Signals

VGSH

1345 in-universe funds with a nonzero position in VGSH within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#76
Score / z2.617 / 3.14
Consensus381.01 over 706 funds
Momentum-0.28 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-0%
Short interest-14% / 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)
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 1,648.9 0.1% 7 -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 692.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 648.1 0.9% 5 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 545.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 516.1 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 474.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 288.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 287.4 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 274.2 4.0% 7 -0.6 pp -0.7 pp -0.7 pp -2.3 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 260.0 2.5% 5 -0.8 pp +0.0 pp -0.4 pp -0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 247.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 238.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 231.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 207.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 199.8 0.6% 1 +0.6 pp +0.6 pp -0.1 pp -0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 193.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 193.3 16.3% 2 +0.4 pp +16.3 pp +16.3 pp +16.2 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 174.8 2.2% 5 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 162.3 5.7% 5 -0.7 pp -0.6 pp -0.1 pp -0.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 149.6 0.2% 5 -0.0 pp +0.0 pp +0.2 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 147.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WIT, LLC CIK 0001840025 0.965 24 141.1 2.3% 2 +0.9 pp +2.3 pp +2.3 pp +2.3 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 134.6 1.4% 5 -0.2 pp +0.0 pp +1.2 pp +1.2 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 128.1 2.4% 5 -0.2 pp +0.1 pp +0.2 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 125.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 124.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 123.5 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 121.8 4.9% 5 -0.6 pp -0.4 pp -0.6 pp -0.8 pp
MAI Capital Management CIK 0001040197 0.725 1889 117.0 0.4% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
NEPC LLC CIK 0001424799 0.960 53 116.0 2.2% 5 -0.2 pp -0.3 pp +0.3 pp +0.3 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 106.8 1.5% 5 -0.0 pp +0.5 pp +0.2 pp +0.4 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 91.5 3.3% 5 +0.3 pp -0.3 pp +0.8 pp +2.0 pp
FJ Investments, LLC CIK 0001903573 0.964 6 90.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 89.5 8.2% 5 -1.6 pp -0.3 pp +1.9 pp +1.8 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 88.9 0.9% 5 -0.2 pp -0.1 pp -0.3 pp -0.4 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 88.8 0.6% 5 -0.5 pp -0.8 pp +0.2 pp -0.2 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 82.8 1.1% 3 +0.0 pp +1.0 pp +1.1 pp +1.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 81.8 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 80.4 4.2% 5 -0.3 pp -0.0 pp -0.0 pp -0.1 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 78.9 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 78.8 0.1% 6 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 78.6 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 77.2 4.1% 5 +1.1 pp +1.3 pp +1.3 pp +1.3 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 74.9 4.5% 5 -1.3 pp +0.5 pp +0.6 pp +1.3 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 74.7 7.0% 5 -0.5 pp +0.9 pp +1.0 pp +0.7 pp
MAYPORT, LLC CIK 0001922875 0.801 134 74.6 11.6% 5 -1.6 pp -1.4 pp -0.5 pp +1.0 pp
Creative Planning CIK 0001540235 0.979 4196 74.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 72.0 1.8% 5 -0.2 pp -0.3 pp -0.3 pp -0.5 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 70.6 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 67.0 0.8% 5 -0.1 pp -0.2 pp -0.0 pp -0.3 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 65.4 10.0% 5 -0.4 pp -0.1 pp +0.0 pp +0.2 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 64.4 10.4% 5 -0.6 pp -1.0 pp -1.0 pp -1.9 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 63.2 13.3% 5 -0.9 pp +0.3 pp +0.4 pp +0.2 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 61.6 6.9% 5 +1.4 pp +3.3 pp +5.4 pp +6.8 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 60.1 3.8% 5 -0.1 pp -0.5 pp -0.5 pp -0.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 58.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 57.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 55.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Foster Group, Inc. CIK 0001841544 0.874 318 53.9 1.4% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 52.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 51.4 9.2% 5 -0.5 pp -0.2 pp -0.1 pp -0.4 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 50.3 12.3% 5 -1.2 pp -2.5 pp -1.5 pp -3.0 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 50.3 3.3% 4 -0.1 pp +1.1 pp +1.5 pp +3.3 pp
