Signals

VGSH

1273 in-universe funds with a nonzero position in VGSH within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#56
Score / z3.870 / 3.49
Consensus394.17 over 723 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)
Fund Positions
Quarters Held

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 1,627.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 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 674.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 594.4 0.9% 4 +0.1 pp +0.3 pp +0.3 pp +0.9 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 514.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 466.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 373.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 341.4 7.4% 4 -3.1 pp -2.7 pp -3.0 pp +7.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 332.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 308.3 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 298.6 3.3% 4 +0.8 pp +0.4 pp +0.4 pp +3.3 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 285.0 4.6% 6 -0.1 pp -0.1 pp -1.6 pp -3.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 262.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 257.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 238.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 210.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 187.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 181.0 16.0% 1 +16.0 pp +15.9 pp +15.8 pp +16.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 170.8 6.4% 4 +0.1 pp +0.7 pp +0.3 pp +6.4 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 162.7 2.3% 4 -0.1 pp +0.1 pp +0.1 pp +2.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 145.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 142.7 0.2% 4 +0.0 pp +0.2 pp +0.0 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 142.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 133.7 1.1% 4 -0.3 pp +0.7 pp +0.3 pp +1.1 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 131.2 1.6% 4 +0.3 pp +1.4 pp +1.4 pp +1.6 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 124.5 5.4% 4 +0.2 pp -0.0 pp -0.3 pp +5.4 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 121.2 2.5% 4 +0.3 pp +0.4 pp +0.5 pp +2.5 pp
NEPC LLC CIK 0001424799 0.960 53 116.7 2.3% 4 -0.2 pp +0.4 pp +0.5 pp +2.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 111.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 110.4 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 103.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 101.6 1.2% 4 +0.2 pp -0.1 pp -0.2 pp +1.2 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 98.0 1.6% 4 +0.5 pp +0.2 pp +0.5 pp +1.6 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 98.0 9.7% 4 +1.2 pp +3.5 pp +3.3 pp +9.7 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 96.3 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 90.0 5.8% 4 +1.8 pp +1.9 pp +2.6 pp +5.8 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 86.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 84.5 0.4% 4 -0.1 pp -0.2 pp -0.1 pp +0.4 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 79.9 1.0% 4 -0.1 pp +0.1 pp -0.2 pp +1.0 pp
Creative Planning CIK 0001540235 0.979 4196 79.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 77.9 1.6% 4 +0.0 pp +0.0 pp -0.0 pp +1.6 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 77.6 4.4% 4 +0.2 pp +0.2 pp +0.2 pp +4.4 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 73.8 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 71.8 7.5% 4 +1.4 pp +1.5 pp +1.2 pp +7.5 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 71.2 1.9% 4 -0.1 pp -0.2 pp -0.3 pp +1.9 pp
MAYPORT, LLC CIK 0001922875 0.801 134 70.6 13.1% 4 +0.2 pp +1.1 pp +2.6 pp +13.1 pp
WIT, LLC CIK 0001840025 0.965 24 69.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 68.2 3.0% 4 -0.6 pp +0.5 pp +1.7 pp +3.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 67.3 1.2% 4 +0.0 pp -0.1 pp -0.2 pp +1.2 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 66.8 0.6% 4 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 66.5 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 64.2 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 62.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 62.1 10.9% 4 -0.4 pp -0.4 pp -1.4 pp +10.9 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 61.6 14.2% 4 +1.2 pp +1.4 pp +1.1 pp +14.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 60.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 59.1 10.4% 4 +0.2 pp +0.4 pp +0.6 pp +10.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 59.0 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 57.3 1.8% 4 -0.5 pp -0.6 pp +1.6 pp +1.8 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 56.7 3.9% 4 -0.4 pp -0.5 pp -0.6 pp +3.9 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 54.7 0.9% 4 +0.9 pp +0.9 pp +0.5 pp +0.9 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 50.7 5.4% 4 +0.3 pp +0.5 pp +0.5 pp +5.4 pp
