Signals

← Signals

☆VSS

806 in-universe funds with a nonzero position in VSS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22915
Score / z-0.286 / -0.28
Consensus248.03 over 436 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-25% / 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)
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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 ▾
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 728.8 1.9% 4 -0.0 pp -0.1 pp -0.1 pp +1.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 386.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 277.8 12.8% 4 -0.4 pp -0.7 pp -1.4 pp +12.8 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 220.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 214.0 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 160.3 0.0% 4 -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 118.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 111.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 108.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 107.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WIT, LLC CIK 0001840025 0.965 24 96.0 1.8% 4 -0.1 pp -0.3 pp -0.4 pp +1.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 76.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 69.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 66.9 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 59.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 51.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 48.8 0.0% 4 -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 46.7 0.0% 5 +0.0 pp +0.0 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 45.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 41.9 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 41.9 3.0% 4 +0.0 pp +0.2 pp +0.2 pp +3.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 40.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 39.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 37.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 37.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 32.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 31.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 30.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 30.1 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 30.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 27.8 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 27.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 26.9 0.4% 4 -0.1 pp -0.2 pp -0.3 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 26.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 26.2 2.1% 4 +0.1 pp +0.0 pp -0.3 pp +2.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 26.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 25.6 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 23.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 23.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 21.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 21.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 19.9 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 18.1 1.9% 4 +0.0 pp +0.0 pp +0.1 pp +1.9 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 17.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 17.2 4.1% 4 +0.1 pp +0.0 pp +0.0 pp +4.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 17.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 15.9 1.8% 4 -0.9 pp -1.9 pp -1.4 pp +1.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 15.4 2.6% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 15.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 14.8 1.8% 5 +0.0 pp -0.1 pp -0.5 pp +1.4 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 14.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 13.6 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 13.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 12.8 1.2% 4 +0.0 pp -0.0 pp -0.1 pp +1.2 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 12.5 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 12.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 12.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Family CFO Inc CIK 0001911695 0.752 47 12.1 5.4% 4 +0.0 pp -0.2 pp -0.4 pp +5.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 11.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 11.3 1.2% 4 +0.2 pp +0.2 pp +0.1 pp +1.2 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 11.1 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆25 LLC CIK 0001968777 0.795 80 11.0 3.4% 4 -0.1 pp -6.4 pp -6.5 pp +3.4 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 10.9 1.2% 2 -0.1 pp +1.2 pp -0.9 pp +1.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 10.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 10.3 1.8% 4 +0.0 pp +0.1 pp -0.0 pp +1.8 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 10.3 1.7% 4 -0.0 pp +0.0 pp -0.1 pp +1.7 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 10.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 9.9 4.4% 4 +0.2 pp -0.5 pp -0.6 pp +4.4 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 9.9 2.0% 4 +0.0 pp +0.1 pp -0.5 pp +2.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 9.9 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 9.9 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 9.8 2.7% 4 +1.7 pp +1.7 pp +1.7 pp +2.7 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 9.5 1.2% 4 -0.0 pp -0.0 pp -0.0 pp +1.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 9.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 9.2 3.5% 4 +0.3 pp +0.3 pp +0.3 pp +3.5 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 9.2 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 9.1 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 8.9 1.9% 4 -0.1 pp -0.1 pp -0.6 pp +1.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.5 0.0% 4 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 8.5 1.9% 4 +0.2 pp +0.2 pp +0.2 pp +1.9 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 8.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 8.3 0.9% 3 +0.7 pp +0.8 pp +0.9 pp +0.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 7.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 7.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 7.1 0.9% 4 +0.1 pp +0.1 pp +0.3 pp +0.9 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 7.0 4.9% 3 -0.1 pp -0.1 pp +4.9 pp +4.9 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 6.9 3.9% 4 -0.4 pp -0.4 pp -0.4 pp +3.9 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 6.7 1.1% 4 -0.0 pp +0.0 pp +0.0 pp +1.1 pp
☆E&R Wealth Management, LLC CIK 0002109932 0.850 12 6.7 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 6.6 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 6.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 6.1 1.3% 4 +0.1 pp +0.2 pp +0.3 pp +1.3 pp
