Signals

VOE

1448 in-universe funds with a nonzero position in VOE within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#333
Score / z0.676 / 0.80
Consensus430.76 over 798 funds
Momentum-0.15 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-1%
Short interest+20% / 1.0d ⚡

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 965.6 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 887.0 3.4% 3 -0.4 pp -0.2 pp +3.4 pp +1.6 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 874.7 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 672.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 616.3 0.0% 6 -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 538.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 450.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 303.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 284.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 273.9 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 241.7 13.7% 5 -0.7 pp +0.6 pp +0.8 pp -0.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 241.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 229.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 224.4 1.7% 5 +0.1 pp +0.3 pp +0.4 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 220.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 219.2 0.1% 1 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 190.1 3.6% 5 +0.0 pp +0.3 pp +0.3 pp +0.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 148.9 0.0% 5 -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 146.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 144.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 139.8 0.2% 6 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 129.2 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 123.7 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
Mariner, LLC CIK 0001373442 0.925 3517 122.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 112.4 9.0% 5 -1.4 pp -1.2 pp -1.2 pp -0.7 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 102.5 0.6% 5 -0.1 pp -0.2 pp -0.4 pp -0.5 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 99.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 91.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 82.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 81.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 78.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
McAdam, LLC CIK 0001695490 0.802 516 75.6 2.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 73.8 6.7% 5 -0.3 pp -0.1 pp +0.1 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 67.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 66.3 1.7% 5 -1.0 pp -1.2 pp -1.3 pp -1.3 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 63.2 4.0% 5 +3.1 pp +3.4 pp +3.4 pp +3.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 61.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 60.9 1.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.4 pp
Berman McAleer LLC CIK 0002094332 0.753 175 60.2 7.0% 3 -0.7 pp -0.3 pp +7.0 pp +7.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 58.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 54.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 52.0 6.0% 5 -0.1 pp +0.1 pp -0.5 pp -0.3 pp
Trust Co CIK 0001632554 0.769 908 51.5 4.6% 5 +0.1 pp +0.3 pp +0.1 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 49.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 48.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 45.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 44.1 0.8% 5 -0.3 pp +0.4 pp +0.3 pp +0.3 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 43.5 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marotta Asset Management CIK 0001802091 0.618 103 42.8 7.1% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
KWMG, LLC CIK 0001633024 0.515 153 42.4 3.1% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 40.8 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.4 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 36.0 1.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 33.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 33.3 2.5% 5 -0.1 pp +0.0 pp -0.0 pp -0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 33.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 32.4 1.9% 5 -0.1 pp +0.6 pp +0.5 pp +0.5 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 32.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 31.7 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 31.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diesslin Group, Inc. CIK 0002108559 0.461 59 30.7 11.9% 2 +1.5 pp +11.9 pp +11.9 pp +11.9 pp
Avion Wealth CIK 0001792704 0.773 1750 30.7 5.7% 5 -0.3 pp -0.3 pp -0.6 pp -0.5 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 30.4 9.1% 5 -0.3 pp -0.1 pp -0.0 pp +0.0 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 30.3 4.7% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 29.6 0.5% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 29.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
WoodTrust Financial Corp CIK 0001725247 0.499 179 28.9 3.4% 4 -0.2 pp -0.2 pp -0.2 pp +3.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 28.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 28.6 6.1% 2 +1.5 pp +6.1 pp +6.1 pp +6.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 28.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 26.4 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 26.3 0.6% 5 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 26.1 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 25.6 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 25.6 4.2% 5 -0.2 pp +0.0 pp +0.2 pp +0.2 pp
Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 25.1 10.6% 5 +0.1 pp +0.9 pp -0.3 pp -0.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 24.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 24.8 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 24.2 1.5% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 23.1 6.1% 5 -1.8 pp -0.9 pp -0.9 pp -1.4 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 22.7 2.7% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 21.3 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 21.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 20.9 3.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.4 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 20.4 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
OLIO Financial Planning CIK 0001906766 0.888 68 20.3 5.0% 5 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
Ledyard National Bank CIK 0001310658 0.559 255 20.3 1.6% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 18.9 0.8% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Legacies Wealth LLC CIK 0001755933 0.753 109 18.8 10.3% 5 -0.3 pp +1.0 pp +0.4 pp +1.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 18.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 18.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 18.7 2.7% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 18.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 17.6 1.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 17.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 17.4 3.5% 5 -0.1 pp +0.1 pp -0.0 pp -0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 17.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 17.2 9.5% 5 +1.4 pp +1.9 pp +1.0 pp -0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 16.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 16.5 0.6% 4 -0.0 pp +0.1 pp +0.3 pp +0.6 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 16.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 16.3 2.7% 5 -0.0 pp +0.3 pp +0.7 pp +0.9 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 16.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 16.1 1.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 15.9 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 15.7 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 15.6 3.0% 5 -0.2 pp -0.1 pp -0.1 pp -0.4 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 15.3 4.1% 6 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
