Signals

← Signals

☆VOT

1294 in-universe funds with a nonzero position in VOT within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#463
Score / z0.429 / 0.50
Consensus390.13 over 728 funds
Momentum-0.26 ≠

Price & positioning

226 cached closes, trailing year
Drawdown0%
Short interest-9% / 1.2d

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 939.5 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 658.7 1.1% 5 +0.0 pp -0.1 pp -0.2 pp -0.5 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 649.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 536.9 2.1% 3 +0.1 pp +0.0 pp +2.1 pp -0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 504.4 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 366.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 355.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 338.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 334.9 7.0% 5 +0.6 pp +0.3 pp -0.1 pp -0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 328.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 319.4 2.4% 3 +0.1 pp +0.2 pp +2.4 pp +2.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 280.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 277.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 231.8 1.7% 5 +0.3 pp +0.3 pp +0.3 pp -0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 222.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 204.1 11.5% 5 +0.7 pp +3.1 pp +2.7 pp +3.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 173.0 0.0% 6 +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 159.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 152.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 108.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 100.7 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Busey Bank CIK 0001427202 0.741 388 87.6 2.1% 5 +0.2 pp +0.4 pp +2.1 pp +2.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 84.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 78.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 74.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 72.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 72.4 0.4% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
☆McAdam, LLC CIK 0001695490 0.802 516 72.2 2.8% 5 +0.4 pp +0.2 pp -0.0 pp -0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 70.2 1.8% 5 -0.8 pp -1.2 pp -1.4 pp -1.7 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 69.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 66.3 1.3% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 66.2 4.2% 5 +3.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 64.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 64.0 0.1% 6 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 62.7 0.1% 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 55.8 0.3% 5 +0.3 pp -0.0 pp -0.1 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 54.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 54.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 52.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 52.2 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 51.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 50.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 49.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trust Co CIK 0001632554 0.769 908 48.5 4.4% 5 +0.5 pp +0.3 pp -0.2 pp -0.4 pp
☆KWMG, LLC CIK 0001633024 0.515 153 45.5 3.3% 5 +0.2 pp -0.0 pp -0.2 pp -0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 41.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 38.9 0.8% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 36.0 1.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 36.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 32.5 3.0% 5 +0.2 pp +0.2 pp +0.1 pp -0.0 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 32.0 4.9% 5 +0.2 pp +0.1 pp +0.1 pp -0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 31.8 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 30.3 9.1% 5 +0.6 pp +0.2 pp -0.4 pp -0.8 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 29.6 4.6% 5 +0.2 pp +0.1 pp +0.0 pp -0.9 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 29.3 0.7% 5 +0.0 pp -0.1 pp +0.1 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 28.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 28.3 3.4% 4 +0.1 pp -0.2 pp -0.4 pp +3.4 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 28.1 8.8% 4 +0.7 pp +2.9 pp +2.6 pp +8.8 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 28.0 0.7% 5 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 27.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 27.7 2.4% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 27.5 4.5% 5 +0.3 pp +0.0 pp -0.1 pp -0.3 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 26.6 1.2% 5 -0.0 pp -0.2 pp -0.4 pp -0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 26.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 26.4 3.0% 5 +0.7 pp +1.7 pp +2.7 pp +2.7 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 26.1 4.5% 5 +0.2 pp -0.1 pp -0.5 pp -0.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 26.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 24.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 24.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 24.3 0.5% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 21.5 0.5% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 19.6 1.5% 5 +0.1 pp -0.1 pp -0.3 pp -0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 19.6 8.0% 5 +0.2 pp +3.6 pp +3.3 pp +3.3 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 19.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 19.2 3.9% 5 +0.5 pp +0.4 pp +0.1 pp -0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 18.6 1.1% 5 +0.1 pp -0.0 pp -0.1 pp -0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 17.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 17.7 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 17.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 17.3 0.3% 7 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 16.8 4.3% 5 +2.1 pp +2.0 pp +1.9 pp +1.8 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 16.6 9.2% 5 +2.2 pp +1.9 pp +0.1 pp -1.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 16.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 16.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 16.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 15.9 4.2% 6 +0.3 pp -0.1 pp -0.3 pp -0.4 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 15.3 1.9% 5 +0.2 pp +0.1 pp +0.1 pp -0.0 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 15.1 4.4% 5 +0.4 pp -0.8 pp -1.1 pp -1.3 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 14.8 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 14.6 5.9% 5 +0.5 pp +0.6 pp +0.3 pp +0.1 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 14.6 0.6% 4 +0.1 pp -0.0 pp -0.1 pp +0.6 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 14.4 0.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 14.2 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 14.1 2.9% 5 +0.2 pp +0.1 pp -0.3 pp -0.5 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 13.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 13.6 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Meramec Financial Planners, LLC CIK 0002100778 0.453 550 13.6 5.0% 2 -0.3 pp +5.0 pp +5.0 pp +5.0 pp
☆Davis Investment Partners, LLC CIK 0001963865 0.484 172 13.6 4.1% 5 +0.1 pp -0.6 pp -0.9 pp -1.0 pp
☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 13.3 1.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 13.3 2.7% 5 +0.3 pp +0.1 pp -0.1 pp -0.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 13.3 0.4% 5 +0.0 pp -0.0 pp -0.3 pp -0.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 13.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 13.1 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 12.9 3.5% 5 +0.3 pp +0.4 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.9 0.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 12.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 12.7 1.3% 5 -0.0 pp -0.8 pp -1.0 pp -1.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 12.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 12.3 2.9% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 12.3 1.3% 5 +0.1 pp +0.1 pp -0.0 pp +0.4 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 12.2 7.6% 4 +0.5 pp +0.7 pp +0.4 pp +7.6 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 12.1 0.3% 5 +0.0 pp +0.2 pp +0.1 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 11.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 11.6 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 11.2 1.4% 4 -0.7 pp +0.4 pp +0.4 pp +1.4 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 11.2 1.2% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 10.5 1.0% 6 +0.0 pp +0.2 pp +0.3 pp +0.8 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 10.5 2.4% 5 +0.2 pp +0.0 pp -0.1 pp -0.1 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 10.5 2.4% 5 +0.2 pp +0.0 pp -0.2 pp -0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 10.3 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 10.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 10.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆NFSG Corp CIK 0001879757 0.275 1245 9.9 1.2% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 9.4 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 9.4 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 9.4 0.6% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.770 37 9.4 2.9% 5 -0.2 pp -0.3 pp -1.0 pp -1.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 9.1 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Junk Investment Group, LLC CIK 0002112570 0.550 97 9.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 8.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 8.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 8.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 8.8 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 8.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 8.7 2.2% 5 +0.2 pp +0.2 pp +0.0 pp -0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 8.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.2 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 8.4 2.7% 1 +2.7 pp +0.7 pp +0.8 pp +0.3 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 7.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 7.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆SWAN Capital LLC CIK 0001952722 0.651 580 7.8 2.7% 5 -0.1 pp -0.8 pp -1.3 pp -2.9 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 7.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 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 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 7.5 0.5% 5 +0.3 pp +0.3 pp +0.3 pp -0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 7.5 0.9% 5 +0.0 pp +0.0 pp -0.1 pp -0.4 pp
☆Aufman Associates Inc CIK 0001801573 0.746 67 7.5 3.0% 5 -0.1 pp -0.5 pp -1.1 pp -1.5 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 7.4 0.3% 5 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 7.4 0.6% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
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☆Operose Advisors LLC CIK 0001909750 0.647 522 7.2 1.4% 5 -0.3 pp -0.7 pp -1.4 pp -1.7 pp
☆KIECKHEFER GROUP LLC CIK 0002051613 0.567 65 7.2 2.9% 5 +0.1 pp -0.2 pp -0.3 pp -0.7 pp
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☆Zeit Capital LLC CIK 0001808163 0.744 52 7.0 4.2% 5 +0.4 pp +0.1 pp -0.2 pp -0.3 pp
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☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 7.0 2.0% 5 +0.2 pp +0.1 pp -0.7 pp -0.9 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 6.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 6.9 2.7% 5 -0.0 pp +0.2 pp -0.3 pp -0.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.8 0.2% 6 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 6.8 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 6.8 3.1% 5 +0.4 pp +0.3 pp +0.2 pp +0.1 pp
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☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 6.6 1.9% 5 +0.1 pp +0.3 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.5 0.1% 5 -0.3 pp -0.3 pp -0.4 pp -0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arch Global Advisors, LLC CIK 0002126837 0.449 59 6.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 6.1 2.5% 6 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 6.1 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.9 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 5.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 5.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 5.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 5.4 2.6% 5 +0.4 pp +0.2 pp +0.1 pp -0.1 pp
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☆Baring Financial LLC CIK 0002052588 0.395 83 5.4 3.0% 5 +0.2 pp +0.1 pp +0.0 pp -0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 5.4 0.3% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 5.3 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 5.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 5.1 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 5.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 5.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 5.0 1.5% 5 -0.0 pp -0.3 pp -0.6 pp -0.7 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 4.9 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 4.9 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
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☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 4.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 4.6 0.3% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
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☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bravera Wealth CIK 0002126773 0.454 352 4.4 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 4.4 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
☆Cohen Klingenstein LLC CIK 0001453620 0.898 207 4.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 4.2 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 4.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 4.1 0.7% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
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☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 3.7 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 3.5 1.0% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 3.5 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 3.5 1.6% 5 +0.2 pp -0.0 pp -0.2 pp -0.3 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 3.5 0.4% 5 +0.0 pp -0.3 pp -0.0 pp -0.1 pp
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☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 3.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 3.3 1.4% 5 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 3.2 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆LeConte Wealth Management, LLC CIK 0002060443 0.260 179 3.1 1.7% 5 +0.1 pp +1.6 pp +1.6 pp +0.8 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 3.0 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
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☆Argent Trust Co CIK 0001625292 0.533 769 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 3.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 3.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 2.9 0.3% 5 -0.0 pp -0.2 pp -0.1 pp -0.2 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 2.9 0.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Simmons Bank CIK 0001674486 0.467 369 2.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 2.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 2.7 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
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☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 2.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 2.6 1.7% 5 +0.0 pp -0.2 pp -0.3 pp -0.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆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
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -1.5 pp -1.6 pp -1.7 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.0 0.0% 0 +0.0 pp -1.0 pp -1.1 pp -1.1 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
☆Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp -0.7 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 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
☆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
☆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
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 0.0 0.0% 0 +0.0 pp -0.2 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
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Axecap Investments, LLC CIK 0002030036 0.005 73 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 +0.0 pp -0.5 pp -1.2 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 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
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.303 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 (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