Signals

← Signals

☆VEU

1829 in-universe funds with a nonzero position in VEU within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#296
Score / z0.758 / 0.90
Consensus599.45 over 1098 funds
Momentum-0.10 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-2%
Short interest+2% / 5.3d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 2,893.1 0.2% 6 -0.0 pp +0.0 pp +0.1 pp +0.1 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 1,961.7 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,465.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 920.7 0.2% 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 782.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 741.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 701.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanders Capital, LLC CIK 0001508097 0.970 47 656.6 0.7% 5 -0.2 pp +0.1 pp -0.1 pp +0.4 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 640.5 10.7% 5 -0.1 pp +0.4 pp +0.5 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 505.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 474.4 7.6% 5 -0.1 pp +0.5 pp +1.2 pp +1.2 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 401.9 14.7% 4 +0.0 pp -0.3 pp -0.2 pp +14.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 399.9 1.5% 5 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 395.5 0.9% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 375.1 1.0% 5 +0.1 pp +0.4 pp +0.5 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 353.8 0.2% 5 +0.2 pp -0.2 pp +0.1 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 349.7 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 335.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 328.6 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 306.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 302.9 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 302.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 301.1 6.7% 5 -0.2 pp +0.3 pp +0.4 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 294.1 3.2% 5 -0.1 pp -0.4 pp -0.3 pp -2.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 291.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 275.9 7.1% 5 -0.1 pp -0.2 pp +0.3 pp +0.4 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 273.3 5.3% 5 -1.0 pp +0.1 pp +0.2 pp +1.2 pp
☆Euclidean Capital LLC CIK 0001825034 0.931 11 271.6 61.8% 5 -0.3 pp +2.2 pp -15.6 pp +14.6 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 271.6 4.8% 5 +0.2 pp +0.5 pp +4.7 pp +4.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 261.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 253.5 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 241.0 1.8% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 199.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 183.2 6.6% 5 +0.2 pp +0.9 pp +1.3 pp +1.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 179.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 178.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 171.9 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 165.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 153.8 8.5% 5 +1.2 pp +1.5 pp +1.6 pp +1.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 140.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 138.8 12.2% 5 +1.5 pp +1.9 pp +2.4 pp +2.9 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 138.0 6.0% 5 +5.3 pp +5.4 pp +5.4 pp +5.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 133.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 129.8 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 125.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 125.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 124.2 2.4% 5 -0.1 pp +0.2 pp -7.8 pp -6.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 124.0 0.1% 6 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 113.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 113.5 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 111.8 12.4% 5 -1.8 pp -2.9 pp -2.6 pp -3.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 110.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 105.2 7.9% 5 -0.3 pp +0.1 pp +0.3 pp +0.5 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 97.6 11.7% 5 -0.1 pp +0.3 pp +0.6 pp +0.5 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 96.1 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 95.4 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 92.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 90.5 1.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 90.5 4.2% 4 -0.2 pp +0.1 pp -0.2 pp +4.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 86.6 0.5% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 80.9 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 78.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 77.6 7.4% 5 +0.2 pp +0.3 pp +0.2 pp +0.4 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 77.2 5.7% 5 -0.1 pp +0.1 pp +1.0 pp +1.2 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 76.9 4.4% 5 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 76.4 2.2% 1 +2.2 pp +2.2 pp +0.5 pp +0.8 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 73.8 2.5% 5 -0.0 pp -0.3 pp -0.6 pp -0.1 pp
☆Flower City Capital CIK 0001808394 0.859 49 69.3 30.5% 5 -0.3 pp +0.7 pp +0.9 pp +0.7 pp
☆Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 69.2 12.9% 2 -0.3 pp +12.9 pp +12.9 pp +12.9 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 69.1 1.5% 4 +0.0 pp +0.1 pp +0.1 pp +1.5 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 66.1 3.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 64.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 63.5 0.8% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 63.0 3.5% 5 -0.1 pp +0.3 pp +0.5 pp +0.4 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 62.6 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 61.7 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 61.6 0.9% 5 +0.2 pp +0.5 pp +0.6 pp +0.8 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 61.1 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 61.0 12.5% 5 -0.3 pp +0.8 pp +1.5 pp +3.7 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 61.0 3.1% 5 -0.5 pp +2.7 pp +2.8 pp +2.8 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 60.5 12.2% 5 -0.4 pp +0.0 pp -0.5 pp -0.7 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 60.5 7.9% 5 +0.9 pp +0.8 pp +0.7 pp +0.8 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 59.0 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 57.5 1.6% 5 -0.2 pp -0.0 pp -0.6 pp -1.0 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 56.7 11.4% 6 +0.4 pp +1.2 pp +1.5 pp +1.8 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 55.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 54.3 0.7% 5 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 54.0 6.9% 5 +0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 53.8 4.6% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 53.0 6.8% 5 -0.4 pp -0.2 pp +2.8 pp +2.7 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 52.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 51.8 0.0% 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 51.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 50.8 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 49.6 1.6% 4 -0.0 pp +0.0 pp +0.0 pp +1.6 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 49.6 16.7% 5 +0.1 pp +0.4 pp +0.9 pp +0.7 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 49.5 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 47.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 46.2 2.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 46.0 9.8% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 46.0 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 45.8 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 45.0 1.5% 5 +0.7 pp +1.0 pp +0.9 pp +1.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 44.9 0.9% 4 -0.1 pp +0.1 pp +0.0 pp +0.9 pp