☆Flower City Capital CIK 0001808394 0.859 49 6.1 3.0% 4 +0.1 pp +0.0 pp -0.2 pp +3.0 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 6.1 1.9% 4 +0.1 pp +0.0 pp +0.0 pp +1.9 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 5.8 1.4% 4 +0.0 pp -0.1 pp +0.0 pp +1.4 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 5.8 1.1% 4 -0.0 pp +0.0 pp -0.0 pp +1.1 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 5.7 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆Obsido Oy CIK 0002067281 0.833 20 5.6 3.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 5.6 2.6% 4 +0.2 pp +0.2 pp +0.1 pp +2.6 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 5.5 0.4% 4 -0.2 pp -6.0 pp -0.8 pp +0.4 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 5.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 5.2 2.8% 4 -0.1 pp -0.3 pp -0.3 pp +2.8 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 5.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 5.1 1.4% 4 -0.2 pp -0.2 pp -0.3 pp +1.4 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 5.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 4.9 0.5% 4 +0.2 pp +0.2 pp +0.3 pp +0.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.9 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 4.8 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 4.8 3.5% 5 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 4.8 2.0% 3 -0.2 pp -0.3 pp +2.0 pp +2.0 pp
☆Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 0.452 65 4.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 4.8 0.7% 4 +0.2 pp +0.2 pp +0.1 pp +0.7 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 4.6 0.4% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 4.6 1.7% 4 -0.4 pp -0.6 pp -1.5 pp +1.7 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 4.6 0.9% 4 -0.4 pp -0.4 pp -0.3 pp +0.9 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.5 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 4.4 1.9% 5 -0.4 pp -0.5 pp -0.6 pp -0.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 4.2 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 4.2 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 4.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 4.1 0.5% 4 +0.0 pp -0.3 pp -0.3 pp +0.5 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 4.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 4.0 3.0% 4 +0.2 pp +0.3 pp +0.1 pp +3.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 4.0 0.2% 4 -0.0 pp -0.6 pp -0.5 pp +0.2 pp
☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 3.9 0.6% 4 -0.0 pp -0.3 pp -1.8 pp +0.6 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 3.9 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 3.9 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPWM LLC CIK 0001801101 0.514 98 3.8 0.9% 4 +0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 3.7 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 3.6 1.1% 4 -0.0 pp -0.0 pp -0.0 pp +1.1 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 3.6 1.6% 4 -0.0 pp -0.1 pp -0.2 pp +1.6 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 3.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 3.5 0.8% 4 +0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 3.5 1.6% 4 +0.0 pp -0.5 pp -0.5 pp +1.6 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 3.5 1.1% 4 -0.7 pp +0.0 pp -0.0 pp +1.1 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 3.4 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 3.4 2.4% 4 +0.0 pp -0.1 pp -0.2 pp +2.4 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 3.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 3.0 2.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.9 0.1% 4 -0.0 pp -0.4 pp -0.4 pp +0.1 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 2.9 1.5% 4 +0.1 pp -0.0 pp +0.0 pp +1.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 2.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 2.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 2.7 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 2.6 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 2.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 2.6 0.5% 4 -0.1 pp -0.2 pp -0.3 pp +0.5 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 2.6 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 2.4 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 2.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 2.3 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.3 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 2.3 0.9% 4 -0.1 pp -0.2 pp -0.3 pp +0.9 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mittelman Wealth Management CIK 0002021464 0.533 53 2.2 1.4% 4 +0.0 pp +0.2 pp +0.4 pp +1.4 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 2.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 2.1 1.6% 4 -0.0 pp -0.1 pp -0.1 pp +1.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 2.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 2.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 2.1 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 2.1 0.7% 4 -0.1 pp -0.4 pp -0.6 pp +0.7 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 2.0 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 2.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cassilly Financial Group LLC CIK 0002090777 0.264 75 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Procyon Advisors, LLC CIK 0001804329 0.458 586 2.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Red Wave Investments LLC CIK 0001846493 0.561 122 1.9 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
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☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.8 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 1.8 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 1.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆NEPC LLC CIK 0001424799 0.960 53 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Zhang Financial LLC CIK 0001776290 0.816 392 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 1.5 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆LFG Wealth Partners, LLC CIK 0002044171 0.104 98 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 1.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PW ADVISORS, LLC \ FL CIK 0002095919 0.730 36 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 1.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 1.4 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 1.3 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
☆Glaxis Capital Management, LLC CIK 0001542161 0.000 41 1.3 1.7% 3 -0.6 pp -0.4 pp +1.7 pp +1.7 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 1.3 1.2% 4 +0.0 pp +0.0 pp +0.0 pp +1.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 1.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 1.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.2 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆SACHEM HILL LLC CIK 0001994333 0.818 67 1.1 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
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☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 1.0 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 1.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 1.0 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.0 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
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☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Matrix Trust Co CIK 0001784277 0.681 101 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 -6.4 pp -6.4 pp -6.5 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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 VSS). Qtrs Held counts distinct quarters this fund has actually held VSS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VSS position size. Δ columns are the percentage-point change in VSS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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