Signals

← Signals

☆VSS

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

Flow ranking

Rank#635
Score / z0.239 / 0.29
Consensus193.42 over 349 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 ▾
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 658.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 260.2 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 204.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 187.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 107.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 100.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WIT, LLC CIK 0001840025 0.965 24 88.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 82.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 81.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 78.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 72.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 71.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 64.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 60.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 52.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 46.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 46.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 45.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 43.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 41.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 41.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 39.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 38.1 0.0% 1 +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 36.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 34.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 31.6 0.0% 1 +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 30.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 29.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 28.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 28.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆25 LLC CIK 0001968777 0.795 80 27.0 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 26.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 26.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 25.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 24.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 22.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 22.2 2.3% 2 +1.9 pp +2.3 pp +2.3 pp +2.3 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 21.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 18.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 17.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 17.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 17.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 15.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 15.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 15.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 14.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 14.4 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 12.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 12.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 11.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 11.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 11.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 11.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 10.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 10.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 10.5 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 10.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 10.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 9.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 9.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 9.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 9.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 9.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 9.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 8.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 8.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 8.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 8.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 7.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 7.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 7.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 6.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 6.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 6.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 6.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 5.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 5.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 5.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flower City Capital CIK 0001808394 0.859 49 5.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 5.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 5.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 5.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 5.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 5.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 4.8 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 4.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.8 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 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obsido Oy CIK 0002067281 0.833 20 4.5 3.4% 2 +0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 4.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 4.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 4.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 4.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 4.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 3.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 3.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 3.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPWM LLC CIK 0001801101 0.514 98 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 3.3 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 3.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 3.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 3.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 3.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 3.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
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☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 2.5 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
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☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Level Financial Advisors CIK 0001871734 0.644 95 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆&PARTNERS CIK 0000107136 0.806 2509 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Newport Capital Group, LLC CIK 0001869032 0.560 58 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆City State Bank CIK 0001910666 0.322 809 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 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
☆Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 1 +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% 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
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 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
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peterson Wealth Services CIK 0001906799 0.450 245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 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
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 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
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 -0.1 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 (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