Signals

← Signals

☆VNLA

295 in-universe funds with a nonzero position in VNLA within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#21581
Score / z0.000 / -0.02
Consensus82.88 over 163 funds
Momentumnot computed

Price & positioning

222 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 386.7 2.1% 4 -0.0 pp -0.1 pp -0.4 pp +2.1 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 319.6 0.0% 6 +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 219.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 180.1 0.0% 4 +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 139.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 104.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 73.8 3.8% 3 +0.0 pp +0.8 pp +3.8 pp +3.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 68.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 64.5 1.5% 4 +0.6 pp +0.6 pp +0.8 pp +1.5 pp
☆TEXAS TREASURY SAFEKEEPING TRUST CO CIK 0001176347 0.851 6 33.6 5.4% 4 +1.0 pp +0.6 pp +0.1 pp +5.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 33.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 33.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 31.4 3.5% 4 -0.5 pp +0.3 pp -0.3 pp +3.5 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 28.6 4.9% 4 +0.9 pp +1.8 pp +2.9 pp +4.9 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 26.6 5.6% 4 -1.5 pp -2.9 pp -3.6 pp +5.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 22.0 3.6% 4 +0.1 pp -0.3 pp -1.2 pp +3.6 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 21.8 1.2% 4 +0.0 pp +0.0 pp -0.0 pp +1.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 18.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 18.6 2.3% 4 +0.4 pp +0.1 pp -0.2 pp +2.3 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 17.8 2.2% 4 +0.1 pp +0.6 pp +0.5 pp +2.2 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 16.8 4.4% 4 +0.4 pp +0.9 pp +0.5 pp +4.4 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 16.8 7.3% 4 +0.3 pp +1.0 pp +0.6 pp +7.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 14.3 2.0% 4 -0.2 pp -3.8 pp -4.2 pp +2.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 14.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 13.7 0.4% 4 -0.0 pp -0.2 pp -0.2 pp +0.4 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 13.2 1.0% 4 -0.1 pp +0.4 pp +0.5 pp +1.0 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 13.1 0.5% 4 -0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 13.0 4.6% 4 -0.1 pp +0.9 pp +0.6 pp +4.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 11.5 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 11.3 4.6% 4 +0.7 pp +0.8 pp -1.4 pp +4.6 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 10.5 6.7% 4 +0.5 pp +0.7 pp +0.4 pp +6.7 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 10.3 0.7% 4 -0.1 pp -0.0 pp -0.1 pp +0.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 7.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 7.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.1 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 7.0 1.2% 4 +0.5 pp +0.6 pp +0.6 pp +1.2 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 6.8 1.7% 4 -0.2 pp -0.5 pp -0.6 pp +1.7 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 6.6 2.2% 2 -1.8 pp +2.2 pp +2.2 pp +2.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 5.6 4.6% 4 -0.3 pp -0.5 pp -0.6 pp +4.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 5.3 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 5.0 1.5% 4 -0.0 pp -0.3 pp -0.5 pp +1.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 4.7 2.5% 2 +0.9 pp +2.5 pp +2.5 pp +2.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 4.5 2.9% 4 -5.2 pp -5.9 pp -7.3 pp +2.9 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 4.4 1.6% 4 -0.0 pp -0.3 pp -1.0 pp +1.6 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 4.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 4.3 4.5% 4 -0.3 pp +1.4 pp +2.6 pp +4.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 3.9 1.3% 2 +0.1 pp +1.3 pp +0.2 pp +1.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 3.8 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 3.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 3.4 0.9% 4 -0.3 pp -0.4 pp -0.7 pp +0.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 3.3 2.1% 4 +0.1 pp +0.1 pp -0.1 pp +2.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 3.2 0.8% 4 +0.1 pp +0.0 pp -0.1 pp +0.8 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 3.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 3.2 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 3.1 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 3.1 1.6% 3 -0.5 pp -1.7 pp +1.6 pp +1.6 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 2.8 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 2.8 0.4% 4 -1.4 pp -1.4 pp -1.4 pp +0.4 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 2.7 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 2.7 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 2.5 1.1% 2 +0.7 pp +1.1 pp +1.1 pp +1.1 pp
☆BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 2.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Unified Investment Management CIK 0002054855 0.105 141 2.4 2.5% 4 +0.0 pp +0.1 pp +0.1 pp +2.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 2.3 0.6% 5 -0.1 pp +0.3 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 2.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.1 0.6% 4 +0.0 pp +0.1 pp -0.0 pp +0.6 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 2.0 1.4% 4 -0.0 pp -0.3 pp -0.3 pp +1.4 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 2.0 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 2.0 1.1% 4 -0.0 pp +0.0 pp -0.0 pp +1.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 1.7 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.6 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.3 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 1.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.2 0.9% 5 +0.1 pp +0.1 pp -0.1 pp -0.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.1 0.1% 4 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 1.1 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.9 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.9 0.7% 4 +0.3 pp +0.4 pp +0.4 pp +0.7 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.8 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.7 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.6 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆Argos Wealth Advisors, LLC CIK 0001809154 0.478 224 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 0.6 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 0.5 0.2% 3 -2.3 pp -2.1 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.5 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAMONTES CAPITAL, LLC CIK 2134516 0.503 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Midway Capital Research & Management CIK 0002115416 0.312 114 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.0% 4 +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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 4 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 1 +0.0 pp -0.7 pp -0.6 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 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 -0.1 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.0 0.0% 0 -0.1 pp -0.3 pp -0.2 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 -3.5 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
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.0 0.0% 0 +0.0 pp +0.0 pp -3.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 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
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 0.0 0.0% 0 +0.0 pp -3.1 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.0 pp -2.7 pp -1.3 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
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +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
☆Covenant Partners, LLC CIK 0001302739 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 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
☆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
☆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
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 -0.7 pp -0.9 pp -0.9 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
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 +0.0 pp -0.2 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
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 -0.3 pp -0.1 pp -0.3 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 -2.2 pp +0.0 pp -2.3 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.0 0.0% 0 -1.2 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
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 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 +0.0 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
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp -0.9 pp -1.2 pp +0.0 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 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
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 0 -0.0 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
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 0.0 0.0% 0 -0.1 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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 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 VNLA). Qtrs Held counts distinct quarters this fund has actually held VNLA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VNLA position size. Δ columns are the percentage-point change in VNLA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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