Signals

VNQ

1736 in-universe funds with a nonzero position in VNQ within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#63
Score / z2.457 / 3.68
Consensus547.14 over 1032 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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)
Fund Positions
Quarters Held

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 1,372.8 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
Creative Planning CIK 0001540235 0.979 4196 1,212.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,002.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 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 925.3 0.1% 3 -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 893.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 854.2 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 786.1 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 780.3 0.0% 2 +0.0 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 473.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 427.9 0.5% 2 +0.0 pp +0.5 pp +0.5 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 395.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 303.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 263.9 0.0% 2 -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 245.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 219.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 204.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 199.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 186.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 182.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 181.5 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 174.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 148.4 5.2% 2 +2.4 pp +5.2 pp +5.2 pp +5.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 144.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 139.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 134.1 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 133.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 132.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 128.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 119.2 12.1% 2 -0.2 pp +12.1 pp +12.1 pp +12.1 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 113.9 21.0% 2 -0.7 pp +21.0 pp +21.0 pp +21.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 111.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 109.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 107.4 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 107.4 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 92.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 80.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 79.9 3.8% 2 -0.8 pp +3.8 pp +3.8 pp +3.8 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 79.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 77.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vanderbilt University CIK 0001825985 0.404 74 77.6 12.9% 2 -1.2 pp +12.9 pp +12.9 pp +12.9 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 76.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Seven Post Investment Office LP CIK 0001554308 0.797 42 76.2 27.4% 2 -0.3 pp +27.4 pp +27.4 pp +27.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 70.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 69.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 68.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 68.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 63.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 62.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 60.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 59.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 56.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 55.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 53.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 53.9 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
REBALANCE, LLC CIK 0001811052 0.941 103 53.3 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 49.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 45.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 45.6 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 44.9 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 44.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Glenview Trust Co CIK 0001691827 0.856 500 44.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 43.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 41.5 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 40.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Passive Capital Management, LLC. CIK 0001958250 0.735 94 39.7 12.9% 2 -1.0 pp +12.9 pp +12.9 pp +12.9 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 39.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 37.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 37.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 36.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Chandler Asset Management, Inc. CIK 0001665018 0.924 21 36.3 6.0% 2 -0.0 pp +6.0 pp +6.0 pp +6.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 35.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 34.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 34.1 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 34.1 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 33.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 32.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 32.7 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 30.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Management LLC CIK 0001799802 0.961 39 30.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 29.5 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 29.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 28.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 27.9 3.2% 2 +0.2 pp +3.2 pp +3.2 pp +3.2 pp
KWMG, LLC CIK 0001633024 0.515 153 27.5 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 27.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COMERICA BANK CIK 0000901541 0.812 3711 26.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 25.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 25.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 24.9 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
FMR LLC CIK 0000315066 0.989 5571 24.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 24.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 24.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 23.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 23.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whelan Financial CIK 0001894921 0.754 101 23.7 7.5% 2 -0.7 pp +7.5 pp +7.5 pp +7.5 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 23.7 7.3% 2 -0.1 pp +7.3 pp +7.3 pp +7.3 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 22.9 7.7% 2 -0.1 pp +7.7 pp +7.7 pp +7.7 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 22.8 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 22.8 0.0% 2 -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% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 22.5 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 22.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 22.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 21.8 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 21.5 5.0% 2 +0.2 pp +5.0 pp +5.0 pp +5.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 21.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 21.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 21.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 21.1 1.8% 2 +0.8 pp +1.8 pp +1.8 pp +1.8 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 20.4 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 20.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 20.2 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 20.1 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 19.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 19.7 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
