Signals

VNQ

2134 in-universe funds with a nonzero position in VNQ within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#113
Score / z1.851 / 2.21
Consensus608.87 over 1149 funds
Momentumno 12m return

Price & positioning

251 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 1,696.2 4.0% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,634.5 0.9% 1 +0.9 pp +0.9 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 1,176.1 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 980.1 1.9% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 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 947.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 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 896.0 0.0% 7 -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 829.2 2.8% 5 -0.1 pp +0.1 pp -0.1 pp -0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 485.1 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 474.3 0.5% 5 +0.1 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 384.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 330.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 323.8 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 235.2 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 224.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 220.5 2.8% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 214.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 213.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 210.3 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 170.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 169.2 5.1% 5 -0.1 pp -0.0 pp -0.1 pp +2.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 158.6 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 155.2 1.9% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 153.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 145.3 12.7% 5 -0.2 pp +0.5 pp +0.6 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 145.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 144.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 134.5 22.1% 5 -0.8 pp +0.6 pp +1.1 pp +0.4 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 132.9 2.5% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 132.9 2.2% 5 -0.1 pp +0.1 pp +0.0 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 130.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 121.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 102.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 99.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 89.8 0.2% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 86.4 5.2% 5 +0.1 pp +1.5 pp +1.4 pp +0.6 pp
SBI Okasan Asset Management Co.Ltd. CIK 0001535128 0.539 320 83.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Seven Post Investment Office LP CIK 0001554308 0.797 42 82.7 23.5% 5 -0.9 pp -3.1 pp -4.0 pp -4.2 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 81.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 80.1 0.7% 5 -0.1 pp +0.5 pp +0.7 pp +0.7 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 75.4 1.3% 5 -0.1 pp -0.1 pp +0.5 pp +0.4 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 74.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 74.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 73.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 71.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 70.4 0.9% 5 -0.1 pp +0.0 pp +0.2 pp +0.4 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 70.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 69.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 68.5 0.1% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 64.8 1.1% 5 +0.5 pp -0.3 pp -0.4 pp -0.5 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 60.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
REBALANCE, LLC CIK 0001811052 0.940 103 59.2 3.1% 5 +0.1 pp +0.1 pp -0.1 pp -0.3 pp
Pennsylvania State University CIK 0002134719 0.477 3 57.1 23.0% 2 -4.5 pp +23.0 pp +23.0 pp +23.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 56.3 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
Glenview Trust Co CIK 0001691827 0.856 500 54.5 0.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 50.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 50.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 50.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 47.5 0.6% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 46.9 0.1% 5 +0.1 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 46.3 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 45.6 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 45.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 45.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 44.8 2.5% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 44.7 2.8% 5 +0.2 pp -0.1 pp -0.2 pp -0.2 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 41.5 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 41.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 41.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 40.9 0.5% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 39.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 38.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 38.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Passive Capital Management, LLC. CIK 0001958250 0.735 94 38.4 12.0% 5 +0.5 pp +0.0 pp -0.9 pp -1.9 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 37.1 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 37.1 1.7% 5 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 35.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 34.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Chandler Asset Management, Inc. CIK 0001665018 0.924 21 33.9 4.8% 5 -0.0 pp -1.1 pp -1.2 pp -1.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 33.0 0.7% 5 -0.1 pp +0.0 pp +0.6 pp +0.5 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 31.