Signals

VEU

1439 in-universe funds with a nonzero position in VEU within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#37
Score / z3.764 / 5.64
Consensus517.61 over 952 funds
Momentumno 12m return

Price & positioning

226 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 1,710.4 0.1% 3 +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 1,655.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,189.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 708.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sanders Capital, LLC CIK 0001508097 0.970 47 645.3 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 620.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 548.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 512.2 10.2% 2 +0.1 pp +10.2 pp +10.2 pp +10.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 487.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 441.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 380.8 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 340.8 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 319.8 6.4% 2 +0.0 pp +6.4 pp +6.4 pp +6.4 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 294.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 291.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 284.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 271.8 6.4% 2 -0.3 pp +6.4 pp +6.4 pp +6.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 238.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 237.7 6.8% 2 +0.1 pp +6.8 pp +6.8 pp +6.8 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 233.5 3.6% 2 -1.6 pp +3.6 pp +3.6 pp +3.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 229.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 222.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 198.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 190.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 188.0 5.0% 2 +1.0 pp +5.0 pp +5.0 pp +5.0 pp
Euclidean Capital LLC CIK 0001825034 0.931 11 184.0 77.3% 2 +30.2 pp +77.3 pp +77.3 pp +77.3 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 179.8 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 168.8 0.0% 2 -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 163.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 161.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 159.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 157.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 157.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 147.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 140.4 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 137.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 136.3 6.9% 2 +0.0 pp +6.9 pp +6.9 pp +6.9 pp
Strid Group, LLC CIK 0001625800 0.894 93 118.3 15.0% 2 -0.7 pp +15.0 pp +15.0 pp +15.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 116.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 104.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 101.8 9.8% 2 +0.5 pp +9.8 pp +9.8 pp +9.8 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 100.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 96.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 95.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 92.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 88.2 7.6% 2 +0.2 pp +7.6 pp +7.6 pp +7.6 pp
Glassman Wealth Services CIK 0001642160 0.931 236 79.2 11.1% 2 -0.1 pp +11.1 pp +11.1 pp +11.1 pp
UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 78.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 76.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 74.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 73.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 72.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 70.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 70.3 7.1% 2 +0.1 pp +7.1 pp +7.1 pp +7.1 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 69.5 3.0% 2 +0.5 pp +3.0 pp +3.0 pp +3.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 69.4 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 68.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 63.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 63.6 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 60.4 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 60.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 59.4 10.2% 2 +1.7 pp +10.2 pp +10.2 pp +10.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 58.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 56.4 1.4% 1 +1.4 pp +1.4 pp -0.5 pp +1.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 55.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 55.6 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
Flower City Capital CIK 0001808394 0.859 49 54.9 29.5% 2 -0.2 pp +29.5 pp +29.5 pp +29.5 pp
Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 54.9 12.7% 2 -0.2 pp +12.7 pp +12.7 pp +12.7 pp
St. Louis Trust Co CIK 0001661144 0.000 125 53.7 6.7% 2 -0.0 pp +6.7 pp +6.7 pp +6.7 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 53.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 53.0 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 52.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 52.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 49.8 7.2% 2 -0.0 pp +7.2 pp +7.2 pp +7.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 48.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 48.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 47.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 46.4 4.5% 2 -0.0 pp +4.5 pp +4.5 pp +4.5 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 45.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Blankinship & Foster, LLC CIK 0001708872 0.865 79 45.4 9.9% 3 +0.3 pp +0.8 pp +9.9 pp +9.9 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 45.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 44.4 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 44.3 2.2% 2 -0.4 pp +2.2 pp +2.2 pp +2.2 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 42.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 41.9 10.9% 2 +2.2 pp +10.9 pp +10.9 pp +10.9 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 41.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 41.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 41.3 7.2% 2 +0.1 pp +7.2 pp +7.2 pp +7.2 pp
MilWealth Group LLC CIK 0001972750 0.908 82 40.4 9.9% 2 -0.0 pp +9.9 pp +9.9 pp +9.9 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 40.2 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 39.2 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 38.3 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
Standpoint Asset Management, LLC CIK 0001780423 0.941 8 37.9 8.6% 2 -0.2 pp +8.6 pp +8.6 pp +8.6 pp
DAVIS R M INC CIK 0000891287 0.824 280 37.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
BAILARD, INC. CIK 0000750641 0.578 763 37.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Wrenne Financial Planning LLC CIK 0002023054 0.817 60 37.1 15.8% 2 -0.2 pp +15.8 pp +15.8 pp +15.8 pp
5th Street Advisors, LLC CIK 0001911026 0.599 54 36.5 18.1% 2 +1.3 pp +18.1 pp +18.1 pp +18.1 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 35.5 8.7% 2 +0.2 pp +8.7 pp +8.7 pp +8.7 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 35.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 35.0 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 35.0 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 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 34.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 34.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 34.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 34.0 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 33.9 6.4% 2 -0.0 pp +6.4 pp +6.4 pp +6.4 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 33.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 32.9 10.7% 2 +0.0 pp +10.7 pp +10.7 pp +10.7 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 32.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 32.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 32.3 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 31.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 31.2 10.0% 2 +0.1 pp +10.0 pp +10.0 pp +10.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 30.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 30.6 12.0% 2 +0.0 pp +12.0 pp +12.0 pp +12.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 30.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 30.3 4.1% 2 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 30.0 11.5% 2 -0.2 pp +11.5 pp +11.5 pp +11.5 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 29.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Granby Capital Management, LLC CIK 0001857581 0.846 14 29.1 15.5% 2 +0.1 pp +15.5 pp +15.5 pp +15.5 pp
FC Advisory LLC CIK 0001683754 0.633 118 28.6 8.4% 2 +0.0 pp +8.4 pp +8.4 pp +8.4 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 28.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Somnio Financial Group, LLC CIK 0002034894 0.875 14 28.2 19.1% 1 +19.1 pp +19.1 pp +19.1 pp +19.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 27.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Newton One Investments LLC CIK 0001842787 0.837 146 26.6 7.9% 2 -0.1 pp +7.9 pp +7.9 pp +7.9 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 26.2 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 26.1 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.566 215 26.0 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
Performa Ltd (US), LLC CIK 0001650303 0.771 49 25.7 6.8% 2 +1.1 pp +6.8 pp +6.8 pp +6.8 pp
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 25.2 8.0% 2 -1.9 pp +8.0 pp +8.0 pp +8.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 25.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 24.8 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 24.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 24.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 24.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 24.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 24.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Avion Wealth CIK 0001792704 0.773 1750 23.9 5.1% 2 +1.5 pp +5.1 pp +5.1 pp +5.1 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 23.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 23.2 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
Optas, LLC CIK 0001802961 0.460 494 23.2 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 22.8 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 22.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 21.8 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 21.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 21.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 21.4 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 21.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
&PARTNERS CIK 0000107136 0.806 2509 21.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 21.0 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
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Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 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 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
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
Econ Financial Services Corp CIK 0001659718 0.021 72 0.0 0.0% 0 -0.2 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
American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Shorepath Capital Management LLC CIK 0002012685 0.398 23 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -0.7 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
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 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 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 -0.1 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
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 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 -3.8 pp +0.0 pp +0.0 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Old North State Trust, LLC CIK 0001760444 0.248 151 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 -0.3 pp +0.0 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
Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 -4.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.0 0.0% 0 -0.1 pp +0.0 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
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 -0.0 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
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status