Signals

← Signals

☆VIGI

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

Flow ranking

Rank#830
Score / z0.142 / 0.15
Consensus208.57 over 394 funds
Momentum-0.26 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-2%
Short interest-87% / 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 ▾
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 770.7 2.9% 3 -0.2 pp -0.2 pp +2.9 pp +0.1 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 528.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 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 310.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 210.6 1.6% 3 -0.2 pp -0.3 pp +1.6 pp +1.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 171.2 0.1% 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 130.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 96.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 93.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 77.2 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 72.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 67.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 61.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 45.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 43.6 5.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 42.4 0.4% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 40.3 4.9% 5 -0.1 pp -0.4 pp -0.7 pp -0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 38.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 29.1 3.8% 5 -0.1 pp -0.1 pp -0.4 pp -0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 28.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 28.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 27.2 1.9% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 26.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 26.2 5.3% 5 -0.4 pp -0.5 pp +0.2 pp +0.3 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 25.0 1.2% 5 -0.1 pp -0.3 pp -0.1 pp -0.2 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 24.0 4.0% 5 -0.5 pp -0.6 pp -1.3 pp -1.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 23.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 21.8 1.9% 5 -0.2 pp -0.3 pp -0.3 pp -0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 20.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 19.5 2.2% 5 -0.4 pp -0.3 pp -0.2 pp -0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 19.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 19.0 11.4% 5 +0.3 pp -0.0 pp -4.2 pp -5.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 18.4 1.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 18.1 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 17.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.0 0.0% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 12.8 3.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 12.6 4.3% 5 +0.4 pp +0.8 pp +1.0 pp +2.2 pp
☆BAXTER BROS INC CIK 0001096783 0.532 172 12.1 1.4% 5 +0.2 pp +0.4 pp +0.4 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 12.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Human Investing LLC CIK 0001767513 0.861 105 12.1 1.8% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 12.1 2.9% 5 -0.1 pp -0.8 pp -1.2 pp -1.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 11.8 2.2% 5 -0.5 pp -0.4 pp -0.5 pp -0.7 pp
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 11.7 4.2% 5 -0.3 pp +0.9 pp +1.1 pp +0.9 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 11.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 11.2 2.7% 5 +0.0 pp -0.1 pp -1.0 pp -1.1 pp
☆TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 11.1 5.3% 5 -0.8 pp -1.0 pp -0.2 pp +2.4 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 11.1 0.9% 5 +0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 10.8 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 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 10.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 10.2 2.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 10.1 0.0% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 10.0 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 9.9 0.9% 5 -0.5 pp -0.7 pp -0.6 pp -0.6 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 9.8 5.1% 5 +0.4 pp +0.2 pp -0.1 pp -0.6 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 9.7 2.0% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Madson Wealth Advisors Inc CIK 0002129795 0.260 97 9.0 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 9.0 1.4% 5 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.7 0.0% 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 8.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 8.5 1.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
☆Clarion Wealth Managment Partners, LLC CIK 0002081211 0.367 87 8.3 6.7% 4 -1.4 pp -4.8 pp -5.8 pp +6.7 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 8.2 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 8.1 2.3% 5 -1.3 pp -2.9 pp -3.1 pp -3.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 8.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ariston Services Group CIK 0001743859 0.678 70 8.0 4.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.8 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 8.0 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 7.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 7.7 0.7% 5 -0.1 pp +0.3 pp -0.5 pp -0.7 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 7.6 0.9% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 7.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 7.5 1.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 7.4 3.5% 5 +2.0 pp +1.9 pp +2.0 pp +1.8 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 7.4 0.7% 5 +0.0 pp +0.2 pp +0.1 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 7.3 0.9% 5 +0.1 pp -0.7 pp +0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 7.2 0.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 7.1 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 7.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 6.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 6.4 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 6.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 6.3 1.4% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 6.1 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 5.9 1.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 5.8 4.7% 2 -0.9 pp +4.7 pp +4.7 pp +4.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 5.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 5.6 1.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 5.6 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 5.2 0.2% 4 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆J. Mark Nickell & Co. CIK 0001811161 0.446 30 5.2 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 5.1 1.6% 5 -0.1 pp -0.3 pp -0.3 pp -0.4 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 5.1 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.8 pp
☆Bristlecone Value Partners, LLC CIK 0001313998 0.460 70 4.8 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 4.7 2.1% 5 +0.0 pp -0.1 pp +0.1 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.6 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 4.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 4.3 1.5% 5 -0.1 pp +0.4 pp +0.5 pp +0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 4.1 1.8% 5 -0.2 pp -0.4 pp -0.5 pp -0.5 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 4.1 0.1% 5 -0.0 pp -2.8 pp -2.7 pp -2.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 3.9 2.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 3.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.7 0.1% 1 +0.1 pp +0.1 pp -0.1 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 3.7 0.5% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 3.7 3.1% 5 -0.1 pp -0.4 pp -0.5 pp +0.9 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 3.6 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 3.6 2.8% 2 -0.6 pp +2.8 pp +2.8 pp +2.8 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.5 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 3.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 3.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 3.4 0.5% 5 +0.2 pp +0.0 pp -0.0 pp -0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.4 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 3.3 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆OMC Financial Services LTD CIK 0002026391 0.472 61 3.3 1.1% 5 -0.1 pp +0.4 pp +0.5 pp +0.4 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 3.3 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 3.2 0.5% 6 +0.5 pp -0.1 pp -0.3 pp -0.3 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 3.2 1.1% 5 -1.4 pp -5.2 pp -4.7 pp -5.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.2 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 3.1 2.1% 5 +0.5 pp +0.0 pp +0.0 pp +0.4 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.1 2.5% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆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
☆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
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 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 +0.0 pp +0.0 pp -0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -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% 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
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 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 +0.0 pp +0.0 pp -1.4 pp -1.4 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.2 pp -0.5 pp -0.5 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
☆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
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -2.4 pp -2.7 pp -4.1 pp -5.3 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -4.9 pp -5.3 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.5 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
☆Convergence Financial, LLC CIK 0002034001 0.141 272 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 +0.0 pp +0.0 pp -0.1 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Select Asset Management & Trust CIK 0001600636 0.786 79 0.0 0.0% 0 +0.0 pp -1.6 pp -1.5 pp -1.6 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 +0.0 pp +0.0 pp -3.7 pp -4.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 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 -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 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
☆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
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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
☆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
☆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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.7 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
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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 +0.0 pp +0.0 pp -4.6 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.5 pp -0.5 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
☆Three Bearings Fiduciary Advisors, Inc. CIK 2140230 0.497 312 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 -1.1 pp -1.0 pp -0.9 pp -0.9 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 0.0 0.0% 0 +0.0 pp -0.9 pp -1.0 pp -1.1 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
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.3 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 +0.0 pp +0.0 pp -2.7 pp -2.8 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 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
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆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
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 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 +0.0 pp +0.0 pp -0.7 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.5 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 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 (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