Signals

← Signals

☆VGIT

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

Flow ranking

Rank#41
Score / z3.218 / 4.82
Consensus320.35 over 576 funds
Momentumno 12m return

Price & positioning

250 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)
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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 4,310.2 0.3% 2 -0.0 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 2,987.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,226.2 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 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 1,190.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 987.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 895.6 9.8% 2 +2.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 569.3 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 464.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 423.1 4.8% 2 +0.2 pp +4.8 pp +4.8 pp +4.8 pp
☆NEPC LLC CIK 0001424799 0.960 53 388.6 10.2% 2 +0.6 pp +10.2 pp +10.2 pp +10.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 386.0 4.4% 2 +0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆MASECO LLP CIK 0002074052 0.917 291 352.1 17.1% 1 +17.1 pp +17.1 pp +17.1 pp +17.1 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 329.9 6.0% 2 +1.1 pp +6.0 pp +6.0 pp +6.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 319.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 297.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 264.7 23.8% 2 -0.5 pp +23.8 pp +23.8 pp +23.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 230.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 229.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 206.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 181.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 180.9 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 179.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 172.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 165.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 162.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 141.0 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 140.4 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 140.1 7.0% 2 -0.2 pp +7.0 pp +7.0 pp +7.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 120.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 113.1 9.4% 2 -0.2 pp +9.4 pp +9.4 pp +9.4 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 100.7 5.6% 2 -0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 98.0 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 97.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 90.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 89.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 89.0 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 84.3 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 84.1 19.3% 2 -0.0 pp +19.3 pp +19.3 pp +19.3 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 82.2 7.6% 2 -0.3 pp +7.6 pp +7.6 pp +7.6 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 76.0 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 67.8 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 66.4 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 65.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 63.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 62.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 61.8 7.8% 2 +0.2 pp +7.8 pp +7.8 pp +7.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 61.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 61.1 8.8% 2 -0.1 pp +8.8 pp +8.8 pp +8.8 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 59.7 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 58.8 17.7% 2 -0.3 pp +17.7 pp +17.7 pp +17.7 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 53.7 4.7% 2 -0.9 pp +4.7 pp +4.7 pp +4.7 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 53.2 3.0% 2 -0.9 pp +3.0 pp +3.0 pp +3.0 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 50.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 50.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 49.0 8.1% 2 -0.3 pp +8.1 pp +8.1 pp +8.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 47.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 46.4 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆Cliffwater LLC CIK 0001659851 0.854 22 46.3 9.8% 2 +1.0 pp +9.8 pp +9.8 pp +9.8 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 42.1 7.9% 1 +7.9 pp -9.4 pp +7.9 pp +7.9 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 41.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 41.1 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 40.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 40.0 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 39.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 38.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 38.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 38.2 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 37.5 2.5% 2 +0.8 pp +2.5 pp +2.5 pp +2.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 37.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 36.6 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 35.5 8.6% 2 -0.1 pp +8.6 pp +8.6 pp +8.6 pp
☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 35.3 10.0% 2 +0.1 pp +10.0 pp +10.0 pp +10.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 35.3 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 35.3 18.2% 4 -0.7 pp -2.5 pp -2.7 pp +18.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 34.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 34.3 2.0% 2 +0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 33.9 7.4% 2 -0.3 pp +7.4 pp +7.4 pp +7.4 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 33.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 32.5 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 32.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 32.2 13.6% 2 +4.9 pp +13.6 pp +13.6 pp +13.6 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 31.8 5.2% 2 +0.4 pp +5.2 pp +5.2 pp +5.2 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 31.6 1.7% 2 -6.6 pp +1.7 pp +1.7 pp +1.7 pp
☆Emprise Bank CIK 0002018815 0.570 109 31.4 13.5% 2 +0.0 pp +13.5 pp +13.5 pp +13.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 30.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 29.8 4.0% 2 -0.4 pp +4.0 pp +4.0 pp +4.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 29.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 29.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 28.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 27.6 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 27.6 8.5% 2 -0.0 pp +8.5 pp +8.5 pp +8.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 27.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 27.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 26.9 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 26.3 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 25.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 25.0 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 24.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 24.6 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 24.4 9.9% 3 -0.2 pp -0.8 pp +9.9 pp +9.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 23.7 7.4% 2 -0.3 pp +7.4 pp +7.4 pp +7.4 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 22.8 1.4% 2 +1.3 pp +1.4 pp +1.4 pp +1.4 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 22.5 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 22.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 21.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 21.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 21.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 21.5 5.9% 2 -0.9 pp +5.9 pp +5.9 pp +5.9 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 21.3 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 20.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 20.3 5.5% 2 -0.3 pp +5.5 pp +5.5 pp +5.5 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 19.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆25 LLC CIK 0001968777 0.795 80 19.6 6.7% 2 +0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 19.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 19.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 18.9 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 18.4 4.3% 2 +0.6 pp +4.3 pp +4.3 pp +4.3 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 18.3 4.3% 2 -0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 18.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 17.9 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 17.3 3.8% 2 +0.4 pp +3.8 pp +3.8 pp +3.8 pp
☆Roth Financial Partners LLC CIK 0001840888 0.893 33 17.2 5.8% 2 -0.2 pp +5.8 pp +5.8 pp +5.8 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 17.1 5.9% 2 +0.0 pp +5.9 pp +5.9 pp +5.9 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 16.8 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 16.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 16.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 16.2 4.2% 2 +3.0 pp +4.2 pp +4.2 pp +4.2 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 15.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 15.8 16.8% 2 +0.4 pp +16.8 pp +16.8 pp +16.8 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 15.6 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 15.6 0.3% 3 +0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 15.4 5.8% 2 -0.1 pp +5.8 pp +5.8 pp +5.8 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 15.3 8.8% 3 -0.4 pp -0.8 pp +8.8 pp +8.8 pp
