Signals

← Signals

☆VHT

993 in-universe funds with a nonzero position in VHT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#927
Score / z0.100 / 0.11
Consensus290.00 over 584 funds
Momentumno 12m return

Price & positioning

227 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 476.6 0.0% 2 +0.0 pp +0.0 pp +0.0 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 363.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 334.3 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 298.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 227.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 186.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 183.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 122.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 104.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 100.6 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 97.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 94.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 89.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 88.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 74.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 62.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 53.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 43.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 40.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 40.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 40.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allied Investment Advisors, LLC CIK 0001729869 0.375 110 38.5 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 35.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 31.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 29.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 29.0 0.1% 1 +0.1 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 27.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 26.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 24.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 22.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 22.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 22.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 21.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 21.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 18.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 18.0 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 17.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 16.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 16.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 16.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Main Management LLC CIK 0001583092 0.804 95 15.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 15.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CHAI TRUST CO LLC CIK 0001250731 0.955 12 15.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 15.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 14.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 13.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 12.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 11.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 11.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 10.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 10.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 9.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nicholas Investment Partners, LP CIK 0001389574 0.098 204 9.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 9.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 9.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 9.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 8.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 8.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 8.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 7.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 7.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 7.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 7.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 7.3 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 7.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 6.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 6.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 6.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 6.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 6.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 6.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 6.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 6.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DMKC Advisory Services, LLC CIK 0001901337 0.052 92 6.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 6.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 6.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 5.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 5.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 5.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David Kennon Inc CIK 0001954126 0.575 45 5.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 5.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 5.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 5.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 5.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 4.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 4.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Hikari Tsushin, Inc. CIK 0001423673 0.938 76 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 4.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 4.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 4.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Financial Partners CIK 0001908108 0.649 28 3.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆Baron Financial Group, LLC CIK 0001832093 0.538 56 3.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Paradigm Capital Management, LLC/NV CIK 0001910312 0.364 65 3.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 3.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 3.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 3.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 1.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hudson Value Partners, LLC CIK 0001840501 0.359 108 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC CIK 0001015877 0.168 84 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 1.0 0.1% 1 +0.1 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 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RBA Wealth Management, LLC CIK 0001776296 0.150 80 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆James Hambro & Partners LLP CIK 0001731152 0.827 68 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.561 95 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.415 82 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPWM LLC CIK 0001801101 0.514 98 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atala Financial Inc CIK 0002053756 0.240 121 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGinn Penninger Investment Management, Inc. CIK 0001845031 0.367 38 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Athena Investment Management CIK 0001921093 0.240 132 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Simmons Bank CIK 0001674486 0.467 369 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFM, LLC CIK 0002064225 0.427 69 0.0 0.0% 0 +0.0 pp -0.2 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 VHT). Qtrs Held counts distinct quarters this fund has actually held VHT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VHT position size. Δ columns are the percentage-point change in VHT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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