Signals

← Signals

☆VIGI

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

Flow ranking

Rank#22309
Score / z-0.083 / -0.13
Consensus199.30 over 370 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+741% / 2.0d

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 ▾
☆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 621.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 597.5 3.1% 1 +3.1 pp +0.2 pp +3.1 pp +3.1 pp
☆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 316.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 227.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 186.2 2.8% 3 +0.1 pp +0.0 pp +2.8 pp +2.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 162.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 140.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 119.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 118.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 108.9 6.6% 3 +0.0 pp -1.0 pp +6.6 pp +6.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 100.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 68.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 67.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 65.8 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 61.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 59.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 58.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 56.0 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 49.3 9.5% 3 +0.3 pp -0.3 pp +9.5 pp +9.5 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 41.7 5.4% 3 +0.0 pp +0.1 pp +5.4 pp +5.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 39.4 5.3% 3 -0.3 pp -0.5 pp +5.3 pp +5.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 39.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 36.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 32.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 32.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 28.6 5.7% 3 +0.7 pp +0.8 pp +5.7 pp +5.7 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 28.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 27.6 3.9% 3 -0.3 pp -0.6 pp +3.9 pp +3.9 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 27.4 1.5% 3 +0.2 pp +0.1 pp +1.5 pp +1.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 26.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 25.6 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 25.0 4.5% 3 -0.7 pp -1.2 pp +4.5 pp +4.5 pp
☆Navalign, LLC CIK 0001820593 0.504 132 22.6 5.6% 3 -0.1 pp -0.2 pp +5.6 pp +5.6 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 21.1 2.2% 3 +0.0 pp -0.3 pp +2.2 pp +2.2 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 20.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 18.1 11.4% 3 -4.1 pp -5.0 pp +11.4 pp +11.4 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 17.7 2.5% 3 +0.1 pp +0.0 pp +2.5 pp +2.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 17.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 16.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 16.0 1.9% 3 +0.0 pp -0.2 pp +1.9 pp +1.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 14.8 5.1% 3 -0.3 pp -0.4 pp +5.1 pp +5.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 14.7 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 14.1 6.3% 3 +0.5 pp +0.0 pp +6.3 pp +6.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 12.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 12.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Human Investing LLC CIK 0001767513 0.861 105 12.4 1.8% 3 -0.0 pp -0.2 pp +1.8 pp +1.8 pp
☆Clarion Wealth Managment Partners, LLC CIK 0002081211 0.367 87 12.4 11.5% 2 -1.0 pp +11.5 pp +11.5 pp +11.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 11.7 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 11.3 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
☆TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 11.3 6.2% 3 +0.8 pp +3.4 pp +6.2 pp +6.2 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 11.0 3.7% 3 +0.0 pp +0.1 pp +3.7 pp +3.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 10.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 10.4 2.8% 3 -0.9 pp -1.0 pp +2.8 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 10.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 10.2 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 10.0 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 10.0 2.7% 3 +0.0 pp -0.2 pp +2.7 pp +2.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 9.7 3.7% 3 -0.4 pp -0.5 pp +3.7 pp +3.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 9.4 4.9% 3 -0.3 pp -0.8 pp +4.9 pp +4.9 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 9.1 3.5% 3 +0.3 pp +1.4 pp +3.5 pp +3.5 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 9.1 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 8.6 3.3% 3 +0.2 pp +0.0 pp +3.3 pp +3.3 pp
☆BAXTER BROS INC CIK 0001096783 0.532 172 8.6 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 8.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 8.4 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 8.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 8.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 8.2 1.9% 3 +0.1 pp +0.0 pp +1.9 pp +1.9 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 8.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 7.9 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆Ariston Services Group CIK 0001743859 0.678 70 7.8 4.6% 3 -0.0 pp -0.6 pp +4.6 pp +4.6 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 7.7 2.7% 3 -1.5 pp -2.6 pp +2.7 pp +2.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 7.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 7.3 0.4% 3 -0.8 pp -1.0 pp +0.4 pp +0.4 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 7.2 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 7.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 7.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 7.0 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 6.9 1.6% 3 +0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 6.7 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 6.6 1.1% 3 +0.0 pp +0.3 pp +1.1 pp +1.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 6.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 5.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 5.8 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 5.8 1.6% 3 +0.7 pp +0.6 pp +1.6 pp +1.6 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 5.7 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 5.6 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 5.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 5.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 5.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 5.2 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Select Asset Management & Trust CIK 0001600636 0.786 79 5.1 1.6% 3 +0.1 pp -0.0 pp +1.6 pp +1.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 5.1 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 5.1 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 5.0 0.2% 3 -0.3 pp -0.4 pp +0.2 pp +0.2 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 5.0 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 4.9 2.1% 3 +0.1 pp +0.0 pp +2.1 pp +2.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 4.8 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 4.7 0.8% 3 -0.0 pp -0.8 pp +0.8 pp +0.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 4.4 2.2% 3 +0.2 pp +0.1 pp +2.2 pp +2.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Root LLC CIK 0002027377 0.950 10 4.3 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 4.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 4.0 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 4.0 2.2% 3 -0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 3.9 1.8% 3 +0.4 pp +0.3 pp +1.8 pp +1.8 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 3.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 3.7 2.2% 3 -0.2 pp -0.3 pp +2.2 pp +2.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 3.6 3.5% 3 -0.1 pp +1.3 pp +3.5 pp +3.5 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 3.4 1.4% 3 -0.2 pp +0.1 pp +1.4 pp +1.4 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 3.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 3.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 3.3 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
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☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 3 +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% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 3 -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 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 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
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -4.6 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
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.1 pp -0.1 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
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 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 -1.4 pp -1.4 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
☆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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -4.9 pp -5.3 pp +0.0 pp +0.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Phraction Management LLC CIK 0001907803 0.444 65 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 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 -3.7 pp -4.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Kimelman & Baird, LLC CIK 0001318103 0.549 261 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 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
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 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
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 0.0 0.0% 0 -4.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.1 pp -0.1 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 +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOMERVILLE KURT F CIK 0001215208 0.429 97 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -2.7 pp -2.8 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 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
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.7 pp -0.5 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.0 0.0% 0 -1.4 pp -1.5 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
☆Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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 VIGI). Qtrs Held counts distinct quarters this fund has actually held VIGI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VIGI position size. Δ columns are the percentage-point change in VIGI'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