Signals

← Signals

☆VMBS

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

Flow ranking

Rank#652
Score / z0.205 / 0.28
Consensus233.07 over 458 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-5% / 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 2,813.8 0.2% 4 +0.0 pp +0.0 pp -0.0 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 1,157.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,054.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 493.3 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 424.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 414.0 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 390.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 330.7 3.4% 3 +0.2 pp +0.2 pp +3.4 pp +3.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 296.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 284.1 0.1% 4 +0.0 pp -0.0 pp -0.0 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 240.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 233.5 5.0% 3 +0.2 pp +0.3 pp +5.0 pp +5.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 232.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 176.6 5.2% 3 +0.3 pp +0.3 pp +5.2 pp +5.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 176.3 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 129.4 1.6% 3 -0.1 pp +0.2 pp +1.6 pp +1.6 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 113.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 113.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 107.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 90.6 6.0% 2 +0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 80.3 2.4% 3 +0.1 pp -0.0 pp +2.4 pp +2.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 79.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 73.1 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 71.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 69.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 68.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 63.6 4.4% 3 +0.0 pp -0.1 pp +4.4 pp +4.4 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 62.9 3.4% 3 +0.1 pp -0.0 pp +3.4 pp +3.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 61.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 58.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 58.1 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 57.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 48.9 7.7% 3 +0.1 pp +0.1 pp +7.7 pp +7.7 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 47.0 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 45.1 0.8% 5 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 44.7 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 42.5 3.1% 3 +0.4 pp +0.3 pp +3.1 pp +3.1 pp
☆Bell Bank CIK 0001002672 0.895 195 39.8 1.7% 3 +0.1 pp +0.7 pp +1.7 pp +1.7 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 36.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 36.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 36.2 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 36.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 34.8 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 34.7 1.6% 3 -2.5 pp -2.7 pp +1.6 pp +1.6 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 32.7 0.8% 3 -0.6 pp -0.4 pp +0.8 pp +0.8 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 32.6 11.5% 3 +0.1 pp +0.5 pp +11.5 pp +11.5 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 32.6 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 31.7 5.0% 3 -0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 31.3 7.6% 1 +7.6 pp -0.3 pp +7.6 pp +7.6 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 31.2 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 29.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 28.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 28.6 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 28.3 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 27.6 0.0% 3 -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 25.0 11.2% 3 +1.1 pp +7.0 pp +11.2 pp +11.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 25.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 24.6 1.4% 3 +0.2 pp +0.2 pp +1.4 pp +1.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 24.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 23.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 23.5 3.4% 3 -0.2 pp -0.2 pp +3.4 pp +3.4 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 23.0 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 22.9 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 22.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 22.2 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 22.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 22.0 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 21.4 1.1% 1 +1.1 pp -0.1 pp +1.1 pp +1.1 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 20.8 3.4% 3 -0.2 pp +0.7 pp +3.4 pp +3.4 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 20.7 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 19.6 1.5% 3 -0.0 pp +0.2 pp +1.5 pp +1.5 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 19.5 2.7% 3 +0.1 pp +0.1 pp +2.7 pp +2.7 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 19.3 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 18.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 18.7 4.4% 3 +0.0 pp +0.1 pp +4.4 pp +4.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 18.6 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 18.3 4.4% 3 +1.4 pp +3.6 pp +4.4 pp +4.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 17.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 17.9 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 17.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 17.4 1.2% 3 -0.5 pp -0.7 pp +1.2 pp +1.2 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 16.7 1.7% 5 +0.0 pp -0.0 pp -0.3 pp -0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 16.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 16.4 3.5% 3 +0.8 pp +0.7 pp +3.5 pp +3.5 pp
☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 16.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 15.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 15.6 5.4% 3 +0.0 pp -0.1 pp +5.4 pp +5.4 pp
☆STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 15.3 8.7% 3 -0.4 pp +1.6 pp +8.7 pp +8.7 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 15.3 4.7% 3 -0.1 pp -0.7 pp +4.7 pp +4.7 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 15.0 4.8% 5 +0.0 pp -0.1 pp -0.3 pp -0.1 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 15.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 14.8 6.6% 3 +0.2 pp +0.2 pp +6.6 pp +6.6 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 14.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 14.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MA Private Wealth CIK 0001767474 0.750 88 14.4 2.4% 3 -0.0 pp -0.2 pp +2.4 pp +2.4 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 14.2 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 14.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 13.6 3.9% 3 +0.0 pp +0.1 pp +3.9 pp +3.9 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 13.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 13.0 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 13.0 2.4% 3 +0.0 pp -0.0 pp +2.4 pp +2.4 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 12.9 0.9% 3 +0.1 pp +0.3 pp +0.9 pp +0.9 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 12.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 12.8 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 12.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 12.4 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 11.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 11.2 3.0% 3 +0.1 pp -0.0 pp +3.0 pp +3.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 11.0 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 10.2 4.4% 3 +0.0 pp -0.1 pp +4.4 pp +4.4 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 10.1 7.2% 2 -0.5 pp +7.2 pp +7.2 pp +7.2 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 10.0 6.6% 3 -0.4 pp -0.6 pp +6.6 pp +6.6 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 9.8 1.0% 3 +0.6 pp +0.4 pp +1.0 pp +1.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 9.8 0.4% 3 -0.2 pp -0.5 pp +0.4 pp +0.4 pp
