Signals

VCIT

1658 in-universe funds with a nonzero position in VCIT within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#32
Score / z5.435 / 6.52
Consensus496.51 over 936 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 9,972.0 0.6% 6 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 7,909.9 2.4% 5 -0.1 pp -0.0 pp -0.1 pp -1.0 pp
Creative Planning CIK 0001540235 0.979 4196 2,301.6 1.3% 5 -0.2 pp -0.2 pp -0.4 pp -0.5 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 1,921.8 0.1% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,154.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 969.9 0.2% 5 -0.0 pp -0.0 pp -0.0 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 924.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 779.7 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 737.9 0.1% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 672.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEPC LLC CIK 0001424799 0.960 53 613.2 11.4% 5 +0.9 pp +0.6 pp +1.7 pp +2.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 608.2 0.8% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 488.8 0.9% 6 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 462.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 442.9 2.4% 2 -6.1 pp +2.4 pp -4.0 pp -4.0 pp
Symetra Investment Management Co CIK 0001811513 0.879 6 431.5 37.7% 2 +15.3 pp +37.7 pp +37.7 pp +37.7 pp
American Family Investments, Inc. CIK 0002029723 0.976 13 413.9 7.5% 3 +1.5 pp +3.8 pp +7.5 pp +4.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 403.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 382.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 287.7 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 259.0 0.8% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 221.6 0.3% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 211.0 2.2% 5 -0.4 pp -0.2 pp +0.2 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 200.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 190.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 190.0 2.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 185.7 0.2% 6 -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 182.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 177.5 9.3% 5 +0.2 pp +1.1 pp +1.0 pp +0.8 pp
Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 149.5 17.4% 2 -1.1 pp +17.4 pp +17.4 pp +17.4 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 145.4 0.7% 5 +0.0 pp +0.2 pp +0.3 pp +0.6 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 138.8 0.8% 5 -0.4 pp -0.0 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 132.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 127.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 124.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 120.2 1.8% 5 -0.2 pp -0.3 pp -0.5 pp -0.7 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 119.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 117.7 8.9% 5 -0.1 pp +0.1 pp -0.2 pp +4.9 pp
BUFFALO BUSINESS & ESTATE SERVICES LTD CIK 0002103405 0.602 105 115.2 14.5% 2 -5.0 pp +14.5 pp +14.5 pp +14.5 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 108.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Davidson Capital Management Inc. CIK 0001808748 0.604 96 108.5 17.4% 5 -2.0 pp +1.0 pp +1.4 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 107.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 105.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 105.4 3.3% 5 -0.9 pp -1.2 pp -1.1 pp -1.3 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 99.0 2.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
REBALANCE, LLC CIK 0001811052 0.940 103 98.7 5.2% 5 -0.0 pp +0.0 pp +0.1 pp -0.3 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 86.5 11.6% 7 -0.3 pp +0.2 pp -0.0 pp +0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 84.8 4.6% 5 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 84.4 2.1% 5 -0.2 pp +0.7 pp +0.8 pp +0.8 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 83.9 5.7% 5 -0.9 pp -2.5 pp -0.5 pp +3.2 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 82.4 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 81.0 0.7% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Busey Bank CIK 0001427202 0.741 388 75.9 1.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 75.8 0.9% 5 -0.2 pp -0.1 pp -0.0 pp -0.0 pp
