Signals

VCSH

1679 in-universe funds with a nonzero position in VCSH within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#68
Score / z3.346 / 3.02
Consensus536.17 over 1008 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 5,994.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,616.6 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 1,031.1 6.0% 4 -2.5 pp -1.3 pp -0.0 pp +6.0 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 1,000.1 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 596.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 586.2 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
NEPC LLC CIK 0001424799 0.960 53 480.8 9.6% 4 -0.2 pp -1.0 pp -0.6 pp +9.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 468.3 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 417.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
BARINGS LLC CIK 0000009015 0.845 191 405.0 6.5% 4 -1.0 pp -1.2 pp -2.9 pp +6.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 375.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 306.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 301.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 291.4 1.6% 5 +0.1 pp +0.0 pp -0.1 pp -0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 263.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 241.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 234.7 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 224.7 2.2% 4 +0.0 pp +0.2 pp +0.2 pp +2.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 221.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 217.1 3.8% 4 +0.3 pp +0.0 pp -0.3 pp +3.8 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 173.2 1.2% 4 +0.1 pp +0.2 pp +0.2 pp +1.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 172.1 0.2% 4 +0.0 pp +0.1 pp -0.1 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 141.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 138.3 0.2% 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 136.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 116.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 115.5 2.8% 4 +0.2 pp +0.2 pp +0.4 pp +2.8 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 115.0 5.5% 4 +1.2 pp +1.2 pp +1.0 pp +5.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 110.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 109.7 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 108.4 1.0% 4 +0.1 pp -0.1 pp +0.8 pp +1.0 pp
Creative Planning CIK 0001540235 0.979 4196 105.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 102.8 4.3% 4 +0.3 pp +0.3 pp -0.2 pp +4.3 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 99.9 5.3% 4 +0.2 pp +1.6 pp +1.4 pp +5.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 99.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 95.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 88.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 85.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Busey Bank CIK 0001427202 0.741 388 84.6 2.3% 4 +0.3 pp +0.3 pp +0.3 pp +2.3 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 83.3 1.7% 4 +0.0 pp +0.1 pp -0.1 pp +1.7 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 82.8 6.3% 4 +0.3 pp -0.2 pp +0.2 pp +6.3 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 79.8 5.6% 4 +0.3 pp +0.4 pp +0.5 pp +5.6 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 76.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 76.2 3.3% 4 -0.1 pp -0.1 pp -0.2 pp +3.3 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 75.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 75.2 6.4% 4 +0.1 pp -0.3 pp -0.6 pp +6.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 74.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 74.6 6.7% 4 +0.2 pp +0.3 pp +0.3 pp +6.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 71.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 70.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 69.9 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 68.8 1.6% 4 +0.1 pp +0.1 pp +0.0 pp +1.6 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 68.3 4.6% 4 +0.1 pp +0.3 pp +0.3 pp +4.6 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 68.2 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 67.8 24.3% 4 +1.0 pp -1.0 pp -3.1 pp +24.3 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 67.1 2.8% 4 +0.1 pp +0.3 pp +0.2 pp +2.8 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 66.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 66.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 63.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 61.6 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 61.3 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 61.0 3.2% 4 -0.6 pp -0.6 pp +0.0 pp +3.2 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 58.6 3.5% 4 +0.2 pp +0.4 pp +0.4 pp +3.5 pp