Foster Group, Inc. CIK 0001841544 0.874 318 50.6 1.5% 4 +0.1 pp +0.1 pp +0.0 pp +1.5 pp
INSIGHT 2811, INC. CIK 0001334952 0.678 105 49.8 21.7% 4 +0.3 pp +0.4 pp -0.4 pp +21.7 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 49.3 13.5% 4 -1.3 pp -0.3 pp -1.8 pp +13.5 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 49.3 9.7% 4 +0.3 pp +0.4 pp +0.1 pp +9.7 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 49.1 3.0% 4 +0.1 pp +0.2 pp +0.1 pp +3.0 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.784 288 45.0 3.4% 3 +1.1 pp +1.5 pp +3.4 pp +3.4 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 44.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 42.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 42.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 42.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
American Money Management, LLC CIK 0001600085 0.432 174 40.8 6.5% 4 +0.2 pp +0.3 pp +0.1 pp +6.5 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 40.4 5.0% 4 +0.0 pp -0.1 pp -0.2 pp +5.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 38.7 2.6% 4 +0.5 pp +0.4 pp -1.2 pp +2.6 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 38.1 5.5% 4 +1.9 pp +4.0 pp +5.4 pp +5.5 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 37.4 8.4% 4 +0.2 pp -2.8 pp -3.8 pp +8.4 pp
Pacific Sage Partners, LLC CIK 0001936845 0.773 126 37.3 5.9% 4 +0.5 pp +0.7 pp +0.3 pp +5.9 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 36.9 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
Beacon Bank & Trust CIK 0001831984 0.535 160 36.3 7.5% 2 +0.2 pp +7.5 pp +7.5 pp +7.5 pp
Johns Hopkins University CIK 0001764756 0.949 18 36.1 2.6% 4 -0.0 pp +0.6 pp +0.7 pp +2.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 35.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 35.6 6.2% 4 +0.0 pp -0.1 pp -0.2 pp +6.2 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 35.5 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 35.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Westerkirk Capital Inc. CIK 0002080423 0.554 212 35.0 3.8% 2 -1.2 pp +3.8 pp +3.8 pp +3.8 pp
Arista Wealth Management, LLC CIK 0001964758 0.707 266 34.9 4.2% 4 +0.1 pp +0.2 pp +0.1 pp +4.2 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 34.5 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 34.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 34.3 3.7% 4 +0.0 pp +0.1 pp +0.0 pp +3.7 pp
Haverford Trust Co CIK 0000842941 0.805 424 34.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 33.5 1.5% 4 -0.8 pp -4.3 pp -4.6 pp +1.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 33.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 33.0 0.5% 4 -0.0 pp -0.2 pp -0.2 pp +0.5 pp
Concord Wealth Partners CIK 0001814214 0.457 885 31.7 4.1% 2 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 31.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 31.5 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 31.0 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
Five Oceans Advisors CIK 0001876326 0.524 204 30.9 11.2% 4 -0.3 pp -0.6 pp -0.2 pp +11.2 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 30.8 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 30.2 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 30.1 9.3% 4 +0.5 pp +0.7 pp +1.4 pp +9.3 pp
SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 30.0 0.9% 4 +0.1 pp +0.2 pp +0.1 pp +0.9 pp
Level Financial Advisors CIK 0001871734 0.644 95 29.9 7.6% 4 -0.1 pp +0.2 pp -0.0 pp +7.6 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 29.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 29.3 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 29.3 4.4% 4 +0.1 pp +0.2 pp +0.2 pp +4.4 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 29.2 6.7% 4 +0.2 pp +0.2 pp -0.3 pp +6.7 pp
Cordant, Inc. CIK 0001830942 0.704 353 28.3 11.5% 4 -0.1 pp -1.2 pp -1.6 pp +11.5 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 28.0 6.2% 4 +0.1 pp +0.2 pp +0.7 pp +6.2 pp
MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 27.8 9.4% 2 -0.1 pp +9.4 pp +9.4 pp +9.4 pp
Vernal Point Advisors, LLC CIK 0001820363 0.887 20 27.8 11.3% 4 -0.5 pp -2.5 pp -11.4 pp +11.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 26.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 26.0 0.8% 3 -0.4 pp -0.7 pp +0.8 pp +0.8 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 26.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 25.8 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 25.3 1.9% 4 -2.5 pp -2.2 pp +1.1 pp +1.9 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 25.3 2.3% 4 +0.2 pp +0.2 pp +0.1 pp +2.3 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 25.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 24.7 3.6% 4 +0.1 pp +0.1 pp -0.1 pp +3.6 pp