☆United Capital Management of KS, Inc. CIK 0001753219 0.285 97 9.7 1.4% 3 +0.2 pp +0.1 pp +1.4 pp +1.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 9.5 2.6% 3 -0.0 pp -0.2 pp +2.6 pp +2.6 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 9.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 9.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 9.3 0.5% 3 +0.2 pp +0.1 pp +0.5 pp +0.5 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 9.1 5.4% 3 -0.1 pp +2.1 pp +5.4 pp +5.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 8.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 8.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 8.5 4.2% 3 -0.0 pp -0.2 pp +4.2 pp +4.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.3 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 8.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 8.1 5.9% 3 +0.6 pp +0.0 pp +5.9 pp +5.9 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 8.1 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 8.0 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 7.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 7.7 2.3% 3 -0.0 pp +0.0 pp +2.3 pp +2.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWS Partners CIK 0001731731 0.307 108 7.5 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 7.1 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 7.0 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 7.0 0.8% 3 +0.3 pp +0.3 pp +0.8 pp +0.8 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 6.9 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 6.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.8 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
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☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 6.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 6.2 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 6.2 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
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☆Parker Financial LLC CIK 0001965668 0.845 37 5.9 2.4% 3 -0.0 pp -0.1 pp +2.4 pp +2.4 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 5.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 5.7 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 5.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 5.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 5.4 2.7% 3 +0.0 pp -0.0 pp +2.7 pp +2.7 pp
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☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 4.9 3.1% 4 +0.2 pp -0.2 pp -0.5 pp +3.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 4.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 4.8 3.6% 3 +1.0 pp +0.9 pp +3.6 pp +3.6 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 4.7 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆SECURITY BENEFIT LIFE INSURANCE CO /KS/ CIK 0000869772 0.854 19 4.7 1.9% 3 +0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 4.7 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
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☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 4.6 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 4.6 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 4.4 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 4.4 1.6% 3 -0.1 pp -0.3 pp +1.6 pp +1.6 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 4.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 4.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆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 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 3.8 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
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☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 3.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 3.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
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☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 3.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
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☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GeoWealth Management, LLC CIK 0001593387 0.736 882 3.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 3.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
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☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CGN Advisors LLC CIK 0001841506 0.595 322 2.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 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
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.7 pp -0.4 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
☆BankPlus Trust Department CIK 0002047270 0.431 470 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
☆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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 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
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 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
☆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
☆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
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -3.1 pp -3.5 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -1.9 pp -1.8 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -1.5 pp -1.4 pp +0.0 pp +0.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -1.2 pp -1.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 -2.0 pp -2.1 pp +0.0 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp -5.9 pp +0.0 pp +0.0 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.0 0.0% 0 -0.1 pp -0.1 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
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp -1.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Clifford Group, LLC CIK 0001965522 0.474 86 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 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
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 -0.0 pp +0.0 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
☆BCWM, LLC CIK 0001542165 0.322 57 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -4.9 pp -5.2 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 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 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.0 0.0% 0 -0.4 pp -0.6 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
☆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
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.2 pp -0.1 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
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 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
☆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
☆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
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.0 0.0% 0 -0.2 pp -0.2 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
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.0 pp -0.3 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 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
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 0.0 0.0% 0 -3.2 pp -3.1 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 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
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 0 -0.0 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 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 +0.0 pp +0.0 pp
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Axecap Investments, LLC CIK 0002030036 0.005 73 0.0 0.0% 0 -0.5 pp -0.5 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 VMBS). Qtrs Held counts distinct quarters this fund has actually held VMBS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VMBS position size. Δ columns are the percentage-point change in VMBS'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