Signals

VOE

1243 in-universe funds with a nonzero position in VOE within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#350
Score / z0.544 / 0.76
Consensus412.03 over 765 funds
Momentumno 12m return

Price & positioning

227 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
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 842.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 802.6 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 692.8 3.6% 1 +3.6 pp +1.8 pp +3.6 pp +3.6 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 553.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 479.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 466.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 452.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 307.8 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 260.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 246.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 201.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 195.8 13.1% 3 +0.2 pp -1.0 pp +13.1 pp +13.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 190.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 184.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 181.4 1.4% 3 +0.1 pp -0.3 pp +1.4 pp +1.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 175.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 150.3 3.3% 3 +0.1 pp +0.2 pp +3.3 pp +3.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 140.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 125.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 119.5 0.1% 4 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 110.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Mariner, LLC CIK 0001373442 0.925 3517 110.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 99.2 10.2% 3 -0.0 pp +0.5 pp +10.2 pp +10.2 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 97.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 96.2 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 95.9 3.0% 3 -0.0 pp -0.1 pp +3.0 pp +3.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 91.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 87.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 77.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 76.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 74.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 72.0 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 68.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 67.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 67.4 6.8% 3 +0.2 pp +0.4 pp +6.8 pp +6.8 pp
McAdam, LLC CIK 0001695490 0.802 516 61.6 2.8% 3 -0.0 pp +0.0 pp +2.8 pp +2.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 58.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 55.1 1.9% 3 +0.0 pp -0.3 pp +1.9 pp +1.9 pp
Berman McAleer LLC CIK 0002094332 0.753 175 53.3 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 52.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 48.0 5.9% 3 -0.6 pp -0.4 pp +5.9 pp +5.9 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 47.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 47.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Trust Co CIK 0001632554 0.769 908 46.0 4.3% 3 -0.2 pp -0.3 pp +4.3 pp +4.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 44.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 43.0 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 42.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Marotta Asset Management CIK 0001802091 0.618 103 39.7 7.4% 3 +0.0 pp +0.1 pp +7.4 pp +7.4 pp
KWMG, LLC CIK 0001633024 0.515 153 36.1 3.1% 3 +0.1 pp +0.2 pp +3.1 pp +3.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 35.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 34.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 34.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 31.7 7.0% 3 +0.0 pp -0.5 pp +7.0 pp +7.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 31.5 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 31.2 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
WoodTrust Financial Corp CIK 0001725247 0.499 179 30.8 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 30.7 2.5% 3 -0.0 pp -0.2 pp +2.5 pp +2.5 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 29.9 0.4% 3 -0.0 pp -0.4 pp +0.4 pp +0.4 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 29.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 28.9 6.1% 3 -0.2 pp -0.1 pp +6.1 pp +6.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 28.0 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 28.0 9.2% 3 +0.1 pp +0.1 pp +9.2 pp +9.2 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 27.8 2.3% 3 -0.0 pp -0.0 pp +2.3 pp +2.3 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 26.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 25.8 4.7% 3 +0.0 pp +0.1 pp +4.7 pp +4.7 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 24.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 23.7 0.5% 3 +0.0 pp +0.4 pp +0.5 pp +0.5 pp
Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 23.2 9.7% 3 -1.2 pp -1.1 pp +9.7 pp +9.7 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 23.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 22.5 4.1% 3 +0.1 pp +0.1 pp +4.1 pp +4.1 pp
&PARTNERS CIK 0000107136 0.806 2509 22.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 20.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 19.6 2.8% 3 +0.0 pp +0.2 pp +2.8 pp +2.8 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 19.4 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 18.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 18.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 18.6 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 18.5 3.7% 3 -0.1 pp -0.3 pp +3.7 pp +3.7 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 18.4 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
Ledyard National Bank CIK 0001310658 0.559 255 18.2 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 18.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 18.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OLIO Financial Planning CIK 0001906766 0.888 68 17.3 4.9% 3 +0.0 pp +0.2 pp +4.9 pp +4.9 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 17.2 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 17.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 17.1 2.8% 3 +0.0 pp +0.0 pp +2.8 pp +2.8 pp
Roberts Financial Services LLC CIK 0001767602 0.852 33 17.0 5.3% 3 +0.1 pp +0.2 pp +5.3 pp +5.3 pp
Legacies Wealth LLC CIK 0001755933 0.753 109 16.4 9.3% 3 -0.6 pp -0.0 pp +9.3 pp +9.3 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 16.2 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 16.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 15.9 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