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Comprehensive Financial Management LLC CIK 0001799802 0.961 39 31.7 1.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 30.7 3.1% 5 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 30.4 0.0% 1 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 30.2 1.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 29.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 29.5 1.6% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 29.1 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 29.1 0.8% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 28.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Frankly Finances, LLC CIK 0002096338 0.520 90 28.5 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 28.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 28.4 5.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 28.3 2.4% 5 +0.4 pp +0.3 pp +0.1 pp -0.0 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 27.9 4.3% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 27.3 9.7% 4 +6.5 pp +6.5 pp +5.8 pp +9.7 pp
Man Group plc CIK 0001637460 0.631 2032 27.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 27.0 0.0% 3 -0.2 pp -0.5 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 26.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 25.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 24.9 1.3% 5 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 24.9 2.7% 5 -0.2 pp +0.1 pp +0.0 pp +0.1 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 24.8 1.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 24.6 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 24.5 2.1% 5 +0.4 pp +2.1 pp +0.4 pp +0.3 pp
KWMG, LLC CIK 0001633024 0.515 153 24.3 1.8% 5 -0.1 pp -0.2 pp -0.6 pp -1.0 pp
Whelan Financial CIK 0001894921 0.754 101 23.7 6.5% 5 -0.8 pp -0.7 pp -1.1 pp -1.7 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 23.6 2.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 23.5 3.1% 5 +0.1 pp +0.5 pp +0.1 pp -0.0 pp
Austin Asset Management Co Inc CIK 0001902024 0.851 94 23.4 3.3% 5 -0.2 pp +0.0 pp -0.3 pp -0.4 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 22.7 1.1% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
SWAN Capital LLC CIK 0001952722 0.651 580 22.2 7.6% 5 +0.3 pp +0.7 pp +0.8 pp +1.6 pp
DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 22.0 10.1% 5 -0.3 pp -0.1 pp -0.2 pp -0.7 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 21.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 21.5 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wrenne Financial Planning LLC CIK 0002023054 0.817 60 21.1 7.1% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
Fairfield University CIK 0001717825 0.861 4 21.0 8.5% 5 -1.1 pp -1.0 pp -1.1 pp -1.8 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 20.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 20.1 6.1% 5 +0.2 pp +0.5 pp -1.6 pp -1.7 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 19.1 3.4% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 19.0 4.7% 5 -0.2 pp -0.1 pp -2.6 pp -2.7 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 18.5 1.4% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 18.5 0.7% 5 +0.3 pp +0.3 pp +0.4 pp +0.3 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 18.3 2.3% 3 +0.0 pp +0.1 pp +2.3 pp +2.3 pp
CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 18.3 7.0% 7 -0.1 pp -0.0 pp -0.4 pp -0.7 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 18.3 2.7% 5 +2.6 pp +2.6 pp +2.6 pp +2.5 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 18.0 2.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 18.0 0.2% 5 -0.0 pp +0.1 pp -0.1 pp -0.1 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 17.6 1.4% 5 -0.2 pp -1.1 pp -1.3 pp -1.5 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 17.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 17.6 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Firestone Capital Management CIK 0001799964 0.601 168 17.4 3.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 17.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 16.9 2.0% 5 +0.3 pp +0.7 pp +1.0 pp +1.0 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 16.9 0.7% 5 -0.1 pp -0.3 pp -0.0 pp -0.2 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 16.8 2.6% 5 -0.0 pp +0.0 pp +0.1 pp +2.3 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 16.7 0.8% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 16.6 0.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 16.6 1.0% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 16.5 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 16.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 16.2 4.7% 3 +1.2 pp +1.8 pp +4.7 pp +4.7 pp
Fort Henry Capital, LLC CIK 0001843536 0.856 17 16.1 8.9% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 15.8 1.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Partners in Financial Planning CIK 0002054264 0.816 131 15.6 2.4% 6 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 15.4 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 15.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
University of Illinois Foundation CIK 0001994249 0.055 29 15.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 15.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 15.0 5.3% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 15.0 4.2% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 14.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 14.8 3.5% 5 +0.1 pp +0.6 pp +0.5 pp +0.5 pp
Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 14.8 6.3% 5 -0.4 pp -0.3 pp -0.3 pp -0.6 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 14.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
TFO Wealth Partners, LLC CIK 0001698750 0.866 65 14.3 1.6% 5 +0.4 pp +0.7 pp +0.8 pp +0.9 pp