INSIGHT 2811, INC. CIK 0001334952 0.678 105 49.6 20.1% 5 -1.6 pp -1.3 pp -1.2 pp -1.9 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 47.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 46.9 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 45.2 1.1% 5 -0.6 pp -1.2 pp -1.2 pp +0.9 pp
Mariner, LLC CIK 0001373442 0.925 3517 44.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
McLean Asset Management Corp CIK 0001833140 0.535 181 44.6 5.9% 5 +3.0 pp +3.3 pp +3.2 pp +3.2 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 44.0 4.2% 5 -1.2 pp -0.9 pp -0.7 pp -0.7 pp
Vernal Point Advisors, LLC CIK 0001820363 0.887 20 43.4 14.7% 5 +3.4 pp +2.8 pp +0.8 pp -8.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 42.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
American Money Management, LLC CIK 0001600085 0.432 174 41.7 6.0% 5 -0.5 pp -0.3 pp -0.2 pp -0.4 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 40.9 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Pacific Sage Partners, LLC CIK 0001936845 0.773 126 40.7 5.8% 5 -0.1 pp +0.4 pp +0.6 pp +0.2 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 40.1 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 38.9 4.4% 5 -0.6 pp -0.6 pp -0.7 pp -0.9 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 38.1 0.1% 5 -0.2 pp -0.1 pp -0.0 pp -0.2 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 37.8 6.0% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 37.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 37.3 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Beacon Bank & Trust CIK 0001831984 0.535 160 36.9 7.1% 3 -0.3 pp -0.1 pp +7.1 pp +7.1 pp
University of Illinois Foundation CIK 0001994249 0.055 29 36.1 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
Johns Hopkins University CIK 0001764756 0.949 18 35.9 2.4% 5 -0.2 pp -0.2 pp +0.4 pp +0.5 pp
Arista Wealth Management, LLC CIK 0001964758 0.708 266 35.7 3.9% 5 -0.4 pp -0.3 pp -0.1 pp -0.3 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 35.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Haverford Trust Co CIK 0000842941 0.805 424 35.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 35.0 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Westerkirk Capital Inc. CIK 0002080423 0.554 212 34.8 3.3% 3 -0.4 pp -1.6 pp +3.3 pp +3.3 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 34.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp -1.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 34.5 0.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 34.3 3.3% 5 -0.4 pp -0.4 pp -0.3 pp -0.3 pp
Grove Bank & Trust CIK 0001662212 0.546 886 34.2 3.4% 5 +1.3 pp +3.4 pp +3.4 pp +3.4 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 34.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 33.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 33.4 1.5% 3 -0.2 pp +0.0 pp +1.5 pp +1.5 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 33.2 1.5% 5 -0.0 pp -0.8 pp -4.3 pp -4.6 pp
Alta Advisers Ltd CIK 0001536114 0.367 219 33.1 7.5% 5 -1.3 pp -0.6 pp -4.1 pp -0.7 pp
Concord Wealth Partners CIK 0001814214 0.457 885 33.1 3.8% 3 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 32.6 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 32.5 5.0% 2 -0.3 pp +5.0 pp +5.0 pp +5.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 32.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 31.6 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 31.5 6.7% 5 +5.9 pp +6.0 pp +5.9 pp +5.8 pp
Level Financial Advisors CIK 0001871734 0.644 95 31.0 6.9% 5 -0.7 pp -0.8 pp -0.5 pp -0.7 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 31.0 8.6% 5 -0.6 pp -0.2 pp +0.1 pp +0.8 pp
Cordant, Inc. CIK 0001830942 0.705 353 31.0 11.2% 5 -0.3 pp -0.4 pp -1.6 pp -1.9 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 30.7 0.9% 3 -0.0 pp +0.1 pp +0.9 pp +0.9 pp
Five Oceans Advisors CIK 0001876326 0.524 204 30.4 9.8% 5 -1.4 pp -1.7 pp -2.1 pp -1.6 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 29.9 6.0% 5 -0.2 pp -0.1 pp -0.0 pp +0.5 pp
SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 29.8 0.7% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
