Signals

← Signals

☆VGIT

1200 in-universe funds with a nonzero position in VGIT within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#72
Score / z2.831 / 3.39
Consensus394.67 over 707 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 ▾
☆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 5,214.7 0.3% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,507.7 3.6% 5 -0.1 pp +0.1 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 1,396.5 0.1% 7 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1,238.8 0.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1,180.1 11.1% 5 -1.0 pp +0.5 pp +1.4 pp +4.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 893.6 0.9% 6 -0.0 pp +0.1 pp -0.0 pp -0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 843.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 589.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 566.3 4.8% 5 +0.0 pp +3.5 pp +0.4 pp +0.4 pp
☆NEPC LLC CIK 0001424799 0.960 53 499.9 9.3% 5 -0.3 pp -1.1 pp -0.9 pp -0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 394.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 393.4 11.1% 4 -1.1 pp -4.9 pp -6.0 pp +11.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 388.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 385.5 4.0% 5 -0.9 pp -0.2 pp -0.7 pp -0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 384.2 1.1% 5 -0.6 pp +0.9 pp +0.9 pp +1.1 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 373.5 5.4% 5 -0.4 pp +0.2 pp -0.6 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 304.5 0.4% 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 293.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 292.7 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆WIT, LLC CIK 0001840025 0.965 24 289.1 4.6% 5 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 247.5 3.3% 5 -0.2 pp +1.0 pp +1.0 pp +1.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 223.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 210.4 2.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 198.3 2.5% 5 +2.0 pp +2.2 pp +2.5 pp +2.5 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 197.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 196.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 193.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 182.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 165.4 4.4% 5 -0.3 pp -0.1 pp -0.0 pp -0.2 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 165.0 7.2% 5 -0.4 pp -0.1 pp +0.2 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 135.4 10.0% 5 -0.2 pp +0.1 pp +0.5 pp +0.3 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 128.6 5.7% 5 +0.0 pp +1.6 pp +5.5 pp +5.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 114.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 114.1 0.2% 6 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 113.7 5.9% 5 -0.1 pp +0.4 pp +0.4 pp +0.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 111.8 2.2% 4 -0.9 pp +1.3 pp +1.6 pp +2.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 107.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 93.3 2.0% 5 -0.6 pp -0.3 pp -0.3 pp -0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 93.1 1.5% 5 -0.3 pp -0.1 pp +1.5 pp +1.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 92.7 0.9% 5 -0.1 pp +0.7 pp +0.8 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 91.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 89.8 2.4% 5 -0.1 pp -0.0 pp +0.0 pp -0.1 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 87.9 1.5% 5 -0.2 pp -0.1 pp -0.4 pp -0.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 84.9 1.0% 6 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 81.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 80.3 2.4% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 76.7 7.0% 4 -0.8 pp +0.0 pp +6.9 pp +7.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 76.0 7.7% 5 -0.4 pp -0.3 pp -0.0 pp +0.2 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 75.2 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cliffwater LLC CIK 0001659851 0.854 22 70.8 17.6% 5 +5.4 pp +7.9 pp +7.9 pp +8.9 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 70.0 4.0% 5 -0.2 pp -0.3 pp -0.2 pp -0.4 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 69.6 9.2% 5 -0.1 pp +0.4 pp +1.1 pp +0.8 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 64.4 16.5% 5 -1.8 pp -1.2 pp -1.2 pp -1.5 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 62.9 0.8% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 60.5 5.1% 5 -1.2 pp -2.6 pp -2.5 pp -2.8 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 58.8 0.7% 5 -0.2 pp +0.5 pp +0.6 pp +0.6 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 58.6 4.8% 1 +4.8 pp +2.3 pp +2.3 pp +2.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 58.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 57.5 4.4% 5 -0.2 pp -0.2 pp -0.3 pp -1.2 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 55.6 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 54.1 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 53.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 53.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 53.5 5.2% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 50.1 2.4% 5 -0.1 pp -0.0 pp +0.1 pp -0.1 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 49.7 5.8% 2 -0.2 pp +5.8 pp +5.8 pp +5.8 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 48.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 47.1 2.5% 5 -0.1 pp -0.1 pp -0.4 pp -0.4 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 46.4 0.6% 5 -0.1 pp -0.3 pp -0.3 pp -0.8 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 45.9 13.4% 5 +0.5 pp +0.0 pp -0.3 pp +4.6 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 45.8 2.8% 5 -0.2 pp +0.8 pp +0.9 pp +1.