Alta Advisers Ltd CIK 0001536114 0.367 219 24.3 8.8% 4 +0.7 pp -2.8 pp +0.6 pp +8.8 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 23.9 1.1% 4 +0.3 pp +0.4 pp +0.3 pp +1.1 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 23.9 2.1% 4 +0.2 pp +0.5 pp +0.4 pp +2.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 23.8 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
Vertex Investment Solutions Co., Ltd. CIK 0002092214 0.123 26 23.6 27.3% 1 +27.3 pp +27.3 pp +27.3 pp +27.3 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 23.6 1.3% 4 +1.1 pp +1.0 pp +1.0 pp +1.3 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 23.3 1.2% 4 +0.1 pp +0.3 pp +0.3 pp +1.2 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 23.0 2.4% 4 +0.4 pp +0.8 pp +0.9 pp +2.4 pp
Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 22.9 2.4% 4 +0.6 pp +1.0 pp +1.2 pp +2.4 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 22.7 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
Peak Asset Management, LLC CIK 0001632512 0.415 181 22.6 4.0% 4 +0.2 pp +0.2 pp +0.2 pp +4.0 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 21.8 3.4% 4 -0.3 pp -0.1 pp -0.4 pp +3.4 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 21.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 21.1 1.4% 4 -0.1 pp -0.2 pp -0.3 pp +1.4 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 20.2 1.5% 4 +0.1 pp +0.1 pp -0.1 pp +1.5 pp
SHAH CAPITAL MANAGEMENT CIK 0001383838 0.917 9 20.1 3.9% 4 -0.2 pp +0.1 pp -0.4 pp +3.9 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 19.7 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 19.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BluePrint Investing LLC CIK 0002108872 0.662 25 19.5 17.3% 1 +17.3 pp +17.3 pp +17.3 pp +17.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Human Investing LLC CIK 0001767513 0.861 105 19.1 2.8% 4 +0.1 pp +0.1 pp +0.2 pp +2.8 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 19.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 18.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 18.5 10.6% 4 -0.1 pp +0.1 pp -1.9 pp +10.6 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 18.2 0.2% 4 +0.2 pp +0.1 pp -0.1 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 18.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Grove Bank & Trust CIK 0001662212 0.546 886 18.0 2.0% 4 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Wright Wealth LLC CIK 0002046147 0.601 54 17.9 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 17.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 17.6 11.3% 4 +1.6 pp +7.2 pp +9.9 pp +11.3 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 17.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 17.4 3.3% 4 +0.6 pp +0.9 pp +0.8 pp +3.3 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 17.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 16.9 11.0% 4 +1.2 pp +2.7 pp +3.6 pp +11.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 16.6 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
E&R Wealth Management, LLC CIK 0002109932 0.850 12 16.6 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
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Allen Investment Management, LLC CIK 0001326234 0.746 227 16.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
McLean Asset Management Corp CIK 0001833140 0.535 181 16.5 2.9% 4 +0.3 pp +0.2 pp +0.2 pp +2.9 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 16.5 0.7% 4 +0.7 pp +0.7 pp -0.9 pp +0.7 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 16.5 1.7% 2 +0.6 pp +1.7 pp +1.7 pp +1.7 pp
ROGCO, LP CIK 0001998892 0.631 224 16.4 5.5% 4 +0.5 pp +0.4 pp +0.3 pp +5.5 pp
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Apella Capital, LLC CIK 0001801507 0.827 695 15.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 15.6 1.0% 4 -0.7 pp -0.7 pp -0.7 pp +1.0 pp
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Kure Advisory, LLC CIK 0001986795 0.729 62 15.2 8.3% 4 +0.2 pp +0.1 pp -0.8 pp +8.3 pp
STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 15.1 2.8% 4 +0.0 pp +0.0 pp +0.4 pp +2.8 pp
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MOKAN Wealth Management Inc. CIK 0002053727 0.233 95 14.6 6.4% 4 +0.1 pp -0.0 pp -0.5 pp +6.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 14.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 14.5 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
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Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 14.3 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Triad Investment Management CIK 0001615717 0.117 34 14.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
