Signals

← Signals

☆VGIT

796 in-universe funds with a nonzero position in VGIT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#705
Score / z0.193 / 0.23
Consensus306.97 over 555 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest-15% / 1.0d

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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4,443.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆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 2,757.9 0.2% 2 -0.0 pp +0.2 pp +0.2 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 1,143.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,140.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 900.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 630.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 506.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 451.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 388.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆NEPC LLC CIK 0001424799 0.960 53 380.1 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 362.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 336.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 327.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 266.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 252.7 24.3% 1 +24.3 pp +24.3 pp +24.3 pp +24.3 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 246.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 228.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 227.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 224.6 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 172.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 172.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 154.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 150.0 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 149.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 143.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 133.8 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 133.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 125.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 117.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 108.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 108.0 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 98.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 97.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 91.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 90.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 87.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 82.9 19.3% 1 +19.3 pp +19.3 pp +19.3 pp +19.3 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 80.6 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 80.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 79.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 73.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 73.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 66.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 66.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 64.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 61.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 60.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 59.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 59.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 58.1 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 56.4 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 55.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 55.0 18.0% 1 +18.0 pp +18.0 pp +18.0 pp +18.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 50.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 47.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 46.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 45.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 44.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 43.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 42.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cliffwater LLC CIK 0001659851 0.854 22 42.5 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 41.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 40.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 38.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 38.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 38.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 37.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 37.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 36.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 36.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 35.3 18.9% 3 -1.9 pp -2.0 pp +18.9 pp +18.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 34.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 34.0 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 33.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 33.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 33.3 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 33.2 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 33.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 32.5 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 30.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 29.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 29.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 29.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 28.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Emprise Bank CIK 0002018815 0.570 109 28.1 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 28.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 27.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 27.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 26.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 26.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 26.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 25.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 25.9 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 24.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 24.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 23.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 23.6 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 23.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 23.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 22.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 22.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 22.7 10.0% 2 -0.6 pp +10.0 pp +10.0 pp +10.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 22.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 22.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 20.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 20.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 20.4 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 20.2 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 20.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 19.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 18.9 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆25 LLC CIK 0001968777 0.795 80 18.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 18.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 17.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 17.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 17.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 17.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 16.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 16.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Roth Financial Partners LLC CIK 0001840888 0.893 33 16.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 16.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 16.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 15.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 15.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 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 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 15.4 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 15.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 14.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 14.6 9.1% 2 -0.5 pp +9.1 pp +9.1 pp +9.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 14.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 14.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 14.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 14.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 14.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 14.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 13.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 13.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 13.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 13.2 8.1% 2 -0.2 pp +8.1 pp +8.1 pp +8.1 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 12.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 12.4 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.1 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 11.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 11.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 11.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 11.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 11.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 11.2 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 11.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 10.9 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 10.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 10.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 10.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 10.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 10.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 10.3 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 10.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 10.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 10.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 9.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Friday Financial CIK 0002048792 0.653 108 9.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 9.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 9.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 9.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 9.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 9.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROGCO, LP CIK 0001998892 0.631 224 9.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 9.3 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 9.0 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 8.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 8.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 8.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 8.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 8.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 8.4 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 8.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 7.9 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 7.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axos Invest Inc. CIK 0002042928 0.763 20 7.7 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 7.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 7.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 7.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 7.1 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 6.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 6.5 4.0% 3 -0.3 pp -0.2 pp +4.0 pp +4.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 6.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 6.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 6.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 6.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 6.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 6.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 6.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 6.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 6.0 3.0% 3 -0.7 pp -0.7 pp +3.0 pp +3.0 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 6.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 6.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 5.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 5.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 5.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Five Pine Wealth Management CIK 0002041807 0.682 51 5.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 5.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 5.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 5.5 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 5.3 2.2% 2 -0.6 pp +2.2 pp +2.2 pp +2.2 pp
☆Impact Investors, Inc CIK 0001824539 0.278 88 5.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 5.3 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 5.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 5.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 5.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WIT, LLC CIK 0001840025 0.965 24 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 4.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 4.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DORVAL Corp CIK 0001999144 0.667 49 4.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 4.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 4.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 4.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 4.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 4.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RoundAngle Advisors LLC CIK 0002049176 0.272 60 4.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 4.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 4.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PYA Waltman Capital, LLC CIK 0001800135 0.494 67 4.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 4.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 3.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 3.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 3.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 3.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 3.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 3.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 3.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 3.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIFF ADVISORY SERVICES, LLC CIK 0001271347 0.757 19 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 3.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Hikari Tsushin, Inc. CIK 0001423673 0.938 76 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 3.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 3.2 1.8% 2 +0.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 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
☆SFM, LLC CIK 0002064225 0.427 69 0.0 0.0% 0 -1.6 pp -1.8 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -1.4 pp -0.9 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.1 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
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -17.3 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 VGIT). Qtrs Held counts distinct quarters this fund has actually held VGIT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VGIT position size. Δ columns are the percentage-point change in VGIT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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