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 45.8 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 45.6 0.6% 5 -0.5 pp -0.5 pp -0.6 pp -0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 45.6 2.2% 5 -0.4 pp -0.4 pp -0.4 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 45.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 44.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 43.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 42.7 3.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 41.0 3.9% 5 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 40.5 8.6% 5 -0.4 pp -0.2 pp -0.0 pp -0.1 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 39.7 1.4% 5 -0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 39.5 2.3% 5 -0.2 pp -0.0 pp +0.2 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 39.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 39.2 5.5% 5 -0.4 pp +0.3 pp +0.3 pp +0.7 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 38.7 9.5% 5 -0.7 pp -0.2 pp +1.0 pp +1.0 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 38.3 11.5% 3 -0.9 pp -1.0 pp +11.5 pp +11.5 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 36.9 4.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 36.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 36.1 0.7% 5 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 35.8 7.0% 5 -0.4 pp -0.2 pp -0.3 pp -0.6 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 35.5 7.6% 3 -0.6 pp -0.6 pp +7.6 pp -1.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 35.4 4.7% 4 -0.7 pp -2.1 pp -3.1 pp +4.7 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 35.2 4.1% 5 +0.1 pp +0.3 pp +0.1 pp -0.3 pp
☆Emprise Bank CIK 0002018815 0.570 109 34.0 12.5% 5 -1.6 pp -1.3 pp -1.0 pp -1.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 34.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 33.7 15.8% 7 -1.3 pp -2.2 pp -2.4 pp -3.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 32.8 0.4% 5 -0.1 pp -0.3 pp -0.2 pp -0.3 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 32.7 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 32.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 31.4 0.4% 4 -0.2 pp -0.2 pp -0.6 pp +0.4 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 31.3 1.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 31.2 4.3% 5 +0.4 pp -4.8 pp -4.5 pp -4.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 30.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 30.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 30.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 29.6 1.9% 5 +0.1 pp -0.6 pp +1.3 pp +1.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 29.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 29.3 9.8% 6 -0.6 pp -0.3 pp -0.1 pp -0.2 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 28.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 28.9 1.3% 5 -0.2 pp -1.0 pp +0.2 pp +0.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 28.8 1.2% 5 -0.0 pp +0.1 pp -0.1 pp +1.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 28.8 0.9% 5 -0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 28.6 6.1% 5 +0.2 pp +0.5 pp +1.8 pp +2.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 28.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 28.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 27.9 2.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 27.8 0.5% 5 +0.0 pp +0.4 pp +0.3 pp +0.3 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 27.6 3.0% 5 -0.3 pp -0.2 pp -0.1 pp -0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 27.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 27.4 0.5% 5 +0.1 pp -0.9 pp -1.0 pp -1.0 pp
☆25 LLC CIK 0001968777 0.795 80 26.9 7.4% 5 -0.5 pp +0.1 pp +0.7 pp +0.7 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 26.1 1.9% 5 -0.2 pp -0.3 pp -0.4 pp -0.7 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 26.0 5.0% 3 -0.3 pp +0.6 pp +5.0 pp +5.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 25.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 25.4 1.3% 5 -1.1 pp -1.5 pp -1.7 pp -2.6 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 24.8 2.8% 5 -0.0 pp +0.2 pp +0.1 pp -0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 24.4 5.7% 5 -0.6 pp -0.4 pp -0.3 pp -1.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 24.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 23.9 4.4% 2 -0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 23.3 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 22.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 22.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DORVAL Corp CIK 0001999144 0.667 49 22.4 6.5% 5 -0.4 pp +0.7 pp +2.5 pp +4.7 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 22.0 0.7% 5 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Whelan Financial CIK 0001894921 0.754 101 22.0 6.0% 2 -0.6 pp +6.0 pp +6.0 pp +6.0 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 21.6 4.9% 5 -0.5 pp -0.8 pp -0.7 pp -1.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 21.6 1.9% 5 -0.5 pp -0.5 pp -0.6 pp -0.7 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 21.6 1.5% 2 -0.7 pp +1.5 pp +1.5 pp +1.5 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 21.3 3.3% 5 -0.4 pp -0.2 pp -0.4 pp -0.1 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 21.0 4.5% 5 +2.8 pp +2.8 pp +3.2 pp +3.8 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 20.4 3.1% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆Roth Financial Partners LLC CIK 0001840888 0.893 33 19.7 5.9% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 19.5 4.9% 5 +1.8 pp +1.9 pp +3.1 pp +1.9 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 19.2 5.9% 5 -0.4 pp +0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 19.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 18.9 3.7% 5 -0.7 pp -0.5 pp -0.4 pp +2.6 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 18.9 5.3% 2 -0.5 pp +5.3 pp +5.3 pp +5.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 18.8 1.4% 7 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 18.8 2.0% 5 -0.4 pp -0.5 pp -0.1 pp -0.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 18.8 1.3% 5 -0.4 pp -0.3 pp -0.4 pp -0.5 pp
