Signals

VGT

2042 in-universe funds with a nonzero position in VGT within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#887
Score / z0.100 / 0.13
Consensus635.02 over 1241 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-6% / 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
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 11,204.5 0.8% 4 -0.0 pp -0.0 pp +0.1 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 4,839.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 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 1,621.6 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 1,163.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,149.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 981.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 977.6 1.1% 4 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 629.2 9.3% 3 +0.1 pp -1.4 pp +9.3 pp +9.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 602.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 563.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 517.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 417.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 312.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 308.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 260.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 253.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 234.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 228.3 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 217.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 209.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 203.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 189.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 188.2 0.3% 3 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 159.8 13.7% 3 -0.2 pp +0.5 pp +13.7 pp +13.7 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 157.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 154.3 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 151.1 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 136.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 133.4 13.7% 3 -0.2 pp +0.4 pp +13.7 pp +13.7 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 116.7 16.7% 3 -0.0 pp +1.0 pp +16.7 pp +16.7 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 112.9 7.6% 3 -0.2 pp +0.2 pp +7.6 pp +7.6 pp
Creative Planning CIK 0001540235 0.979 4196 111.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 109.9 5.9% 3 -0.1 pp -0.7 pp +5.9 pp +5.9 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 106.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 98.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 88.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 88.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 88.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 86.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BAILARD, INC. CIK 0000750641 0.578 763 85.8 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 82.8 17.6% 3 -0.1 pp +0.8 pp +17.6 pp +17.6 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 73.8 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 73.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 71.2 6.5% 3 -0.3 pp -0.4 pp +6.5 pp +6.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 68.8 0.4% 3 -0.3 pp -0.0 pp +0.4 pp +0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 67.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 67.1 2.1% 3 +0.0 pp -0.0 pp +2.1 pp +2.1 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 66.6 4.9% 3 -0.1 pp -0.2 pp +4.9 pp +4.9 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 65.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 64.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 63.2 2.1% 3 -0.1 pp -0.0 pp +2.1 pp +2.1 pp
Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 62.0 1.9% 3 -0.1 pp -0.0 pp +1.9 pp +1.9 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 61.7 2.0% 3 -0.0 pp +0.1 pp +2.0 pp +2.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 61.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 61.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 59.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 56.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 55.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 53.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 52.9 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 51.1 11.5% 3 -0.2 pp +0.4 pp +11.5 pp +11.5 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 49.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 49.2 1.0% 3 -0.1 pp -0.0 pp +1.0 pp +1.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 47.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 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 47.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 46.2 13.5% 3 -0.0 pp +0.7 pp +13.5 pp +13.5 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 44.3 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 43.8 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 43.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 42.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 40.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 39.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 39.4 6.9% 3 -0.7 pp -1.0 pp +6.9 pp +6.9 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 38.7 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
FIL Ltd CIK 0000318989 0.878 1140 37.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 37.6 4.3% 3 +0.2 pp +0.6 pp +4.3 pp +4.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 36.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 36.4 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 35.7 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 35.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 34.7 8.1% 3 -0.3 pp +0.3 pp +8.1 pp +8.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 34.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 33.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 32.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 32.5 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
&PARTNERS CIK 0000107136 0.806 2509 32.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 32.2 8.1% 3 -0.3 pp +0.0 pp +8.1 pp +8.1 pp
Marotta Asset Management CIK 0001802091 0.618 103 31.6 5.8% 3 -0.6 pp -0.9 pp +5.8 pp +5.8 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 30.0 3.5% 3 -0.1 pp -0.2 pp +3.5 pp +3.5 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 29.4 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 29.3 3.4% 3 -0.1 pp -0.0 pp +3.4 pp +3.4 pp
BARINGS LLC CIK 0000009015 0.845 191 28.8 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 28.7 1.1% 3 +0.5 pp +0.8 pp +1.1 pp +1.1 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 28.5 3.9% 3 -0.2 pp -0.0 pp +3.9 pp +3.9 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 28.5 4.0% 3 -0.3 pp +0.0 pp +4.0 pp +4.0 pp
Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 28.1 3.9% 3 -0.1 pp +0.1 pp +3.9 pp +3.9 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 28.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Wiser Wealth Management, Inc CIK 0001573263 0.875 75 27.9 6.2% 3 -0.2 pp -0.7 pp +6.2 pp +6.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 27.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
XML Financial, LLC CIK 0001800465 0.420 447 27.1 2.2% 3 -0.0 pp +0.1 pp +2.2 pp +2.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 26.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 25.9 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 25.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 25.3 0.6% 3 -0.3 pp -0.3 pp +0.6 pp +0.6 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 25.2 3.0% 3 -0.1 pp -0.1 pp +3.0 pp +3.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 25.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Wealth Group Ltd CIK 0002010748 0.858 95 24.9 5.6% 3 -0.6 pp -0.9 pp +5.6 pp +5.6 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 24.7 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 24.6 3.4% 3 -0.4 pp -0.2 pp +3.4 pp +3.4 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 24.1 1.3% 3 -0.1 pp -0.0 pp +1.3 pp +1.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 24.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 23.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 23.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 22.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 22.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 22.1 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 22.1 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 22.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 22.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 21.9 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 21.3 1.7% 3 -0.1 pp +0.0 pp +1.7 pp +1.7 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 21.0 5.6% 3 -0.1 pp -0.1 pp +5.6 pp +5.6 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 20.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