Liquid Strategies, LLC CIK 0001774727 0.892 7 57.8 12.4% 4 +1.5 pp +1.7 pp +1.6 pp +12.4 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 55.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 55.6 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 55.1 1.1% 4 +0.1 pp -0.1 pp -0.1 pp +1.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 54.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 53.8 5.6% 4 +0.7 pp +1.0 pp +1.4 pp +5.6 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 50.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 50.2 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 49.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 47.0 5.8% 4 +0.8 pp +1.3 pp +1.4 pp +5.8 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 46.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 46.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 46.0 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 45.5 7.0% 4 +0.4 pp +0.7 pp +0.6 pp +7.0 pp
BCK Partners, Inc. CIK 0001845867 0.872 28 45.2 24.4% 4 +0.5 pp +1.4 pp +0.4 pp +24.4 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 44.4 2.8% 2 +2.3 pp +2.8 pp +2.8 pp +2.8 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 44.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 43.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eaton-Cambridge Inc. CIK 0002011052 0.862 70 43.4 13.6% 4 -2.6 pp -2.3 pp -2.7 pp +13.6 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 43.2 9.7% 4 +0.3 pp +0.7 pp +0.6 pp +9.7 pp
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 41.2 8.9% 4 -0.1 pp -0.5 pp -1.0 pp +8.9 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 40.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 40.2 2.6% 4 +0.1 pp +0.1 pp +0.1 pp +2.6 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 38.1 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
FIDELIS iM, LLC CIK 0001894206 0.843 27 37.9 14.4% 4 -0.6 pp +8.6 pp -0.7 pp +14.4 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 37.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 36.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 36.4 2.6% 4 +0.5 pp +0.6 pp +0.7 pp +2.6 pp
American Money Management, LLC CIK 0001600085 0.432 174 35.6 5.6% 4 +0.1 pp +0.0 pp -0.1 pp +5.6 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 35.6 6.9% 4 -0.3 pp -0.4 pp -0.5 pp +6.9 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 35.5 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 35.2 9.8% 4 +0.3 pp +1.5 pp +1.5 pp +9.8 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 35.1 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 35.0 4.5% 4 -4.1 pp -3.8 pp -4.1 pp +4.5 pp
Goodman Financial Corp CIK 0001382303 0.242 73 34.9 6.0% 4 +0.0 pp +0.4 pp +0.6 pp +6.0 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 34.2 4.3% 4 +0.2 pp +0.4 pp +0.4 pp +4.3 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 34.2 4.6% 4 +0.2 pp +0.3 pp +0.2 pp +4.6 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 33.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 33.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 33.6 10.5% 4 +0.1 pp -0.2 pp +0.7 pp +10.5 pp
Allworth Financial LP CIK 0001555170 0.907 5124 33.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 33.4 3.0% 4 -0.8 pp +2.9 pp +2.9 pp +3.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 33.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fischer Financial Services, Inc. CIK 0002064001 0.345 65 32.9 11.1% 5 +2.4 pp +2.4 pp +1.8 pp +1.9 pp
Montis Financial, LLC CIK 0001844314 0.565 152 32.9 6.8% 4 +0.8 pp +0.2 pp -0.5 pp +6.8 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 32.7 1.0% 4 -0.0 pp -0.0 pp -0.1 pp +1.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 32.5 1.1% 4 -0.0 pp -0.0 pp -0.1 pp +1.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 32.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 31.7 7.0% 4 +0.1 pp +0.2 pp +0.9 pp +7.0 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 31.6 12.1% 4 +0.0 pp -0.4 pp -0.6 pp +12.1 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 31.5 18.0% 5 -2.4 pp -2.6 pp -3.9 pp -8.0 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 30.4 4.2% 4 +0.1 pp -0.1 pp +0.1 pp +4.2 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 30.3 2.0% 4 +0.2 pp +0.3 pp +0.2 pp +2.