Signals

← Signals

☆VT

1224 in-universe funds with a nonzero position in VT within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#24
Score / z6.200 / 8.81
Consensus457.12 over 828 funds
Momentumno 12m return

Price & positioning

251 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 ▾
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 2,130.1 7.2% 2 -0.4 pp +7.2 pp -1.1 pp +7.2 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 1,228.5 18.9% 3 +4.9 pp +3.3 pp +18.9 pp +18.9 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 937.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 597.8 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 531.8 0.4% 3 -0.3 pp +0.0 pp +0.4 pp +0.4 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 447.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 355.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 332.9 20.1% 3 +18.0 pp +20.0 pp +20.1 pp +20.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 310.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 305.6 1.1% 3 +0.0 pp +0.4 pp +1.1 pp +1.1 pp
☆BRANDYWINE TRUST CO CIK 0001123803 0.928 33 283.2 49.7% 3 +8.1 pp +5.4 pp +49.7 pp +49.7 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 240.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 233.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 225.3 12.5% 3 +1.8 pp +4.7 pp +12.5 pp +12.5 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 225.0 7.5% 3 -0.6 pp +0.0 pp +7.5 pp +7.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 218.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 201.6 11.1% 3 -0.3 pp -0.6 pp +11.1 pp +11.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 187.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 170.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 161.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 156.2 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 144.7 0.3% 3 -0.3 pp -0.4 pp +0.3 pp +0.3 pp
☆NEPC LLC CIK 0001424799 0.960 53 131.3 2.8% 3 +0.1 pp -1.5 pp +2.8 pp +2.8 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 129.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 126.7 52.2% 3 +4.1 pp +14.1 pp +52.2 pp +52.2 pp
☆BARINGS LLC CIK 0000009015 0.845 191 124.8 2.3% 3 +0.2 pp -0.1 pp +2.3 pp +2.3 pp
☆DC Investments Management, LLC CIK 0001565951 0.652 55 117.5 52.0% 3 +7.8 pp +16.2 pp +52.0 pp +52.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 116.1 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 110.7 2.8% 3 +0.2 pp +0.1 pp +2.8 pp +2.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 108.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 103.6 1.1% 3 +0.3 pp +0.5 pp +1.1 pp +1.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 101.1 3.8% 3 -0.2 pp -0.3 pp +3.8 pp +3.8 pp
☆Madrone Advisors, LLC CIK 0001964563 0.796 6 98.2 6.1% 1 +6.1 pp -1.8 pp +6.1 pp +6.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 97.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 97.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 95.7 0.0% 3 -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 94.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 91.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wind River Trust Co CIK 0001657703 0.904 12 89.9 33.6% 3 -2.2 pp -1.6 pp +33.6 pp +33.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 86.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TIFF ADVISORY SERVICES, LLC CIK 0001271347 0.756 19 85.3 14.7% 3 +0.4 pp -7.8 pp +14.7 pp +14.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 84.8 0.1% 3 +0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 81.8 3.5% 3 -0.2 pp -0.7 pp +3.5 pp +3.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 81.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 80.7 3.0% 3 -0.2 pp -0.3 pp +3.0 pp +3.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 77.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 74.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 74.7 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 74.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 71.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 71.0 1.2% 3 -0.3 pp -0.3 pp +1.2 pp +1.2 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 70.1 7.2% 3 +0.3 pp -1.9 pp +7.2 pp +7.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 67.5 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 66.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 63.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆TLT Family Holdco ULC CIK 0002081869 0.150 9 63.6 7.0% 2 +0.6 pp +7.0 pp +7.0 pp +7.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 62.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 57.1 2.0% 3 -0.2 pp -0.6 pp +2.0 pp +2.0 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 55.1 1.7% 3 +0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 54.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 52.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 52.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 52.2 2.7% 2 -2.8 pp +2.7 pp +2.7 pp +2.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 52.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 51.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 51.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 51.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 46.8 1.0% 3 -0.9 pp -0.3 pp +1.0 pp +1.0 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 46.4 5.8% 3 +0.4 pp +0.6 pp +5.8 pp +5.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 45.7 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 44.5 1.6% 5 +0.6 pp +0.6 pp +0.6 pp +0.8 pp
☆Alta Advisers Ltd CIK 0001536114 0.367 219 43.4 15.7% 3 +11.0 pp +13.6 pp +15.7 pp +15.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 42.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 40.4 17.4% 3 -0.4 pp -2.0 pp +17.4 pp +17.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 39.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 39.6 9.0% 3 -0.0 pp +0.1 pp +9.0 pp +9.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 36.2 2.0% 3 -0.3 pp -0.2 pp +2.0 pp +2.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 35.7 1.6% 3 -0.3 pp -0.1 pp +1.6 pp +1.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 34.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 34.4 0.1% 4 -0.0 pp -0.1 pp -0.6 pp +0.1 pp
☆UNIVERSITY OF CHICAGO CIK 0000314957 0.765 14 33.7 16.3% 3 +0.2 pp -11.6 pp +16.3 pp +16.3 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 30.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 30.4 2.2% 3 -0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 30.2 11.2% 3 -1.1 pp -0.9 pp +11.2 pp +11.2 pp
☆SELDON CAPITAL LP CIK 0001867731 0.151 74 30.1 10.4% 3 +0.1 pp -1.5 pp +10.4 pp +10.4 pp
☆THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 29.9 12.3% 3 +11.4 pp +12.1 pp +12.3 pp +12.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 29.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 28.5 3.9% 3 +0.2 pp +0.1 pp +3.9 pp +3.9 pp
☆GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 28.1 13.0% 3 -0.0 pp -0.1 pp +13.0 pp +13.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 27.8 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 26.9 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 26.6 6.1% 3 -0.2 pp +0.2 pp +6.1 pp +6.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 26.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 26.5 7.2% 3 -0.0 pp +5.7 pp +7.2 pp +7.2 pp
