Signals

← Signals

☆VT

1381 in-universe funds with a nonzero position in VT within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#32
Score / z5.802 / 5.24
Consensus487.78 over 883 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 4,260.2 8.7% 3 +1.5 pp +1.1 pp +8.7 pp +0.4 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 1,217.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 1,190.8 18.9% 4 -0.0 pp +4.9 pp +3.3 pp +18.9 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 742.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 646.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 629.2 0.8% 4 +0.1 pp +0.1 pp +0.3 pp +0.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 569.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 498.0 0.5% 4 +0.4 pp +0.5 pp +0.2 pp +0.5 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 400.4 0.3% 4 -0.1 pp -0.4 pp -0.1 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 343.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 318.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BRANDYWINE TRUST CO CIK 0001123803 0.928 33 286.6 51.9% 4 +2.3 pp +10.4 pp +7.7 pp +51.9 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 208.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 203.7 11.1% 4 -0.0 pp -0.4 pp -0.6 pp +11.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 170.5 1.8% 4 +0.7 pp +1.0 pp +1.2 pp +1.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 168.7 0.0% 4 +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 166.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 152.6 0.3% 4 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 152.2 5.6% 4 -1.9 pp -2.5 pp -1.9 pp +5.6 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 141.8 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 140.9 15.7% 4 +9.9 pp +10.3 pp +10.6 pp +15.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 138.4 0.2% 4 -0.0 pp -0.3 pp -0.4 pp +0.2 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 126.3 51.3% 4 -0.9 pp +3.2 pp +13.2 pp +51.3 pp
☆DC Investments Management, LLC CIK 0001565951 0.652 55 122.4 46.9% 4 -5.1 pp +2.7 pp +11.1 pp +46.9 pp
☆NEPC LLC CIK 0001424799 0.960 53 122.0 2.4% 4 -0.4 pp -0.3 pp -1.9 pp +2.4 pp
☆BARINGS LLC CIK 0000009015 0.845 191 119.8 1.9% 4 -0.4 pp -0.2 pp -0.4 pp +1.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 117.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 116.2 7.0% 4 -5.5 pp -3.7 pp -0.8 pp +7.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 115.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 109.5 3.0% 4 +0.2 pp +0.3 pp +0.2 pp +3.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 109.4 0.5% 4 -0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 107.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 106.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Madrone Advisors, LLC CIK 0001964563 0.796 6 103.9 10.1% 2 +4.0 pp +10.1 pp +2.2 pp +10.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 100.1 3.5% 4 -0.3 pp -0.5 pp -0.7 pp +3.5 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 97.3 15.1% 3 +14.7 pp +14.8 pp +15.1 pp +15.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 93.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wind River Trust Co CIK 0001657703 0.904 12 86.7 32.7% 4 -0.9 pp -3.1 pp -2.4 pp +32.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 85.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆TIFF ADVISORY SERVICES, LLC CIK 0001271347 0.756 19 85.0 19.1% 4 +4.5 pp +4.9 pp -3.4 pp +19.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 83.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 82.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 79.6 3.4% 4 -0.1 pp -0.3 pp -0.8 pp +3.4 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 78.4 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 77.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 72.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 71.8 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 68.3 2.6% 4 -0.4 pp -0.6 pp -0.8 pp +2.6 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 67.4 1.1% 4 -0.2 pp -0.5 pp -0.5 pp +1.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 67.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 66.5 1.2% 4 -0.1 pp -0.1 pp -0.2 pp +1.2 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 64.3 6.8% 4 -0.4 pp -0.2 pp -2.4 pp +6.8 pp
☆TLT Family Holdco ULC CIK 0002081869 0.150 9 62.4 8.6% 3 +1.6 pp +2.3 pp +8.6 pp +8.6 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 60.8 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 60.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 60.2 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 55.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 54.0 1.9% 4 +0.2 pp +0.2 pp +0.1 pp +1.9 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 52.4 2.1% 4 +0.1 pp -0.0 pp -0.5 pp +2.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 52.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 52.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 51.6 2.5% 3 -0.2 pp -3.0 pp +2.5 pp +2.5 pp
☆Alta Advisers Ltd CIK 0001536114 0.367 219 51.4 18.6% 4 +2.9 pp +13.9 pp +16.5 pp +18.6 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 50.6 1.1% 4 +0.1 pp -0.8 pp -0.1 pp +1.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 45.5 1.9% 6 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 41.6 16.0% 4 -1.4 pp -1.8 pp -3.4 pp +16.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 40.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 39.1 8.8% 4 -0.2 pp -0.2 pp -0.1 pp +8.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 37.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 37.4 10.9% 4 -1.4 pp +9.9 pp +10.6 pp +10.9 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 34.0 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 33.9 1.6% 4 -0.0 pp -0.3 pp -0.1 pp +1.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 33.7 0.0% 5 -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 33.5 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 33.1 2.4% 4 +0.2 pp +0.2 pp +0.1 pp +2.4 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 32.2 0.8% 2 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TSG Advice Partners, LLC CIK 0002111347 0.054 135 31.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Topor & Co. Korea CIK 0002113285 0.778 19 31.3 26.4% 1 +26.4 pp +26.4 pp +26.4 pp +26.4 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 31.2 1.7% 4 +0.2 pp +0.1 pp +0.1 pp +1.7 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 30.8 4.0% 4 +0.1 pp +0.3 pp +0.1 pp +4.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 30.1 11.4% 4 +0.2 pp -0.9 pp -0.7 pp +11.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 29.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 28.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 28.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 28.5 0.5% 4 -0.1 pp -0.0 pp -0.0 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 27.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 27.8 7.4% 4 +0.3 pp +0.2 pp +5.9 pp +7.4 pp
☆GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 27.8 12.6% 4 -0.4 pp -0.4 pp -0.5 pp +12.6 pp
☆Amitell Capital Pte Ltd CIK 0001807559 0.091 26 27.4 43.9% 1 +43.9 pp +43.9 pp +43.9 pp +43.9 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 27.1 0.4% 4 +0.0 pp +0.2 pp +0.1 pp +0.4 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 27.0 0.0% 4 +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 26.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 26.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Addison Capital Co CIK 0001581465 0.464 184 25.6 4.6% 4 +2.4 pp +2.0 pp +2.7 pp +4.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 24.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 24.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 23.4 2.1% 4 -0.0 pp -0.0 pp -0.0 pp +2.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 23.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 22.8 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 22.6 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 22.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 22.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 22.1 0.2% 4 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 21.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 21.6 5.3% 3 -0.1 pp -1.2 pp +5.3 pp +5.3 pp
