Signals

VGT

2236 in-universe funds with a nonzero position in VGT within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1130
Score / z0.065 / 0.04
Consensus639.02 over 1242 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-19% / 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 10,539.6 0.8% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 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 1,479.1 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,071.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,069.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 874.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 574.5 9.0% 4 -0.3 pp -0.2 pp -1.7 pp +9.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 566.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 507.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 460.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 447.1 0.5% 5 -0.6 pp -0.4 pp +0.4 pp +0.4 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 328.8 2.8% 2 -0.6 pp +2.8 pp +2.8 pp +2.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 295.3 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 285.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 274.9 1.8% 4 +0.2 pp +0.1 pp +0.0 pp +1.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 253.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 234.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 209.1 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 208.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 194.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 183.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 180.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 174.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 152.5 0.6% 4 +0.0 pp +0.2 pp +0.3 pp +0.6 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 142.8 0.8% 4 -0.0 pp -0.1 pp -0.0 pp +0.8 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 135.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 122.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 121.7 10.9% 4 -2.8 pp -3.0 pp -2.4 pp +10.9 pp
TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 117.9 13.0% 4 -0.7 pp -0.9 pp -0.2 pp +13.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 117.0 0.2% 4 -0.1 pp -0.2 pp +0.1 pp +0.2 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 113.5 15.9% 4 -0.8 pp -0.8 pp +0.3 pp +15.9 pp
Creative Planning CIK 0001540235 0.979 4196 111.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 94.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 94.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
71 West Capital Partners CIK 0002111530 0.838 382 94.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 89.1 6.0% 4 -1.7 pp -1.9 pp -1.5 pp +6.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 82.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 81.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BAILARD, INC. CIK 0000750641 0.578 763 79.2 1.8% 4 -0.1 pp -0.0 pp +0.0 pp +1.8 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 76.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 76.2 17.1% 4 -0.5 pp -0.5 pp +0.3 pp +17.1 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 70.3 4.0% 4 -1.9 pp -2.0 pp -2.7 pp +4.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 69.8 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 66.9 6.6% 4 +0.1 pp -0.2 pp -0.3 pp +6.6 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 65.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 65.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 64.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 63.2 0.3% 4 -0.0 pp -0.4 pp -0.0 pp +0.3 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 62.1 2.2% 4 +0.1 pp +0.1 pp +0.1 pp +2.2 pp
Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 57.4 2.0% 4 +0.1 pp -0.0 pp +0.1 pp +2.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 57.1 4.3% 4 -0.7 pp -0.8 pp -0.8 pp +4.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 56.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 55.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 53.3 1.8% 4 -0.2 pp -0.2 pp -0.1 pp +1.8 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 52.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 52.2 1.8% 4 -0.3 pp -0.4 pp -0.4 pp +1.8 pp
MAI Capital Management CIK 0001040197 0.725 1889 51.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 50.6 0.8% 4 -0.1 pp -0.1 pp -0.0 pp +0.8 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 48.9 11.0% 4 -0.5 pp -0.6 pp -0.0 pp +11.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 45.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 43.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 43.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 42.3 12.3% 4 -1.1 pp -1.1 pp -0.4 pp +12.3 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 41.0 1.5% 4 -0.0 pp -0.1 pp -0.2 pp +1.5 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 40.9 1.2% 4 +0.0 pp +0.0 pp +0.0 pp +1.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 40.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 39.5 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 38.3 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 38.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 38.1 6.5% 4 -0.5 pp -1.2 pp -1.5 pp +6.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 38.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 36.8 3.9% 4 -0.4 pp -0.3 pp +0.2 pp +3.9 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 36.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 35.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 34.8 0.4% 4 -0.1 pp -0.1 pp +0.0 pp +0.4 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 33.5 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 33.4 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 33.0 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 32.7 0.2% 2 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 32.1 8.2% 4 +0.1 pp -0.1 pp +0.5 pp +8.2 pp