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 29.9 0.4% 4 -0.2 pp -0.2 pp +0.2 pp +0.4 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 29.8 0.5% 4 +0.2 pp -0.0 pp -0.1 pp +0.5 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 29.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 29.2 1.9% 4 +0.1 pp +0.2 pp +0.3 pp +1.9 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 28.9 1.9% 4 +0.1 pp +0.0 pp -0.1 pp +1.9 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 27.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 27.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 26.9 5.6% 4 +0.1 pp +0.0 pp -0.2 pp +5.6 pp
Bath Savings Trust Co CIK 0001384943 0.576 177 26.7 2.9% 4 +0.2 pp +0.1 pp +0.1 pp +2.9 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 26.0 2.6% 4 +0.2 pp +0.4 pp +0.5 pp +2.6 pp
Hardy Reed LLC CIK 0001761871 0.866 252 25.8 1.9% 3 +0.1 pp +0.4 pp +1.9 pp +1.9 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 25.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Davidson Capital Management Inc. CIK 0001808748 0.604 96 25.7 4.6% 2 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 25.4 2.6% 4 +0.0 pp +0.0 pp -0.0 pp +2.6 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 25.1 1.5% 4 -0.0 pp +0.2 pp -0.7 pp +1.5 pp
Coyle Financial Counsel LLC CIK 0001593038 0.791 125 25.1 5.3% 4 +0.1 pp -0.1 pp -0.2 pp +5.3 pp
Baskin Financial Services Inc. CIK 0001511098 0.683 54 24.9 2.0% 4 +0.1 pp +0.2 pp +0.2 pp +2.0 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 24.8 2.2% 4 +0.1 pp -0.0 pp -0.1 pp +2.2 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 24.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 24.6 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
PECAUT & CO. CIK 0001597200 0.622 65 24.6 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
JBGlobal.com LLC CIK 0002051348 0.701 32 24.4 24.0% 4 -5.7 pp +1.0 pp +2.3 pp +24.0 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 24.3 4.2% 4 -0.1 pp -1.4 pp -1.6 pp +4.2 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 23.6 7.1% 4 +0.4 pp +0.2 pp -0.2 pp +7.1 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 23.6 13.4% 6 +0.6 pp -0.0 pp -0.5 pp -1.5 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 23.0 1.4% 3 +0.1 pp +0.9 pp +1.4 pp +1.4 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 23.0 1.7% 4 +0.1 pp +0.2 pp +0.1 pp +1.7 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 22.9 3.6% 4 +0.1 pp +0.2 pp +0.1 pp +3.6 pp
ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 22.8 6.4% 4 +0.3 pp +1.0 pp +0.7 pp +6.4 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 22.7 4.5% 4 +0.2 pp +0.8 pp +0.7 pp +4.5 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 22.7 1.5% 4 +0.1 pp +0.1 pp +0.2 pp +1.5 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 22.7 5.1% 4 -0.0 pp +0.2 pp +1.2 pp +5.1 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 22.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Firestone Capital Management CIK 0001799964 0.601 168 22.4 4.7% 4 +0.4 pp +0.6 pp +0.5 pp +4.7 pp
Unison Advisors LLC CIK 0001695818 0.855 173 22.4 1.7% 4 -0.1 pp -0.1 pp -0.5 pp +1.7 pp
DAGCO, INC. CIK 0001767343 0.605 117 21.9 4.7% 3 +2.4 pp +4.7 pp +4.7 pp +4.7 pp
KWMG, LLC CIK 0001633024 0.515 153 21.8 1.8% 4 +0.0 pp +0.0 pp +0.0 pp +1.8 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 21.6 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 21.6 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
Longview Financial Advisors LLC CIK 0002076077 0.775 150 21.3 11.6% 5 -0.9 pp -1.3 pp -4.4 pp -6.9 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 21.2 6.3% 4 +0.1 pp +6.3 pp +6.3 pp +6.3 pp
Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 21.1 9.4% 4 +2.9 pp +2.8 pp +3.1 pp +9.4 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 21.0 0.8% 4 -0.1 pp +0.0 pp +0.1 pp +0.8 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 20.9 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
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GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 20.4 3.5% 4 +0.1 pp +0.2 pp +0.2 pp +3.5 pp
Hiley Hunt Wealth Management CIK 0002048051 0.798 49 20.2 8.9% 4 +0.2 pp +0.8 pp +1.0 pp +8.9 pp
AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 19.9 7.7% 4 -0.4 pp -5.4 pp -5.8 pp +7.7 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 19.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 19.7 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 19.6 0.7% 4 -0.0 pp +0.0 pp -0.0 pp +0.7 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 19.5 2.8% 4 +1.0 pp +1.5 pp +1.4 pp +2.8 pp
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Matrix Trust Co CIK 0001784277 0.681 101 19.3 3.2% 4 -0.1 pp +0.1 pp -0.1 pp +3.2 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 19.1 1.0% 1 +1.0 pp -0.0 pp +0.4 pp +1.0 pp
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Paulson Wealth Management Inc. CIK 0001731878 0.693 146 18.6 4.4% 4 -0.2 pp +0.3 pp +0.3 pp +4.4 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 18.6 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 18.3 5.1% 4 +0.6 pp +1.2 pp +2.9 pp +5.1 pp
Essex LLC CIK 0001889147 0.576 180 18.3 3.2% 4 -0.0 pp -0.9 pp -3.9 pp +3.2 pp
Mason & Associates Inc CIK 0001917686 0.488 161 18.2 3.5% 4 +0.2 pp +0.2 pp +0.1 pp +3.5 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 18.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 18.0 0.6% 4 +0.0 pp +0.1 pp +0.0 pp +0.6 pp
Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 17.9 7.8% 4 -0.3 pp -3.2 pp +0.5 pp +7.8 pp
Hassell Wealth Management, LLC CIK 0001965270 0.820 29 17.9 6.0% 4 +0.1 pp +0.1 pp +0.1 pp +6.0 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 17.9 6.3% 4 +0.4 pp +1.2 pp +2.2 pp +6.3 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 17.9 0.8% 4 +0.4 pp +0.4 pp +0.4 pp +0.8 pp
Whelan Financial CIK 0001894921 0.754 101 17.7 5.5% 4 +0.0 pp +0.1 pp -0.5 pp +5.5 pp
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STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 17.1 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 17.1 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
TL Private Wealth CIK 0001802868 0.876 54 17.0 6.7% 4 +0.2 pp +0.0 pp +0.8 pp +6.7 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 16.7 1.0% 4 +0.0 pp +0.1 pp +0.0 pp +1.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 16.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 16.6 3.2% 4 -0.0 pp +0.0 pp -0.1 pp +3.2 pp
E&R Wealth Management, LLC CIK 0002109932 0.850 12 16.5 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 16.4 3.2% 4 +0.4 pp +0.2 pp -0.1 pp +3.2 pp
Forbes Financial Planning, Inc. CIK 0001911316 0.661 38 16.2 9.4% 4 +0.3 pp +0.5 pp +0.5 pp +9.4 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 15.8 0.3% 3 +0.0 pp -0.2 pp +0.3 pp +0.3 pp
Horizon Investment Services, LLC CIK 0001426940 0.193 143 15.8 5.5% 4 -0.3 pp +0.1 pp +0.8 pp +5.5 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 15.7 3.1% 4 -0.4 pp -1.7 pp -1.9 pp +3.1 pp
Asio Capital, LLC CIK 0001803291 0.492 109 15.6 2.2% 4 +0.0 pp -0.0 pp +0.2 pp +2.2 pp
Lighthouse Financial LLC CIK 0002057556 0.429 76 15.4 9.3% 5 +0.2 pp +0.4 pp +1.6 pp +1.4 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 15.3 4.1% 4 +0.4 pp +0.7 pp +2.4 pp +4.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 15.2 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 15.2 2.5% 4 -0.0 pp -0.2 pp -0.4 pp +2.5 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 14.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 14.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 14.8 2.6% 4 +0.0 pp +0.1 pp +0.0 pp +2.6 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 14.7 2.8% 4 +0.1 pp -0.0 pp -0.2 pp +2.8 pp
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Level Financial Advisors CIK 0001871734 0.644 95 14.6 3.7% 4 -0.1 pp -0.1 pp -0.3 pp +3.7 pp
Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 14.5 3.0% 4 +0.1 pp +0.1 pp -0.1 pp +3.0 pp
Cordant, Inc. CIK 0001830942 0.704 353 14.5 5.9% 4 -0.1 pp -0.7 pp -0.9 pp +5.9 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 14.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 14.5 8.7% 4 -0.1 pp +0.8 pp +2.1 pp +8.7 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 14.5 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
International City Management Association Retirement Corp CIK 0001691813 0.892 6 14.4 7.4% 4 +0.0 pp -0.0 pp -0.3 pp +7.4 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 14.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 14.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
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FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 14.0 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 14.0 3.6% 4 +0.1 pp +0.2 pp +0.2 pp +3.6 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 13.9 2.7% 4 +1.5 pp +1.5 pp +1.6 pp +2.7 pp
Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 13.7 3.9% 4 +0.0 pp +0.4 pp +0.4 pp +3.9 pp
VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 13.7 4.0% 4 +0.8 pp +0.4 pp -0.4 pp +4.0 pp
Urban Financial Advisory Corp CIK 0002005378 0.795 54 13.6 4.8% 4 -0.2 pp -1.2 pp -1.4 pp +4.8 pp
Grove Bank & Trust CIK 0001662212 0.546 886 13.4 1.5% 4 +0.1 pp +0.1 pp +0.0 pp +1.5 pp
UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 13.3 1.6% 3 +0.6 pp +0.5 pp +1.6 pp +1.6 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 13.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 13.2 0.9% 4 +0.0 pp -0.0 pp -0.0 pp +0.9 pp
Twin Cities Retirement Group LLC CIK 0002109366 0.720 22 13.1 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 13.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 13.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
TAGStone Capital, Inc. CIK 0001903044 0.437 139 12.7 4.5% 4 -0.2 pp +0.2 pp +0.2 pp +4.5 pp
Robinson Value Management, Ltd. CIK 0001694283 0.090 75 12.5 7.0% 4 +4.7 pp -4.2 pp +7.0 pp +7.0 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 12.5 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
World Investment Advisors CIK 0001652594 0.670 1523 12.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 12.4 2.7% 4 +0.1 pp +0.1 pp +0.0 pp +2.7 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 12.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 12.4 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 12.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Marion Wealth Management CIK 0001911097 0.503 156 12.3 2.7% 4 -1.5 pp -1.6 pp -1.7 pp +2.7 pp
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MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 12.1 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
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NewEdge Wealth, LLC CIK 0001861796 0.721 1215 11.9 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 11.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 11.6 2.6% 4 +0.2 pp +0.8 pp +0.7 pp +2.6 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 11.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Roundview Capital LLC CIK 0001476804 0.530 349 11.5 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
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Magnus Financial Group LLC CIK 0001765216 0.574 387 11.3 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
Platt Investment Counsel, LLC CIK 0001859195 0.852 14 11.3 8.7% 4 +0.6 pp +0.1 pp -6.4 pp +8.7 pp
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Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 11.0 2.3% 4 +0.0 pp -0.1 pp -0.1 pp +2.3 pp
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Powers Advisory Group, LLC CIK 0001927474 0.567 130 10.9 3.9% 4 +0.1 pp +0.2 pp -0.0 pp +3.9 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 10.9 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
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Pure Financial Advisors, LLC CIK 0001571556 0.884 636 10.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Addison Capital Co CIK 0001581465 0.464 184 10.4 1.8% 4 +0.1 pp -0.0 pp -0.1 pp +1.8 pp
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VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 10.1 3.4% 4 +0.0 pp +0.1 pp +0.0 pp +3.4 pp
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Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 +0.0 pp -1.5 pp -7.1 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Lansing Street Advisors CIK 0001926571 0.417 166 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.0 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 -0.0 pp -0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Capital Advantage, Inc. CIK 0001628896 0.496 150 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 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
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 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
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 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 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 0.0 0.0% 0 -14.0 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 VCSH). Qtrs Held counts distinct quarters this fund has actually held VCSH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VCSH position size. Δ columns are the percentage-point change in VCSH's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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