Austin Asset Management Co Inc CIK 0001902024 0.851 94 19.7 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
Fairfield University CIK 0001717825 0.861 4 19.3 9.6% 2 -0.7 pp +9.6 pp +9.6 pp +9.6 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 18.7 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 18.6 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 17.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 17.2 10.3% 2 -0.4 pp +10.3 pp +10.3 pp +10.3 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 16.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
BAILARD, INC. CIK 0000750641 0.577 763 16.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Wrenne Financial Planning LLC CIK 0002023054 0.817 60 16.8 7.2% 2 +0.2 pp +7.2 pp +7.2 pp +7.2 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 16.8 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
SWAN Capital LLC CIK 0001952722 0.651 580 16.7 6.8% 2 +0.8 pp +6.8 pp +6.8 pp +6.8 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 16.7 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 16.6 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 16.4 2.8% 2 -0.8 pp +2.8 pp +2.8 pp +2.8 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 16.1 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
Firestone Capital Management CIK 0001799964 0.601 168 16.0 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 15.3 7.3% 4 -0.3 pp -1.5 pp -1.3 pp +7.3 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 15.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 15.2 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 15.2 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 15.1 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 15.0 2.5% 2 +2.2 pp +2.5 pp +2.5 pp +2.5 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 14.8 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 14.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 14.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 14.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 14.2 5.6% 2 -0.1 pp +5.6 pp +5.6 pp +5.6 pp
Partners in Financial Planning CIK 0002054264 0.816 131 14.2 2.5% 3 -0.1 pp -0.3 pp +2.5 pp +2.5 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 14.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 14.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 14.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 14.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 13.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Fort Henry Capital, LLC CIK 0001843536 0.856 17 13.6 8.6% 2 -0.1 pp +8.6 pp +8.6 pp +8.6 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 13.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 13.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 13.2 2.8% 2 -0.4 pp +2.8 pp +2.8 pp +2.8 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 13.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 13.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advisory Corp CIK 0001813369 0.897 58 12.7 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
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Private Advisor Group, LLC CIK 0001567755 0.602 2512 12.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Grove Bank & Trust CIK 0001662212 0.546 886 12.2 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
New Hampshire Trust CIK 0001961742 0.436 176 12.2 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 12.2 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
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GenTrust, LLC CIK 0001697110 0.832 201 12.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 12.0 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
Somnio Financial Group, LLC CIK 0002034894 0.874 14 11.9 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 11.9 5.0% 2 +2.0 pp +5.0 pp +5.0 pp +5.0 pp
Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 11.7 6.6% 2 -0.3 pp +6.6 pp +6.6 pp +6.6 pp
Wela Strategies, Inc. CIK 0001644329 0.784 55 11.5 4.4% 2 +0.2 pp +4.4 pp +4.4 pp +4.4 pp
Plancorp, LLC CIK 0001599579 0.797 425 11.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 11.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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Navalign, LLC CIK 0001820593 0.504 132 11.3 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
Cordant, Inc. CIK 0001830942 0.704 353 11.3 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 11.2 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 11.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 11.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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FC Advisory LLC CIK 0001683754 0.633 118 10.9 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 10.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 10.7 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
Horizons Wealth Management CIK 0001943228 0.557 166 10.5 7.2% 2 -0.0 pp +7.2 pp +7.2 pp +7.2 pp
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TrueWealth Financial Partners CIK 0001908108 0.649 28 10.3 5.3% 2 -1.7 pp +5.3 pp +5.3 pp +5.3 pp
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Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 10.3 6.3% 2 -0.0 pp +6.3 pp +6.3 pp +6.3 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 10.2 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 10.1 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 10.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Man Group plc CIK 0001637460 0.631 2032 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flagstone Financial Management CIK 0001968890 0.851 77 9.8 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
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Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 9.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 9.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Rathbones Group PLC CIK 0001351991 0.902 665 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Ancora Advisors LLC CIK 0001446114 0.489 2040 9.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 8.4 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
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DT Investment Partners, LLC CIK 0001537621 0.779 512 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Iyo Bank, Ltd. CIK 0001890435 0.442 32 0.0 0.0% 0 -3.6 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.0 0.0% 0 -0.0 pp +0.0 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
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mendel Money Management CIK 0001600585 0.195 127 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 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
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 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 -0.1 pp +0.0 pp +0.0 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 -0.8 pp -1.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Everest Private Wealth CIK 0002056683 0.390 85 0.0 0.0% 0 -0.1 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
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elgethun Capital Management CIK 0001638022 0.537 174 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp +0.0 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
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.0% 0 -0.1 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
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Cohalo Advisory LLC CIK 0002056438 0.803 14 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Verisail Partners, LLC CIK 0002016904 0.898 26 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 0.0 0.0% 0 -0.1 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.0 0.0% 0 -0.4 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
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.3 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
FreeGulliver LLC CIK 0002032561 0.536 123 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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