&PARTNERS CIK 0000107136 0.806 2509 31.2 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 31.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 30.3 0.5% 4 -0.5 pp -0.6 pp -0.6 pp +0.5 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 30.1 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 29.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marotta Asset Management CIK 0001802091 0.618 103 28.9 5.3% 4 -0.5 pp -1.2 pp -1.4 pp +5.3 pp
Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 28.8 7.2% 4 -0.9 pp -1.1 pp -0.9 pp +7.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 28.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 27.4 1.0% 4 -0.0 pp -0.0 pp +0.1 pp +1.0 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 27.2 3.4% 4 -0.1 pp -0.2 pp -0.3 pp +3.4 pp
Wiser Wealth Management, Inc CIK 0001573263 0.875 75 27.0 5.8% 4 -0.4 pp -0.5 pp -1.1 pp +5.8 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 25.7 2.9% 4 -0.5 pp -0.6 pp -0.5 pp +2.9 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 25.5 3.6% 4 -0.4 pp -0.7 pp -0.4 pp +3.6 pp
XML Financial, LLC CIK 0001800465 0.420 447 25.4 2.0% 4 -0.2 pp -0.2 pp -0.0 pp +2.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 25.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 24.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 24.1 3.5% 4 -0.4 pp -0.5 pp -0.4 pp +3.5 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 23.8 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 23.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 23.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Wealth Group Ltd CIK 0002010748 0.858 95 23.2 5.3% 4 -0.3 pp -0.9 pp -1.1 pp +5.3 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 23.1 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 22.6 3.1% 4 -0.3 pp -0.7 pp -0.5 pp +3.1 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 22.4 2.7% 4 -0.4 pp -0.5 pp -0.5 pp +2.7 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 22.3 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 22.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 21.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 21.3 2.9% 4 -1.0 pp -1.2 pp -1.1 pp +2.9 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 21.3 0.8% 4 -0.2 pp +0.2 pp +0.6 pp +0.8 pp
BARINGS LLC CIK 0000009015 0.845 191 20.9 0.3% 4 -0.2 pp +0.1 pp +0.1 pp +0.3 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 20.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 20.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 20.5 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 20.4 1.9% 4 +0.1 pp -0.0 pp +0.1 pp +1.9 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 20.3 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 20.2 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 20.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 19.5 5.4% 4 -0.2 pp -0.3 pp -0.3 pp +5.4 pp
REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 0.633 31 19.4 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 19.4 1.6% 4 -0.1 pp -0.2 pp -0.1 pp +1.6 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 19.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELCH CAPITAL PARTNERS LLC/NY CIK 0001042063 0.934 26 19.1 4.3% 4 +0.2 pp +0.1 pp +0.3 pp +4.3 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 19.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 19.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 18.9 0.4% 4 -0.1 pp -0.4 pp -0.4 pp +0.4 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 18.9 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 18.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 18.6 0.6% 4 +0.2 pp +0.3 pp +0.3 pp +0.6 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 18.4 1.5% 4 -0.1 pp -0.2 pp -0.1 pp +1.5 pp
World Investment Advisors CIK 0001652594 0.670 1523 18.4 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 18.3 0.5% 4 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 18.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 18.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 17.8 4.1% 4 -0.4 pp -0.7 pp -0.8 pp +4.1 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 17.5 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 17.4 0.8% 4 -0.0 pp -0.0 pp +0.2 pp +0.8 pp
Pioneer Family Office, LLC CIK 0002135110 0.628 129 17.4 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 17.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 16.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 16.9 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
KTF INVESTMENTS, LLC CIK 0002099997 0.375 93 16.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 16.7 5.5% 4 -1.2 pp -2.0 pp -1.9 pp +5.5 pp
Main Management LLC CIK 0001583092 0.804 95 16.6 1.2% 4 -0.1 pp -0.0 pp +0.5 pp +1.2 pp