Roberts Financial Services LLC CIK 0001767602 0.852 33 15.2 4.5% 5 -0.1 pp -0.9 pp -0.8 pp -0.7 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 15.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 14.6 0.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 14.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 14.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 13.9 1.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 13.8 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 13.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sepio Capital, LP CIK 0001751412 0.794 346 13.4 0.7% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 13.3 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 13.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 12.8 0.7% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 12.8 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 12.7 3.3% 5 -0.3 pp -0.1 pp -0.0 pp -0.1 pp
Apella Capital, LLC CIK 0001801507 0.827 695 12.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 12.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 12.6 1.4% 3 +0.2 pp +0.2 pp +1.4 pp +0.6 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 12.6 4.0% 5 +0.3 pp +1.6 pp +2.8 pp +3.1 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 12.1 7.6% 4 +0.0 pp +0.2 pp +0.4 pp +7.6 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 12.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 12.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 11.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 11.7 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 11.7 3.0% 5 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 11.6 0.7% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
TRB Wealth Management, LLC CIK 0002130988 0.545 296 11.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 11.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 11.4 1.8% 5 -0.1 pp +0.7 pp +1.0 pp +0.8 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 11.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 11.3 0.1% 2 -0.3 pp +0.1 pp +0.1 pp -0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 11.1 1.7% 5 -0.5 pp -0.5 pp -0.4 pp -1.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 11.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 10.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 10.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 10.6 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 10.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 10.1 0.7% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 9.9 1.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 9.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 9.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 9.8 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 9.7 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 9.7 2.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 9.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 9.2 1.7% 5 -0.0 pp +0.7 pp +1.0 pp +0.7 pp
Brickley Wealth Management CIK 0001712533 0.861 68 9.2 1.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 9.1 2.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 9.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 8.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 8.9 3.9% 5 -0.4 pp -0.2 pp -0.3 pp -0.4 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 8.8 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 8.8 0.9% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 8.7 1.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 8.6 2.7% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
Weinberger Asset Management, Inc CIK 0002051705 0.598 101 8.6 2.8% 5 -0.0 pp +0.3 pp +0.2 pp +0.4 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 8.4 0.6% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 8.3 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Accel Wealth Management CIK 0001838226 0.241 305 7.8 1.8% 5 -0.0 pp +0.1 pp -0.0 pp -0.2 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 7.7 1.6% 4 -0.1 pp -0.1 pp -0.0 pp +1.6 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 7.6 3.1% 6 -0.3 pp -0.1 pp +0.0 pp +0.3 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 7.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 7.6 1.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 7.3 0.5% 5 -0.0 pp -1.9 pp -1.9 pp -1.9 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 7.2 0.8% 5 -0.1 pp +0.1 pp -0.0 pp -0.1 pp
Zeit Capital LLC CIK 0001808163 0.744 52 6.9 4.2% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 6.8 0.8% 4 -1.1 pp +0.4 pp +0.4 pp +0.8 pp
Spire Wealth Management CIK 0001858740 0.515 2226 6.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IVC Wealth Advisors LLC CIK 0001842811 0.409 177 6.8 2.6% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Echo45 Advisors LLC CIK 0001908617 0.495 78 6.8 3.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 6.7 4.2% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 6.7 2.3% 5 -0.3 pp -0.9 pp -1.1 pp -2.2 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 6.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 6.7 2.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Forza Wealth Management, LLC CIK 0001963030 0.261 194 6.6 2.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Advisory Resource Group CIK 0001764968 0.307 183 6.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 6.4 1.8% 5 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 6.4 1.8% 5 -0.0 pp +0.1 pp -0.4 pp -0.5 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 6.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 6.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 6.2 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 6.1 0.2% 5 +0.0 pp -0.3 pp -0.2 pp -0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hegarty Advisors, LLC CIK 0002107727 0.479 66 6.1 4.2% 2 +0.5 pp +4.2 pp +4.2 pp +4.2 pp
CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 6.0 4.9% 5 -0.0 pp +0.4 pp +2.3 pp +2.3 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 6.0 3.0% 5 -0.3 pp -0.2 pp -0.5 pp -0.7 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 6.0 0.0% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 5.9 2.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 5.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 5.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 5.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 5.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Bangor Savings Bank CIK 0001352675 0.827 543 5.9 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 5.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 5.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 5.8 1.2% 4 +0.2 pp +0.4 pp +1.1 pp +1.2 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 5.8 0.7% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
King Wealth Management Group CIK 0001568235 0.741 176 5.8 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