GDS Wealth Management CIK 0001940869 0.458 232 74.4 3.5% 5 -0.4 pp -0.2 pp -0.0 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 73.2 0.1% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 73.1 3.2% 5 -0.2 pp -0.1 pp -0.2 pp -0.4 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 72.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 72.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 70.5 4.1% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 67.9 5.5% 1 +5.5 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 67.6 0.1% 5 +0.1 pp -0.1 pp +0.1 pp -0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 67.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 66.5 2.0% 5 +0.7 pp +0.7 pp +0.8 pp +0.7 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 65.7 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 63.0 2.3% 5 -0.1 pp -0.2 pp -0.3 pp +0.7 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 61.7 0.2% 5 +0.1 pp -0.0 pp +0.2 pp +0.2 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 60.8 1.5% 5 +0.1 pp +0.3 pp +0.8 pp +1.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 60.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 59.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Dodds Wealth, LLC CIK 0001973728 0.873 56 58.8 13.2% 5 -0.7 pp -0.1 pp -0.1 pp -0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 58.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 58.3 0.7% 5 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 56.7 14.8% 5 -0.3 pp -0.3 pp +0.4 pp +0.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 55.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 54.7 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 54.6 5.6% 5 -0.3 pp -0.4 pp -0.3 pp -0.2 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 54.4 3.2% 5 -0.2 pp +0.2 pp +0.3 pp +0.4 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 53.8 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 53.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focused Wealth Management, Inc CIK 0001586052 0.778 228 53.7 4.7% 5 -0.3 pp -0.1 pp +0.2 pp +0.2 pp
Arkos Global Advisors CIK 0001769089 0.805 124 52.8 6.3% 5 -0.3 pp -0.5 pp +0.2 pp -0.2 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 52.7 11.2% 3 -0.7 pp -0.7 pp +11.2 pp -1.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 52.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 52.2 6.3% 5 +1.3 pp +1.5 pp +1.9 pp +4.1 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 50.7 6.4% 7 +0.2 pp +1.0 pp +6.3 pp +6.3 pp
Arista Wealth Management, LLC CIK 0001964758 0.707 266 50.7 5.5% 5 -0.5 pp -0.5 pp -0.3 pp -0.4 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 50.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Capula Management Ltd CIK 0001557017 0.914 303 49.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 49.4 9.2% 5 -0.6 pp -0.8 pp -1.1 pp -1.4 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 48.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 47.0 3.0% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 46.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 44.1 13.6% 5 -1.1 pp +0.2 pp +0.1 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 44.0 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 43.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 43.3 8.1% 5 +0.0 pp +0.3 pp +1.0 pp +2.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 43.2 0.4% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
Marion Wealth Management CIK 0001911097 0.503 156 43.2 8.8% 5 -0.1 pp +1.5 pp +1.4 pp +1.1 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 43.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MilWealth Group LLC CIK 0001972750 0.908 82 42.7 9.1% 5 -0.4 pp -0.3 pp -0.3 pp -0.4 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 41.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Hudock, Inc. CIK 0001543536 0.674 217 41.1 5.3% 5 -0.6 pp -0.7 pp -0.9 pp -1.1 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 40.0 9.8% 5 -0.7 pp -0.6 pp -1.3 pp -1.5 pp
Southern Farm Bureau Life Insurance CIK 0001831944 0.937 15 39.7 3.8% 5 -0.4 pp -0.4 pp -1.0 pp +1.2 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 39.4 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 38.8 1.1% 5 +0.1 pp +0.0 pp -0.0 pp +0.7 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 37.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 37.7 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
Newton One Investments LLC CIK 0001842787 0.836 146 37.0 9.3% 5 -1.1 pp -1.9 pp -1.9 pp -2.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 36.4 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.0 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 36.3 4.3% 5 -0.4 pp -0.2 pp -0.4 pp -0.6 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 36.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 36.1 4.3% 5 -0.2 pp -0.2 pp -0.0 pp +0.3 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 35.4 7.9% 5 -0.2 pp +0.1 pp +0.2 pp +0.6 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 35.2 5.0% 5 +0.8 pp +0.9 pp +1.3 pp -0.5 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 34.5 4.4% 5 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 34.4 0.6% 4 -0.2 pp -0.7 pp -0.5 pp +0.6 pp
Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 34.1 3.0% 5 -0.4 pp -0.3 pp -0.4 pp -0.5 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 33.6 0.4% 4 -0.2 pp -0.2 pp -0.6 pp +0.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 33.6 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 33.1 1.2% 4 +0.0 pp +0.0 pp +0.0 pp +1.2 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 33.1 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 33.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