KWMG, LLC CIK 0001633024 0.515 153 16.2 1.4% 4 -0.2 pp -0.2 pp -0.1 pp +1.4 pp
Curi Capital, LLC CIK 0001332905 0.548 888 16.2 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 16.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 15.9 2.2% 4 +0.0 pp -0.0 pp +0.2 pp +2.2 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 15.9 3.0% 4 -0.1 pp -0.3 pp -0.3 pp +3.0 pp
FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 15.8 6.6% 3 -0.1 pp -0.4 pp +6.6 pp +6.6 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 15.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 15.5 4.0% 4 -0.4 pp -0.3 pp +0.4 pp +4.0 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 15.5 3.3% 4 -0.2 pp -0.4 pp -0.4 pp +3.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 15.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 15.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 15.1 2.6% 4 -0.0 pp -0.3 pp -0.2 pp +2.6 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 14.9 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 14.8 5.8% 4 -0.7 pp -0.6 pp -0.5 pp +5.8 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 14.8 4.4% 4 -0.6 pp -0.6 pp -0.4 pp +4.4 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 14.7 2.6% 4 -0.3 pp -0.1 pp +0.1 pp +2.6 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 14.7 0.5% 4 -0.0 pp -0.2 pp -0.0 pp +0.5 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 14.6 2.8% 4 -0.2 pp -0.3 pp -0.1 pp +2.8 pp
FCA CORP /TX CIK 0001166402 0.236 203 14.4 4.1% 4 -0.3 pp -0.6 pp -0.4 pp +4.1 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 14.3 1.2% 4 -0.1 pp -0.2 pp -0.7 pp +1.2 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 14.3 0.5% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 14.1 0.8% 4 -0.1 pp -0.0 pp +0.0 pp +0.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 14.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 14.0 5.5% 4 -0.4 pp -0.7 pp -1.4 pp +5.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 13.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triangle Securities Wealth Management CIK 0001541353 0.305 213 13.9 3.1% 4 -0.1 pp -0.3 pp -0.1 pp +3.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 13.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 13.4 0.9% 4 +0.2 pp +0.1 pp +0.1 pp +0.9 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 13.4 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 13.4 0.4% 4 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 13.3 1.9% 4 -0.1 pp -0.2 pp -0.1 pp +1.9 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 13.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 13.1 2.4% 4 +0.2 pp +0.0 pp +0.0 pp +2.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Certified Advisory Corp CIK 0001731732 0.386 327 12.6 1.1% 4 -0.1 pp -0.2 pp -0.2 pp +1.1 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 12.5 7.3% 4 -0.7 pp -1.2 pp -0.7 pp +7.3 pp
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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Osbon Capital Management LLC CIK 0001784418 0.256 422 12.2 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 12.1 2.4% 4 -0.2 pp -0.5 pp -0.4 pp +2.4 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 12.1 0.7% 4 -0.0 pp -0.1 pp -0.0 pp +0.7 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 12.1 1.2% 4 -0.3 pp -0.3 pp -0.3 pp +1.2 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 12.1 4.2% 3 -0.1 pp -0.6 pp +4.2 pp +4.2 pp
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Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 11.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 11.8 4.9% 4 +0.0 pp -0.2 pp -0.3 pp +4.9 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 11.7 0.9% 4 -0.1 pp -0.2 pp -0.1 pp +0.9 pp
First PREMIER Bank CIK 0001653926 0.233 358 11.6 2.7% 4 -0.2 pp -0.3 pp -0.2 pp +2.7 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 11.5 6.8% 4 -3.4 pp -3.5 pp -5.1 pp +6.8 pp
BOKF, NA CIK 0000009634 0.752 1160 11.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 11.2 0.4% 4 +0.3 pp +0.2 pp +0.3 pp +0.4 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 11.2 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
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John Boyer, Inc. CIK 1597484 0.647 39 11.2 11.2% 2 -0.6 pp +11.2 pp +11.2 pp +11.2 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Planning LLC CIK 0001790688 0.562 88 11.0 3.6% 4 +0.1 pp -0.1 pp -0.0 pp +3.6 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 10.9 1.0% 4 -0.0 pp -0.3 pp -0.0 pp +1.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 10.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 10.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 10.7 3.8% 4 -0.3 pp -0.3 pp -0.2 pp +3.8 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 10.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 10.5 0.2% 4 -0.2 pp -0.1 pp -0.1 pp +0.2 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 10.5 3.1% 4 -0.7 pp -0.8 pp -1.0 pp +3.1 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 10.4 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 10.4 5.2% 4 -0.4 pp -0.4 pp -0.2 pp +5.2 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 10.4 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 10.3 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 10.3 2.6% 4 -2.3 pp -0.2 pp -3.9 pp +2.6 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 10.3 5.1% 4 -1.1 pp -1.4 pp -1.1 pp +5.1 pp