Kensington Asset Management, LLC CIK 0001979884 0.823 39 29.7 1.6% 3 +1.4 pp +1.4 pp +1.6 pp +1.6 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 29.6 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 29.4 6.1% 5 -0.6 pp -0.4 pp -0.3 pp -0.9 pp
MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 29.4 8.8% 3 -0.6 pp -0.7 pp +8.8 pp +8.8 pp
MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 29.2 4.0% 5 -0.4 pp -0.3 pp -0.2 pp -0.2 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 28.7 0.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 28.5 6.0% 5 -2.4 pp -2.1 pp -5.1 pp -6.1 pp
MASECO LLP CIK 0002074052 0.917 291 26.5 0.7% 4 -0.1 pp -0.5 pp -0.8 pp +0.7 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 25.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 25.8 2.1% 5 -0.1 pp +0.0 pp +0.1 pp -0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 25.7 0.3% 4 -0.2 pp -0.2 pp -0.3 pp +0.3 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 25.6 2.3% 5 -0.1 pp +0.3 pp +0.8 pp +0.8 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 25.1 3.3% 5 -0.3 pp -0.2 pp -0.2 pp -0.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 24.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 23.9 1.1% 5 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
Vertex Investment Solutions Co., Ltd. CIK 0002092214 0.123 26 23.9 16.1% 2 -11.2 pp +16.1 pp +16.1 pp +16.1 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 23.7 1.0% 5 -0.1 pp +0.2 pp +0.3 pp +0.2 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 23.6 1.9% 5 -0.2 pp -0.0 pp +0.3 pp +0.2 pp
Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 23.5 2.3% 5 -0.1 pp +0.6 pp +0.9 pp +1.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 23.1 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 23.0 6.7% 2 -0.2 pp +6.7 pp +6.7 pp +6.7 pp
CPA Asset Management Group, LLC CIK 0001963967 0.213 97 23.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 22.7 3.2% 5 -0.2 pp -0.4 pp -0.3 pp -0.6 pp
SHAH CAPITAL MANAGEMENT CIK 0001383838 0.917 9 22.3 4.2% 5 +0.4 pp +0.2 pp +0.5 pp -0.0 pp
Peak Asset Management, LLC CIK 0001632512 0.415 181 22.2 3.3% 5 -0.7 pp -0.6 pp -0.5 pp -0.5 pp
Apella Capital, LLC CIK 0001801507 0.827 695 21.7 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 21.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 21.2 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 20.9 1.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 20.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 20.8 1.2% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
West Virginia University Foundation, Inc CIK 0002109379 0.959 6 20.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 20.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 19.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 19.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 19.5 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 19.3 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 19.2 10.4% 5 -0.9 pp +0.7 pp +6.3 pp +9.0 pp
Human Investing LLC CIK 0001767513 0.861 105 19.1 2.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
BluePrint Investing LLC CIK 0002108872 0.662 25 19.0 16.0% 2 -1.3 pp +16.0 pp +16.0 pp +16.0 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 19.0 3.1% 5 -0.2 pp +0.4 pp +0.7 pp +0.6 pp
Wright Wealth LLC CIK 0002046147 0.601 54 18.7 11.2% 2 -0.7 pp +11.2 pp +11.2 pp +11.2 pp
Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 18.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 18.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 18.3 9.1% 5 -1.5 pp -1.6 pp -1.4 pp -3.4 pp
E&R Wealth Management, LLC CIK 0002109932 0.850 12 18.3 15.6% 2 -1.0 pp +15.6 pp +15.6 pp +15.6 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 18.3 1.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 18.0 0.2% 5 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 17.5 1.1% 2 -1.5 pp +1.1 pp +1.1 pp +1.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 17.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
ROGCO, LP CIK 0001998892 0.631 224 17.1 5.2% 5 -0.2 pp +0.3 pp +0.2 pp +0.1 pp
STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 17.0 2.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 16.6 3.1% 5 -0.3 pp -0.2 pp -0.3 pp -0.6 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 16.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 16.3 1.4% 3 -0.3 pp +0.3 pp +1.4 pp +1.4 pp
Kure Advisory, LLC CIK 0001986795 0.729 62 16.2 7.7% 5 -0.6 pp -0.4 pp -0.5 pp -1.4 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 16.1 4.3% 5 -0.3 pp -0.3 pp -0.1 pp -0.1 pp
ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 16.0 8.0% 5 -3.1 pp -1.8 pp -0.4 pp +0.5 pp
Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 16.0 3.5% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
TrueWealth Financial Partners CIK 0001908108 0.649 28 15.9 6.6% 1 +6.6 pp +6.6 pp -0.6 pp +1.8 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 15.9 1.3% 4 +0.4 pp +0.7 pp +1.1 pp +1.3 pp
Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 15.7 6.3% 5 -0.3 pp -0.9 pp -1.9 pp +0.1 pp
MOKAN Wealth Management Inc. CIK 0002053727 0.233 95 15.5 5.9% 5 -0.5 pp -0.4 pp -0.5 pp -1.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 15.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 15.2 0.2% 5 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 15.0 2.0% 5 -0.3 pp -0.4 pp -0.5 pp -0.8 pp
WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 14.6 3.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
Spectrum Financial Alliance Ltd LLC CIK 0001566531 0.808 31 14.6 2.2% 5 +0.9 pp +1.0 pp +0.8 pp +1.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Unison Advisors LLC CIK 0001695818 0.855 173 14.4 1.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
Montecito Bank & Trust CIK 0001422508 0.403 271 14.4 2.1% 4 -0.1 pp -0.0 pp +0.1 pp +2.1 pp
ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 14.4 2.0% 3 +0.1 pp +0.7 pp +2.0 pp +2.0 pp
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. CIK 0002110760 0.710 44 13.9 9.8% 2 -1.3 pp +9.8 pp +9.8 pp +9.8 pp
Drum Hill Capital, LLC CIK 0002054679 0.274 45 13.8 14.1% 5 +0.3 pp -0.3 pp -0.7 pp -0.9 pp
Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 13.6 6.8% 5 -0.8 pp +2.0 pp +2.0 pp +1.5 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 13.6 0.6% 5 -0.3 pp -1.0 pp -1.0 pp -1.0 pp
DDD Partners, LLC CIK 0001729673 0.504 164 13.3 0.8% 5 +0.1 pp +0.3 pp +0.3 pp -0.0 pp
GEN Financial Management, INC. CIK 0002032497 0.680 42 13.2 7.9% 5 +0.0 pp -0.7 pp -1.9 pp -2.7 pp
Arlington Partners LLC CIK 0001389848 0.487 64 13.1 23.7% 2 -2.6 pp +23.7 pp +23.7 pp +23.7 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 13.0 3.2% 5 -0.2 pp -0.1 pp +0.0 pp -0.1 pp
Investure, LLC CIK 0001476993 0.837 17 12.9 0.8% 5 +0.2 pp +0.1 pp -0.0 pp -0.2 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 12.9 0.1% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 12.8 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 12.6 3.4% 5 -0.2 pp -0.1 pp -0.3 pp -0.5 pp
Roundview Capital LLC CIK 0001476804 0.530 349 12.6 0.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 12.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 12.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 12.3 4.9% 4 -0.6 pp -5.1 pp -6.3 pp +4.9 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 12.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 11.9 0.7% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 11.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 11.8 0.0% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 11.3 3.7% 5 +0.0 pp +0.0 pp +0.1 pp -0.2 pp
Causey Wealth LLC CIK 0002132639 0.489 83 11.2 4.4% 5 -0.3 pp +0.4 pp +0.9 pp +0.9 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 11.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 10.8 0.4% 1 +0.4 pp +0.3 pp +0.3 pp +0.4 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 10.8 4.4% 6 -0.5 pp -0.2 pp +0.0 pp -0.6 pp
MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 10.8 1.1% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 10.7 4.1% 5 -0.6 pp -0.8 pp -1.0 pp -1.7 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 10.2 2.5% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 10.2 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Values First Advisors, Inc. CIK 0001913608 0.087 187 10.1 4.6% 5 -0.4 pp -0.3 pp -0.2 pp +0.5 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 10.0 0.9% 5 +0.3 pp +0.4 pp +0.6 pp +0.7 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 10.0 0.6% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 9.9 2.0% 5 -0.1 pp +0.0 pp -0.2 pp -0.4 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 9.9 1.9% 5 +0.3 pp +0.2 pp +0.2 pp -0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 9.9 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 9.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 9.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 9.7 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 9.7 0.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 9.7 2.1% 5 -0.2 pp -0.5 pp -0.9 pp -0.7 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 9.6 1.4% 2 -0.8 pp +1.4 pp +1.4 pp +1.4 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 9.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 9.5 0.6% 5 -0.1 pp +0.2 pp +0.1 pp -0.0 pp