25 LLC CIK 0001968777 0.795 80 32.8 9.0% 5 -0.6 pp -0.5 pp -0.3 pp -0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 32.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 32.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pioneer Wealth Management Group CIK 0001973339 0.850 55 32.3 7.8% 5 -0.5 pp -0.7 pp -0.8 pp -1.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 32.1 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 31.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 31.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 31.4 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 31.2 9.4% 5 -1.1 pp -0.8 pp +1.3 pp +3.1 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 30.7 5.7% 5 -0.1 pp -0.4 pp -0.6 pp -1.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 30.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 29.8 4.5% 5 -0.2 pp -0.1 pp -0.2 pp +0.2 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 29.4 4.6% 2 +4.5 pp +4.6 pp +4.6 pp +4.6 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 29.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex LLC CIK 0001889147 0.576 180 29.2 4.4% 5 -0.6 pp -0.8 pp -1.9 pp -5.2 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 28.7 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 28.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 27.5 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 27.3 3.7% 5 -0.1 pp -1.1 pp -1.7 pp -2.0 pp
Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 27.2 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 27.0 5.6% 5 -0.5 pp -0.3 pp -0.2 pp -0.5 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 27.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 27.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 26.9 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 26.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 26.5 0.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 26.3 5.4% 5 -0.9 pp -0.8 pp -0.7 pp -0.9 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 25.2 2.9% 5 -0.2 pp -0.2 pp -0.4 pp -0.4 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 25.2 3.6% 5 -0.0 pp -0.0 pp +0.0 pp -0.2 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 24.9 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 24.1 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 24.1 1.1% 5 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 23.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 23.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 23.0 8.7% 5 -1.0 pp -0.2 pp +1.7 pp +1.6 pp
POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 22.9 7.9% 5 -0.4 pp -0.0 pp +0.1 pp -0.8 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 22.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 22.6 3.4% 5 -0.2 pp -0.2 pp +0.7 pp +0.6 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 22.5 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 22.4 5.6% 5 +2.5 pp +2.6 pp +2.9 pp +2.6 pp
Hassell Wealth Management, LLC CIK 0001965270 0.820 29 22.3 6.8% 5 -1.6 pp -2.0 pp -2.2 pp -2.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 22.3 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 21.9 6.8% 5 -0.7 pp -0.9 pp -0.3 pp -0.2 pp
GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 21.7 8.8% 5 -0.6 pp -0.5 pp +0.0 pp +0.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 21.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 21.4 1.7% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 21.2 2.7% 5 +0.3 pp +0.4 pp +0.2 pp +0.1 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 21.1 4.9% 5 -0.2 pp -0.2 pp +1.4 pp -0.5 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 21.1 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
SpringVest Wealth Management LLC CIK 0002058986 0.524 74 20.8 13.1% 6 -1.3 pp -1.6 pp -4.0 pp -4.1 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 20.7 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 20.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Longview Financial Advisors LLC CIK 0002076077 0.775 150 20.0 9.9% 6 +0.1 pp +1.1 pp +1.5 pp +3.7 pp
Arbor Wealth Management LLC\AZ CIK 2149091 0.776 26 20.0 17.7% 2 -1.5 pp +17.7 pp +17.7 pp +17.7 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 19.9 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Crews Bank & Trust CIK 0002052279 0.645 662 19.9 2.6% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 19.9 1.1% 4 -0.0 pp +0.1 pp +0.8 pp +1.1 pp
Twin Cities Retirement Group LLC CIK 0002109366 0.720 22 19.6 16.8% 2 +0.2 pp +16.8 pp +16.8 pp +16.8 pp
McLean Asset Management Corp CIK 0001833140 0.535 181 19.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 19.2 0.6% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 19.0 2.7% 5 -0.2 pp -0.2 pp -0.4 pp -0.2 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 18.9 5.2% 5 -0.4 pp -0.4 pp -0.3 pp -0.6 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
TAGStone Capital, Inc. CIK 0001903044 0.437 139 18.9 6.0% 5 -0.4 pp -0.6 pp -0.3 pp -0.8 pp
Causey Wealth LLC CIK 0002132639 0.489 83 18.8 7.3% 6 +0.1 pp +0.5 pp +1.3 pp +1.4 pp
PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 18.8 8.8% 2 -0.1 pp +8.8 pp +8.8 pp +8.8 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 18.5 0.0% 1 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 18.4 7.0% 5 -0.6 pp -0.6 pp -0.6 pp -1.1 pp
Roundview Capital LLC CIK 0001476804 0.530 349 18.4 1.0% 5 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 18.2 2.3% 5 -0.5 pp -0.4 pp -1.1 pp -1.1 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 18.0 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 17.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 17.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 17.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 17.2 1.9% 3 +0.0 pp +0.1 pp +1.9 pp +1.9 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 16.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 16.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.6 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 16.6 0.3% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 16.6 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 16.3 2.9% 5 -0.1 pp -0.7 pp +0.8 pp +1.8 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 16.2 5.3% 5 -0.3 pp -0.3 pp -1.3 pp -1.1 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 16.2 5.1% 5 -0.3 pp -0.1 pp -0.0 pp +1.8 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 16.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 15.7 5.4% 5 -0.6 pp -0.3 pp -0.5 pp -2.2 pp
Coyle Financial Counsel LLC CIK 0001593038 0.791 125 15.7 2.9% 5 -0.4 pp -0.4 pp -0.5 pp -0.4 pp
Cordant, Inc. CIK 0001830942 0.704 353 15.6 5.6% 5 -0.3 pp -0.4 pp -1.0 pp -1.1 pp
Fortune 45 LLC CIK 0001918707 0.802 36 15.6 6.7% 5 -0.8 pp +2.4 pp +3.9 pp +3.9 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 15.5 7.1% 5 -0.4 pp -0.2 pp +0.0 pp -0.6 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 15.3 4.5% 5 -0.2 pp -0.3 pp -0.4 pp -0.3 pp
RFG HOLDINGS, INC. CIK 0001845210 0.762 87 15.2 3.2% 2 -0.3 pp +3.2 pp +3.2 pp +3.2 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 15.2 2.9% 5 -2.9 pp -0.5 pp +2.4 pp +2.6 pp
FLC Capital Advisors CIK 0001713697 0.549 229 15.0 2.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 14.9 3.4% 5 -0.2 pp -0.2 pp +0.2 pp +0.3 pp
Benchmark Financial, LLC CIK 0002107260 0.479 54 14.8 12.1% 2 -1.0 pp +12.1 pp +12.1 pp +12.1 pp
McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 14.8 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 14.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 14.6 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
Matrix Trust Co CIK 0001784277 0.681 101 14.3 2.1% 5 -0.3 pp -0.3 pp -0.2 pp +0.9 pp
Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 14.1 7.8% 5 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 14.1 3.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 14.0 2.3% 5 +0.4 pp +0.9 pp +0.9 pp +0.7 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 13.9 1.7% 5 -0.5 pp -0.6 pp -0.8 pp -1.1 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 13.8 0.9% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 13.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 13.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 13.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 13.4 1.1% 4 -0.5 pp +0.2 pp +0.0 pp +1.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 13.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 13.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 13.0 6.4% 2 -0.0 pp +6.4 pp +6.4 pp +6.4 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 12.8 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 12.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 12.7 7.5% 5 -0.6 pp -1.0 pp +0.0 pp +0.2 pp
Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 12.7 3.1% 5 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
Erickson Financial Group, LLC CIK 0001797734 0.820 25 12.5 6.7% 5 +1.6 pp +1.9 pp +2.1 pp +1.9 pp
Members Advisory Group LLC CIK 0001908587 0.055 42 12.3 3.4% 4 -2.9 pp -3.6 pp +3.4 pp +3.4 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 12.2 0.1% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 12.2 0.8% 2 -1.2 pp +0.8 pp +0.8 pp +0.8 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 12.0 2.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 11.8 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 11.7 4.7% 5 -0.4 pp -0.9 pp -2.3 pp -0.6 pp
STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 11.6 7.2% 2 -0.3 pp +7.2 pp +7.2 pp +7.2 pp
Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 11.6 4.1% 5 -0.0 pp +1.0 pp +1.1 pp +1.0 pp
BluePrint Investing LLC CIK 0002108872 0.662 25 11.4 9.6% 2 -0.7 pp +9.6 pp +9.6 pp +9.6 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 11.4 2.0% 5 -0.2 pp -0.1 pp +0.3 pp +0.3 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 11.4 2.8% 5 -0.3 pp -0.3 pp -0.9 pp -0.9 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 11.4 0.3% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Napier Financial, LLC CIK 0002086579 0.647 472 11.3 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 11.3 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 11.1 2.2% 2 +0.0 pp +2.2 pp +0.4 pp +2.2 pp