TAGStone Capital, Inc. CIK 0001903044 0.437 139 5.8 1.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 5.7 1.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 5.7 1.6% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 5.5 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 5.5 0.9% 5 -0.1 pp -0.1 pp -0.0 pp +0.4 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 5.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.5 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 5.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 5.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 5.1 2.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 5.0 0.6% 5 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 5.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 5.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 5.0 3.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 4.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 4.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.4 pp
CX Institutional CIK 0001737089 0.437 1568 4.9 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 4.9 1.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 4.8 2.8% 5 -0.3 pp -0.6 pp -1.1 pp -0.9 pp
LPWM LLC CIK 0001801101 0.514 98 4.8 1.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 4.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 4.7 1.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 4.7 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 4.7 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Goepper Burkhardt LLC CIK 0001844142 0.646 99 4.6 1.4% 5 -0.2 pp -0.4 pp -0.7 pp -0.8 pp
Causey Wealth LLC CIK 0002132639 0.489 83 4.6 1.8% 6 -0.1 pp -0.8 pp -0.8 pp -1.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 4.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Tacita Capital Inc CIK 0001846287 0.305 214 4.5 2.5% 5 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
Keystone Financial Services, LLC CIK 0002046033 0.558 61 4.5 2.7% 6 -0.6 pp -0.4 pp -0.4 pp -0.4 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 4.5 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 4.5 2.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 4.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 4.4 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 4.4 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 4.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.3 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 4.3 0.7% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
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Brindle & Bay Financial Advisors, LLC CIK 0002081139 0.186 86 4.2 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 4.2 0.6% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 4.2 0.2% 5 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Ascent Group, LLC CIK 0001913231 0.508 808 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Veridan Wealth LLC CIK 0002052405 0.434 84 4.1 1.4% 4 -0.1 pp +0.1 pp +0.1 pp +1.4 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.1 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
PALLADIEM, LLC CIK 0001629271 0.040 136 4.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 4.1 1.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 4.0 1.4% 5 -0.1 pp +0.0 pp -0.2 pp -0.0 pp
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SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 4.0 1.7% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Cooke Wealth Management, LLC CIK 0002093659 0.633 39 3.8 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 3.8 0.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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KPP Advisory Services LLC CIK 0001989349 0.344 361 3.7 0.5% 5 -0.1 pp -0.5 pp -0.6 pp -1.2 pp
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VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 3.7 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Baring Financial LLC CIK 0002052588 0.395 83 3.7 2.0% 5 -0.1 pp -0.0 pp -2.1 pp -2.1 pp
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UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 3.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 3.5 0.4% 5 -0.0 pp -0.4 pp -0.0 pp -0.0 pp
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Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 3.2 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
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Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.2 pp
HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 0.0 0.0% 0 +0.0 pp -0.3 pp -1.1 pp -1.2 pp
Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 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
Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 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 +0.0 pp +0.0 pp -0.3 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
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.4 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
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -2.2 pp -2.1 pp -2.1 pp -1.9 pp
St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 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 +0.0 pp +0.0 pp -0.6 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 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
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
Payne Capital LLC CIK 0002094426 0.375 59 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp +0.0 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
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
RoundAngle Advisors LLC CIK 0002049176 0.272 60 0.0 0.0% 0 -2.9 pp -2.7 pp -2.5 pp -3.7 pp
Vilga Financial Planning LLC CIK 2083456 0.364 93 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 +0.0 pp -0.0 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
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -3.5 pp -3.5 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 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 -0.1 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
VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -1.3 pp -1.3 pp -1.3 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 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
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 -2.2 pp -1.5 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.3 pp -0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -0.1 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
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
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.5 pp
Bestgate Wealth Advisors, LLC CIK 0002055670 0.394 45 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 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 -0.1 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 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
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
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
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
LongView Wealth Management CIK 0001990190 0.308 227 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
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
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
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 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 +0.0 pp -0.0 pp -0.7 pp
Ridgepath Capital Management LLC CIK 0001943071 0.142 54 0.0 0.0% 0 -4.9 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
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
Keener Financial Planning LLC CIK 0002004495 0.857 61 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
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 (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