Unconventional Investor, LLC CIK 0001910387 0.781 49 9.5 3.9% 5 -1.3 pp -0.7 pp +0.9 pp +2.7 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 9.3 0.6% 5 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 9.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 9.1 0.3% 5 -0.0 pp +0.3 pp +0.3 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 9.0 4.8% 5 +4.4 pp +4.7 pp +4.7 pp +4.6 pp
Guardian Wealth Management, LLC CIK 0002095373 0.789 30 8.8 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
Altiora Financial Group, LLC CIK 0001986156 0.665 112 8.8 1.4% 5 -0.1 pp +0.5 pp +0.5 pp +0.4 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 8.7 0.4% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 8.4 6.1% 4 +0.1 pp +0.7 pp +0.7 pp +6.1 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 8.4 1.1% 7 +0.6 pp +0.6 pp +0.6 pp +0.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPE ANN SAVINGS BANK CIK 0000936938 0.420 113 8.3 3.9% 5 -0.3 pp -0.4 pp -0.6 pp -1.1 pp
Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 8.3 5.5% 5 -0.7 pp -0.5 pp -0.7 pp -1.0 pp
Certified Advisory Corp CIK 0001731732 0.386 327 8.2 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 8.2 4.1% 7 -0.5 pp -0.4 pp -0.6 pp -0.7 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 8.2 0.9% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 8.1 2.5% 5 -0.4 pp -0.5 pp -0.5 pp -0.4 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 8.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 7.9 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Mechanics Financial Corp CIK 0001821336 0.408 296 7.9 2.8% 5 -0.3 pp +0.3 pp +0.1 pp -0.1 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 7.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 7.7 0.1% 5 +0.0 pp -0.2 pp -1.8 pp -2.2 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 7.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.0 pp
Calder Financial LLC CIK 0002106810 0.520 43 7.6 7.2% 2 -3.8 pp +7.2 pp +7.2 pp +7.2 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 7.6 2.4% 2 +1.7 pp +2.4 pp +2.4 pp +2.4 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 7.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 7.4 0.6% 5 +0.1 pp -0.3 pp -0.3 pp -0.3 pp
OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 7.4 2.1% 5 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 7.3 0.6% 5 -0.1 pp -0.7 pp -0.7 pp -0.8 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
METROPOLITAN LIFE INSURANCE CO/NY CIK 0000728618 0.912 11 7.2 2.0% 5 -0.2 pp -0.2 pp -0.4 pp -1.0 pp
Marotta Asset Management CIK 0001802091 0.618 103 7.2 1.2% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 7.1 0.5% 5 -0.1 pp -1.1 pp -1.1 pp -1.2 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 7.0 4.6% 5 -0.4 pp -0.5 pp -0.6 pp -1.0 pp
David Kennon Inc CIK 0001954126 0.575 45 7.0 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.9 0.1% 5 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Bull Street Advisors, LLC CIK 0001790837 0.248 95 6.9 3.2% 5 -0.7 pp -0.6 pp -0.6 pp -0.7 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 6.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Plan, Inc. CIK 0002107584 0.868 95 6.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 6.6 0.3% 1 +0.3 pp +0.3 pp -0.0 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 6.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 6.4 2.6% 5 -0.2 pp -0.1 pp -0.6 pp -0.8 pp
Echo45 Advisors LLC CIK 0001908617 0.495 78 6.3 3.3% 5 -0.1 pp -0.1 pp -2.2 pp -2.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 6.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -2.7 pp
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Simplicity Wealth,LLC CIK 0001913243 0.194 1022 6.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
truNorth Financial Services, Inc. CIK 0002108201 0.522 59 6.0 5.4% 2 +4.9 pp +5.4 pp +5.4 pp +5.4 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 5.9 0.7% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 5.7 0.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 5.7 1.3% 1 +1.3 pp +0.6 pp +0.6 pp -0.0 pp
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Archford Capital Strategies, LLC CIK 0001606609 0.359 359 5.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 5.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 5.7 2.4% 5 -0.3 pp -1.0 pp -1.2 pp -1.3 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 5.7 0.0% 5 -0.5 pp -0.0 pp -0.0 pp -0.0 pp