WELCH CAPITAL PARTNERS LLC/NY CIK 0001042063 0.934 26 20.6 4.1% 3 -0.1 pp +0.1 pp +4.1 pp +4.1 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 20.5 0.4% 4 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 20.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 20.0 1.7% 3 -0.0 pp +0.0 pp +1.7 pp +1.7 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 19.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 19.6 4.4% 3 -0.4 pp -0.4 pp +4.4 pp +4.4 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 19.6 1.9% 3 -0.1 pp +0.0 pp +1.9 pp +1.9 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 19.2 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 18.5 0.8% 3 -0.0 pp +0.2 pp +0.8 pp +0.8 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 18.4 2.9% 3 +0.1 pp +0.4 pp +2.9 pp +2.9 pp
NRI Wealth Management LC CIK 0002027950 0.718 31 18.3 9.3% 3 -0.3 pp -0.2 pp +9.3 pp +9.3 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 17.9 6.8% 3 -0.8 pp -0.7 pp +6.8 pp +6.8 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 17.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Main Management LLC CIK 0001583092 0.804 95 17.7 1.3% 3 +0.0 pp +0.5 pp +1.3 pp +1.3 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 17.7 5.0% 3 -0.1 pp +0.2 pp +5.0 pp +5.0 pp
KWMG, LLC CIK 0001633024 0.515 153 17.6 1.5% 3 -0.0 pp +0.1 pp +1.5 pp +1.5 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 17.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Curi Capital, LLC CIK 0001332905 0.548 888 17.5 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 17.4 0.6% 3 -0.2 pp +0.5 pp +0.6 pp +0.6 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 17.3 3.3% 3 -0.0 pp +0.1 pp +3.3 pp +3.3 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 17.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 17.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 17.0 4.4% 3 +0.1 pp +0.9 pp +4.4 pp +4.4 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 16.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 16.7 3.5% 3 -0.3 pp -0.2 pp +3.5 pp +3.5 pp
Kinloch Capital, LLC CIK 0001818557 0.119 79 16.7 7.2% 3 -0.4 pp -0.3 pp +7.2 pp +7.2 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 16.3 6.6% 3 +0.1 pp +0.3 pp +6.6 pp +6.6 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 16.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 16.1 6.7% 2 -0.3 pp +6.7 pp +6.7 pp +6.7 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 16.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 15.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 15.6 3.0% 3 -0.1 pp +0.1 pp +3.0 pp +3.0 pp
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FCA CORP /TX CIK 0001166402 0.236 203 15.6 4.4% 3 -0.2 pp -0.0 pp +4.4 pp +4.4 pp
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GTS SECURITIES LLC CIK 0001452765 0.104 1323 15.5 0.5% 3 +0.5 pp +0.3 pp +0.5 pp +0.5 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 15.5 1.4% 3 -0.1 pp -0.5 pp +1.4 pp +1.4 pp
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Triangle Securities Wealth Management CIK 0001541353 0.305 213 15.2 3.2% 3 -0.3 pp -0.0 pp +3.2 pp +3.2 pp
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Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 14.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 14.7 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
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Sage Mountain Advisors LLC CIK 0001832274 0.872 304 14.5 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
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Mutual Advisors, LLC CIK 0001694080 0.625 1377 14.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 14.3 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
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MOKAN Wealth Management Inc. CIK 0002053727 0.233 95 14.0 6.2% 3 +1.7 pp +2.4 pp +6.2 pp +6.2 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 14.0 10.2% 3 -0.1 pp -1.7 pp +10.2 pp +10.2 pp
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Certified Advisory Corp CIK 0001731732 0.386 327 13.7 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
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Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 13.4 2.6% 3 -0.2 pp -0.2 pp +2.6 pp +2.6 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 13.4 8.0% 3 -0.5 pp -0.1 pp +8.0 pp +8.0 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 13.3 4.3% 2 -0.5 pp +4.3 pp +4.3 pp +4.3 pp
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Principle Wealth Partners LLC CIK 0001743413 0.679 398 12.7 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
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Olistico Wealth, LLC CIK 0001962695 0.459 334 12.7 6.2% 3 -0.3 pp +0.0 pp +6.2 pp +6.2 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 12.6 0.6% 4 -0.0 pp -0.0 pp +0.1 pp +0.6 pp
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SWAN Capital LLC CIK 0001952722 0.651 580 12.5 4.9% 3 -0.8 pp -2.9 pp +4.9 pp +4.9 pp
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BOKF, NA CIK 0000009634 0.752 1160 12.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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BIP Wealth, LLC CIK 0001590214 0.504 560 12.2 0.4% 3 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 11.9 1.7% 3 +1.1 pp +1.0 pp +1.7 pp +1.7 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 11.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 11.8 4.9% 3 -0.2 pp -0.3 pp +4.9 pp +4.9 pp
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D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 11.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Quaker Wealth Management, LLC CIK 0001733472 0.568 967 10.7 3.4% 3 -0.0 pp -0.0 pp +3.4 pp +3.4 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 10.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Sheridan Capital Management, LLC CIK 0001926753 0.756 31 6.0 3.0% 3 +0.1 pp -1.7 pp +3.0 pp +3.0 pp
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Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Marion Wealth Management CIK 0001911097 0.503 156 5.7 1.3% 3 -0.1 pp -0.0 pp +1.3 pp +1.3 pp
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Sierra Capital LLC CIK 0001787274 0.509 228 5.5 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
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Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 5.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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Tandem Investment Partners LLC CIK 0002056333 0.314 76 5.1 4.3% 3 -0.3 pp -0.2 pp +4.3 pp +4.3 pp
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SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 +0.0 pp -0.1 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
Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 -3.4 pp -3.4 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -15.4 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.0 0.0% 0 +0.0 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
Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 0.0 0.0% 0 -1.7 pp -2.8 pp +0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -3.2 pp -1.7 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
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 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 +0.0 pp -0.2 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
Battery Global Advisors, LLC CIK 0001582272 0.747 157 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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