Covington Investment Advisors Inc. CIK 0001569036 0.525 73 11.1 1.4% 6 +0.2 pp +0.3 pp +0.4 pp +0.3 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 11.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 10.9 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Heritage Trust Co CIK 0001706028 0.448 313 10.8 0.9% 5 -0.1 pp -0.0 pp +0.4 pp +0.5 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 10.8 2.2% 5 -0.2 pp -0.3 pp -0.3 pp -0.6 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 10.7 0.2% 5 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 10.7 1.0% 5 -0.1 pp -0.4 pp -0.5 pp -0.6 pp
Banque Transatlantique SA CIK 0002056095 0.835 494 10.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 10.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 10.5 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 10.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 10.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.4 0.1% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 10.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Frisco Financial Planning LLC CIK 0002133972 0.753 29 10.3 7.8% 6 -1.2 pp -1.2 pp -1.3 pp -9.5 pp
Envision Financial LLC CIK 0002051355 0.578 48 10.3 4.7% 6 -0.3 pp -0.2 pp +0.2 pp +1.1 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 10.2 4.4% 5 -0.0 pp +0.1 pp +0.4 pp +0.8 pp
Finivi Inc. CIK 0002101641 0.183 111 10.2 5.2% 3 -0.3 pp +0.4 pp +5.2 pp +5.2 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 10.2 1.7% 3 +0.1 pp +1.6 pp +1.7 pp +1.7 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 10.1 0.2% 1 +0.2 pp -0.1 pp -0.1 pp +0.2 pp
NYL Investors LLC CIK 0001606720 0.731 29 10.1 3.9% 5 +0.1 pp +0.5 pp +0.6 pp +1.2 pp
JT Stratford LLC CIK 0001689013 0.376 321 10.1 1.1% 5 -0.2 pp -0.1 pp -0.9 pp -1.7 pp
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Family CFO Inc CIK 0001911695 0.752 47 9.9 3.8% 5 -0.3 pp -0.7 pp -0.7 pp -0.5 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 9.6 6.1% 5 -0.3 pp -0.7 pp -0.7 pp -1.7 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 9.6 2.9% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 9.6 2.3% 5 -0.2 pp +0.0 pp -0.1 pp +0.1 pp
Miller Capital Partners, Inc. CIK 0002111377 0.283 255 9.5 3.7% 2 -0.6 pp +3.7 pp +3.7 pp +3.7 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 9.5 0.2% 6 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 9.4 2.1% 1 +2.1 pp -0.4 pp -0.1 pp -0.2 pp
ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 9.4 2.3% 5 -0.4 pp +0.0 pp +0.5 pp +1.1 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 9.3 1.1% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 9.2 1.4% 5 -0.4 pp -0.8 pp -0.7 pp -0.8 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 9.2 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 9.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 9.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Farrell Financial LLC CIK 0002031235 0.502 83 9.0 4.9% 5 -0.2 pp +0.3 pp +0.3 pp +0.2 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 9.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 9.0 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 9.0 7.4% 5 -0.7 pp -0.3 pp -0.0 pp -0.1 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 8.9 2.3% 5 -0.5 pp -0.3 pp -0.2 pp -0.2 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 8.9 1.7% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 8.8 1.1% 5 -0.2 pp -0.8 pp -0.9 pp -1.0 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 8.6 1.4% 5 -0.1 pp -0.1 pp -0.1 pp -1.7 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 8.6 2.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 8.5 1.0% 5 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 8.4 0.6% 5 -0.1 pp -0.3 pp -0.2 pp -0.2 pp
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Stone Summit Wealth LLC CIK 0001908192 0.413 144 8.3 2.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.4 pp
Petix & Botte Co CIK 0001803255 0.507 144 8.2 1.7% 5 -0.3 pp -0.5 pp -0.9 pp -1.2 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 8.2 1.0% 3 +0.3 pp +0.8 pp +1.0 pp +1.0 pp
Pacific Wealth Management CIK 0001852338 0.868 19 8.1 3.6% 5 -0.5 pp +0.0 pp -0.2 pp -0.0 pp
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Ninety One UK Ltd CIK 0001418329 0.903 271 8.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Meridian Wealth Management, LLC CIK 0001697300 0.542 809 8.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brindle & Bay Financial Advisors, LLC CIK 0002081139 0.186 86 7.9 4.0% 2 -0.4 pp +4.0 pp +4.0 pp +4.0 pp
Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 7.8 3.4% 5 +0.2 pp +0.8 pp +1.4 pp +1.5 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 7.7 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.5 pp