GenTrust, LLC CIK 0001697110 0.832 201 14.1 0.5% 5 +0.0 pp -0.3 pp -0.0 pp +0.0 pp
Cordant, Inc. CIK 0001830942 0.704 353 14.1 5.1% 5 +0.0 pp +0.2 pp -0.0 pp +0.1 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 14.0 1.4% 5 -0.1 pp -0.2 pp -0.4 pp -0.6 pp
Somnio Financial Group, LLC CIK 0002034894 0.874 14 13.9 8.2% 4 -0.0 pp +0.2 pp +0.2 pp +8.2 pp
Plancorp, LLC CIK 0001599579 0.797 425 13.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 13.8 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 13.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 13.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARD ASSOCIATES INC CIK 0001105907 0.295 292 13.4 3.0% 5 -0.1 pp -0.2 pp +1.3 pp +2.9 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 13.1 6.9% 5 +0.6 pp +0.6 pp +0.5 pp +0.5 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 12.8 2.0% 5 -0.0 pp +0.2 pp +0.3 pp +0.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 12.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 12.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 12.6 2.6% 5 -0.2 pp -0.3 pp -0.7 pp -0.7 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 12.5 0.1% 4 -0.0 pp +0.0 pp -0.1 pp +0.1 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 12.5 1.1% 5 +0.2 pp +0.9 pp +1.0 pp +1.0 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 12.5 4.4% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
FC Advisory LLC CIK 0001683754 0.633 118 12.4 3.3% 5 -0.0 pp +0.2 pp +0.1 pp +0.1 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 12.1 0.9% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
Krane Financial Solutions LLC CIK 0002136913 0.588 55 12.0 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
NWAM LLC CIK 0001655006 0.392 684 11.9 0.6% 5 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 11.9 0.9% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Financial Advisory Corp CIK 0001813369 0.897 58 11.7 1.6% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 11.7 6.8% 1 +6.8 pp +6.8 pp -1.4 pp -0.6 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 11.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flagstone Financial Management CIK 0001968890 0.851 77 11.7 2.6% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 11.5 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 11.4 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
TrueWealth Financial Partners CIK 0001908108 0.649 28 11.2 4.6% 1 +4.6 pp +4.6 pp -0.6 pp -2.4 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 11.2 2.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 11.2 5.8% 5 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 11.1 1.3% 5 -0.7 pp -0.6 pp -0.4 pp +0.3 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 11.0 3.8% 5 -0.1 pp +0.2 pp -1.2 pp +0.8 pp
Omnia Family Wealth, LLC CIK 0001696136 0.745 103 10.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 10.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 10.8 3.1% 5 -0.0 pp +0.2 pp +0.1 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 10.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prairiewood Capital, LLC CIK 0001839695 0.769 81 10.7 2.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 10.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 10.6 0.2% 7 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 10.5 0.9% 5 +0.2 pp +0.3 pp -0.3 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 10.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 10.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 10.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 10.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 10.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 10.4 1.9% 5 -2.3 pp -2.3 pp -2.3 pp -2.4 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 10.3 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ted Buchan & Co CIK 0002033413 0.435 95 10.3 3.4% 5 -0.0 pp +0.1 pp -0.1 pp -0.2 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 10.2 0.8% 5 -0.4 pp -0.4 pp -0.6 pp -0.8 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 10.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.0 0.0% 6 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOKF, NA CIK 0000009634 0.752 1160 9.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 9.9 0.3% 5 -0.0 pp -0.3 pp +0.1 pp +0.0 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 9.8 1.2% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 9.8 1.9% 3 +0.0 pp -0.0 pp +1.9 pp +1.8 pp
PACK Private Wealth, LLC CIK 0001907212 0.828 61 9.7 4.0% 5 -0.1 pp +0.0 pp -0.1 pp -0.3 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 9.6 1.8% 5 +0.3 pp +0.5 pp +0.5 pp +0.6 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 9.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Gray Private Wealth, LLC CIK 0001928877 0.837 58 9.5 4.1% 5 -0.0 pp +0.2 pp +0.1 pp -0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 9.4 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 9.2 3.5% 5 -0.0 pp +0.0 pp +0.3 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 9.2 1.7% 5 -0.1 pp -0.1 pp -1.1 pp -1.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 9.1 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Industrial Alliance Investment Management Inc. CIK 0001630798 0.880 8 9.1 4.3% 6 -0.7 pp -0.5 pp -0.9 pp -1.4 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 9.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Vertex Investment Solutions Co., Ltd. CIK 0002092214 0.123 26 9.0 6.1% 2 +3.4 pp +6.1 pp +6.1 pp +6.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 8.9 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 8.7 1.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 8.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 8.6 4.9% 5 -0.5 pp -0.3 pp +0.5 pp +1.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.6 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
