Signals

VDE

734 in-universe funds with a nonzero position in VDE within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1575
Score / z0.001 / -0.01
Consensus222.68 over 408 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 251.1 0.0% 4 -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 186.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 132.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 125.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 105.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 102.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 100.4 5.4% 3 +0.0 pp +0.7 pp +5.4 pp +5.4 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 98.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 61.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 52.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 46.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 44.0 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 38.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 34.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 33.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.2 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 26.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 26.6 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 25.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 24.7 0.9% 3 +0.9 pp +0.7 pp +0.9 pp +0.9 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 23.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 22.1 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 19.8 2.3% 3 +0.6 pp +0.7 pp +2.3 pp +2.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 18.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 18.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 17.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 17.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 14.8 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 14.3 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 12.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 0.589 60 12.6 7.6% 3 -0.6 pp -0.2 pp +7.6 pp +7.6 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 12.1 2.6% 3 +0.0 pp -0.1 pp +2.6 pp +2.6 pp
SWAN Capital LLC CIK 0001952722 0.651 580 11.8 4.6% 3 +0.4 pp +2.0 pp +4.6 pp +4.6 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 10.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 8.8 0.9% 3 -0.0 pp -0.2 pp +0.9 pp +0.9 pp
Creative Planning CIK 0001540235 0.979 4196 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Roundview Capital LLC CIK 0001476804 0.530 349 7.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 7.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Elgethun Capital Management CIK 0001638022 0.537 174 7.3 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 6.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Richmond Brothers, Inc. CIK 0001540462 0.006 96 6.5 4.2% 3 -0.3 pp +1.9 pp +4.2 pp +4.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Argentarii, LLC CIK 0002030055 0.348 213 6.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 5.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 5.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 5.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 5.3 1.9% 3 +0.8 pp -0.7 pp +1.9 pp +1.9 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.1 0.0% 3 -0.0 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 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 4.6 2.1% 3 -1.1 pp -1.0 pp +2.1 pp +2.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 4.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Grove Bank & Trust CIK 0001662212 0.546 886 4.6 0.5% 3 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.6 0.0% 3 -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 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 4.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 4.5 0.9% 1 +0.9 pp +0.0 pp +0.9 pp +0.9 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 4.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 3.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Boxwood Ventures, Inc. CIK 0001885946 0.104 37 3.5 3.5% 3 -0.4 pp -0.8 pp +3.5 pp +3.5 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 3.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 3.4 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 3.4 2.0% 3 -0.1 pp +1.0 pp +2.0 pp +2.0 pp
SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 3.3 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
CX Institutional CIK 0001737089 0.437 1568 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 3.1 2.7% 4 +0.0 pp +0.0 pp -0.2 pp +2.7 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 3.1 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 2.9 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 2.9 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 2.9 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.8 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 2.6 1.3% 3 -0.2 pp -0.2 pp +1.3 pp +1.3 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 2.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newport Capital Group, LLC CIK 0001869032 0.560 58 2.6 1.2% 3 -0.2 pp -0.2 pp +1.2 pp +1.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Forty Two & Co. CIK 0002055134 0.221 104 2.5 2.4% 3 -0.0 pp -0.2 pp +2.4 pp +2.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bonfire Financial CIK 0001762539 0.560 60 2.4 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
FMR LLC CIK 0000315066 0.989 5571 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RFG HOLDINGS, INC. CIK 0001845210 0.763 87 2.3 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 2.3 0.2% 3 -0.6 pp -0.7 pp +0.2 pp +0.2 pp
Avos Capital Management, LLC CIK 0001948622 0.794 22 2.3 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 2.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 2.3 0.3% 1 +0.3 pp +0.0 pp +0.3 pp +0.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 2.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 2.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 2.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Indie Asset Partners, LLC CIK 0001802244 0.263 86 1.9 2.1% 3 -0.6 pp -1.7 pp +2.1 pp +2.1 pp
FCA CORP /TX CIK 0001166402 0.236 203 1.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 1.8 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 1.8 0.8% 3 -0.0 pp -1.3 pp +0.8 pp +0.8 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 1.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 1.7 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 1.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 1.7 0.8% 4 -0.0 pp -0.0 pp -0.3 pp +0.8 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 1.7 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 1.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Accel Wealth Management CIK 0001838226 0.242 305 1.6 0.4% 3 -0.1 pp -0.5 pp +0.4 pp +0.4 pp
SHUTTLEWORTH & Co CIK 0002096913 0.174 51 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.6 0.0% 3 +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 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 1.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 1.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 1.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 1.4 1.5% 3 +0.1 pp -0.4 pp +1.5 pp +1.5 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 1.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Athena Investment Management CIK 0001921093 0.240 132 1.3 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 1.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 1.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rather & Kittrell, Inc. CIK 0001582112 0.845 108 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.1 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.0 0.1% 3 -0.3 pp -0.3 pp +0.1 pp +0.1 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 1.0 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simmons Bank CIK 0001674486 0.467 369 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 1.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
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TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 1.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.9 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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BAILARD, INC. CIK 0000750641 0.578 763 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Krilogy Financial LLC CIK 0001659047 0.581 1060 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.8 0.1% 3 -0.0 pp -1.1 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.8 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CGN Advisors LLC CIK 0001841506 0.595 322 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.8 0.7% 3 -0.0 pp -0.3 pp +0.7 pp +0.7 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 0.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
VPR Management LLC CIK 0001894203 0.676 66 0.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nordwand Advisors, LLC CIK 0001962713 0.363 146 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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RFG Advisory, LLC CIK 0001633387 0.783 1103 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.6 0.4% 3 -0.1 pp -0.4 pp +0.4 pp +0.4 pp
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DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Carnegie Investment Counsel CIK 0001511506 0.587 547 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Summit Financial, LLC CIK 0001765536 0.662 1580 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WPWealth LLP CIK 0001950118 0.866 103 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.5 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 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
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
TrueWealth Financial Partners CIK 0001908108 0.649 28 0.0 0.0% 0 -5.6 pp -7.1 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 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 -0.0 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 +0.0 pp +0.0 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 +0.0 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 -0.1 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 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
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 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 +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 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
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
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.1 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
Advanced Asset Management Advisors Inc CIK 0001075444 0.542 85 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HC Advisors, LLC CIK 0001803295 0.581 62 0.0 0.0% 0 +0.0 pp -2.1 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 +0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 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
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.2 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
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BARR E S & CO CIK 0001040210 0.865 112 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 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
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 VDE). Qtrs Held counts distinct quarters this fund has actually held VDE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VDE position size. Δ columns are the percentage-point change in VDE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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