☆Intelligent Financial Strategies CIK 0001911000 0.786 60 21.6 11.2% 4 +0.0 pp -0.0 pp +7.0 pp +11.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 21.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 21.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 20.8 4.7% 4 -1.4 pp -1.6 pp -1.2 pp +4.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 20.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 20.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 20.0 4.2% 4 -0.0 pp -0.1 pp -0.3 pp +4.2 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 19.5 2.3% 4 -0.0 pp -0.0 pp -0.2 pp +2.3 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 19.0 1.0% 4 -0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 18.1 0.7% 4 +0.0 pp -0.3 pp -0.4 pp +0.7 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 18.0 2.5% 4 -1.9 pp -2.4 pp -2.3 pp +2.5 pp
☆Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 18.0 0.4% 4 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 17.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 17.6 9.4% 4 -0.8 pp -0.8 pp -0.9 pp +9.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 17.1 1.0% 4 +0.2 pp +0.2 pp +0.2 pp +1.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 16.6 3.2% 3 -0.6 pp -0.4 pp +3.2 pp +3.2 pp
☆Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 16.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 16.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 16.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 16.1 4.8% 4 -0.4 pp -0.4 pp -0.3 pp +4.8 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 16.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.614 106 16.0 4.7% 4 +0.3 pp +0.1 pp +0.2 pp +4.7 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 15.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 15.8 1.8% 4 -18.2 pp -0.3 pp +1.8 pp +1.8 pp
☆Pacific Park Financial, Inc. CIK 0002107255 0.307 77 15.8 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 15.3 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 15.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 14.7 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 14.6 4.0% 4 +0.1 pp +0.3 pp +0.5 pp +4.0 pp
☆BERNZOTT CAPITAL ADVISORS CIK 0001260468 0.215 35 14.5 7.0% 4 -3.4 pp +4.9 pp +5.4 pp +7.0 pp
☆Nest Investments, LLC CIK 1948755 0.659 34 14.5 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆DORVAL Corp CIK 0001999144 0.667 49 14.5 4.5% 4 -0.8 pp -1.0 pp -1.1 pp +4.5 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 14.3 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 14.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 14.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 14.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.561 95 13.8 6.4% 4 +0.9 pp +0.9 pp +0.9 pp +6.4 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 13.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆PayPay Securities Corp CIK 0001908623 0.257 302 13.5 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 13.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 13.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 13.0 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 13.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 12.9 9.1% 4 -0.6 pp -1.0 pp -1.0 pp +9.1 pp
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☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 11.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NYL Investors LLC CIK 0001606720 0.731 29 11.2 4.2% 4 +0.0 pp +0.2 pp +1.1 pp +4.2 pp
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☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 10.2 2.0% 4 +0.1 pp -0.5 pp -0.9 pp +2.0 pp
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☆Financial Symmetry Inc CIK 0002004843 0.819 68 9.8 3.5% 4 -0.3 pp -0.6 pp -0.9 pp +3.5 pp
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☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Financial Partners CIK 0001908108 0.649 28 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 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
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.0 0.0% 0 -0.1 pp -0.1 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
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 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
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.858 229 0.0 0.0% 0 +0.0 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 +0.0 pp -0.2 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 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 -1.1 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 -0.3 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆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
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.0 0.0% 0 -0.0 pp +0.0 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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 +0.0 pp -0.1 pp +0.0 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 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
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 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
☆AF Advisors, Inc. CIK 0001818044 0.880 30 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 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 +0.0 pp -0.9 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 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 +0.0 pp -1.6 pp -1.6 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp -0.0 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
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 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
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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
☆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
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 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
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 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 +0.0 pp -0.3 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 0.0 0.0% 0 -0.3 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
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 0.0 0.0% 0 -7.5 pp -6.3 pp -7.6 pp +0.0 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 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 +0.0 pp -0.5 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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp -1.1 pp -1.2 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
☆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
☆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
☆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
☆Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 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 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 0.0 0.0% 0 -1.3 pp +0.0 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
☆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
☆YANKCOM Partnership CIK 0002036975 0.405 308 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 +0.0 pp -0.3 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -1.1 pp -1.3 pp -1.7 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 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 +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
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 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 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆UNIVERSITY OF CHICAGO CIK 0000314957 0.765 14 0.0 0.0% 0 -16.3 pp -16.1 pp -27.9 pp +0.0 pp
☆Shade Tree Advisors LLC CIK 0001804785 0.714 29 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.647 43 0.0 0.0% 0 -5.9 pp -2.9 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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status