Signals

☆VGK

1034 in-universe funds with a nonzero position in VGK within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#415
Score / z0.524 / 0.45
Consensus344.23 over 639 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+99% / 1.0d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 1,434.4 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 721.3 7.2% 4 -0.3 pp +0.4 pp +0.3 pp +7.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 647.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 520.8 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 413.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 386.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 316.8 0.1% 4 -0.0 pp +0.0 pp -0.0 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 293.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 285.0 3.3% 4 -0.3 pp -0.8 pp -1.0 pp +3.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 185.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 169.1 7.3% 4 -1.0 pp -0.2 pp -0.9 pp +7.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 165.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 160.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 160.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 158.9 1.8% 4 -0.2 pp -0.3 pp -0.3 pp +1.8 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 143.2 8.4% 4 -0.4 pp +0.3 pp -0.0 pp +8.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 121.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 115.2 0.1% 3 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 110.0 3.2% 4 -0.1 pp +0.2 pp +0.2 pp +3.2 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 97.9 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 92.1 1.0% 4 -0.4 pp -0.1 pp -0.2 pp +1.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 90.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stairway Partners, LLC CIK 0001454138 0.963 18 85.4 4.4% 4 -0.0 pp -0.2 pp -0.4 pp +4.4 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 83.0 5.0% 4 +0.0 pp +1.1 pp +1.1 pp +5.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 81.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 80.5 2.0% 4 +0.0 pp -0.3 pp -0.5 pp +2.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 77.9 3.3% 4 +0.1 pp +0.4 pp +0.2 pp +3.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 75.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 71.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 68.0 8.4% 4 +3.1 pp -0.5 pp +0.9 pp +8.4 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 64.3 3.5% 4 +0.1 pp +0.1 pp +0.0 pp +3.5 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 63.9 2.8% 4 -0.1 pp -0.0 pp -0.2 pp +2.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 58.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 53.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 52.6 9.3% 4 +0.1 pp +0.4 pp +0.4 pp +9.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 52.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 51.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trustees of Dartmouth College CIK 0001599404 0.183 11 48.6 19.3% 1 +19.3 pp +19.3 pp +19.3 pp +19.3 pp
☆Stephens Greth Foundation CIK 0002107267 0.924 4 47.9 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 45.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 45.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 45.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 42.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 41.5 1.2% 1 +1.2 pp +0.1 pp +0.3 pp +1.2 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 40.3 2.1% 4 +0.0 pp +0.1 pp +0.1 pp +2.1 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 40.3 2.9% 4 +0.0 pp +0.2 pp +0.3 pp +2.9 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 39.8 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 38.8 4.4% 2 +0.1 pp +4.4 pp +0.4 pp +4.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 35.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 32.6 3.2% 4 +0.0 pp -0.0 pp -0.2 pp +3.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 31.9 0.0% 4 -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 30.8 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 29.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 29.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Galilei Investment Office LLP CIK 0002043729 0.821 28 26.9 14.0% 5 +0.4 pp +0.8 pp +0.4 pp +0.7 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 26.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 24.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 24.3 12.1% 4 +0.5 pp +0.3 pp +0.3 pp +12.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 23.6 1.3% 4 +0.2 pp +0.2 pp +0.2 pp +1.3 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 23.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 23.5 2.3% 4 -0.3 pp -0.5 pp -0.7 pp +2.3 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 23.4 11.0% 4 +0.3 pp +0.8 pp +0.4 pp +11.0 pp
☆WealthBridge Investment Counsel Inc. CIK 0001799425 0.452 44 22.7 6.9% 4 +0.2 pp +3.3 pp +3.5 pp +6.9 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 22.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 21.9 0.5% 4 +0.0 pp +0.0 pp +0.3 pp +0.5 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 21.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 21.0 1.8% 4 +0.1 pp +0.1 pp +0.2 pp +1.8 pp
☆Obsido Oy CIK 0002067281 0.833 20 21.0 12.7% 5 -0.4 pp -0.3 pp -0.5 pp -0.8 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 20.2 4.1% 4 -1.3 pp -1.5 pp -1.7 pp +4.1 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 20.0 1.7% 4 +0.0 pp +0.5 pp +0.5 pp +1.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 20.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 19.2 10.7% 2 -1.3 pp +10.7 pp -2.1 pp +10.7 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 18.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 18.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Permian Investment Partners, LP CIK 0001472850 0.859 11 17.6 1.9% 1 +1.9 pp +1.9 pp +0.8 pp +1.9 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 16.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 16.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 15.9 6.5% 4 -0.2 pp +0.3 pp +0.1 pp +6.5 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 15.8 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 15.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zeit Capital LLC CIK 0001808163 0.744 52 15.7 10.5% 4 -0.9 pp -0.6 pp -0.9 pp +10.5 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 15.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 15.6 2.1% 4 -0.1 pp -0.2 pp -0.5 pp +2.