☆Arbor Wealth Management LLC\AZ CIK 2149091 0.776 26 18.6 16.5% 2 -1.6 pp +16.5 pp +16.5 pp +16.5 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 18.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 18.5 1.9% 5 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 18.3 5.6% 5 -0.5 pp -0.2 pp -0.3 pp -0.3 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 18.2 0.8% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 18.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 17.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 17.6 7.5% 5 -0.6 pp +3.0 pp +3.2 pp +3.3 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 17.6 4.5% 5 -0.6 pp -0.4 pp +0.1 pp +0.8 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 17.5 1.7% 5 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 17.0 0.7% 5 -0.8 pp -0.6 pp -0.3 pp -0.2 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 16.9 8.4% 6 -0.5 pp -0.4 pp -0.4 pp -0.8 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 16.8 4.5% 5 -0.4 pp -0.4 pp -0.2 pp -0.3 pp
☆Friday Financial CIK 0002048792 0.653 108 16.6 4.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.6 pp
☆OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 16.1 15.3% 5 -0.7 pp -1.7 pp -1.6 pp -1.1 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 16.1 5.4% 5 -0.2 pp +0.4 pp +0.1 pp -1.8 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 15.8 1.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 15.8 0.7% 5 -0.3 pp -0.3 pp -0.9 pp -7.5 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 15.7 5.3% 5 -0.4 pp +0.5 pp +0.2 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 15.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 15.5 5.7% 5 -0.5 pp -0.4 pp -0.3 pp -0.4 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 15.2 1.0% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 15.1 0.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 15.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 15.1 1.0% 5 +0.2 pp +0.6 pp +0.7 pp +0.7 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 15.1 3.6% 5 -0.3 pp -0.2 pp +0.1 pp -0.0 pp
☆MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 14.9 2.0% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 14.8 0.7% 2 -0.6 pp +0.7 pp -0.1 pp -1.0 pp
☆Wealth Analytics Partners, LLC CIK 0002110717 0.776 50 14.5 5.3% 2 -0.5 pp +5.3 pp +5.3 pp +5.3 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 14.4 8.1% 5 +0.2 pp +2.1 pp +0.8 pp +0.5 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 14.3 2.0% 4 +0.7 pp +1.7 pp +1.7 pp +2.0 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 14.3 3.7% 5 -0.1 pp -0.0 pp +0.2 pp +0.0 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 14.1 3.5% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 13.9 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 13.9 2.7% 5 +0.7 pp +0.7 pp +0.7 pp +0.9 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 13.8 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CROBAN CIK 0001694663 0.128 81 13.7 6.0% 7 -0.4 pp +2.5 pp +3.5 pp +3.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 13.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 13.4 3.6% 1 +3.6 pp +1.9 pp +1.7 pp +1.5 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 12.9 7.4% 5 -0.2 pp -0.5 pp -0.4 pp -0.4 pp
☆Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 12.8 5.9% 5 -0.2 pp -0.3 pp -0.4 pp -0.7 pp
☆Aspirean Wealth, LLC CIK 0002110285 0.783 20 12.7 11.8% 2 -0.6 pp +11.8 pp +11.8 pp +11.8 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 12.7 4.9% 5 -0.5 pp -0.6 pp -0.4 pp +1.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.580 59 12.6 9.0% 2 -1.4 pp +9.0 pp +9.0 pp +9.0 pp
☆ROGCO, LP CIK 0001998892 0.631 224 12.3 3.8% 5 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 12.1 0.5% 2 -0.2 pp +0.5 pp -0.0 pp -0.1 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 12.0 2.4% 5 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 11.8 5.7% 3 -0.4 pp -0.2 pp +5.7 pp +5.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Five Pine Wealth Management CIK 0002041807 0.682 51 10.9 6.2% 5 -0.1 pp +0.1 pp +0.7 pp +2.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 10.8 2.8% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 10.7 2.1% 5 -0.2 pp -0.0 pp -0.1 pp -0.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 10.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 10.7 3.0% 5 -0.8 pp -0.6 pp -0.4 pp -0.4 pp
☆SimpliFi, Inc. CIK 0001716983 0.830 45 10.6 4.2% 3 -0.2 pp -0.2 pp +4.2 pp +4.2 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 10.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 10.5 5.4% 5 -0.2 pp -0.2 pp +0.6 pp +0.0 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 10.5 1.1% 5 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 10.5 3.6% 5 -0.3 pp -0.5 pp -0.4 pp +3.4 pp
☆TRB Wealth Management, LLC CIK 0002130988 0.545 296 10.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 10.4 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 10.3 0.7% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 10.2 5.9% 5 -0.8 pp -0.7 pp -0.7 pp -1.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 10.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 10.1 1.4% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Prism Planning Partners LLC CIK 0002110534 0.691 35 10.0 10.5% 2 -0.8 pp +10.5 pp +10.5 pp +10.5 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 10.0 0.6% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 9.8 5.4% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 9.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 9.6 8.1% 2 -0.7 pp +8.1 pp +8.1 pp +8.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 9.2 6.8% 5 -0.2 pp +0.1 pp -0.5 pp -0.3 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 9.2 2.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 9.2 3.2% 5 -0.5 pp -0.5 pp -0.5 pp -0.8 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 9.1 0.9% 5 -0.1 pp +0.1 pp -0.1 pp -0.3 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 9.0 4.8% 5 -0.4 pp -0.4 pp -0.7 pp +0.3 pp
