Signals

VHT

1282 in-universe funds with a nonzero position in VHT within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1648
Score / z0.006 / -0.02
Consensus359.87 over 694 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 466.4 0.0% 5 +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 428.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 327.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 240.5 3.8% 4 -1.5 pp -1.4 pp -3.1 pp +3.8 pp
LPL Financial LLC CIK 0001403438 0.957 5996 216.0 0.1% 4 -0.0 pp +0.0 pp -0.0 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 208.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 197.8 2.5% 4 -0.0 pp +0.2 pp +0.2 pp +2.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 125.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 112.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 104.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 103.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 96.0 5.4% 4 -0.4 pp +1.5 pp +0.8 pp +5.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 94.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 69.7 0.1% 5 -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 57.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 56.5 0.3% 4 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 54.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 50.6 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 48.2 3.0% 4 -0.0 pp +0.3 pp +0.0 pp +3.0 pp
Allied Investment Advisors, LLC CIK 0001729869 0.375 110 46.8 6.7% 4 -0.7 pp -0.1 pp -0.0 pp +6.7 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 38.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 38.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 34.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 31.8 2.1% 4 -0.3 pp -0.2 pp -0.3 pp +2.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 29.1 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 29.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 28.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 27.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Advantage, Inc. CIK 0001628896 0.496 150 24.3 3.2% 4 -0.2 pp -0.2 pp -0.2 pp +3.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 24.1 0.9% 4 -0.1 pp +0.8 pp +0.6 pp +0.9 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 23.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 23.2 7.7% 4 -1.5 pp -1.1 pp -1.2 pp +7.7 pp
Creative Planning CIK 0001540235 0.979 4196 22.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 22.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 22.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 20.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 17.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
CHAI TRUST CO LLC CIK 0001250731 0.955 12 17.5 1.5% 4 -0.1 pp +0.4 pp +0.5 pp +1.5 pp
Main Management LLC CIK 0001583092 0.804 95 16.8 1.2% 4 -0.2 pp +0.0 pp -0.0 pp +1.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 16.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 16.1 1.2% 4 -0.1 pp -0.0 pp -0.2 pp +1.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 15.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 15.4 5.6% 4 -0.2 pp +0.3 pp +0.2 pp +5.6 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 15.4 1.0% 4 +0.2 pp +0.5 pp -7.9 pp +1.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 15.4 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 15.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marotta Asset Management CIK 0001802091 0.618 103 14.6 2.7% 4 -0.4 pp -0.8 pp -0.6 pp +2.7 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 14.6 0.5% 4 -0.0 pp +0.0 pp -0.4 pp +0.5 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 14.1 2.8% 4 -0.1 pp +0.2 pp +0.2 pp +2.8 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 14.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 13.2 0.1% 4 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 12.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 12.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 11.9 0.9% 4 -0.1 pp -0.0 pp -0.0 pp +0.9 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 11.9 4.6% 4 -0.2 pp +0.2 pp +0.4 pp +4.6 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 11.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 11.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 11.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ballast, Inc. CIK 0001730477 0.553 156 10.9 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 10.9 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 10.9 0.3% 4 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
SP Asset Management LLC CIK 0001962086 0.687 137 10.9 1.0% 4 +0.2 pp +0.3 pp +0.3 pp +1.0 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 10.9 2.0% 4 -0.0 pp +0.2 pp -0.0 pp +2.0 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 10.3 1.2% 4 +0.5 pp -0.1 pp -0.2 pp +1.2 pp
SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 10.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
DMKC Advisory Services, LLC CIK 0001901337 0.052 92 9.7 4.0% 4 -0.1 pp +0.3 pp +0.7 pp +4.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 9.6 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
Polianta Ltd CIK 0001695214 0.724 86 9.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 9.3 5.3% 4 +0.0 pp +0.4 pp +0.3 pp +5.3 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 9.2 2.7% 4 -0.1 pp +0.3 pp +0.3 pp +2.7 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 9.0 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 8.7 1.0% 2 +0.1 pp +1.0 pp +0.2 pp +1.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 8.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 8.0 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 7.8 1.1% 3 -0.1 pp +0.0 pp +1.1 pp +1.1 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 7.6 0.6% 4 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 7.5 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 7.4 1.7% 4 +0.0 pp +0.1 pp +0.1 pp +1.7 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 7.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 6.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 6.9 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 6.7 0.9% 4 -0.0 pp -0.1 pp -0.2 pp +0.9 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 6.7 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 6.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 6.7 1.5% 4 -0.1 pp -0.0 pp -0.1 pp +1.5 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 6.7 2.3% 4 -0.3 pp -0.1 pp -0.3 pp +2.3 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Richmond Brothers, Inc. CIK 0001540462 0.006 96 6.5 4.3% 4 -0.1 pp +2.1 pp +2.0 pp +4.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 6.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 6.3 0.9% 4 -0.1 pp -0.1 pp -0.5 pp +0.9 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 6.2 0.7% 4 -0.2 pp -0.2 pp -0.3 pp +0.7 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 6.1 1.7% 4 -0.1 pp +0.1 pp +0.0 pp +1.7 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 6.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 6.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 6.0 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
Madden Advisory Services, Inc. CIK 0001542284 0.434 110 5.8 2.3% 4 -0.4 pp -0.0 pp -0.1 pp +2.3 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 5.7 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 5.7 1.1% 4 +0.0 pp +0.1 pp +0.0 pp +1.1 pp
Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 5.7 3.0% 4 -0.2 pp +0.1 pp -0.3 pp +3.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 5.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.5 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 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 5.5 1.1% 4 -0.1 pp +0.0 pp -0.0 pp +1.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 5.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 5.4 1.0% 4 -0.0 pp +0.1 pp +0.0 pp +1.0 pp
David Kennon Inc CIK 0001954126 0.575 45 5.4 1.9% 4 -0.4 pp -0.1 pp -0.1 pp +1.9 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Destination Wealth Management CIK 0001278573 0.701 325 5.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 4.9 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 4.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 4.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 4.6 1.0% 4 -0.0 pp -0.0 pp -0.9 pp +1.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 4.6 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 4.6 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 4.5 0.5% 4 -0.0 pp +0.0 pp -0.2 pp +0.5 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 4.4 0.8% 4 -0.0 pp +0.0 pp -0.0 pp +0.8 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 4.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paradigm Capital Management, LLC/NV CIK 0001910312 0.364 65 4.1 3.8% 4 -0.2 pp +0.1 pp +0.2 pp +3.8 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 4.1 2.6% 4 -0.2 pp +0.2 pp +0.2 pp +2.6 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guardian Wealth Management, LLC CIK 0002095373 0.789 30 3.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 3.9 2.1% 4 -0.1 pp +0.0 pp -0.1 pp +2.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.9 0.1% 4 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 3.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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CX Institutional CIK 0001737089 0.437 1568 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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RBA Wealth Management, LLC CIK 0001776296 0.150 80 1.1 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
Go Invest LLC CIK 2139692 0.913 129 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Goldstein Advisors, LLC CIK 0001963807 0.653 261 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Goepper Burkhardt LLC CIK 0001844142 0.645 99 1.0 0.3% 4 -0.0 pp -0.2 pp -0.8 pp +0.3 pp
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CFO CAPITAL MANAGEMENT LLC CIK 0002114167 0.159 104 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.8 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
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Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Napier Financial, LLC CIK 0002086579 0.647 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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EFG International AG CIK 0002109868 0.615 1088 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 4 -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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 4 -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% 4 -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% 4 -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% 4 +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% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 4 -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% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -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% 4 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 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
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advanced Asset Management Advisors Inc CIK 0001075444 0.542 85 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 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 -0.1 pp -0.1 pp +0.0 pp
Woodside Wealth Management LLC CIK 0002064883 0.676 45 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
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
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 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
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Capital Management LLC CIK 0001727342 0.530 74 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Bank CIK 0001002672 0.895 195 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +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% 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 -0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TrueWealth Financial Partners CIK 0001908108 0.649 28 0.0 0.0% 0 +0.0 pp -4.0 pp -2.1 pp +0.0 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.1 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
YANKCOM Partnership CIK 0002036975 0.405 308 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
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
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 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
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
CORDA Investment Management, LLC. CIK 0001545812 0.556 85 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Poehling Capital Management, INC. CIK 0001730815 0.228 166 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ledyard National Bank CIK 0001310658 0.559 255 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
Fortis Advisors, LLC CIK 0001697478 0.324 122 0.0 0.0% 0 -0.4 pp -0.3 pp -0.8 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
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 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 -0.1 pp +0.0 pp
Kellett Wealth Advisors, LLC CIK 0001910381 0.616 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
JB Capital LLC CIK 0001879371 0.629 280 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brueske Advisory Services, LLC CIK 0001879492 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 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
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VeraBank, N.A. CIK 0001767297 0.624 167 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 0.0 0.0% 0 -0.1 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
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.1 pp -0.2 pp -0.4 pp -0.6 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 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
Legacies Wealth LLC CIK 0001755933 0.753 109 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 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
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.0 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
Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -1.0 pp -0.8 pp -0.7 pp +0.0 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 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
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 0.0 0.0% 0 -1.5 pp -1.4 pp -3.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 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 +0.0 pp +0.0 pp -1.6 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -1.2 pp -1.1 pp +0.0 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arkos Global Advisors CIK 0001769089 0.805 124 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.0 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 (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