☆Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 25.9 7.5% 3 +1.2 pp -0.1 pp +7.5 pp +7.5 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 25.2 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 25.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 25.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 24.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 24.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 24.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 24.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 24.1 4.5% 3 -0.5 pp -0.4 pp +4.5 pp +4.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 24.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 23.5 2.1% 3 -0.0 pp -0.0 pp +2.1 pp +2.1 pp
☆Intelligent Financial Strategies CIK 0001911000 0.786 60 23.3 11.2% 3 -0.1 pp +7.0 pp +11.2 pp +11.2 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 23.0 5.4% 2 -1.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 22.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 22.3 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 21.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 21.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BERNZOTT CAPITAL ADVISORS CIK 0001260468 0.215 35 21.7 10.3% 3 +8.3 pp +8.7 pp +10.3 pp +10.3 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 21.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 20.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 20.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 19.9 2.3% 3 -0.0 pp -0.2 pp +2.3 pp +2.3 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 19.9 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 19.8 4.2% 3 -0.1 pp -0.3 pp +4.2 pp +4.2 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 19.3 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 19.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 18.8 10.2% 3 -0.0 pp -0.2 pp +10.2 pp +10.2 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 18.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 18.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 17.4 5.2% 3 -0.0 pp +0.0 pp +5.2 pp +5.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 17.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 17.0 0.6% 3 -0.3 pp -0.4 pp +0.6 pp +0.6 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 17.0 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆DORVAL Corp CIK 0001999144 0.667 49 16.6 5.3% 3 -0.2 pp -0.3 pp +5.3 pp +5.3 pp
☆PayPay Securities Corp CIK 0001908623 0.257 302 15.8 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 15.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 15.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 14.9 3.9% 3 +0.2 pp +0.4 pp +3.9 pp +3.9 pp
☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.614 106 14.9 4.3% 3 -0.2 pp -0.2 pp +4.3 pp +4.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 14.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 14.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 14.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 14.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 14.2 6.4% 3 +3.2 pp +3.2 pp +6.4 pp +6.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 14.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 14.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 14.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 14.1 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 14.0 2.8% 3 -0.8 pp -0.8 pp +2.8 pp +2.8 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 13.6 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 13.6 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 13.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Family Manage LLC CIK 0001539947 0.277 323 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 1.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
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☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Brickley Wealth Management CIK 0001712533 0.861 68 1.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Trevian Wealth Management LLC CIK 0001901929 0.818 45 1.2 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
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☆Newton One Investments LLC CIK 0001842787 0.836 146 1.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 1.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.2 0.1% 3 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 1.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.2 0.0% 2 +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 1.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Argent Trust Co CIK 0001625292 0.533 769 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 1.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sonoma Private Wealth LLC CIK 0001965757 0.212 72 1.1 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
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☆Five Pine Wealth Management CIK 0002041807 0.682 51 1.1 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 1.1 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 1.1 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
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☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 3 +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 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +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% 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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 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
☆FLC Capital Advisors CIK 0001713697 0.549 229 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.858 229 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 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 -0.1 pp +0.0 pp +0.0 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆TrueWealth Financial Partners CIK 0001908108 0.649 28 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARIEL INVESTMENTS, LLC CIK 0000936753 0.768 106 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 -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% 0 -0.3 pp -0.3 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
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp -0.9 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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Shade Tree Advisors LLC CIK 0001804785 0.714 29 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 -1.1 pp -1.2 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 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 -9.0 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.0 0.0% 0 -1.0 pp -0.7 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -1.6 pp -1.6 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Columbia Asset Management CIK 0001585047 0.434 168 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 -0.2 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
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 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 VT). Qtrs Held counts distinct quarters this fund has actually held VT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VT position size. Δ columns are the percentage-point change in VT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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