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 15.5 1.7% 4 -0.2 pp -0.2 pp -0.3 pp +1.7 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.399 76 15.4 8.4% 4 +1.5 pp +1.6 pp +1.5 pp +8.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 15.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 14.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 14.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 14.2 4.3% 4 -0.1 pp +0.2 pp -0.0 pp +4.3 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 14.2 3.3% 4 -0.2 pp -0.3 pp -0.6 pp +3.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 13.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 13.7 1.0% 4 -0.2 pp -0.2 pp -0.1 pp +1.0 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 13.6 3.5% 4 +0.0 pp +0.6 pp +0.6 pp +3.5 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 13.4 1.5% 4 +0.2 pp +0.2 pp +0.1 pp +1.5 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 13.1 3.7% 4 -0.3 pp -0.1 pp -0.1 pp +3.7 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 12.7 0.7% 4 -1.3 pp -1.2 pp -1.0 pp +0.7 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 12.7 2.6% 4 -0.1 pp -0.0 pp -0.2 pp +2.6 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 12.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 12.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 12.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 12.5 2.5% 4 -0.1 pp +0.0 pp -0.0 pp +2.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 12.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 12.5 0.8% 4 +0.2 pp +0.3 pp +0.5 pp +0.8 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 12.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 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 12.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allied Investment Advisors, LLC CIK 0001729869 0.376 110 11.8 1.7% 4 +0.1 pp +0.4 pp +0.7 pp +1.7 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 11.7 4.7% 4 +0.1 pp -0.0 pp -0.3 pp +4.7 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 11.6 2.4% 4 -0.0 pp +0.1 pp -0.0 pp +2.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 11.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 11.3 5.0% 4 -0.0 pp -0.7 pp +1.0 pp +5.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 11.2 1.1% 4 +0.8 pp +0.8 pp +0.8 pp +1.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 11.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 11.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 11.0 1.9% 4 +0.3 pp +0.5 pp -1.1 pp +1.9 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 10.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 10.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 10.2 1.4% 4 +0.1 pp +0.1 pp +0.0 pp +1.4 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 10.0 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 9.9 1.9% 4 +0.2 pp +0.3 pp +0.4 pp +1.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 9.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 9.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 9.0 2.9% 4 +0.5 pp +0.5 pp +0.7 pp +2.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Silphium Asset Management Ltd CIK 0001758440 0.696 55 8.4 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 8.1 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 7.8 0.8% 3 +0.7 pp +0.7 pp +0.8 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grange Capital, LLC CIK 0002048387 0.138 54 7.6 7.6% 4 +0.3 pp +0.9 pp +0.7 pp +7.6 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 7.5 1.0% 6 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
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☆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
☆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
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 0.0 0.0% 0 -2.0 pp -2.1 pp -2.4 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.200 93 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 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
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canton Hathaway, LLC CIK 0001755785 0.678 283 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
☆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
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 0.0 0.0% 0 -8.0 pp -8.0 pp -8.4 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chan Zuckerberg Initiative, LLC CIK 0001997453 0.811 1 0.0 0.0% 0 -37.3 pp -56.7 pp -66.3 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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 +0.0 pp -0.1 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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 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
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 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
☆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
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -1.1 pp -1.1 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 -4.9 pp -4.7 pp -4.8 pp +0.0 pp
☆SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 -0.0 pp -0.0 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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 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
☆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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 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 +0.0 pp -0.2 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
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.0 0.0% 0 -0.0 pp +0.0 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 +0.0 pp -0.1 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 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
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 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 +0.0 pp -1.4 pp -1.9 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
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.0 0.0% 0 -0.1 pp +0.0 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
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 0.0 0.0% 0 +0.0 pp -0.2 pp -5.9 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
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -1.5 pp -1.6 pp -1.4 pp +0.0 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 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
☆IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -2.6 pp -3.4 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 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 +0.0 pp -0.5 pp -0.8 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 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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