☆Performa Ltd (US), LLC CIK 0001650303 0.771 49 44.7 7.2% 5 -1.6 pp -0.1 pp +0.4 pp +1.5 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 44.2 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 44.0 3.5% 5 +0.1 pp +0.5 pp +0.7 pp +0.9 pp
☆THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 43.5 17.9% 3 +6.9 pp +7.2 pp +17.9 pp +17.9 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 42.9 16.6% 5 -0.6 pp -0.9 pp -1.5 pp -0.2 pp
☆Standpoint Asset Management, LLC CIK 0001780423 0.941 8 42.7 8.9% 5 -0.0 pp +0.4 pp +0.4 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 41.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 40.4 8.8% 5 -0.2 pp -0.1 pp +0.1 pp +0.4 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 40.2 2.6% 5 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 39.7 3.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 39.4 0.0% 5 +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 39.0 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Luminvest Wealth Management LLC CIK 0002036517 0.873 58 38.4 8.9% 5 -0.5 pp -0.5 pp -1.8 pp -1.8 pp
☆Avion Wealth CIK 0001792704 0.773 1750 38.3 7.1% 5 +0.7 pp +1.4 pp +2.0 pp +3.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 37.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 37.3 10.3% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 37.2 2.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 36.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 36.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 35.9 11.1% 5 -0.9 pp -0.6 pp -0.5 pp -0.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 35.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boxwood Ventures, Inc. CIK 0001885946 0.104 37 35.8 21.4% 1 +21.4 pp +21.4 pp +21.4 pp +21.4 pp
☆BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 35.7 12.5% 5 -0.2 pp +0.3 pp +0.5 pp +0.6 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 35.3 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 34.9 3.8% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 34.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 33.9 0.8% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 33.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Somnio Financial Group, LLC CIK 0002034894 0.875 14 33.0 19.5% 4 +0.0 pp +0.3 pp +0.4 pp +19.5 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 32.7 8.7% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Granby Capital Management, LLC CIK 0001857581 0.846 14 32.7 17.0% 5 +0.3 pp +1.0 pp +1.6 pp +1.7 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 32.6 5.1% 5 -0.9 pp -1.1 pp -1.3 pp -1.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 32.6 0.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 32.6 1.3% 4 +0.1 pp +0.2 pp +0.3 pp +1.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 32.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 31.3 1.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 31.1 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 30.9 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 30.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 30.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 30.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 30.5 3.1% 5 +0.2 pp +0.4 pp +0.4 pp +0.5 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 30.1 2.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 29.1 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 28.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 28.6 1.0% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Main Management LLC CIK 0001583092 0.804 95 28.3 1.9% 5 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 27.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 27.8 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Optas, LLC CIK 0001802961 0.460 494 27.5 3.8% 5 +0.1 pp +0.1 pp -0.1 pp -0.3 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 27.2 6.8% 5 +0.1 pp -1.1 pp -1.0 pp -1.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 27.2 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 26.7 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 26.7 1.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 26.3 1.0% 1 +1.0 pp +0.6 pp +0.6 pp +0.7 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 25.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 25.7 4.8% 5 +0.2 pp +0.5 pp +0.9 pp +0.9 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 25.4 0.7% 5 +0.2 pp +0.5 pp +0.4 pp +0.4 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 25.2 11.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 24.9 7.7% 5 -0.3 pp +1.1 pp +2.3 pp +2.9 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 24.6 3.6% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 24.6 2.8% 5 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 24.4 3.3% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 24.4 1.5% 5 -0.2 pp +1.1 pp +1.2 pp +1.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 23.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 23.6 2.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 23.5 5.9% 5 -0.2 pp +0.6 pp +5.7 pp +5.7 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 23.4 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Five Pine Wealth Management CIK 0002041807 0.682 51 23.2 13.1% 5 +0.3 pp -0.0 pp +0.2 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 23.1 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 23.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 22.8 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 22.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 22.4 8.3% 7 -0.1 pp +0.0 pp +0.1 pp +0.6 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 22.1 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Wealthcare LLC CIK 0001849336 0.903 26 21.9 7.0% 5 +0.1 pp +0.4 pp +0.5 pp +0.6 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 21.