pp -0.5 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 16.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 16.1 1.5% 4 -0.0 pp +0.1 pp +1.2 pp +1.5 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 15.6 1.2% 6 -0.1 pp +0.6 pp +1.1 pp +1.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 15.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 15.3 1.2% 3 -0.5 pp +0.7 pp +1.2 pp +1.2 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 14.9 5.4% 3 +3.2 pp +3.2 pp +5.4 pp +5.4 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 14.6 0.9% 5 -0.5 pp -0.1 pp +0.7 pp +0.8 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 12.9 3.6% 5 -0.8 pp +1.0 pp +2.5 pp +2.9 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 12.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 12.7 4.2% 4 -1.1 pp -1.8 pp -1.4 pp +4.2 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 12.4 1.6% 3 +0.5 pp +1.4 pp +1.6 pp +1.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 12.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 11.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Englebert Financial Advisers, LLC CIK 0002097035 0.385 63 11.3 11.2% 2 -0.2 pp +11.2 pp +11.2 pp +11.2 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 11.1 5.0% 5 -1.3 pp +3.7 pp +3.8 pp +2.7 pp
☆Balentine LLC CIK 0001586678 0.932 243 10.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 10.5 1.1% 5 -0.0 pp -0.4 pp -0.9 pp +0.7 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 10.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 10.3 0.4% 5 +0.0 pp +0.3 pp +0.3 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 10.2 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 10.2 1.7% 4 +0.4 pp +0.9 pp +1.4 pp +1.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 9.4 0.6% 4 +0.0 pp +0.2 pp +0.3 pp +0.6 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 9.2 5.1% 5 -0.6 pp +0.2 pp +3.6 pp +4.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 9.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Global Investments CIK 0001697953 0.729 523 8.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 8.7 4.5% 4 -0.3 pp +2.9 pp +4.2 pp +4.5 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 8.6 0.7% 3 -0.8 pp -0.6 pp +0.7 pp +0.7 pp
☆Cassilly Financial Group LLC CIK 0002090777 0.264 75 8.6 6.3% 2 +4.4 pp +6.3 pp +6.3 pp +6.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 8.4 0.1% 5 +0.0 pp -0.2 pp -0.5 pp -0.3 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 8.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Family Capital, LLC CIK 0002065810 0.708 57 7.7 5.2% 2 +1.9 pp +5.2 pp +5.2 pp +5.2 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 7.7 0.4% 2 -0.1 pp +0.4 pp +0.2 pp +0.2 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 7.7 3.1% 1 +3.1 pp +3.1 pp -0.3 pp +3.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 7.6 0.8% 5 -0.2 pp -0.3 pp +0.5 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 7.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 6.9 1.3% 4 +0.5 pp +0.5 pp +0.7 pp +1.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 6.3 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 6.3 0.3% 4 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 6.3 0.4% 3 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 6.2 1.8% 5 -0.4 pp +0.3 pp +0.3 pp +1.3 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 6.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.6 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 6.0 3.2% 4 +1.0 pp +1.0 pp +2.2 pp +3.2 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 5.8 2.4% 5 -1.0 pp -1.3 pp -1.3 pp -2.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 5.5 2.0% 5 -0.4 pp -0.4 pp -0.6 pp -1.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Manuka Financial, LLC CIK 0002049064 0.635 55 5.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 5.0 2.8% 5 -0.0 pp +0.4 pp +1.2 pp +2.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 4.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 4.8 0.6% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆Alchemi Wealth, LLC CIK 0002110606 0.223 167 4.8 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 4.7 3.1% 5 +1.4 pp +1.8 pp -0.2 pp +1.1 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 4.7 2.3% 5 +0.4 pp +0.2 pp +0.1 pp +1.9 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 4.6 0.1% 4 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 4.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 4.4 0.4% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 4.4 2.1% 5 +0.2 pp +1.8 pp +1.7 pp +1.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 4.2 2.0% 5 -0.6 pp -1.3 pp +1.2 pp +1.4 pp
☆Guardian Wealth Management, Inc. CIK 0001910205 0.209 66 4.1 2.0% 3 -1.1 pp +1.8 pp +2.0 pp +2.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 4.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 4.1 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 4.0 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.9 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vertrix Wealth Management, LLC CIK 0002118328 0.155 103 3.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 3.5 1.6% 3 -0.1 pp +1.4 pp +1.6 pp +1.6 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 3.5 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 3.4 1.4% 4 -0.5 pp -0.6 pp +0.4 pp +1.4 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.4 0.4% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 3.4 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 3.2 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 3.2 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 3.1 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 3.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 2.9 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 2.9 0.7% 4 -0.0 pp +0.4 pp +0.6 pp +0.7 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 2.8 1.0% 4 +0.3 pp +0.3 pp +0.6 pp +1.0 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 2.8 0.8% 5 -0.8 pp -0.8 pp -1.0 pp -1.1 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 2.8 0.9% 5 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Luminvest Wealth Management LLC CIK 0002036517 0.873 58 2.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.4 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.3 0.0% 4 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HMS Capital Management, LLC CIK 0001689470 0.314 120 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 0.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.3 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 0.3 0.2% 2 -0.5 pp +0.2 pp +0.2 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 0.3 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.2 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SNOWWATER INVESTMENT PARTNERS, LLC CIK 0002075393 0.167 98 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Bank CIK 0001752212 0.260 318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWA, LLC CIK 0001835252 0.457 332 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Town Capital LLC CIK 1871352 0.216 75 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schiavi & Co LLC CIK 0001840014 0.886 60 0.2 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Downshift Financial, LLC CIK 0002118380 0.484 660 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 4 -0.0 pp -0.2 pp -0.8 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.1 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 2 -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 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
☆Meadowbrook Wealth Management, LLC CIK 0002090468 0.076 81 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.9 pp -0.7 pp -1.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 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 -0.1 pp -0.1 pp
☆PenderFund Capital Management Ltd. CIK 0001706164 0.245 231 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -1.7 pp -1.3 pp -1.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 0 -0.6 pp -1.3 pp +0.0 pp +0.0 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.0 0.0% 0 -0.7 pp -0.1 pp -0.2 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 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 +0.0 pp +0.0 pp -0.4 pp -0.2 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KilterHowling LLC CIK 0001759354 0.789 50 0.0 0.0% 0 +0.0 pp -2.7 pp +0.0 pp +0.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 0.0 0.0% 0 -0.1 pp -0.1 pp -0.4 pp -0.4 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Bristlecone Value Partners, LLC CIK 0001313998 0.460 70 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.0 0.0% 0 -0.9 pp -0.1 pp -0.4 pp -0.2 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Factorial Partners, LLC CIK 0001732687 0.000 1 0.0 0.0% 0 -5.0 pp -2.3 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandhill Capital Partners LLC CIK 0001556245 0.418 98 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -1.2 pp -0.6 pp -0.5 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -7.6 pp -7.7 pp -5.8 pp -4.9 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.0 0.0% 0 +0.0 pp -0.7 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 VBIL). Qtrs Held counts distinct quarters this fund has actually held VBIL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VBIL position size. Δ columns are the percentage-point change in VBIL'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