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Midwest Trust Co CIK 0002077080 0.757 606 8.6 0.1% 4 -0.3 pp -0.6 pp -0.6 pp +0.1 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 8.6 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Americana Partners, LLC CIK 0001797678 0.514 596 8.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 8.3 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 8.3 1.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 8.3 2.5% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
WealthCollab, LLC CIK 0002017870 0.550 969 8.3 3.0% 5 -0.0 pp +0.3 pp +0.1 pp -0.0 pp
Tide Cove Capital Partners LLC CIK 0002029464 0.853 13 8.3 5.3% 5 -0.0 pp -0.7 pp -0.7 pp -0.9 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 8.2 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 8.2 1.0% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
UNITED BANK CIK 0001286478 0.652 130 8.2 1.0% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 8.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 8.1 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 8.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
David Kennon Inc CIK 0001954126 0.575 45 8.1 2.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 8.1 1.8% 5 -0.2 pp -0.2 pp -0.4 pp -0.5 pp
Campion Asset Management CIK 0001843492 0.531 83 8.0 4.9% 5 -0.0 pp +0.0 pp -0.0 pp -0.2 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 8.0 3.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 7.8 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 7.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 7.8 3.0% 5 -0.0 pp +0.1 pp +0.0 pp -0.8 pp
Drystone LLC CIK 0001910462 0.713 18 7.7 6.3% 5 -0.2 pp -0.1 pp -0.5 pp -0.5 pp
Ariston Services Group CIK 0001743859 0.678 70 7.7 4.2% 5 +0.0 pp +0.1 pp -0.1 pp -0.6 pp
Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 7.5 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 7.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.3 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 7.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 7.0 3.0% 1 +3.0 pp +3.0 pp +0.1 pp +0.2 pp
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Proficio Capital Partners LLC CIK 0001654175 0.230 690 6.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp -0.7 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 6.9 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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United Financial Planning Group LLC CIK 0002088337 0.721 465 6.9 3.5% 3 -0.1 pp +0.2 pp +3.5 pp +3.5 pp
Latigo Investments, LLC CIK 0001914668 0.837 14 6.8 3.0% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
Hardy Reed LLC CIK 0001761871 0.866 252 6.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 6.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 6.8 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
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Arax Advisory Partners CIK 0001586767 0.170 5155 6.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp -0.2 pp
Cliffwater LLC CIK 0001659851 0.854 22 6.7 1.7% 5 +0.0 pp +0.4 pp +0.3 pp +0.4 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 6.7 1.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
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CMH Wealth Management LLC CIK 0001657516 0.419 117 6.6 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
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LPWM LLC CIK 0001801101 0.514 98 6.3 1.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
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FIDUCIARY TRUST CO CIK 0000035442 0.872 892 5.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Crewe Advisors LLC CIK 0001730033 0.734 1135 5.7 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
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Idaho Trust Co CIK 0001568069 0.536 98 5.5 1.6% 5 -0.3 pp -0.2 pp -0.4 pp -0.4 pp
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IFG Advisors, LLC CIK 0001783412 0.743 165 5.2 0.7% 5 -0.3 pp -0.2 pp -0.1 pp -0.0 pp
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Johnson Financial Group, LLC CIK 0001706327 0.913 279 5.2 0.3% 5 -1.0 pp -0.9 pp -0.8 pp -0.8 pp
Black Diamond Financial, LLC CIK 0001759236 0.675 198 5.1 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 5.1 0.4% 6 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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World Investment Advisors CIK 0001652594 0.670 1523 5.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Dodds Wealth, LLC CIK 0001973728 0.873 56 5.0 1.1% 5 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 4.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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MFA Wealth Services CIK 0001989379 0.288 134 4.2 2.5% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
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TI-TRUST, INC CIK 0001802284 0.225 132 1.7 0.9% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
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Alpine Bank Wealth Management CIK 0001974910 0.183 404 1.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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North Star Investment Management Corp. CIK 0001342857 0.537 1733 1.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 1.7 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 1.7 0.5% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.7 0.1% 6 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Mount Lucas Management LP CIK 0001185072 0.092 166 1.7 0.6% 5 +0.4 pp -0.0 pp -0.0 pp +0.3 pp
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Sierra Capital LLC CIK 0001787274 0.509 228 1.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Newport Capital Group, LLC CIK 0001869032 0.560 58 1.6 0.9% 5 +0.1 pp +0.3 pp +0.2 pp +0.2 pp
