Signals

← Signals

☆VNQ

2035 in-universe funds with a nonzero position in VNQ within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#72
Score / z3.169 / 2.85
Consensus585.89 over 1109 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+16% / 1.8d ⚡

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 ▾
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,497.2 3.9% 4 +0.0 pp +0.1 pp +0.0 pp +3.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 1,114.1 0.8% 4 -0.1 pp -0.2 pp -0.3 pp +0.8 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 897.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 893.2 2.0% 5 -0.0 pp -0.0 pp -0.1 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 867.5 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 762.7 2.9% 4 +0.2 pp +0.0 pp -0.0 pp +2.9 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 493.2 0.6% 4 +0.1 pp +0.0 pp +0.0 pp +0.6 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 372.2 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 367.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 324.7 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 304.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 297.9 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 209.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 202.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 198.2 0.7% 4 +0.0 pp -0.1 pp -0.0 pp +0.7 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 196.2 2.8% 4 -0.2 pp -0.1 pp -0.1 pp +2.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 191.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 188.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 155.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 154.5 5.2% 4 +0.1 pp -0.0 pp +2.4 pp +5.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 148.8 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 139.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 138.3 1.9% 4 +0.1 pp +0.1 pp +0.1 pp +1.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 133.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 128.5 12.9% 4 +0.7 pp +0.8 pp +0.6 pp +12.9 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 123.6 2.7% 4 +0.2 pp +0.1 pp +0.1 pp +2.7 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 123.6 2.3% 4 +0.2 pp +0.1 pp +0.2 pp +2.3 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 123.1 22.9% 4 +1.5 pp +1.9 pp +1.2 pp +22.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 113.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 92.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 90.7 5.1% 4 +1.4 pp +1.3 pp +0.5 pp +5.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 88.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 84.5 0.2% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Vanderbilt University CIK 0001825985 0.404 74 76.8 14.6% 4 +1.6 pp +1.7 pp +0.5 pp +14.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 76.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 76.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Seven Post Investment Office LP CIK 0001554308 0.797 42 75.4 24.4% 4 -2.3 pp -3.1 pp -3.3 pp +24.4 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 71.1 0.9% 4 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 69.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 67.4 1.5% 4 +0.1 pp +0.7 pp +0.5 pp +1.5 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 62.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 61.5 1.0% 4 +0.1 pp +0.2 pp +0.5 pp +1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 61.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 61.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 60.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 59.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 58.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 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 56.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 56.6 0.3% 4 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 55.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 55.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 53.7 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆Pennsylvania State University CIK 0002134719 0.477 3 52.5 27.5% 1 +27.5 pp +27.5 pp +27.5 pp +27.5 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 51.8 3.0% 4 +0.0 pp -0.2 pp -0.4 pp +3.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 50.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 48.3 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 47.7 3.4% 4 +0.3 pp +0.4 pp +0.5 pp +3.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 45.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 43.2 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 43.1 2.3% 4 +0.2 pp +0.2 pp +0.2 pp +2.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 42.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 40.4 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 40.2 0.3% 4 +0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 39.3 2.7% 4 -0.3 pp -0.4 pp -0.4 pp +2.7 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 38.5 11.5% 4 -0.5 pp -1.4 pp -2.5 pp +11.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 37.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 37.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 36.7 0.6% 4 +0.1 pp +0.2 pp +0.1 pp +0.6 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 36.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 36.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 35.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 34.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 33.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 33.3 2.0% 4 +0.0 pp +0.4 pp +0.3 pp +2.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 33.3 0.4% 3 -0.3 pp -0.3 pp +0.4 pp +0.4 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 31.8 4.8% 4 -1.0 pp -1.1 pp -1.2 pp +4.8 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 31.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Comprehensive Financial Management LLC CIK 0001799802 0.961 39 29.1 1.0% 4 +0.1 pp +0.1 pp +0.2 pp +1.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 27.0 3.1% 4 +0.1 pp -0.1 pp +0.1 pp +3.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 27.0 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 26.9 0.8% 4 +0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 26.6 1.4% 4 +0.0 pp +0.0 pp +0.0 pp +1.4 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 26.5 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 25.7 1.7% 4 +0.2 pp +0.2 pp +0.3 pp +1.7 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 24.7 4.4% 4 +0.0 pp +0.1 pp +0.1 pp +4.4 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 24.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 24.0 2.0% 4 -0.1 pp -0.3 pp -0.4 pp +2.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 23.9 5.2% 4 +0.1 pp +0.1 pp +0.4 pp +5.2 pp
