Signals

← Signals

☆VOT

979 in-universe funds with a nonzero position in VOT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23441
Score / z-0.102 / -0.15
Consensus339.21 over 651 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 812.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 699.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 599.6 0.1% 1 +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 569.3 0.0% 2 +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 424.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 349.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 323.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 312.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 294.7 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 216.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 211.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 203.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 185.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 181.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 169.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 132.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 114.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 111.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 108.1 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 101.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 83.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 75.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 73.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 73.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 71.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 62.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆McAdam, LLC CIK 0001695490 0.802 516 53.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 51.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 50.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 49.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 47.0 0.1% 1 +0.1 pp +0.1 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 45.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 43.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 42.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 41.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 41.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 38.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 38.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 38.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 37.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 37.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 36.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 36.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 32.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 31.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 30.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 29.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 29.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 29.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 28.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 26.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 25.2 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 24.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 24.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 24.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 23.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 23.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 22.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 22.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 21.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 20.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 20.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 18.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 17.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 17.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 16.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 16.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 16.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 15.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 15.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 15.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 14.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Investment Partners, LLC CIK 0001963865 0.483 172 14.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 13.9 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 13.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 13.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.674 83 13.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 13.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 12.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 12.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 12.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 12.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 12.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 12.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 12.0 4.6% 2 +0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 11.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 11.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 11.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 11.1 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 11.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 10.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 10.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 10.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 9.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 9.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 9.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 9.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 9.0 0.1% 1 +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 9.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 8.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 8.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 8.6 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 8.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 8.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 8.3 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 8.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 8.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.769 37 8.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 7.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 7.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 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 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 7.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 7.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 7.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Aufman Associates Inc CIK 0001801573 0.745 67 7.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 7.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 7.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NFSG Corp CIK 0001879757 0.275 1245 7.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 6.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 6.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆KIECKHEFER GROUP LLC CIK 0002051613 0.567 65 6.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 6.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 6.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zeit Capital LLC CIK 0001808163 0.744 52 6.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 6.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆Arax Advisory Partners CIK 0001586767 0.170 5155 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 6.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 6.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 5.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 5.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 5.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 5.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 5.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advanced Asset Management Advisors Inc CIK 0001075444 0.542 85 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.0 0.0% 0 -0.2 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 VOT). Qtrs Held counts distinct quarters this fund has actually held VOT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VOT position size. Δ columns are the percentage-point change in VOT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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