SWAN Capital LLC CIK 0001952722 0.651 580 10.3 3.8% 4 -1.1 pp -1.9 pp -4.0 pp +3.8 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 10.2 1.2% 6 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 10.2 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 10.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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Summitas Investment Management LLC CIK 0002134540 0.827 10 9.9 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 9.8 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 9.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 9.8 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 9.8 3.1% 4 -0.3 pp -0.4 pp -0.4 pp +3.1 pp
Wedmont Private Capital CIK 0001904274 0.771 949 9.8 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 9.8 3.9% 4 -0.4 pp +1.1 pp -0.9 pp +3.9 pp
Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 9.7 4.2% 4 -0.3 pp -0.4 pp -0.0 pp +4.2 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 9.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.6 0.3% 4 -0.1 pp -0.0 pp +0.2 pp +0.3 pp
Haverford Trust Co CIK 0000842941 0.805 424 9.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 9.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 9.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 9.4 3.2% 4 +0.0 pp -0.2 pp +0.1 pp +3.2 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 9.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 9.3 1.1% 2 -0.2 pp +1.1 pp -0.2 pp +1.1 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 9.3 1.4% 4 -0.1 pp -0.2 pp -0.3 pp +1.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.379 383 9.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 9.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 8.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
CWM, LLC CIK 0001535847 0.788 5645 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 8.7 1.9% 4 -0.2 pp -0.2 pp -0.2 pp +1.9 pp
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NorthRock Partners, LLC CIK 0001632097 0.841 669 8.7 0.1% 6 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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Allworth Financial LP CIK 0001555170 0.907 5124 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 8.0 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
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Modera Wealth Management, LLC CIK 0001542143 0.854 650 5.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 5.7 0.5% 4 -0.2 pp -0.8 pp +0.3 pp +0.5 pp
Fischer Financial Services, Inc. CIK 0002064001 0.345 65 5.7 1.9% 5 +0.3 pp +0.2 pp +0.0 pp +0.2 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 5.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Sound Stewardship, LLC CIK 0001998101 0.563 73 5.6 2.6% 4 -0.3 pp -0.5 pp -0.4 pp +2.6 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 5.6 1.1% 4 -0.1 pp -0.5 pp -1.2 pp +1.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 5.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sheridan Capital Management, LLC CIK 0001926753 0.756 31 5.5 2.9% 4 -0.1 pp -0.0 pp -1.8 pp +2.9 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 5.5 1.4% 4 -0.1 pp +0.1 pp +0.4 pp +1.4 pp
SageGuard Financial Group, LLC CIK 0001861378 0.268 211 5.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 5.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 5.4 0.2% 4 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 5.4 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 5.3 0.3% 4 -0.3 pp -0.4 pp -0.2 pp +0.3 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 5.3 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
Marion Wealth Management CIK 0001911097 0.503 156 5.3 1.2% 4 -0.1 pp -0.2 pp -0.1 pp +1.2 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 5.3 3.4% 4 -1.2 pp -1.3 pp -1.0 pp +3.4 pp
ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 5.3 3.4% 4 +1.1 pp +1.3 pp +0.7 pp +3.4 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ATLANTIC FAMILY WEALTH, LLC CIK 0002012511 0.738 64 5.2 3.8% 4 -0.1 pp -0.1 pp -0.0 pp +3.8 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 5.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 5.2 2.2% 4 +0.7 pp +1.0 pp +1.3 pp +2.2 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 5.1 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sierra Capital LLC CIK 0001787274 0.509 228 5.1 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Bulwark Capital Corp CIK 0002075899 0.439 105 5.1 3.1% 3 -0.9 pp -1.2 pp +3.1 pp +3.1 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 5.1 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 5.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
PeakShares LLC CIK 0002113507 0.881 122 5.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 5.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 4.9 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 4.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MY Wealth Management Inc. CIK 0001827845 0.000 46 4.9 4.7% 4 -0.8 pp -1.0 pp -0.8 pp +4.7 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Davis Investment Partners, LLC CIK 0001963865 0.484 172 4.9 1.7% 4 -0.1 pp -0.2 pp -0.0 pp +1.7 pp