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 21.4 4.3% 5 +0.3 pp +0.5 pp +0.9 pp +0.9 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 21.3 1.3% 1 +1.3 pp +1.3 pp +0.7 pp +1.3 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 21.1 0.6% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 21.0 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TL Private Wealth CIK 0001802868 0.876 54 20.9 7.7% 5 -0.7 pp -0.2 pp +0.1 pp +0.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 20.8 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 20.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ballast, Inc. CIK 0001730477 0.553 156 20.7 3.9% 3 -0.3 pp -0.3 pp +3.9 pp +3.9 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 20.4 4.9% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 20.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 20.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 19.7 1.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 19.4 0.0% 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 19.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 19.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 19.2 0.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 18.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 18.8 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 18.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 18.5 4.3% 2 +0.9 pp +4.3 pp +4.3 pp +4.3 pp
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☆Dakota Wealth Management CIK 0001631353 0.544 771 18.1 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hegarty Advisors, LLC CIK 0002107727 0.479 66 18.0 12.4% 2 -0.2 pp +12.4 pp +12.4 pp +12.4 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 17.8 3.4% 5 +0.2 pp -0.3 pp +0.1 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 17.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 17.7 2.2% 4 -0.0 pp -0.3 pp -0.5 pp +2.2 pp
☆AXIS CAPITAL HOLDINGS LTD (AXS, AXS-PE) CIK 0001214816 0.925 3 17.3 5.6% 5 -0.1 pp +1.8 pp +1.7 pp +1.6 pp
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☆Williams Financial, LLC CIK 0001846923 0.807 30 16.6 8.6% 2 +0.3 pp +8.6 pp +8.6 pp +8.6 pp
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 16.3 5.8% 5 -0.0 pp -0.3 pp -0.5 pp -0.5 pp
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☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 16.3 3.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
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☆AMG National Trust Bank CIK 0001388829 0.744 439 14.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆COMMERCE BANK CIK 0001009076 0.853 1332 12.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 12.2 1.4% 5 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 12.2 3.0% 5 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
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☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 8.8 1.3% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 8.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ASL Financial, LLC CIK 0002105933 0.440 99 8.7 6.1% 2 +0.0 pp +6.1 pp +6.1 pp +6.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 8.6 1.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 8.5 1.3% 5 -0.0 pp -0.2 pp -0.0 pp +0.0 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 8.5 5.6% 5 -0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 8.5 2.9% 5 -0.2 pp -0.1 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 8.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 8.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 8.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 8.3 3.1% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 8.3 4.5% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 8.1 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 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 8.1 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 8.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GreatBanc Trust CO CIK 0001427099 0.670 70 8.0 5.0% 3 +0.2 pp +0.5 pp +5.0 pp +5.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 8.0 2.7% 5 -0.1 pp +0.7 pp +0.7 pp +0.6 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 7.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Industrial Alliance Investment Management Inc. CIK 0001630798 0.880 8 7.9 3.7% 6 -0.5 pp -0.2 pp -0.2 pp -0.6 pp
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☆NWAM LLC CIK 0001655006 0.392 684 7.9 0.4% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 7.8 2.7% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 7.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 7.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 7.6 7.3% 5 -0.2 pp +0.7 pp -0.3 pp -2.4 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 7.6 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 7.6 2.9% 5 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 7.5 1.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
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☆CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 7.3 0.4% 2 +0.4 pp +0.4 pp +0.4 pp -0.1 pp
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☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 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 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 0.0 0.0% 0 +0.0 pp -8.7 pp -8.0 pp -9.9 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -5.0 pp -5.1 pp +0.0 pp +0.0 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Shorepath Capital Management LLC CIK 0002012685 0.398 23 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 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
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 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
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.7 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
☆KWMG, LLC CIK 0001633024 0.515 153 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.7 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 -0.0 pp -0.5 pp -0.1 pp -0.3 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 0.0 0.0% 0 +0.0 pp -0.1 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
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 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 -0.1 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp -0.7 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆BERNZOTT CAPITAL ADVISORS CIK 0001260468 0.215 35 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 -0.4 pp -0.4 pp -0.4 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -6.4 pp -6.2 pp -6.7 pp -6.7 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.8 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Financially in Tune, LLC CIK 0002113970 0.477 77 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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 VEU). Qtrs Held counts distinct quarters this fund has actually held VEU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VEU position size. Δ columns are the percentage-point change in VEU'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