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Gryphon Financial Partners LLC CIK 0001729094 0.620 381 1.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Choate Investment Advisors CIK 0001399794 0.922 472 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FINANCIAL COUNSELORS INC CIK 0000949623 0.658 13 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp +0.0 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 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
DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Tenret Co LLC CIK 0001874146 0.725 33 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 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 +0.0 pp -0.4 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -6.9 pp -6.8 pp -7.2 pp -7.2 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.8 pp
Sageworth Trust Co CIK 0001482688 0.943 127 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
United Bank CIK 0001697791 0.298 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -1.7 pp
Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp -0.9 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
Friedenthal Financial CIK 0001598611 0.053 253 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 -0.1 pp -0.1 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 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 -0.1 pp +0.0 pp -0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Alexander Randolph Advisory, Inc. CIK 0000874816 0.456 41 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 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
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
CORDA Investment Management, LLC. CIK 0001545812 0.556 85 0.0 0.0% 0 +0.0 pp -0.1 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 +0.0 pp -0.1 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
eCIO, Inc. CIK 0001830823 0.330 46 0.0 0.0% 0 +0.0 pp -0.1 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
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 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
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
Old North State Trust, LLC CIK 0001760444 0.248 151 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 +0.0 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
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
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Mendel Money Management CIK 0001600585 0.195 127 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 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
Cerity Partners OCIO LLC CIK 0001519611 0.571 28 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp -0.2 pp
Logan Stone Capital, LLC CIK 0001535521 0.058 155 0.0 0.0% 0 -0.3 pp +0.0 pp -1.1 pp -1.4 pp
BLKBRD Asset Management, LP CIK 0002035232 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PMV Capital Advisers, LLC CIK 0001980695 0.285 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 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
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 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
Legacy Advisors, LLC CIK 0001720969 0.552 337 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.8 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 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 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.1 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp -1.8 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 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
ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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
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
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp -0.6 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 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
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Welch Group, LLC CIK 0001443095 0.629 320 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ADVOCATE GROUP LLC CIK 0001853401 0.368 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
DV Trading LLC CIK 0001721757 0.000 395 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 0.0 0.0% 0 -0.1 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
Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 -0.4 pp -0.3 pp -0.4 pp -0.4 pp
Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.9 pp -1.0 pp -1.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORNO CAPITAL, LLC CIK 0001974312 0.000 31 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.437 612 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 +0.0 pp +0.0 pp -0.2 pp
McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Lansing Street Advisors CIK 0001926571 0.417 166 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.3 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lexington Hill Partners, LLC CIK 0002111980 0.557 77 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.4 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
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 0.573 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
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
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -2.0 pp -1.8 pp +0.0 pp -1.7 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
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
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
CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 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 +0.0 pp -0.6 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 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 +0.0 pp -0.1 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bay Rivers Group CIK 0001798924 0.313 125 0.0 0.0% 0 -1.0 pp -0.9 pp -1.0 pp -1.0 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status