Signals

VHT

1076 in-universe funds with a nonzero position in VHT within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1030
Score / z0.056 / 0.08
Consensus292.29 over 572 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 424.7 0.0% 3 -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 382.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 343.5 5.2% 2 -1.7 pp +5.2 pp +5.2 pp +5.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 338.8 0.1% 2 +0.0 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 211.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 195.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 189.7 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 108.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 105.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 100.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 93.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 90.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 82.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 81.6 3.9% 2 -0.7 pp +3.9 pp +3.9 pp +3.9 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 70.1 0.1% 3 +0.0 pp +0.0 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 58.7 0.0% 2 -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 54.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 48.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 43.2 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
MAI Capital Management CIK 0001040197 0.725 1889 43.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Allied Investment Advisors, LLC CIK 0001729869 0.375 110 42.5 6.8% 2 +0.0 pp +6.8 pp +6.8 pp +6.8 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 40.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 33.0 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 32.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 31.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 30.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 29.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 28.6 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 25.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 24.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 22.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Advantage, Inc. CIK 0001628896 0.496 150 22.3 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 20.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 20.4 8.8% 2 -0.1 pp +8.8 pp +8.8 pp +8.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 19.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 18.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 18.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Marotta Asset Management CIK 0001802091 0.618 103 18.3 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 16.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
CHAI TRUST CO LLC CIK 0001250731 0.955 12 16.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 16.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 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 16.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Main Management LLC CIK 0001583092 0.804 95 16.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 14.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 14.8 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 14.5 0.5% 2 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 14.3 5.3% 2 -0.1 pp +5.3 pp +5.3 pp +5.3 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 13.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 13.4 0.5% 2 -8.3 pp +0.5 pp +0.5 pp +0.5 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 13.1 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.7 0.0% 2 -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 11.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 11.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 10.8 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
FMR LLC CIK 0000315066 0.989 5571 10.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 10.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 10.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 9.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 9.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 9.2 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 8.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SP Asset Management LLC CIK 0001962086 0.687 137 8.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Dakota Wealth Management CIK 0001631353 0.544 771 8.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
LM Advisors LLC CIK 0002011314 0.053 224 8.2 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 7.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
TrueWealth Financial Partners CIK 0001908108 0.649 28 7.9 4.0% 2 +1.9 pp +4.0 pp +4.0 pp +4.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 7.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 7.9 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 7.6 4.8% 2 -0.2 pp +4.8 pp +4.8 pp +4.8 pp
DMKC Advisory Services, LLC CIK 0001901337 0.052 92 7.4 3.7% 2 +0.4 pp +3.7 pp +3.7 pp +3.7 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 7.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 7.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 7.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 6.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 6.7 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 6.6 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 6.6 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 6.5 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 6.4 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
BAILARD, INC. CIK 0000750641 0.578 763 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 6.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 6.1 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
Madden Advisory Services, Inc. CIK 0001542284 0.434 110 5.9 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
Allworth Financial LP CIK 0001555170 0.907 5124 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 5.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
David Kennon Inc CIK 0001954126 0.575 45 5.7 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 5.6 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 5.6 0.0% 2 -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 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 5.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 5.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 5.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 5.2 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destination Wealth Management CIK 0001278573 0.701 325 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 5.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hikari Tsushin, Inc. CIK 0001423673 0.938 76 4.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 4.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 4.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 4.9 1.0% 2 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 4.8 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 4.7 1.1% 2 -0.8 pp +1.1 pp +1.1 pp +1.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 4.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 4.3 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 4.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 4.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 3.9 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paradigm Capital Management, LLC/NV CIK 0001910312 0.364 65 3.7 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 3.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 3.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Richmond Brothers, Inc. CIK 0001540462 0.006 96 3.6 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 3.5 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 3.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 3.4 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Advisors Capital Management, LLC CIK 0001345576 0.650 634 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Global Partners, LLC CIK 0001764057 0.508 57 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
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 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
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Value Partners, LLC CIK 0001840501 0.359 108 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
First American Bank CIK 0001291422 0.676 205 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp
ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 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
Owen LaRue, LLC CIK 0001965328 0.199 139 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 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
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
SFM, LLC CIK 0002064225 0.427 69 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -2.1 pp -2.2 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Somerset Trust Co CIK 0001597099 0.266 186 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nvest Financial, LLC CIK 0001915315 0.259 150 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 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
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kellett Wealth Advisors, LLC CIK 0001910381 0.616 97 0.0 0.0% 0 -0.1 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 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.3 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status