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Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 13.3 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
Arlington Partners LLC CIK 0001389848 0.487 64 13.2 26.4% 1 +26.4 pp +26.4 pp +26.4 pp +26.4 pp
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Kings Path Partners LLC CIK 0002030974 0.501 353 13.0 4.5% 4 +0.0 pp +0.1 pp +0.1 pp +4.5 pp
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Cypress Capital, LLC CIK 0001729939 0.629 110 12.8 3.6% 4 +0.2 pp -0.1 pp -0.3 pp +3.6 pp
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GEN Financial Management, INC. CIK 0002032497 0.680 42 12.7 7.9% 4 -0.7 pp -1.9 pp -2.7 pp +7.9 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 12.4 0.1% 4 -0.2 pp -0.3 pp -0.3 pp +0.1 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 12.0 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
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CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
DDD Partners, LLC CIK 0001729673 0.504 164 11.2 0.8% 4 +0.2 pp +0.2 pp -0.1 pp +0.8 pp
Causey Wealth LLC CIK 0002132639 0.489 83 11.1 4.7% 4 +0.8 pp +1.2 pp +1.3 pp +4.7 pp
NOVEM GROUP CIK 0001926783 0.247 437 11.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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Unconventional Investor, LLC CIK 0001910387 0.781 49 11.0 5.2% 4 +0.6 pp +2.2 pp +4.0 pp +5.2 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 10.9 4.9% 5 +0.3 pp +0.5 pp -0.0 pp -1.0 pp
Roundview Capital LLC CIK 0001476804 0.530 349 10.9 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
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HM PAYSON & CO CIK 0000928052 0.806 1139 10.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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EPG Wealth Management LLC CIK 0001803058 0.273 318 10.1 2.7% 4 +0.0 pp +0.0 pp -0.0 pp +2.7 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 9.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
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NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 9.7 0.4% 4 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
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Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 -1.8 pp -1.9 pp -1.9 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ACR Alpine Capital Research, LLC CIK 0001508822 0.922 38 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Innova Wealth Partners CIK 0001888831 0.101 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.3 pp +0.0 pp -0.2 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp +0.0 pp
Verum Partners LLC CIK 0001958984 0.585 200 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 0.0 0.0% 0 -0.1 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
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -3.6 pp -3.6 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 +0.0 pp -0.3 pp -2.2 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stanich Group LLC CIK 0002023324 0.748 52 0.0 0.0% 0 +0.0 pp -5.6 pp +0.0 pp +0.0 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 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 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -1.1 pp -1.3 pp +0.0 pp
WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 0.160 113 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 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
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -2.6 pp -2.5 pp -0.8 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 0 -0.0 pp -4.7 pp -5.0 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
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp -3.4 pp +0.0 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 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 -0.1 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -1.5 pp -1.4 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.0 pp -0.0 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
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 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
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 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
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.5 pp -0.6 pp -0.7 pp -1.2 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 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 -0.1 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
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.8 pp -0.9 pp -1.0 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
TFO Wealth Partners, LLC CIK 0001698750 0.866 65 0.0 0.0% 0 -0.1 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 (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