Signals

← Signals

☆VGSH

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

Flow ranking

Rank#103
Score / z1.857 / 2.36
Consensus323.14 over 599 funds
Momentumno 12m return

Price & positioning

251 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 1,490.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 1,203.7 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 513.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 429.1 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 393.4 0.1% 1 +0.1 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 349.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 338.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 251.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 243.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 241.2 6.2% 3 -1.4 pp -0.6 pp +6.2 pp +6.2 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 230.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 221.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 216.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 193.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 186.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 185.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 173.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 161.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 153.9 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 142.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 136.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 136.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 126.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 120.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 119.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 119.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 111.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 111.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 110.4 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 94.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 90.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 88.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 87.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 86.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 85.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 83.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 74.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 73.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 72.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆NEPC LLC CIK 0001424799 0.960 53 72.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 71.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 70.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 69.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 66.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 65.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 65.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 64.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 61.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 60.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 60.8 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 59.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 57.3 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 55.5 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 54.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 54.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 51.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 50.6 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 50.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 50.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 50.1 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 48.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 48.1 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 47.2 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 46.5 22.0% 1 +22.0 pp +22.0 pp +22.0 pp +22.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 46.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 44.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 44.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 43.9 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 43.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 43.5 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 43.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 41.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 41.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 41.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 39.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 39.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 39.0 22.7% 1 +22.7 pp +22.7 pp +22.7 pp +22.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 38.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 37.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 37.4 5.1% 3 -0.7 pp -4.5 pp +5.1 pp +5.1 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 36.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 35.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 34.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 32.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 32.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 31.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 30.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 30.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 30.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 30.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 30.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 30.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 29.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 29.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 29.7 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 29.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 28.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 28.5 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 28.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 27.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 27.0 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 26.8 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 26.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 26.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 25.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 24.6 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 24.0 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 23.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Alta Advisers Ltd CIK 0001536114 0.367 219 23.0 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 22.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 22.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 22.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 22.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 22.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 22.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SHAH CAPITAL MANAGEMENT CIK 0001383838 0.917 9 22.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 21.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 21.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 21.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 21.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 21.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 20.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 20.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 20.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 20.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 19.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 19.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 18.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 18.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 18.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 18.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 17.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 17.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 17.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 17.4 20.4% 1 +20.4 pp +20.4 pp +20.4 pp +20.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 17.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 17.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 17.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 16.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 16.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 16.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Human Investing LLC CIK 0001767513 0.861 105 16.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 15.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 15.3 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 15.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 15.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 14.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
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☆ROGCO, LP CIK 0001998892 0.631 224 13.6 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
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☆Cypress Capital, LLC CIK 0001729939 0.629 110 13.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
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☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 12.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 11.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 11.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.7 0.0% 1 +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 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 3.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆North Capital, Inc. CIK 0002065938 0.475 102 3.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
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☆American Investment Services, Inc. CIK 0001369913 0.501 133 3.2 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
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☆MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NWAM LLC CIK 0001655006 0.392 684 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Wedmont Private Capital CIK 0001904274 0.771 949 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Ridgewood Investments LLC CIK 0001703556 0.183 208 2.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆United Community Bank CIK 0002000314 0.267 534 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Sepio Capital, LP CIK 0001751412 0.794 346 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHFIELD ASSOCIATES CIK 0000914976 0.905 17 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Essex Bank CIK 0001752212 0.260 318 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Five Pine Wealth Management CIK 0002041807 0.682 51 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆GenTrust, LLC CIK 0001697110 0.832 201 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Dakota Wealth Management CIK 0001631353 0.544 771 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Mittelman Wealth Management CIK 0002021464 0.532 53 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Rinkey Investments CIK 0001730774 0.601 128 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simmons Bank CIK 0001674486 0.467 369 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.2 0.0% 1 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westchester Capital Management, Inc. CIK 0001390063 0.626 46 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 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 VGSH). Qtrs Held counts distinct quarters this fund has actually held VGSH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VGSH position size. Δ columns are the percentage-point change in VGSH's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status