Signals

VCIT

1287 in-universe funds with a nonzero position in VCIT within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#298
Score / z0.666 / 1.00
Consensus455.83 over 861 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 6,922.0 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 6,782.4 2.5% 2 -0.9 pp +2.5 pp +2.5 pp +2.5 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4,480.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 2,223.7 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 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 1,652.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,126.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 872.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 871.0 6.4% 2 +0.0 pp +6.4 pp +6.4 pp +6.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 865.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 864.2 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 809.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 808.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 550.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 425.7 1.0% 3 -0.0 pp +0.4 pp +1.0 pp +1.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 388.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 377.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
NEPC LLC CIK 0001424799 0.960 53 372.0 9.8% 2 +0.5 pp +9.8 pp +9.8 pp +9.8 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 336.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 321.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 229.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 227.1 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 182.7 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 161.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 160.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 149.6 8.3% 2 -0.2 pp +8.3 pp +8.3 pp +8.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 142.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 133.4 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 129.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 112.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 111.3 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 104.7 9.1% 2 +5.1 pp +9.1 pp +9.1 pp +9.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 104.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 99.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 99.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 98.3 11.6% 4 +0.0 pp -1.8 pp +2.5 pp +11.6 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 93.6 4.4% 2 -0.3 pp +4.4 pp +4.4 pp +4.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 93.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 93.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 91.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AOZORA BANK, LTD. CIK 0001568541 0.906 1 91.7 93.2% 2 -0.0 pp +93.2 pp +93.2 pp +93.2 pp
Capital Advantage, Inc. CIK 0001628896 0.496 150 85.3 12.8% 2 -0.8 pp +12.8 pp +12.8 pp +12.8 pp
REBALANCE, LLC CIK 0001811052 0.940 103 84.8 5.1% 2 -0.3 pp +5.1 pp +5.1 pp +5.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 82.9 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 76.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 76.5 6.2% 2 +3.6 pp +6.2 pp +6.2 pp +6.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 75.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Davidson Capital Management Inc. CIK 0001808748 0.604 96 71.5 16.0% 2 -1.1 pp +16.0 pp +16.0 pp +16.0 pp
Busey Bank CIK 0001427202 0.741 388 70.6 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 70.0 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 69.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 69.3 4.8% 2 +0.2 pp +4.8 pp +4.8 pp +4.8 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 68.9 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 66.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 65.2 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 63.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 63.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 63.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 61.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 60.2 5.5% 2 +0.0 pp +5.5 pp +5.5 pp +5.5 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 59.3 2.6% 2 +1.0 pp +2.6 pp +2.6 pp +2.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 58.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 58.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 57.8 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 55.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
GDS Wealth Management CIK 0001940869 0.458 232 53.9 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
Dodds Wealth, LLC CIK 0001973728 0.873 56 53.7 13.3% 2 -0.1 pp +13.3 pp +13.3 pp +13.3 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 52.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 52.3 4.4% 2 +2.2 pp +4.4 pp +4.4 pp +4.4 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 50.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 50.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 49.3 14.4% 2 -0.1 pp +14.4 pp +14.4 pp +14.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 48.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 48.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 47.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkos Global Advisors CIK 0001769089 0.805 124 47.4 6.0% 2 -0.4 pp +6.0 pp +6.0 pp +6.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 47.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 46.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 46.7 5.9% 2 +0.1 pp +5.9 pp +5.9 pp +5.9 pp
Arista Wealth Management, LLC CIK 0001964758 0.707 266 46.4 5.8% 2 -0.1 pp +5.8 pp +5.8 pp +5.8 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 45.5 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 44.1 10.3% 2 -0.3 pp +10.3 pp +10.3 pp +10.3 pp
BNP PARIBAS CIK 872786 0.647 329 42.8 1.3% 2 +0.9 pp +1.3 pp +1.3 pp +1.3 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 42.1 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
Focused Wealth Management, Inc CIK 0001586052 0.778 228 41.7 4.5% 2 -0.0 pp +4.5 pp +4.5 pp +4.5 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 41.5 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
Hudock, Inc. CIK 0001543536 0.674 217 40.7 6.2% 2 -0.2 pp +6.2 pp +6.2 pp +6.2 pp
Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 40.4 13.5% 2 +0.1 pp +13.5 pp +13.5 pp +13.5 pp
Southern Farm Bureau Life Insurance CIK 0001831944 0.937 15 40.3 4.7% 2 +2.2 pp +4.7 pp +4.7 pp +4.7 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 39.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 39.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
MilWealth Group LLC CIK 0001972750 0.908 82 38.5 9.4% 2 -0.1 pp +9.4 pp +9.4 pp +9.4 pp
Newton One Investments LLC CIK 0001842787 0.836 146 37.8 11.2% 2 -0.4 pp +11.2 pp +11.2 pp +11.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 37.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 36.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 36.1 11.1% 2 -0.2 pp +11.1 pp +11.1 pp +11.1 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 35.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Essex LLC CIK 0001889147 0.576 180 34.9 6.3% 2 -3.3 pp +6.3 pp +6.3 pp +6.3 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 34.3 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 33.9 4.4% 2 +0.3 pp +4.4 pp +4.4 pp +4.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 33.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 33.3 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 32.7 7.1% 2 +1.0 pp +7.1 pp +7.1 pp +7.1 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 32.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 32.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 32.4 4.6% 2 -0.3 pp +4.6 pp +4.6 pp +4.6 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 32.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 31.9 3.7% 2 -1.8 pp +3.7 pp +3.7 pp +3.7 pp
Marion Wealth Management CIK 0001911097 0.503 156 31.5 7.5% 2 -0.2 pp +7.5 pp +7.5 pp +7.5 pp
Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 31.5 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 31.0 5.4% 2 -0.3 pp +5.4 pp +5.4 pp +5.4 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 30.8 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 30.4 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 30.0 6.3% 2 -0.4 pp +6.3 pp +6.3 pp +6.3 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 29.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 29.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 29.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 28.8 7.7% 2 +0.4 pp +7.7 pp +7.7 pp +7.7 pp
Apella Capital, LLC CIK 0001801507 0.827 695 28.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
25 LLC CIK 0001968777 0.795 80 27.2 9.3% 2 -0.2 pp +9.3 pp +9.3 pp +9.3 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 27.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 27.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 27.1 4.7% 2 +0.4 pp +4.7 pp +4.7 pp +4.7 pp
GenTrust, LLC CIK 0001697110 0.832 201 26.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 26.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Pioneer Wealth Management Group CIK 0001973339 0.850 55 26.7 8.6% 2 -0.3 pp +8.6 pp +8.6 pp +8.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 26.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 26.2 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 26.0 6.1% 2 -0.2 pp +6.1 pp +6.1 pp +6.1 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 26.0 5.8% 2 -0.3 pp +5.8 pp +5.8 pp +5.8 pp
Hassell Wealth Management, LLC CIK 0001965270 0.820 29 26.0 9.0% 2 +0.1 pp +9.0 pp +9.0 pp +9.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 25.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 25.3 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 24.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 24.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 23.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Insight Wealth Partners, LLC CIK 0001627003 0.000 135 23.5 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 23.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SpringVest Wealth Management LLC CIK 0002058986 0.524 74 23.2 17.0% 3 -0.2 pp -1.2 pp +17.0 pp +17.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 23.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 22.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 22.9 1.1% 2 +0.7 pp +1.1 pp +1.1 pp +1.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 22.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 22.3 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 21.3 7.8% 2 -0.9 pp +7.8 pp +7.8 pp +7.8 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 21.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 21.2 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 20.9 8.1% 2 +1.8 pp +8.1 pp +8.1 pp +8.1 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 20.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 19.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 18.9 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 18.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 18.7 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 18.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.1 pp +0.0 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
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.3 pp -0.2 pp -0.3 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -4.5 pp +0.0 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 0.0 0.0% 0 -8.8 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 -0.7 pp -0.9 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burton Enright Welch CIK 0002105919 0.824 136 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 0.0 0.0% 0 -3.5 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -3.0 pp -2.8 pp +0.0 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.3 pp -0.5 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Family Investments, Inc. CIK 0002029723 0.976 13 0.0 0.0% 0 -3.1 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 0.0% 0 -12.4 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
Citizens Business Bank CIK 0001948632 0.474 139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.0 0.0% 0 +0.0 pp -11.8 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 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 VCIT). Qtrs Held counts distinct quarters this fund has actually held VCIT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VCIT position size. Δ columns are the percentage-point change in VCIT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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