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Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Bellecapital International Ltd. CIK 0001600152 0.411 123 1.4 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 1.4 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 1.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Argent Trust Co CIK 0001625292 0.533 769 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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IPG Investment Advisors LLC CIK 0001602237 0.229 268 1.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Southland Equity Partners LLC CIK 0002006517 0.434 306 1.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Smithfield Trust Co CIK 0001019754 0.755 1080 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 1.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pines Wealth Management, LLC CIK 0002037426 0.294 218 1.3 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.3 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
Northern Lights Advisors, Inc. CIK 0002127798 0.436 72 1.3 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 1.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.3 0.2% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
LeConte Wealth Management, LLC CIK 0002060443 0.259 179 1.3 0.7% 5 -0.2 pp -0.1 pp -0.3 pp -0.2 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 1.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
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DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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GEM Asset Management, LLC CIK 0001963319 0.462 116 1.2 0.5% 4 -0.2 pp -0.1 pp +0.3 pp +0.5 pp
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Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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WJ Financial Advisors LLC CIK 0002095682 0.187 136 1.1 0.8% 3 +0.1 pp -0.0 pp +0.8 pp +0.8 pp
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SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 1.1 0.4% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
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IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -2.1 pp -2.3 pp -2.3 pp -2.6 pp
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FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
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Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
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HF Advisory Group, LLC CIK 0001963169 0.209 168 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.0 0.0% 0 +0.0 pp -1.1 pp -1.1 pp +0.0 pp
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Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Andina Capital Management, LLC CIK 0001919158 0.008 65 0.0 0.0% 0 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -0.9 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.5 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 +0.0 pp +0.0 pp -4.9 pp -3.4 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
TritonPoint Partners, LLC CIK 0002111167 0.020 351 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
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First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
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Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Genesis Financial Group, LLC CIK 0002097587 0.123 100 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -0.3 pp -0.3 pp -0.1 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
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
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 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
RoundAngle Advisors LLC CIK 0002049176 0.272 60 0.0 0.0% 0 -1.8 pp -1.6 pp -1.7 pp -1.8 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -1.8 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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 +0.0 pp +0.0 pp +0.0 pp -3.4 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
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Walsh & Associates, LLC CIK 0002135144 0.506 245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 +0.0 pp -4.8 pp -6.9 pp -7.0 pp
Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
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IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
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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 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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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
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.0 0.0% 0 -0.4 pp -0.6 pp -0.7 pp +0.0 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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 -0.3 pp -0.3 pp -0.3 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 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
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.2 pp -0.6 pp -0.4 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 (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