Signals

← Signals

☆VIG

2515 in-universe funds with a nonzero position in VIG within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#70
Score / z2.858 / 4.05
Consensus749.92 over 1501 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+57% / 1.0d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 5,437.3 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 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 2,807.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,376.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 2,349.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2,171.2 4.9% 4 -0.0 pp +0.1 pp +0.9 pp +4.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,518.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,375.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1,241.1 8.0% 3 +0.1 pp -0.5 pp +8.0 pp +8.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,229.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 914.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 713.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 598.1 0.7% 3 +0.0 pp -0.4 pp +0.7 pp +0.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 575.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 565.1 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 518.2 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 505.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 471.9 7.2% 3 +0.3 pp +0.1 pp +7.2 pp +7.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 415.2 0.6% 4 +0.1 pp +0.1 pp -0.0 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 381.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 352.4 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 340.8 3.9% 3 -0.0 pp +0.0 pp +3.9 pp +3.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 306.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 294.9 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 289.7 9.6% 3 -0.5 pp -1.0 pp +9.6 pp +9.6 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 270.6 3.5% 3 -0.0 pp -0.3 pp +3.5 pp +3.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 267.4 2.2% 3 +0.2 pp +0.1 pp +2.2 pp +2.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 264.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 264.1 20.9% 3 +0.1 pp -2.0 pp +20.9 pp +20.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 258.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 247.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 235.0 0.0% 3 -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 232.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 219.1 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 215.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 209.7 6.0% 3 -0.4 pp -0.2 pp +6.0 pp +6.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 196.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 188.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 188.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 182.3 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 171.2 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 170.1 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 169.6 7.0% 3 -0.7 pp -0.7 pp +7.0 pp +7.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 167.2 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 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 165.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 164.3 3.8% 2 -0.1 pp +3.8 pp +3.8 pp -2.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 157.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 151.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 148.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 146.2 8.7% 3 -0.6 pp +8.7 pp +8.7 pp +8.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 140.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 135.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 129.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 127.5 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 125.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 118.9 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 107.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 104.0 0.6% 3 -0.7 pp -0.1 pp +0.6 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 103.6 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 103.1 2.2% 3 -0.1 pp -0.1 pp +2.2 pp +2.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 99.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 98.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 88.6 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 84.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 80.2 0.2% 3 +0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 78.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 77.6 25.0% 3 +0.0 pp +3.6 pp +25.0 pp +25.0 pp
☆Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 77.6 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 76.6 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 75.7 30.4% 3 -0.3 pp -1.0 pp +30.4 pp +30.4 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 75.4 6.9% 3 -2.1 pp -2.7 pp +6.9 pp +6.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 72.5 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 69.8 2.9% 3 +0.0 pp +0.1 pp +2.9 pp +2.9 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 69.1 1.9% 3 -0.0 pp -0.2 pp +1.9 pp +1.9 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 67.8 13.5% 3 +0.8 pp +1.5 pp +13.5 pp +13.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 66.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 66.7 5.4% 3 -0.0 pp -0.3 pp +5.4 pp +5.4 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 66.2 0.7% 3 +0.5 pp +0.5 pp +0.7 pp +0.7 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 64.6 8.1% 3 +0.2 pp -0.3 pp +8.1 pp +8.1 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 62.2 5.9% 3 -0.4 pp -0.2 pp +5.9 pp +5.9 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 61.1 4.1% 3 -0.0 pp -0.1 pp +4.1 pp +4.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 60.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 59.6 3.6% 3 +1.7 pp +1.7 pp +3.6 pp +3.6 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 58.8 7.4% 3 -0.0 pp -0.2 pp +7.4 pp +7.4 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 58.4 6.5% 5 -1.1 pp -1.5 pp -2.5 pp -1.8 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 58.3 8.3% 3 -0.9 pp -2.7 pp +8.3 pp +8.3 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 57.2 3.2% 3 -0.0 pp +0.0 pp +3.2 pp +3.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 55.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 53.9 4.9% 3 -0.1 pp -0.3 pp +4.9 pp +4.9 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 52.9 1.9% 3 +0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 51.4 3.1% 3 -3.4 pp -3.9 pp +3.1 pp +3.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 50.9 2.9% 3 -0.2 pp -0.2 pp +2.9 pp +2.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 50.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 49.7 10.5% 3 -0.1 pp -0.4 pp +10.5 pp +10.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 49.5 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 48.3 6.4% 3 -0.1 pp -0.2 pp +6.4 pp +6.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 46.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 46.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 45.4 6.2% 3 +0.0 pp -0.1 pp +6.2 pp +6.2 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 44.2 9.9% 3 -0.3 pp -0.9 pp +9.9 pp +9.9 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 44.1 6.9% 3 -0.6 pp -1.2 pp +6.9 pp +6.9 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 43.0 5.0% 3 +0.1 pp +0.1 pp +5.0 pp +5.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 42.3 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 42.1 25.0% 3 +0.2 pp -3.7 pp +25.0 pp +25.0 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 42.0 12.9% 3 +0.5 pp +3.7 pp +12.9 pp +12.