Tandem Investment Partners LLC CIK 0002056333 0.314 76 4.9 4.1% 4 -0.2 pp -0.5 pp -0.4 pp +4.1 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 4.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 4.8 1.7% 4 -0.2 pp -0.3 pp -0.3 pp +1.7 pp
Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 4.8 3.2% 4 -0.2 pp -0.5 pp -0.6 pp +3.2 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 4.8 3.4% 5 +0.0 pp -0.1 pp +0.3 pp +1.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Joule Financial, LLC CIK 0001929070 0.731 116 4.7 1.4% 4 -0.2 pp -0.2 pp -0.3 pp +1.4 pp
JM2 Capital Inc. CIK 0002103359 0.210 121 4.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.7 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 4.6 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
Eley Financial Management, Inc CIK 0001965267 0.491 72 4.6 1.8% 4 -0.2 pp -0.3 pp -0.2 pp +1.8 pp
Clifford Group, LLC CIK 0001965522 0.474 86 4.6 3.5% 4 -0.2 pp -0.1 pp -0.0 pp +3.5 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 4.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 4.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 4.6 0.7% 4 -0.1 pp -0.1 pp -0.0 pp +0.7 pp
Realta Investment Advisors CIK 0001776792 0.189 378 4.6 1.6% 4 -0.4 pp -0.4 pp -0.4 pp +1.6 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 4.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 4.6 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
CENTRAL TRUST Co CIK 0000044365 0.727 1568 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 4.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sun Group Wealth Partners CIK 0002111007 0.272 81 4.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 4.5 0.5% 4 -0.0 pp -0.2 pp -0.2 pp +0.5 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 4.5 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 4.5 2.2% 4 +0.7 pp +0.0 pp +0.2 pp +2.2 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 4.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
McAdam, LLC CIK 0001695490 0.802 516 4.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 4.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 4.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 4.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 4.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 4.4 2.2% 4 -0.7 pp -1.6 pp -1.4 pp +2.2 pp
Farmers National Bank CIK 0001632966 0.440 180 4.4 1.0% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 4.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Busey Bank CIK 0001427202 0.741 388 4.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Go Invest LLC CIK 2139692 0.913 129 4.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 4.3 2.9% 4 -0.4 pp -0.8 pp -0.8 pp +2.9 pp
Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 4.3 2.1% 4 +0.3 pp +0.3 pp +0.1 pp +2.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MontVue Capital Management, Inc. CIK 0002008758 0.592 78 4.3 2.9% 4 -0.2 pp -0.3 pp -0.1 pp +2.9 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 4.3 0.8% 4 +0.0 pp -0.1 pp -0.3 pp +0.8 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 4.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 4.2 1.5% 4 -0.3 pp -0.1 pp +0.2 pp +1.5 pp
Dakota Wealth Management CIK 0001631353 0.544 771 4.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
PCG ASSET MANAGEMENT, LLC CIK 0002054906 0.360 84 4.2 3.3% 4 -0.2 pp -0.3 pp -0.1 pp +3.3 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 4.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 4.2 0.2% 1 +0.2 pp +0.2 pp -0.2 pp +0.2 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 4.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 4.1 1.4% 4 -0.2 pp -0.2 pp +0.3 pp +1.4 pp
Idaho Trust Co CIK 0001568069 0.536 98 4.1 1.3% 4 -0.1 pp -0.3 pp -0.2 pp +1.3 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 4.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 4.1 0.7% 4 -0.1 pp -0.0 pp +0.0 pp +0.7 pp
Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 4.1 1.6% 4 +1.1 pp +1.2 pp +1.3 pp +1.6 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 4.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 4.0 2.5% 4 -0.2 pp -0.1 pp -0.0 pp +2.5 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 4.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 4.0 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 4.0 2.3% 4 +0.1 pp +0.1 pp +0.2 pp +2.3 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 4.0 0.9% 4 -0.1 pp -0.1 pp -0.0 pp +0.9 pp
CERTUITY, LLC CIK 0001800752 0.558 672 3.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Everest Financial Group LLC CIK 0002056391 0.397 208 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 3.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 3.9 1.0% 4 -0.2 pp -0.1 pp -0.2 pp +1.0 pp
Simmons Bank CIK 0001674486 0.467 369 3.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 3.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 3.8 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Concentrum Wealth Management CIK 0001765387 0.553 127 3.8 1.1% 4 +0.1 pp +0.1 pp +0.2 pp +1.1 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 3.8 0.4% 4 +0.2 pp -0.1 pp -0.1 pp +0.4 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 3.8 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
Ballast, Inc. CIK 0001730477 0.553 156 3.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
RBA Wealth Management, LLC CIK 0001776296 0.150 80 3.7 1.3% 4 -0.0 pp -0.0 pp +0.1 pp +1.3 pp