☆Summitas Investment Management LLC CIK 0002134540 0.827 10 9.0 6.7% 2 -1.5 pp +6.7 pp +6.7 pp +6.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 8.8 0.9% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 8.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 8.6 1.4% 5 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 8.5 5.7% 5 -0.7 pp -0.5 pp -0.9 pp -1.2 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 8.5 4.0% 5 -0.4 pp -0.3 pp -0.2 pp -0.2 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 8.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 8.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 7.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 7.4 3.3% 6 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.3 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 7.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 7.3 2.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 7.2 1.5% 5 -0.1 pp +0.0 pp +0.2 pp +0.1 pp
☆BluePrint Investing LLC CIK 0002108872 0.662 25 7.2 6.0% 2 -0.5 pp +6.0 pp +6.0 pp +6.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 7.0 1.8% 5 +0.2 pp +0.3 pp +0.6 pp +0.7 pp
☆PYA Waltman Capital, LLC CIK 0001800135 0.494 67 6.9 1.7% 5 -0.1 pp +0.6 pp +0.6 pp +0.5 pp
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☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 6.8 3.2% 5 -0.1 pp +0.8 pp +0.9 pp +0.9 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 6.7 0.2% 5 +0.2 pp +0.0 pp +0.0 pp +0.2 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 6.7 4.4% 2 -1.7 pp +4.4 pp +4.4 pp +4.4 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 6.6 3.1% 5 -0.8 pp -0.5 pp +0.3 pp +0.4 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 6.6 3.0% 7 -0.4 pp -0.4 pp -0.6 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 6.6 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 6.5 2.4% 6 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 6.4 1.3% 5 -0.2 pp -0.4 pp -0.5 pp -0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 6.3 2.3% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 6.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Axos Invest Inc. CIK 0002042928 0.762 20 6.2 4.6% 5 -0.6 pp -0.6 pp -0.8 pp -1.3 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 6.2 3.8% 5 -0.1 pp +0.3 pp +0.5 pp +0.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 6.0 1.3% 5 +0.1 pp +0.1 pp -0.0 pp -0.7 pp
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☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 6.0 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 6.0 1.9% 5 -0.1 pp +0.1 pp +0.4 pp -0.5 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 5.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.586 54 5.8 5.0% 2 -0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 5.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PEOPLES BANK /OH CIK 0000934866 0.385 100 5.6 2.9% 5 -0.7 pp -0.7 pp -0.9 pp -0.9 pp
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☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 5.5 0.6% 4 +0.5 pp +0.5 pp +0.6 pp +0.6 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 5.3 2.3% 5 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 5.2 4.1% 2 -0.7 pp +4.1 pp +4.1 pp +4.1 pp
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☆Vertex Investment Solutions Co., Ltd. CIK 0002092214 0.123 26 5.1 3.5% 2 -2.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 5.1 2.9% 5 -0.1 pp +2.1 pp +2.0 pp +2.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 5.1 1.8% 5 -0.9 pp +0.0 pp -0.1 pp -0.2 pp
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☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 4.9 4.2% 5 -0.4 pp -1.1 pp -0.6 pp -0.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Hara Capital LLC CIK 0002010015 0.171 307 4.7 2.5% 7 -0.0 pp -0.7 pp -1.1 pp -1.6 pp
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☆Auour Investments LLC CIK 0001789310 0.580 95 4.3 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
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☆GenTrust, LLC CIK 0001697110 0.832 201 4.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Trust Co CIK 0001632554 0.769 908 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Cove Street Capital, LLC CIK 0001531612 0.084 96 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 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 -0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -26.0 pp -23.8 pp -24.3 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 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
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.2 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 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 -0.2 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
☆Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 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 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 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 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 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
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp -1.0 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.5 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
☆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
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -2.2 pp -2.1 pp -2.2 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.7 pp -1.7 pp -1.6 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -2.5 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -8.3 pp -8.0 pp -8.0 pp -8.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status