Signals

← Signals

☆VHT

1351 in-universe funds with a nonzero position in VHT within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1596
Score / z0.004 / -0.01
Consensus365.14 over 707 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)
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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 529.7 0.0% 6 +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 463.6 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 406.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 271.8 3.4% 5 -0.4 pp -1.9 pp -1.8 pp -3.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 242.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 219.4 2.7% 5 +0.1 pp +0.1 pp +0.4 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 216.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 138.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 127.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 120.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 114.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 110.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 92.8 5.6% 5 +0.2 pp -0.2 pp +1.7 pp +1.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 76.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 70.9 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 64.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 60.4 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 57.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Allied Investment Advisors, LLC CIK 0001729869 0.376 110 54.1 6.8% 5 +0.1 pp -0.7 pp +0.0 pp +0.1 pp
☆INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 53.0 2.8% 5 -0.1 pp -0.2 pp +0.1 pp -0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 40.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 40.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 39.6 0.8% 5 -0.1 pp -0.2 pp +0.6 pp +0.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 38.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 35.1 2.1% 5 +0.0 pp -0.3 pp -0.2 pp -0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 35.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 31.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 30.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 30.1 1.1% 1 +1.1 pp +0.1 pp +0.3 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 29.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 28.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 26.9 7.6% 5 -0.1 pp -1.6 pp -1.2 pp -1.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 26.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 26.5 3.2% 5 +0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 26.2 0.1% 5 -0.2 pp -0.2 pp -0.1 pp +0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 25.1 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 24.4 2.4% 5 +2.2 pp +2.1 pp +2.1 pp +0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 24.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 24.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 23.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CHAI TRUST CO LLC CIK 0001250731 0.955 12 19.3 1.3% 5 -0.2 pp -0.3 pp +0.2 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 19.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 18.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Management LLC CIK 0001583092 0.804 95 18.5 1.2% 5 +0.0 pp -0.1 pp +0.1 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 18.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 17.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 17.4 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 17.1 0.5% 5 +0.0 pp -0.0 pp +0.0 pp -0.4 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 17.0 1.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.3 0.0% 5 -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 15.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 15.6 2.7% 5 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 15.4 0.9% 5 -0.0 pp +0.2 pp +0.5 pp -7.9 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 15.4 5.0% 5 -0.6 pp -0.8 pp -0.3 pp -0.4 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 15.2 2.5% 5 -0.2 pp -0.6 pp -0.9 pp -0.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 15.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 14.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 14.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballast, Inc. CIK 0001730477 0.553 156 13.8 2.6% 3 +0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 13.3 4.7% 5 +0.1 pp -0.1 pp +0.3 pp +0.5 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 13.3 0.9% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 13.1 0.0% 5 +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 12.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 12.6 1.0% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DMKC Advisory Services, LLC CIK 0001901337 0.052 92 12.3 2.3% 5 -1.7 pp -1.8 pp -1.4 pp -1.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 12.2 1.8% 5 -0.2 pp -0.2 pp +0.0 pp -0.2 pp
☆SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 12.1 6.8% 2 +0.3 pp +6.8 pp +6.8 pp +6.8 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 12.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 11.8 0.2% 5 -0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 11.6 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆TrueWealth Financial Partners CIK 0001908108 0.649 28 11.1 4.6% 1 +4.6 pp +4.6 pp +0.6 pp +2.5 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 10.6 1.0% 5 -0.2 pp +0.4 pp -0.3 pp -0.4 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 10.5 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Polianta Ltd CIK 0001695214 0.724 86 10.2 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 10.1 2.6% 5 -0.1 pp -0.2 pp +0.3 pp +0.2 pp
☆PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 9.9 5.3% 5 +0.1 pp +0.1 pp +0.5 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 9.3 1.1% 1 +1.1 pp +1.1 pp -0.1 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 8.0 1.6% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 8.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 7.9 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 7.9 0.6% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 7.8 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 7.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 7.4 1.5% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 7.4 2.3% 5 +0.0 pp -0.2 pp -0.1 pp -0.3 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 7.4 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 7.1 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 7.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 7.0 1.0% 4 -0.1 pp -0.2 pp -0.1 pp +1.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 7.0 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 7.0 1.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 6.8 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 6.6 1.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 6.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 6.5 3.0% 5 -0.1 pp -0.2 pp +0.0 pp -0.3 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 6.4 1.5% 5 -0.2 pp -0.3 pp -0.1 pp -0.2 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 6.4 2.3% 5 +0.0 pp -0.3 pp -0.0 pp -0.1 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 6.3 1.2% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 6.3 0.5% 5 -0.0 pp -0.1 pp -0.0 pp -0.2 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 6.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 6.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.9 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆David Kennon Inc CIK 0001954126 0.575 45 5.9 2.0% 5 +0.0 pp -0.3 pp -0.1 pp -0.1 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 5.9 1.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 5.7 0.5% 5 -0.1 pp -0.3 pp -0.3 pp -0.4 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 5.6 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 5.4 0.8% 5 +0.7 pp -0.2 pp -0.2 pp +0.7 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 5.2 0.1% 5 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 4.9 0.8% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 4.9 0.8% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 4.8 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 4.8 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.9 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 4.8 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Paradigm Capital Management, LLC/NV CIK 0001910312 0.364 65 4.5 3.9% 5 +0.1 pp -0.1 pp +0.2 pp +0.3 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 4.5 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4.5 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 4.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 3.8 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 3.6 1.0% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
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☆Joule Financial, LLC CIK 0001929070 0.731 116 3.2 0.9% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 1.7 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.8 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.7 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
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☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 0.7 0.3% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
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☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
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☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Roundview Capital LLC CIK 0001476804 0.530 349 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WELCH & FORBES LLC CIK 0000105495 0.837 388 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Congress Park Capital LLC CIK 0001730945 0.380 134 0.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CHRISTINE MESSMER PC CIK 0002097609 0.479 86 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Creekside Partners CIK 0002035951 0.343 193 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Smith Salley Wealth Management CIK 0001482012 0.574 275 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆SHP Wealth Management CIK 0001807060 0.763 1981 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.5 0.2% 5 -0.3 pp -0.5 pp -0.6 pp -0.8 pp
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☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -1.7 pp
☆Brueske Advisory Services, LLC CIK 0001879492 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 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
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.0 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
☆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
☆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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆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
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.2 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 pp -0.2 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
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 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 +0.0 pp -0.1 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
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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 +0.0 pp -0.8 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
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 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
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 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
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 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
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.0 0.0% 0 -0.6 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
☆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
☆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
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.1 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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 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
☆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
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.0 0.0% 0 -0.7 pp -0.8 pp -1.2 pp -1.2 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 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
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 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 +0.0 pp -1.6 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 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
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.0 0.0% 0 -0.0 pp -0.1 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
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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