☆MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 14.7 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 14.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 14.5 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 14.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 14.3 6.0% 2 -0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 14.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 14.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 14.0 8.0% 3 -0.1 pp -0.3 pp +8.0 pp +8.0 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 14.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 13.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 13.8 4.4% 2 +0.7 pp +4.4 pp +4.4 pp +4.4 pp
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☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 13.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 12.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 12.3 5.3% 2 -1.9 pp +5.3 pp +5.3 pp +5.3 pp
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☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 12.2 5.1% 2 -0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 12.2 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 11.9 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆DORVAL Corp CIK 0001999144 0.667 49 11.9 3.9% 2 +2.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 11.7 7.3% 2 -0.2 pp +7.3 pp +7.3 pp +7.3 pp
☆Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 11.6 6.3% 2 -0.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 11.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Friday Financial CIK 0002048792 0.653 108 11.0 4.6% 2 -0.4 pp +4.6 pp +4.6 pp +4.6 pp
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☆MAI Capital Management CIK 0001040197 0.725 1889 11.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 11.0 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 10.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 10.7 7.8% 2 +0.0 pp +7.8 pp +7.8 pp +7.8 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 10.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 10.5 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 9.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 9.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.167 731 9.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 9.8 5.4% 2 +2.3 pp +5.4 pp +5.4 pp +5.4 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 9.8 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 9.7 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 9.7 6.6% 2 -0.3 pp +6.6 pp +6.6 pp +6.6 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 9.6 6.6% 2 -0.4 pp +6.6 pp +6.6 pp +6.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 9.4 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 9.1 2.7% 3 -0.1 pp +0.2 pp +2.7 pp +2.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 9.0 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 8.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 8.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 8.8 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 8.7 7.4% 2 +0.2 pp +7.4 pp +7.4 pp +7.4 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 8.7 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 8.7 5.6% 2 -0.1 pp +5.6 pp +5.6 pp +5.6 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 8.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 8.5 4.8% 2 -0.6 pp +4.8 pp +4.8 pp +4.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 8.3 5.5% 2 +1.0 pp +5.5 pp +5.5 pp +5.5 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 8.2 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 8.2 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 8.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Five Pine Wealth Management CIK 0002041807 0.682 51 8.1 5.5% 2 +1.3 pp +5.5 pp +5.5 pp +5.5 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 7.9 2.6% 2 -1.4 pp +2.6 pp +2.6 pp +2.6 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 7.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 7.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 7.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 7.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 7.2 3.5% 3 -0.2 pp -0.4 pp +3.5 pp +3.5 pp
☆Axos Invest Inc. CIK 0002042928 0.763 20 7.2 5.4% 2 -0.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 7.1 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 6.9 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 6.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 6.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 6.7 3.1% 2 -2.0 pp +3.1 pp +3.1 pp +3.1 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 6.5 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 6.4 3.6% 4 +0.6 pp -0.0 pp -0.1 pp +3.6 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 6.3 1.8% 2 -1.2 pp +1.8 pp +1.8 pp +1.8 pp
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☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 6.3 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 6.3 4.6% 2 -0.5 pp +4.6 pp +4.6 pp +4.6 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 6.1 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 6.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 6.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 6.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 6.0 3.5% 4 -0.5 pp -0.8 pp -0.7 pp +3.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 6.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 5.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 5.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 5.5 0.8% 2 -0.9 pp +0.8 pp +0.8 pp +0.8 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 5.4 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 5.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 5.2 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 5.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Curi Capital, LLC CIK 0001332905 0.548 888 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 5.0 1.9% 2 -0.6 pp +1.9 pp +1.9 pp +1.9 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 5.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WIT, LLC CIK 0001840025 0.965 24 5.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 4.9 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 4.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 4.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 4.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 4.6 3.3% 2 +0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 4.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 4.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 4.4 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 4.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 4.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 4.3 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 4.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 4.2 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 4.2 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 4.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Plan A Wealth LLC CIK 0002093645 0.507 194 4.1 2.1% 3 +0.2 pp +1.0 pp +2.1 pp +2.1 pp
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☆RoundAngle Advisors LLC CIK 0002049176 0.272 60 4.1 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
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☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 3.9 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
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☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 3.7 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
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☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆New Millennium Group LLC CIK 0001909654 0.000 0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtus Fixed Income Advisers, LLC CIK 0002079921 0.524 85 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 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
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp -1.4 pp -0.9 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -4.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 0.0 0.0% 0 -2.2 pp -2.8 pp +0.0 pp +0.0 pp
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☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 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
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 -0.0 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
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 0.0 0.0% 0 -0.3 pp -4.0 pp +0.0 pp +0.0 pp
☆BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 -0.9 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
☆SFM, LLC CIK 0002064225 0.428 69 0.0 0.0% 0 +0.0 pp -1.6 pp -1.8 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
☆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
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 -5.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 0.0% 0 -8.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 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 +0.0 pp -0.1 pp +0.0 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
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☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 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
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 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 -1.8 pp +0.0 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
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.2 pp -0.1 pp -0.3 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
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 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
☆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
☆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
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 (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