☆COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 23.7 2.3% 4 +0.3 pp +1.8 pp +0.5 pp +2.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 23.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 23.6 0.6% 4 -0.8 pp -0.9 pp -1.0 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 23.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Whelan Financial CIK 0001894921 0.754 101 23.5 7.3% 4 +0.1 pp -0.2 pp -0.9 pp +7.3 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 23.3 1.3% 4 +0.1 pp -0.0 pp -0.0 pp +1.3 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 22.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 22.6 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆KWMG, LLC CIK 0001633024 0.515 153 22.5 1.9% 4 -0.1 pp -0.5 pp -0.8 pp +1.9 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 22.5 0.8% 1 +0.8 pp +0.6 pp +0.6 pp +0.8 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 22.4 2.8% 4 +0.2 pp +0.2 pp +0.2 pp +2.8 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 22.1 1.4% 4 +0.0 pp +0.0 pp +0.0 pp +1.4 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 21.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 21.3 4.2% 4 +0.0 pp +0.0 pp -0.0 pp +4.2 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 21.3 2.2% 4 +0.1 pp +0.1 pp +0.1 pp +2.2 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 21.1 1.6% 4 -0.3 pp -0.5 pp -0.6 pp +1.6 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 21.0 3.5% 4 +0.2 pp -0.1 pp -0.2 pp +3.5 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 20.8 3.0% 4 +0.5 pp +0.0 pp -0.1 pp +3.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 20.7 0.8% 4 +0.2 pp +0.7 pp +0.6 pp +0.8 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 20.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 20.1 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 20.0 1.7% 4 +1.6 pp -0.1 pp -0.1 pp +1.7 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 19.7 7.3% 4 +0.4 pp +0.5 pp +1.2 pp +7.3 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 19.3 10.5% 4 +0.2 pp +0.1 pp -0.3 pp +10.5 pp
☆Fairfield University CIK 0001717825 0.861 4 19.1 9.6% 4 +0.1 pp +0.0 pp -0.7 pp +9.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 18.6 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 18.6 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 18.5 7.2% 4 +0.0 pp +0.1 pp +0.2 pp +7.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 17.9 0.8% 4 -0.1 pp +0.1 pp -0.1 pp +0.8 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 17.9 0.5% 4 -0.2 pp -0.2 pp -0.2 pp +0.5 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 17.9 5.9% 4 +0.3 pp -1.8 pp -2.0 pp +5.9 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 17.6 1.6% 4 -0.9 pp -1.1 pp -1.3 pp +1.6 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 17.5 3.4% 4 +0.1 pp +0.0 pp -0.1 pp +3.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 17.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 17.4 4.8% 4 +0.1 pp -2.4 pp -2.5 pp +4.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 17.3 0.2% 4 +0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 16.9 1.4% 4 +0.1 pp +0.0 pp +0.0 pp +1.4 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 16.6 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 16.4 7.1% 6 +0.1 pp -0.3 pp -0.5 pp -1.8 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 16.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 16.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 16.2 2.1% 4 +0.1 pp +0.3 pp +1.0 pp +2.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 15.9 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 15.8 3.3% 4 -0.0 pp -0.2 pp -0.3 pp +3.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 15.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 15.6 1.1% 4 -0.1 pp -0.2 pp -0.4 pp +1.1 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 15.6 2.7% 4 -0.0 pp -0.0 pp -0.0 pp +2.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 15.1 2.6% 4 +0.1 pp +0.1 pp +2.3 pp +2.6 pp
☆Fort Henry Capital, LLC CIK 0001843536 0.856 17 14.7 8.9% 4 +0.2 pp +0.3 pp +0.2 pp +8.9 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 14.7 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 14.6 1.3% 4 +0.1 pp +0.2 pp +0.1 pp +1.3 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 14.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 14.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 14.0 6.7% 4 +0.1 pp +0.1 pp -0.1 pp +6.7 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 14.0 2.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
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☆Financial Advisory Corp CIK 0001813369 0.897 58 12.5 1.7% 4 -0.1 pp -0.1 pp -0.1 pp +1.7 pp
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☆FC Advisory LLC CIK 0001683754 0.633 118 11.3 3.3% 4 +0.2 pp +0.1 pp +0.1 pp +3.3 pp
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☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 9.6 0.3% 4 -0.3 pp +0.1 pp +0.1 pp +0.3 pp
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☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sone Capital Management, LLC CIK 0002026215 0.034 108 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Hazelview Securities Inc. CIK 0001705265 0.333 83 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Benchmark Investment Advisors LLC CIK 0001910971 0.285 70 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -0.6 pp -1.8 pp -1.6 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Exchange Bank CIK 0002001155 0.178 130 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
☆CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LS Investment Advisors, LLC CIK 0001455845 0.516 127 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 -1.0 pp -0.6 pp -0.6 pp +0.0 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆TORNO CAPITAL, LLC CIK 0001974312 0.000 31 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 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
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.0 pp -0.5 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
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.0 0.0% 0 -0.1 pp -0.3 pp -0.2 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
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 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
☆Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 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
☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Arjuna Capital CIK 0001703208 0.352 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 -0.3 pp -0.3 pp -0.8 pp +0.0 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 +0.0 pp -0.3 pp -0.1 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.0 0.0% 0 -0.2 pp +0.0 pp -0.4 pp -0.5 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MCDANIEL TERRY & CO CIK 0001104366 0.709 81 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -1.3 pp -1.3 pp +0.0 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 -0.1 pp +0.0 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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 VNQ). Qtrs Held counts distinct quarters this fund has actually held VNQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VNQ position size. Δ columns are the percentage-point change in VNQ'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