Signals

VFH

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

Flow ranking

Rank#21286
Score / z0.000 / -0.01
Consensus267.58 over 499 funds
Momentumnot computed

Price & positioning

225 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 3,146.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 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 481.1 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 241.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 230.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 201.0 3.0% 3 +0.2 pp -0.6 pp +3.0 pp +3.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 165.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 132.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 129.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 127.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 105.8 5.7% 3 +0.1 pp -1.0 pp +5.7 pp +5.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 75.2 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 70.8 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 63.2 0.0% 3 -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 62.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 60.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 43.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 42.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 33.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
TIFF ADVISORY SERVICES, LLC CIK 0001271347 0.757 19 28.5 4.9% 3 -0.9 pp -1.5 pp +4.9 pp +4.9 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 27.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 27.8 0.0% 3 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 27.1 0.9% 3 +0.0 pp -0.6 pp +0.9 pp +0.9 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 26.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 23.4 0.9% 3 +0.8 pp +0.8 pp +0.9 pp +0.9 pp
Mariner, LLC CIK 0001373442 0.925 3517 23.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 20.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 19.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 19.5 3.8% 3 +0.1 pp -0.1 pp +3.8 pp +3.8 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 18.8 5.5% 3 +0.1 pp -0.1 pp +5.5 pp +5.5 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 18.8 6.3% 3 -0.3 pp -5.3 pp +6.3 pp +6.3 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 18.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 17.6 3.8% 3 +0.1 pp -0.2 pp +3.8 pp +3.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 17.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 17.1 4.1% 3 -0.1 pp -0.6 pp +4.1 pp +4.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 15.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.7 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 15.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 14.9 5.5% 3 -0.0 pp -0.2 pp +5.5 pp +5.5 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 14.6 1.1% 3 -0.0 pp -0.2 pp +1.1 pp +1.1 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 13.9 3.2% 3 -0.1 pp -0.1 pp +3.2 pp +3.2 pp
Marmo Financial Group, LLC CIK 0001964829 0.764 38 13.7 6.5% 3 -0.0 pp +0.5 pp +6.5 pp +6.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.4 0.0% 3 -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 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 12.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 12.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 12.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 11.8 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 11.0 0.9% 3 +0.3 pp +0.3 pp +0.9 pp +0.9 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 10.9 4.1% 3 -0.1 pp -0.4 pp +4.1 pp +4.1 pp
CHAI TRUST CO LLC CIK 0001250731 0.955 12 10.4 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
Creative Planning CIK 0001540235 0.979 4196 10.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cavalier Investments, LLC CIK 0001655543 0.000 40 9.8 3.0% 3 +0.2 pp +0.4 pp +3.0 pp +3.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 9.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 8.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 8.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 8.6 1.0% 1 +1.0 pp -0.2 pp +1.0 pp +1.0 pp
LCM Capital Management Inc CIK 0001861752 0.575 124 8.2 4.0% 3 +0.1 pp -0.1 pp +4.0 pp +4.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 7.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 7.5 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Richmond Brothers, Inc. CIK 0001540462 0.006 96 6.9 4.4% 3 -0.3 pp -0.4 pp +4.4 pp +4.4 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 6.9 1.3% 3 -0.0 pp -0.2 pp +1.3 pp +1.3 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 6.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Main Management LLC CIK 0001583092 0.804 95 6.8 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 6.7 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 6.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 6.5 3.2% 3 -0.1 pp -0.4 pp +3.2 pp +3.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 6.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 6.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SOL Capital Management CO CIK 0001339270 0.000 0 6.1 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 6.1 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 6.0 1.9% 3 +0.0 pp -0.1 pp +1.9 pp +1.9 pp
COMERICA BANK CIK 0000901541 0.812 3711 6.0 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 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 5.7 4.2% 3 +0.1 pp -1.2 pp +4.2 pp +4.2 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 5.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 5.5 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 5.3 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 5.3 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 5.0 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 5.0 2.2% 3 +0.1 pp +0.2 pp +2.2 pp +2.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 4.9 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
Argentarii, LLC CIK 0002030055 0.348 213 4.8 1.6% 3 -0.2 pp -0.5 pp +1.6 pp +1.6 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 4.7 1.6% 3 +0.1 pp +0.0 pp +1.6 pp +1.6 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 4.5 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 4.4 1.4% 4 +0.2 pp +0.2 pp +0.2 pp +1.4 pp
North Forty Two & Co. CIK 0002055134 0.221 104 4.4 4.1% 3 -0.1 pp -0.3 pp +4.1 pp +4.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 3.9 1.5% 3 -0.0 pp -0.2 pp +1.5 pp +1.5 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 3.8 1.6% 3 +0.0 pp -0.4 pp +1.6 pp +1.6 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 3.7 2.1% 3 -0.1 pp -0.3 pp +2.1 pp +2.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 3.6 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 3.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 3.4 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 3.2 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Joule Financial, LLC CIK 0001929070 0.731 116 3.1 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 3.1 1.1% 3 +0.1 pp +0.5 pp +1.1 pp +1.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 3.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 3.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 3.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 2.9 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 2.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 2.7 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 2.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MontVue Capital Management, Inc. CIK 0002008758 0.592 78 2.5 1.7% 3 +0.0 pp -0.1 pp +1.7 pp +1.7 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 2.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 4 -0.4 pp -0.0 pp -0.7 pp +0.0 pp
Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 3 -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
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +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 -0.0 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 -0.4 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 -3.3 pp -3.4 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 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 +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 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
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 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
DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.0 0.0% 0 -0.1 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
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 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 -1.7 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 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
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 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 -0.1 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.0 0.0% 0 -0.0 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
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Royal Harbor Partners, LLC CIK 0001801876 0.552 56 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 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 -0.2 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
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 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 -0.1 pp +0.0 pp +0.0 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -0.9 pp -1.1 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 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 -0.3 pp -0.3 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
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 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
Hudson Capital Management LLC CIK 0001727342 0.530 74 0.0 0.0% 0 +0.0 pp -0.1 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
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 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
Polianta Ltd CIK 0001695214 0.724 86 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 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 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp +0.0 pp
BARINGS LLC CIK 0000009015 0.845 191 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -2.0 pp -2.0 pp -4.4 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
NRI Wealth Management LC CIK 0002027950 0.717 31 0.0 0.0% 0 -0.2 pp -2.6 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 +0.0 pp -0.7 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 -0.1 pp -0.1 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 +0.0 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
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
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.1 pp -0.1 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
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 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 VFH). Qtrs Held counts distinct quarters this fund has actually held VFH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VFH position size. Δ columns are the percentage-point change in VFH'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