Signals

← Signals

★VGT

1918 in-universe funds with a nonzero position in VGT within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#191
Score / z1.044 / 1.56
Consensus635.76 over 1245 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 11,249.0 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4,605.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1,680.3 15.4% 1 +15.4 pp +15.4 pp +15.4 pp +15.4 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 1,586.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,281.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,138.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 942.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 608.9 9.2% 2 -1.5 pp +9.2 pp +9.2 pp +9.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 595.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 541.7 0.9% 3 +0.8 pp +0.8 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 533.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 525.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 469.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 301.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 300.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 294.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 258.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 234.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 228.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 212.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 205.5 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 191.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 186.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 167.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 158.3 13.9% 2 +0.7 pp +13.9 pp +13.9 pp +13.9 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 152.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 134.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 132.9 13.9% 2 +0.7 pp +13.9 pp +13.9 pp +13.9 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 124.9 6.0% 2 -0.7 pp +6.0 pp +6.0 pp +6.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 111.4 7.9% 2 +0.4 pp +7.9 pp +7.9 pp +7.9 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 110.9 16.7% 2 +1.0 pp +16.7 pp +16.7 pp +16.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 109.4 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 107.4 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 104.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 97.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 96.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 95.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 87.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 84.9 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 82.2 17.6% 2 +0.9 pp +17.6 pp +17.6 pp +17.6 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 74.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 72.1 6.8% 2 -0.1 pp +6.8 pp +6.8 pp +6.8 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 66.5 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 66.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 66.3 5.1% 2 -0.0 pp +5.1 pp +5.1 pp +5.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 64.3 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 63.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 63.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 62.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 62.4 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 61.4 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 58.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 57.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 57.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 54.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 53.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 53.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 50.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 50.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 50.2 11.6% 2 +0.6 pp +11.6 pp +11.6 pp +11.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 50.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 48.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 47.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 47.0 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 45.5 13.5% 2 +0.7 pp +13.5 pp +13.5 pp +13.5 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 45.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 44.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 44.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 44.6 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 44.0 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 43.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 39.9 7.6% 2 -0.3 pp +7.6 pp +7.6 pp +7.6 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 39.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆FIL Ltd CIK 0000318989 0.878 1140 37.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 36.8 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 36.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 35.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 35.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 34.5 8.4% 2 +0.6 pp +8.4 pp +8.4 pp +8.4 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 34.4 6.5% 2 -0.3 pp +6.5 pp +6.5 pp +6.5 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 33.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 33.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 32.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 32.1 4.1% 2 +0.4 pp +4.1 pp +4.1 pp +4.1 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 31.9 8.3% 2 +0.3 pp +8.3 pp +8.3 pp +8.3 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 31.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 30.7 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 29.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 29.1 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 28.5 4.3% 2 +0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 28.3 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 28.2 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 28.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 28.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 28.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 27.9 6.4% 2 -0.5 pp +6.4 pp +6.4 pp +6.4 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 27.9 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 27.3 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 26.6 6.1% 2 -0.3 pp +6.1 pp +6.1 pp +6.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 26.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 25.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 25.7 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 25.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 25.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 25.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 25.0 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 24.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 24.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 24.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 23.9 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 23.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 22.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 22.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 22.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 22.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 22.1 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 21.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 21.6 3.2% 2 +1.5 pp +3.2 pp +3.2 pp +3.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 21.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 20.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 20.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 20.6 5.7% 2 -0.0 pp +5.7 pp +5.7 pp +5.7 pp
☆WELCH CAPITAL PARTNERS LLC/NY CIK 0001042063 0.934 26 20.4 4.2% 2 +0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 20.4 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 19.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 19.9 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 19.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 19.7 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 19.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 19.3 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 19.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 19.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 19.1 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 19.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 19.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 18.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 18.7 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 18.2 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆NRI Wealth Management LC CIK 0002027950 0.717 31 18.0 9.6% 2 +0.1 pp +9.6 pp +9.6 pp +9.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 17.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 17.7 5.0% 2 +0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 17.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 17.6 7.6% 2 +0.1 pp +7.6 pp +7.6 pp +7.6 pp
☆KWMG, LLC CIK 0001633024 0.515 153 17.5 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 17.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 17.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 17.2 7.5% 2 +0.1 pp +7.5 pp +7.5 pp +7.5 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 16.8 6.5% 2 +0.2 pp +6.5 pp +6.5 pp +6.5 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 16.7 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 16.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 16.7 4.6% 2 +0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Main Management LLC CIK 0001583092 0.804 95 16.7 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 16.6 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 16.4 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 16.2 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 16.2 4.3% 2 +0.8 pp +4.3 pp +4.3 pp +4.3 pp
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☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 15.9 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 15.8 6.2% 2 -0.7 pp +6.2 pp +6.2 pp +6.2 pp
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☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 15.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 15.4 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 15.3 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 15.2 1.5% 2 -0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 15.1 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 14.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 14.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 14.3 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 14.3 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 14.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
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☆SWAN Capital LLC CIK 0001952722 0.651 580 13.9 5.6% 2 -2.2 pp +5.6 pp +5.6 pp +5.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 13.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 13.8 5.1% 2 +0.0 pp +5.1 pp +5.1 pp +5.1 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 13.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 13.7 8.5% 2 +0.4 pp +8.5 pp +8.5 pp +8.5 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 13.6 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
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☆First PREMIER Bank CIK 0001653926 0.233 358 13.3 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 13.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 13.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 12.8 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BOKF, NA CIK 0000009634 0.752 1160 12.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 12.7 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 12.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 12.2 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
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☆Brookstone Capital Management CIK 0001599584 0.472 1305 12.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆IFG Advisory, LLC CIK 0001728319 0.000 2358 11.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆BARINGS LLC CIK 0000009015 0.845 191 11.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆MY Wealth Management Inc. CIK 0001827845 0.000 46 6.5 5.7% 2 +0.2 pp +5.7 pp +5.7 pp +5.7 pp
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☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 6.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 6.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Marion Wealth Management CIK 0001911097 0.503 156 5.7 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 5.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 3.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 3.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 3.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 3.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 3.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 3.3 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 3.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 3.3 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 3.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 3.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 3.2 0.1% 2 -0.0 pp +0.1 pp -0.9 pp +0.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 3.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 3.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 3.2 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Global Wealth Management, LLC CIK 0002039738 0.724 47 3.2 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 3.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 3.1 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 3.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 3.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 3.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.253 70 3.1 2.6% 3 +0.5 pp +1.2 pp +2.6 pp +2.6 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 3.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 3.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 3.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TSFG, LLC CIK 0001800513 0.413 891 3.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 3.0 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 2.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 2.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 2.9 1.7% 2 -1.1 pp +1.7 pp +1.7 pp +1.7 pp
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☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.9 0.2% 4 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 2.9 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 2.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 2.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 2.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆tru Independence LLC CIK 0001785445 0.641 108 2.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 2.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 2.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LOM Asset Management Ltd CIK 0002077907 0.225 279 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 2.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Busey Bank CIK 0001427202 0.741 388 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 2.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 2.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 2.6 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
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☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LPWM LLC CIK 0001801101 0.514 98 2.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 -3.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisors, LLC CIK 0001775446 0.517 112 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆CPR Investments Inc. CIK 0001775053 0.174 55 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.2 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 VGT). Qtrs Held counts distinct quarters this fund has actually held VGT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VGT position size. Δ columns are the percentage-point change in VGT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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