Signals

← Signals

☆VGK

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

Flow ranking

Rank#212
Score / z0.912 / 1.29
Consensus315.61 over 574 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 3,728.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 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 1,358.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 727.0 7.5% 3 +0.7 pp +0.6 pp +7.5 pp +7.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 721.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 526.7 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 415.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 366.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 313.0 3.5% 3 -0.5 pp -0.7 pp +3.5 pp +3.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 294.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 277.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 183.6 8.3% 3 +0.8 pp +0.1 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 178.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 170.4 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 170.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 167.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 166.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 144.6 1.5% 3 +0.4 pp +0.3 pp +1.5 pp +1.5 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 141.4 8.7% 3 +0.7 pp +0.4 pp +8.7 pp +8.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 115.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 111.8 3.3% 3 +0.3 pp +0.3 pp +3.3 pp +3.3 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 103.5 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 91.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 90.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stairway Partners, LLC CIK 0001454138 0.963 18 86.4 4.5% 3 -0.2 pp -0.4 pp +4.5 pp +4.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 83.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 83.1 4.9% 3 +1.1 pp +1.1 pp +4.9 pp +4.9 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 80.5 2.0% 3 -0.3 pp -0.5 pp +2.0 pp +2.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 75.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 74.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 74.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 73.9 3.2% 3 +0.2 pp +0.1 pp +3.2 pp +3.2 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 64.8 2.9% 3 +0.1 pp -0.1 pp +2.9 pp +2.9 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 63.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 63.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 62.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 61.7 3.4% 3 -0.0 pp -0.1 pp +3.4 pp +3.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 57.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Chan Zuckerberg Initiative, LLC CIK 0001997453 0.811 1 55.6 37.3% 3 -19.4 pp -29.0 pp +37.3 pp +37.3 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 53.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 52.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 50.3 9.2% 3 +0.3 pp +0.3 pp +9.2 pp +9.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 49.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 48.9 2.9% 3 +0.2 pp +0.3 pp +2.9 pp +2.9 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 41.5 5.3% 3 -3.5 pp -2.1 pp +5.3 pp +5.3 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 40.8 2.1% 3 +0.1 pp +0.1 pp +2.1 pp +2.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 39.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 38.7 4.3% 1 +4.3 pp +0.3 pp +4.3 pp +4.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 38.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 37.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 36.6 1.9% 3 +0.0 pp +0.3 pp +1.9 pp +1.9 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 33.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 31.6 3.2% 3 -0.0 pp -0.2 pp +3.2 pp +3.2 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 31.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 30.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 29.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Galilei Investment Office LLP CIK 0002043729 0.821 28 28.7 13.5% 4 +0.4 pp -0.0 pp +0.3 pp +13.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 28.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 26.9 8.0% 3 -0.0 pp -0.5 pp +8.0 pp +8.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 25.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 25.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 23.6 1.6% 3 +0.1 pp +0.0 pp +1.6 pp +1.6 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 23.5 2.6% 3 -0.2 pp -0.4 pp +2.6 pp +2.6 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.622 115 23.5 10.7% 3 +0.5 pp +0.0 pp +10.7 pp +10.7 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 22.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthBridge Investment Counsel Inc. CIK 0001799425 0.452 44 22.3 6.7% 3 +3.1 pp +3.3 pp +6.7 pp +6.7 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 22.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Obsido Oy CIK 0002067281 0.833 20 21.3 13.1% 4 +0.2 pp -0.1 pp -0.3 pp +13.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 21.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 21.2 11.6% 3 -0.2 pp -0.2 pp +11.6 pp +11.6 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 21.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 20.7 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 20.4 0.4% 3 -0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 19.8 1.7% 3 +0.5 pp +0.5 pp +1.7 pp +1.7 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 19.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 19.8 1.7% 3 +0.1 pp +0.0 pp +1.7 pp +1.7 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 19.6 1.7% 3 +0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 19.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 19.3 12.0% 1 +12.0 pp -0.8 pp +12.0 pp +12.0 pp