Parker Investment Management, LLC CIK 0001672070 0.639 39 3.7 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 3.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Odyssey Capital Advisors, Inc. CIK 0002104872 0.221 101 3.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 3.6 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 3.6 0.5% 4 -1.2 pp -0.1 pp -0.2 pp +0.5 pp
Shira Ridge Wealth Management CIK 0001961210 0.592 83 3.5 1.4% 4 -0.1 pp -0.3 pp -0.3 pp +1.4 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 3.5 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 3.5 1.9% 4 -0.2 pp -0.4 pp -0.4 pp +1.9 pp
Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 3.5 1.4% 4 -0.1 pp -0.4 pp -0.1 pp +1.4 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.4 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 3.4 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 3.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Smith Asset Management Co., LLC CIK 0002068217 0.253 70 3.4 2.9% 5 +0.0 pp +0.3 pp +0.8 pp +1.5 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 3.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 3.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC CIK 0002054680 0.473 36 3.4 3.1% 4 -0.1 pp -0.1 pp +0.0 pp +3.1 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 3.4 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 3.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 3.3 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 3.3 1.5% 4 -0.0 pp -0.1 pp -0.6 pp +1.5 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 3.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 3.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 3.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 3.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 3.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 3.2 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.2 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 3.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 3.2 0.9% 4 -0.0 pp -0.1 pp -0.0 pp +0.9 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 3.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ascent Group, LLC CIK 0001913231 0.508 808 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CFO CAPITAL MANAGEMENT LLC CIK 0002114167 0.159 104 3.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 3.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 3.1 0.6% 4 -0.2 pp -0.2 pp -0.2 pp +0.6 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 3.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 3.1 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
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Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 1.0 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
Maia Wealth LLC CIK 0002010858 0.212 354 1.0 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
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Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 +0.0 pp -15.4 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 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 -0.9 pp -0.9 pp -0.9 pp -0.8 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -1.2 pp -1.3 pp -1.2 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 0 -0.0 pp -0.0 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 +0.0 pp -0.1 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -1.5 pp -3.9 pp -3.9 pp +0.0 pp
Optimist Retirement Group LLC CIK 0002011850 0.432 118 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
SHUTTLEWORTH & Co CIK 0002096913 0.174 51 0.0 0.0% 0 -0.2 pp +0.0 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
Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Indie Asset Partners, LLC CIK 0001802244 0.263 86 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 0.0 0.0% 0 +0.0 pp -1.7 pp -2.8 pp +0.0 pp
Members Trust Co CIK 0001677560 0.939 170 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 +0.0 pp -0.1 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.1 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 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Oxford Wealth Group, LLC CIK 0002007082 0.362 89 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 +0.0 pp -3.2 pp -1.7 pp +0.0 pp
Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.0 0.0% 0 -0.1 pp -0.1 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 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 0.0 0.0% 0 -1.4 pp -5.8 pp -4.1 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp -0.0 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 +0.0 pp -0.1 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Live Oak Investment Partners CIK 0001822262 0.329 93 0.0 0.0% 0 -2.6 pp -2.0 pp -2.8 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 +0.0 pp -0.5 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 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 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp -3.2 pp +0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 -0.2 pp -0.5 pp -0.4 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Fire Capital Management LLC CIK 0002059571 0.277 122 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 +0.0 pp -0.2 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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 +0.0 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status