Signals

← Signals

☆VSS

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

Flow ranking

Rank#24694
Score / z-0.200 / -0.26
Consensus266.59 over 462 funds
Momentum-0.13 =

Price & positioning

226 cached closes, trailing year
Drawdown-5%
Short interest+1% / 3.7d

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 0.959 532 777.8 1.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 443.4 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 293.6 11.2% 5 -1.7 pp -2.0 pp -2.3 pp -3.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 251.8 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 233.4 0.8% 3 -0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 157.8 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 156.6 0.0% 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 122.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 121.0 0.1% 5 -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 118.3 0.0% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WIT, LLC CIK 0001840025 0.965 24 111.1 1.8% 5 -0.0 pp -0.1 pp -0.4 pp -0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 94.4 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 79.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 74.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 69.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 63.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 54.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 53.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 52.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 43.8 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 43.8 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 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 43.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 36.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 34.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 34.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 33.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 33.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 32.8 0.0% 5 -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 31.7 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 30.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 27.5 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 26.2 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 26.2 1.9% 5 -0.2 pp -0.1 pp -0.1 pp -0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 25.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 24.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 21.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 19.3 1.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 18.5 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.4 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 18.3 3.9% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 17.6 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 16.2 2.5% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 15.5 1.5% 6 -0.3 pp -0.3 pp -0.4 pp -0.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 14.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 13.8 0.9% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Family CFO Inc CIK 0001911695 0.752 47 12.8 4.9% 5 -0.5 pp -0.4 pp -0.7 pp -0.9 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 12.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 12.5 0.1% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 12.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 11.7 1.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 11.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆25 LLC CIK 0001968777 0.795 80 11.5 3.2% 5 -0.2 pp -0.3 pp -6.6 pp -6.7 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 11.4 1.0% 4 +0.1 pp +0.8 pp +0.9 pp +1.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 11.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 10.9 1.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 10.8 1.7% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 10.8 1.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.7 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 10.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 10.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 10.5 0.9% 5 +0.4 pp +0.6 pp +0.7 pp +0.7 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 10.4 4.4% 5 +0.0 pp +0.2 pp -0.5 pp -0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 10.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 10.3 2.6% 5 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 10.3 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 10.2 3.4% 5 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 10.0 1.1% 3 -0.1 pp -0.3 pp +1.1 pp -1.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 10.0 2.0% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 9.9 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 9.9 0.9% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 9.8 0.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 9.6 0.6% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.5 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 9.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 9.2 1.7% 5 -0.2 pp -0.3 pp -0.3 pp -0.8 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 8.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆E&R Wealth Management, LLC CIK 0002109932 0.850 12 7.8 6.6% 2 -0.1 pp +6.6 pp +6.6 pp +6.6 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 7.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 7.5 1.3% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 7.5 4.7% 4 -0.2 pp -0.3 pp -0.3 pp +4.7 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 7.5 3.9% 5 -0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 7.4 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 7.3 0.5% 5 -0.8 pp -0.8 pp -0.8 pp -0.8 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 7.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 7.0 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 6.8 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 6.7 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 6.6 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 6.6 1.8% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Flower City Capital CIK 0001808394 0.859 49 6.3 2.8% 5 -0.3 pp -0.2 pp -0.2 pp -0.4 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 6.3 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 6.2 1.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 6.2 1.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 6.1 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.2 pp
☆Obsido Oy CIK 0002067281 0.833 20 6.0 3.2% 6 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 5.9 1.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 5.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 5.7 2.9% 5 +0.3 pp +0.5 pp +0.5 pp +0.4 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 5.6 0.4% 5 -0.0 pp -0.2 pp -6.0 pp -0.8 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 5.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 5.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 5.5 1.3% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 5.5 2.7% 5 -0.1 pp -0.2 pp -0.4 pp -0.5 pp
☆NWAM LLC CIK 0001655006 0.392 684 5.3 0.3% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 0.452 65 5.1 4.0% 2 -0.3 pp +4.0 pp +4.0 pp +4.0 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 5.1 3.3% 6 -0.2 pp -0.0 pp +0.0 pp +0.3 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 5.0 2.1% 1 +2.1 pp +2.1 pp -0.0 pp -0.0 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 4.9 1.9% 4 -0.1 pp -0.3 pp -0.5 pp +1.9 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 4.9 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 4.8 0.4% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 4.6 3.1% 5 +0.1 pp +0.3 pp +0.3 pp +0.2 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 4.6 1.8% 6 -0.1 pp -0.5 pp -0.6 pp -0.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 4.5 1.5% 2 +1.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 4.4 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 4.4 0.4% 5 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 4.4 0.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 4.3 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 4.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 4.3 1.5% 5 -0.2 pp -0.6 pp -0.8 pp -1.8 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 4.2 0.2% 5 -0.0 pp -0.0 pp -0.6 pp -0.5 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 4.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPWM LLC CIK 0001801101 0.514 98 4.1 0.9% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Broussard Financial Group LLC CIK 0001548136 0.577 35 4.1 3.3% 2 +2.9 pp +3.3 pp +3.3 pp +3.3 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 4.0 1.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 4.0 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.9 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 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 3.7 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.6 0.5% 5 -0.3 pp -0.7 pp -0.7 pp -0.6 pp
☆Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 3.6 2.3% 3 +0.4 pp +0.2 pp +2.3 pp +2.3 pp
☆Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 3.6 2.2% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 3.6 1.7% 5 +0.1 pp +0.1 pp -0.4 pp -0.4 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 3.5 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 3.5 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 3.5 1.0% 5 -0.1 pp -0.8 pp -0.1 pp -0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 3.5 0.0% 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 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 3.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 3.3 1.7% 5 +0.1 pp +0.3 pp +0.1 pp +0.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 3.2 2.4% 6 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 2.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 2.8 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 2.8 1.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 2.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 2.7 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.7 0.0% 5 -0.0 pp -0.0 pp -0.4 pp -0.4 pp
☆IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 2.6 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 2.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 2.6 0.6% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 2.6 0.9% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 2.5 0.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 2.4 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 2.3 1.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 2.2 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 2.2 0.3% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PDS Planning, Inc CIK 0000838618 0.712 609 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 2.1 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Cassilly Financial Group LLC CIK 0002090777 0.264 75 2.1 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Payne Capital Management, LLC CIK 0001994332 0.664 88 2.0 0.5% 6 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 2.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 2.0 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 2.0 0.6% 5 -0.1 pp -0.2 pp -0.5 pp -0.8 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 2.0 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
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☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.9 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.9 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆LFG Wealth Partners, LLC CIK 0002044171 0.104 98 1.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.7 0.0% 3 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆WELCH & FORBES LLC CIK 0000105495 0.837 388 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 1.6 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 1.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 1.3 0.1% 1 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
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☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Financially in Tune, LLC CIK 0002113970 0.477 77 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 0.0 0.0% 0 -0.6 pp -0.6 pp -0.9 pp -2.4 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +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% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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 -3.3 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 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
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 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
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 -3.0 pp -2.9 pp -2.8 pp -2.7 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 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 +0.0 pp -0.1 pp -0.1 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 +0.0 pp -6.4 pp -6.4 pp -6.5 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 +0.0 pp -1.3 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 (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