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 41.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 41.8 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 41.7 10.0% 5 +0.1 pp +0.4 pp +0.2 pp +0.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 41.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 41.3 3.7% 3 +0.0 pp -0.0 pp +3.7 pp +3.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 41.1 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 39.5 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 39.5 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 39.2 4.0% 3 -0.2 pp -0.6 pp +4.0 pp +4.0 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 39.1 5.6% 3 +0.1 pp +0.2 pp +5.6 pp +5.6 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 39.0 5.0% 3 -0.1 pp -0.7 pp +5.0 pp +5.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 38.7 7.5% 3 +0.1 pp +0.4 pp +7.5 pp +7.5 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 38.4 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 38.4 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Prodigy Asset Management LLC CIK 0001956244 0.865 29 37.9 13.3% 3 -3.2 pp -9.2 pp +13.3 pp +13.3 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 37.8 5.4% 3 +0.4 pp +0.8 pp +5.4 pp +5.4 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 37.7 14.7% 3 +0.3 pp +0.1 pp +14.7 pp +14.7 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 37.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 37.2 3.3% 3 -0.4 pp -1.0 pp +3.3 pp +3.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 37.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 36.9 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 35.7 11.2% 3 +0.2 pp +0.4 pp +11.2 pp +11.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 35.6 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 35.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 35.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 35.0 12.9% 4 -0.2 pp -0.4 pp -1.2 pp +12.9 pp
☆Human Investing LLC CIK 0001767513 0.861 105 34.6 4.9% 3 -0.2 pp -0.4 pp +4.9 pp +4.9 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 33.9 3.2% 3 -0.0 pp -0.1 pp +3.2 pp +3.2 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 33.7 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 33.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 32.5 9.9% 5 -0.5 pp -1.8 pp -3.9 pp -4.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 32.4 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 32.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 31.9 3.6% 3 -0.1 pp -0.2 pp +3.6 pp +3.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 31.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 31.7 5.8% 3 -0.1 pp -0.2 pp +5.8 pp +5.8 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 31.4 0.4% 3 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 31.2 4.7% 3 +0.0 pp +0.1 pp +4.7 pp +4.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 30.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 30.6 1.8% 3 -0.2 pp +1.3 pp +1.8 pp +1.8 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 30.5 6.5% 3 -0.1 pp -0.4 pp +6.5 pp +6.5 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 30.4 3.5% 3 +0.1 pp -0.3 pp +3.5 pp +3.5 pp
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☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 25.3 8.3% 3 +0.3 pp +0.1 pp +8.3 pp +8.3 pp
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☆Capital Planning LLC CIK 0001790688 0.562 88 4.8 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆CORDA Investment Management, LLC. CIK 0001545812 0.556 85 4.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆Intelligent Financial Strategies CIK 0001911000 0.787 60 4.8 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
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☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 4.7 2.4% 3 +0.1 pp -0.1 pp +2.4 pp +2.4 pp
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☆Private Advisory Group LLC CIK 0001632965 0.257 287 4.7 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
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☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 4.7 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
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☆Stephens Consulting, LLC CIK 0001961632 0.746 476 4.7 1.5% 3 -0.1 pp +0.5 pp +1.5 pp +1.5 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 4.7 0.5% 3 -0.3 pp -0.4 pp +0.5 pp +0.5 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 4.7 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 4.7 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
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☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Capital Management, LLC CIK 0001588456 0.557 179 4.7 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 4.6 0.8% 3 -0.0 pp +0.5 pp +0.8 pp +0.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Dempze Nancy E CIK 0001592614 0.301 91 1.4 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
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☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.6 pp -0.4 pp +0.0 pp +0.0 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Enhancing Capital LLC CIK 0001909572 0.258 90 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 -4.4 pp -4.5 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -7.4 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 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 -0.2 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.4 pp -0.8 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp -0.4 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 +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -4.0 pp -4.2 pp +0.0 pp +0.0 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp -0.1 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
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -2.2 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 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 -0.7 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 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
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -1.3 pp -1.3 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arlington Partners LLC CIK 0001389848 0.487 64 0.0 0.0% 0 +0.0 pp -0.6 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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -4.9 pp -4.9 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.0 0.0% 0 -0.0 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
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
☆IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 -0.8 pp -0.9 pp +0.0 pp +0.0 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -1.1 pp -0.3 pp +0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 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 -3.3 pp +0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SALZHAUER MICHAEL CIK 0001059543 0.470 79 0.0 0.0% 0 -0.3 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
☆Arkos Global Advisors CIK 0001769089 0.805 124 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -5.4 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 0.0 0.0% 0 -1.9 pp -1.5 pp +0.0 pp +0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOYAR ASSET MANAGEMENT INC. CIK 0001218254 0.333 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 0.312 67 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆W1M Investment Management Ltd CIK 0001344114 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 -0.4 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 VIG). Qtrs Held counts distinct quarters this fund has actually held VIG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VIG position size. Δ columns are the percentage-point change in VIG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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