Signals

← Signals

☆VT

1131 in-universe funds with a nonzero position in VT within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#336
Score / z0.578 / 0.87
Consensus451.48 over 802 funds
Momentumno 12m return

Price & positioning

250 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 7.6% 1 +7.6 pp -0.7 pp +7.6 pp +7.6 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 950.4 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 764.5 14.0% 2 -1.6 pp +14.0 pp +14.0 pp +14.0 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 700.9 0.0% 4 +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 547.7 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 368.8 0.0% 2 +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 356.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 338.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 322.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 287.2 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆BRANDYWINE TRUST CO CIK 0001123803 0.928 33 273.2 41.6% 2 -2.6 pp +41.6 pp +41.6 pp +41.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 270.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 237.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 219.8 8.1% 2 +0.6 pp +8.1 pp +8.1 pp +8.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 219.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 209.8 10.7% 2 +2.9 pp +10.7 pp +10.7 pp +10.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 197.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 186.5 11.4% 2 -0.2 pp +11.4 pp +11.4 pp +11.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 154.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 142.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 113.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARINGS LLC CIK 0000009015 0.845 191 111.8 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 111.7 48.2% 2 +10.0 pp +48.2 pp +48.2 pp +48.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 110.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 106.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆DC Investments Management, LLC CIK 0001565951 0.652 55 106.4 44.1% 2 +8.4 pp +44.1 pp +44.1 pp +44.1 pp
☆NEPC LLC CIK 0001424799 0.960 53 104.1 2.7% 2 -1.6 pp +2.7 pp +2.7 pp +2.7 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 104.1 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 102.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 98.2 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 97.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 97.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wind River Trust Co CIK 0001657703 0.904 12 96.7 35.8% 2 +0.6 pp +35.8 pp +35.8 pp +35.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 95.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 94.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 89.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 84.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 80.8 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 80.3 3.7% 2 -0.5 pp +3.7 pp +3.7 pp +3.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 78.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 74.2 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 74.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 71.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆TLT Family Holdco ULC CIK 0002081869 0.150 9 69.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆TIFF ADVISORY SERVICES, LLC CIK 0001271347 0.756 19 68.5 14.3% 2 -8.2 pp +14.3 pp +14.3 pp +14.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 65.2 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 64.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 64.4 6.9% 2 -2.2 pp +6.9 pp +6.9 pp +6.9 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 63.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 62.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 53.8 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 53.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 50.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 46.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 44.4 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 44.0 17.8% 2 -1.6 pp +17.8 pp +17.8 pp +17.8 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 43.9 2.2% 2 -0.5 pp +2.2 pp +2.2 pp +2.2 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 43.4 5.4% 2 +0.3 pp +5.4 pp +5.4 pp +5.4 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 41.4 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 41.3 1.0% 4 -0.0 pp -0.0 pp +0.1 pp +1.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 40.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 36.8 9.1% 2 +0.1 pp +9.1 pp +9.1 pp +9.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 35.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 34.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 33.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 33.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNIVERSITY OF CHICAGO CIK 0000314957 0.765 14 32.9 16.1% 2 -11.8 pp +16.1 pp +16.1 pp +16.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 32.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 32.5 0.1% 3 -0.1 pp -0.5 pp +0.1 pp +0.1 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 32.2 12.3% 2 +0.2 pp +12.3 pp +12.3 pp +12.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 30.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SELDON CAPITAL LP CIK 0001867731 0.151 74 29.4 10.3% 2 -1.6 pp +10.3 pp +10.3 pp +10.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 29.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 28.8 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 28.7 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 27.7 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 27.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 27.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 27.2 13.0% 2 -0.1 pp +13.0 pp +13.0 pp +13.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 27.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 26.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 26.3 6.3% 2 +0.4 pp +6.3 pp +6.3 pp +6.3 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 26.2 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 25.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 25.6 7.2% 2 +5.7 pp +7.2 pp +7.2 pp +7.2 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 25.3 5.0% 2 +0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 25.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 24.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 24.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 24.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 24.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Intelligent Financial Strategies CIK 0001911000 0.786 60 23.2 11.3% 2 +7.1 pp +11.3 pp +11.3 pp +11.3 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 22.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 22.4 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 21.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 21.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 19.7 6.3% 2 -1.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 19.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 19.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 18.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 18.7 4.3% 2 -0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 18.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 18.3 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 17.7 10.2% 2 -0.1 pp +10.2 pp +10.2 pp +10.2 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 17.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 17.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 17.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 17.0 5.2% 2 +0.0 pp +5.2 pp +5.2 pp +5.2 pp
☆DORVAL Corp CIK 0001999144 0.667 49 16.5 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 16.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 16.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 15.8 2.1% 2 +2.0 pp +2.1 pp +2.1 pp +2.1 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 15.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 15.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 15.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alta Advisers Ltd CIK 0001536114 0.367 219 15.3 4.7% 2 +2.6 pp +4.7 pp +4.7 pp +4.7 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 15.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 14.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 14.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 14.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 14.4 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 14.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 14.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 14.0 1.7% 2 -0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 14.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 13.9 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.614 106 13.9 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 13.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 13.7 0.6% 2 -1.3 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 13.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 13.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 13.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 12.7 2.5% 2 -0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 12.7 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 12.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 12.6 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 12.5 10.1% 2 -0.0 pp +10.1 pp +10.1 pp +10.1 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 12.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 12.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NYL Investors LLC CIK 0001606720 0.731 29 12.1 4.0% 2 +0.9 pp +4.0 pp +4.0 pp +4.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 12.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 11.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 11.9 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 11.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆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
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 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
☆Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 -0.3 pp +0.0 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
☆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
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia Asset Management CIK 0001585047 0.434 168 0.0 0.0% 0 -0.1 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
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shade Tree Advisors LLC CIK 0001804785 0.714 29 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -0.1 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
☆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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.1 pp +0.0 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
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -9.0 pp +0.0 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
☆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
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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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