Compton Wealth Advisory Group, LLC CIK 0001761044 0.674 83 15.5 3.4% 3 -0.1 pp -0.3 pp +3.4 pp +3.4 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 15.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 15.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 15.1 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 14.9 7.6% 3 -0.9 pp -2.1 pp +7.6 pp +7.6 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 14.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 14.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 14.6 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 14.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 14.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 14.2 2.4% 3 +0.4 pp +0.5 pp +2.4 pp +2.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 13.2 4.2% 4 +0.1 pp +0.2 pp -0.1 pp +4.2 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 13.0 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
BOKF, NA CIK 0000009634 0.752 1160 12.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Apella Capital, LLC CIK 0001801507 0.827 695 12.9 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 12.8 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 12.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 12.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 12.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Sepio Capital, LP CIK 0001751412 0.794 346 12.2 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
Opes Wealth Management LLC CIK 0001766918 0.574 141 12.1 2.1% 3 -0.0 pp +0.1 pp +2.1 pp +2.1 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 11.8 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 11.7 3.1% 3 +0.0 pp -0.3 pp +3.1 pp +3.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 11.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 11.3 3.4% 3 +0.0 pp +0.0 pp +3.4 pp +3.4 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 11.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 11.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 11.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 10.9 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 10.8 1.2% 1 +1.2 pp +0.4 pp +1.2 pp +1.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 10.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 10.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 10.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 10.5 7.4% 2 +0.2 pp +7.4 pp +7.4 pp +7.4 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 10.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Midwest Trust Co CIK 0002077080 0.757 606 10.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 9.9 2.2% 3 +0.0 pp -0.5 pp +2.2 pp +2.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 9.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 9.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 9.7 2.7% 3 +0.1 pp +0.1 pp +2.7 pp +2.7 pp
COMMERCE BANK CIK 0001009076 0.853 1332 9.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 9.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 9.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 9.2 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.8 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 8.6 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 8.6 2.2% 3 +0.0 pp +0.1 pp +2.2 pp +2.2 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 8.6 2.2% 3 -0.0 pp -0.2 pp +2.2 pp +2.2 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 8.6 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
CX Institutional CIK 0001737089 0.437 1568 8.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 8.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.4 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 8.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Brickley Wealth Management CIK 0001712533 0.861 68 8.3 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
SWAN Capital LLC CIK 0001952722 0.651 580 8.1 3.2% 3 -0.3 pp -1.4 pp +3.2 pp +3.2 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 8.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 8.0 2.8% 3 +0.0 pp +0.1 pp +2.8 pp +2.8 pp
Allworth Financial LP CIK 0001555170 0.907 5124 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 7.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Black Diamond Financial, LLC CIK 0001759236 0.675 198 6.5 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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TFB Advisors LLC CIK 0001965201 0.232 190 5.6 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
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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 -0.0 pp +0.0 pp +0.0 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -3.2 pp +0.0 pp +0.0 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 0 +0.0 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
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 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
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 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
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verisail Partners, LLC CIK 0002016904 0.898 26 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prossimo Advisors, LLC CIK 0001965307 0.000 24 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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
Foresight Global Investors, Inc. CIK 0001973323 0.201 32 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Partners in Financial Planning CIK 0002054264 0.816 131 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
Plan A Wealth LLC CIK 0002093645 0.506 194 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 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 -3.5 pp -3.5 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.0 pp -0.7 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Empirical Finance, LLC CIK 0001572838 0.574 505 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 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
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
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 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 -0.1 pp -0.1 pp +0.0 pp +0.0 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
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 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
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.0 0.0% 0 +0.0 pp -0.5 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
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 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 VOE). Qtrs Held counts distinct quarters this fund has actually held VOE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VOE position size. Δ columns are the percentage-point change in VOE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status