☆Zeit Capital LLC CIK 0001808163 0.744 52 16.9 11.4% 3 +0.3 pp -0.0 pp +11.4 pp +11.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 16.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 16.1 3.9% 3 +0.1 pp +0.1 pp +3.9 pp +3.9 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 16.1 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 15.9 1.2% 3 -0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 15.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 15.9 6.7% 3 +0.5 pp +0.3 pp +6.7 pp +6.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 15.3 2.1% 3 -0.1 pp -0.4 pp +2.1 pp +2.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 15.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.398 76 15.2 6.9% 3 +0.1 pp +0.0 pp +6.9 pp +6.9 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 15.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 15.2 5.4% 3 -0.2 pp -0.5 pp +5.4 pp +5.4 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 15.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 15.0 3.4% 3 -0.1 pp -0.4 pp +3.4 pp +3.4 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 14.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 14.3 4.3% 3 +0.2 pp +0.1 pp +4.3 pp +4.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 14.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 14.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 13.7 3.5% 3 +0.6 pp +0.6 pp +3.5 pp +3.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 13.4 2.7% 3 +0.0 pp -0.2 pp +2.7 pp +2.7 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 13.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 12.9 1.5% 3 -0.0 pp +0.2 pp +1.5 pp +1.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 12.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 12.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 12.3 2.6% 3 +0.1 pp +0.1 pp +2.6 pp +2.6 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 12.3 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 12.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 11.6 2.4% 3 +0.1 pp -0.0 pp +2.4 pp +2.4 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 11.5 4.6% 3 -0.1 pp -0.3 pp +4.6 pp +4.6 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 11.4 5.0% 3 -0.7 pp +1.0 pp +5.0 pp +5.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 10.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 10.7 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allied Investment Advisors, LLC CIK 0001729869 0.375 110 10.1 1.6% 3 +0.3 pp +0.6 pp +1.6 pp +1.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 9.8 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 9.8 1.4% 3 +0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 9.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 9.4 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 9.2 1.8% 3 +0.2 pp +0.2 pp +1.8 pp +1.8 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 9.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sarasin & Partners LLP CIK 0001510481 0.875 94 9.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 8.9 1.6% 3 +0.1 pp -1.4 pp +1.6 pp +1.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 8.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.1 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 8.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 8.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 7.9 4.9% 3 +0.2 pp +0.1 pp +4.9 pp +4.9 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 7.9 2.4% 3 +0.0 pp +0.3 pp +2.4 pp +2.4 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 7.8 1.1% 5 -0.0 pp -0.2 pp -0.3 pp -0.2 pp
☆GRAYBILL WEALTH MANAGEMENT, LTD. CIK 0001252007 0.342 82 7.7 2.3% 3 +0.0 pp -0.2 pp +2.3 pp +2.3 pp
☆Grange Capital, LLC CIK 0002048387 0.138 54 7.6 7.3% 3 +0.6 pp +0.4 pp +7.3 pp +7.3 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 7.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Silphium Asset Management Ltd CIK 0001758440 0.696 55 7.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 7.3 2.4% 3 +0.3 pp +0.5 pp +2.4 pp +2.4 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 7.1 0.0% 4 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
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☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.1 pp -0.1 pp -4.1 pp +0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Permian Investment Partners, LP CIK 0001472850 0.859 11 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 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
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -0.8 pp -1.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABC ARBITRAGE SA CIK 0002049221 0.044 381 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 +0.0 pp -1.4 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
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp -6.2 pp +0.0 pp +0.0 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 0.0 0.0% 0 -0.2 pp -5.9 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 -1.0 pp -0.9 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.7 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.763 1471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.0 0.0% 0 -1.4 pp -1.9 pp +0.0 pp +0.0 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 -0.8 pp -0.9 pp +0.0 pp +0.0 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 -2.6 pp -3.4 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 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 -0.1 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 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
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 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
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 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 +0.0 pp -0.1 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
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.5 pp -0.8 pp +0.0 pp +0.0 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 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 VGK). Qtrs Held counts distinct quarters this fund has actually held VGK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VGK position size. Δ columns are the percentage-point change in VGK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status