Alhambra Investment Management LLC CIK 0001802696 0.273 182 5.7 2.5% 5 +0.4 pp +0.6 pp +0.6 pp +0.7 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 5.6 2.5% 5 -0.0 pp +0.5 pp +0.6 pp +0.7 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.6 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 5.5 5.3% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 5.4 1.3% 3 -0.2 pp -0.4 pp +1.3 pp +1.3 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 5.3 4.3% 2 -0.8 pp +4.3 pp +4.3 pp +4.3 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 5.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 5.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 5.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 5.3 1.3% 5 -0.1 pp -0.3 pp -0.5 pp -0.6 pp
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CFO4Life Group, LLC CIK 0001706351 0.612 236 5.2 0.7% 3 +0.3 pp +0.4 pp +0.7 pp +0.7 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 5.2 0.7% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Climber Capital SA CIK 0002011229 0.280 64 5.1 3.1% 3 +0.3 pp -0.2 pp +3.1 pp -0.5 pp
Essential Partners LLC CIK 0002136442 0.019 2853 5.0 2.3% 4 +1.2 pp +1.4 pp +1.3 pp +2.3 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 5.0 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Hassell Wealth Management, LLC CIK 0001965270 0.820 29 5.0 1.5% 2 +0.7 pp +1.5 pp +1.5 pp +1.5 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 5.0 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 5.0 2.2% 6 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
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BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 4.9 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
Marion Wealth Management CIK 0001911097 0.503 156 4.9 1.0% 5 -0.2 pp -0.7 pp -0.8 pp -0.8 pp
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BIP Wealth, LLC CIK 0001590214 0.504 560 4.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 4.9 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.8 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 4.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
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MCF Advisors LLC CIK 0001602905 0.682 1403 4.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
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CBM Financial, LLC CIK 0002055702 0.864 16 4.7 2.8% 3 -0.0 pp -0.2 pp +2.8 pp +2.8 pp
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Aegis Wealth Management LLC CIK 0001628818 0.188 160 4.5 2.1% 6 -0.6 pp -0.4 pp -0.0 pp -0.6 pp
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Truepoint, Inc. CIK 0001427748 0.954 160 4.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Marietta Wealth Management, LLC CIK 0001697847 0.448 133 4.4 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Kassira Wealth Management LLC CIK 0002095972 0.365 63 4.2 3.4% 3 -0.4 pp -0.4 pp +3.4 pp +3.4 pp
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Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
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SMART Wealth LLC CIK 0002044723 0.032 222 4.2 0.9% 5 +0.3 pp +0.0 pp -0.1 pp -1.8 pp
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Allworth Financial LP CIK 0001555170 0.907 5124 3.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Wise Wealth Partners CIK 0002056711 0.035 43 3.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
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EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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Winter & Associates, Inc. CIK 0002109063 0.134 85 0.6 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
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Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -2.6 pp -2.5 pp -0.8 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 pp -0.2 pp
Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 0 +0.0 pp -0.0 pp -4.7 pp -5.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp +0.0 pp
Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 +0.0 pp -0.1 pp
SFMG, LLC CIK 0001512026 0.796 334 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 +0.0 pp -0.1 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -1.9 pp -4.4 pp -4.1 pp -0.8 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 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 +0.0 pp -0.1 pp -0.2 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
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -3.6 pp -3.6 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.4 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
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
Fire Capital Management LLC CIK 0002059571 0.277 122 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 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
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
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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status