Signals

VT

1499 in-universe funds with a nonzero position in VT within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#53
Score / z3.584 / 4.29
Consensus498.77 over 910 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)
Fund Positions
Quarters Held

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 2,377.7 6.9% 4 -1.8 pp -0.3 pp -0.7 pp +6.9 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 1,671.0 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 1,417.5 20.5% 5 +1.6 pp +1.5 pp +6.5 pp +4.9 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 836.7 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 758.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 462.8 0.3% 5 -0.0 pp -0.1 pp -0.4 pp -0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 406.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 391.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 367.8 0.2% 1 +0.2 pp +0.2 pp -0.0 pp -0.0 pp
BRANDYWINE TRUST CO CIK 0001123803 0.928 33 330.5 53.3% 5 +1.3 pp +3.6 pp +11.7 pp +9.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 329.1 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 237.8 10.9% 5 -0.2 pp -0.2 pp -0.6 pp -0.8 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 219.7 0.1% 5 -0.4 pp +0.0 pp +0.1 pp -0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 218.9 2.1% 5 +0.3 pp +1.0 pp +1.3 pp +1.4 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 209.0 21.2% 5 +5.5 pp +15.4 pp +15.8 pp +16.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 204.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 198.3 0.0% 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 195.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 182.1 24.4% 4 +9.3 pp +24.0 pp +24.0 pp +24.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 176.7 0.3% 5 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 156.0 0.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Vernal Point Advisors, LLC CIK 0001820363 0.887 20 149.8 50.6% 5 -0.7 pp -1.6 pp +2.4 pp +12.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 148.9 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 148.5 0.2% 5 -0.6 pp -0.5 pp -0.5 pp -0.3 pp
DC Investments Management, LLC CIK 0001565951 0.652 55 137.7 47.0% 5 +0.1 pp -5.0 pp +2.8 pp +11.2 pp
Cerity Partners OCIO LLC CIK 0001519611 0.571 28 137.5 7.0% 5 -0.0 pp -5.5 pp -3.7 pp -0.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 130.7 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 128.0 0.5% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
NEPC LLC CIK 0001424799 0.960 53 125.7 2.3% 5 -0.1 pp -0.5 pp -0.4 pp -2.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 124.6 2.8% 5 -0.2 pp -0.0 pp +0.2 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 118.7 0.1% 5 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 118.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 116.1 3.4% 5 -0.1 pp -0.4 pp -0.6 pp -0.7 pp
BARINGS LLC CIK 0000009015 0.845 191 115.0 2.0% 5 +0.1 pp -0.3 pp -0.1 pp -0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 109.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 104.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 104.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 104.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 101.5 0.9% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 98.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wind River Trust Co CIK 0001657703 0.904 12 97.7 33.0% 5 +0.3 pp -0.6 pp -2.8 pp -2.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 96.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 96.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 95.3 3.4% 5 +0.8 pp +0.4 pp +0.1 pp +0.0 pp
TIFF ADVISORY SERVICES, LLC CIK 0001271347 0.756 19 94.4 23.2% 5 +4.0 pp +8.5 pp +8.9 pp +0.6 pp
Sageworth Trust Co CIK 0001482688 0.943 127 89.2 3.5% 5 +0.1 pp +0.0 pp -0.2 pp -0.7 pp
Alta Advisers Ltd CIK 0001536114 0.367 219 88.2 20.0% 5 +1.4 pp +4.3 pp +15.3 pp +17.9 pp
MAI Capital Management CIK 0001040197 0.725 1889 84.9 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 78.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 78.1 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 74.8 1.3% 2 -0.0 pp +1.3 pp +1.2 pp +1.3 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 74.1 0.9% 5 -0.1 pp -0.3 pp -0.6 pp -0.6 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 73.0 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 72.8 6.5% 5 -0.3 pp -0.7 pp -0.5 pp -2.7 pp
TLT Family Holdco ULC CIK 0002081869 0.150 9 70.8 10.1% 4 +1.4 pp +3.1 pp +3.7 pp +10.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 70.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 70.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 69.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 66.2 3.0% 4 +0.5 pp +0.2 pp -2.6 pp +3.0 pp
Creative Planning CIK 0001540235 0.979 4196 65.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 62.7 1.2% 5 +0.1 pp +0.2 pp -0.7 pp -0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 62.1 1.8% 5 -0.4 pp -0.3 pp -0.4 pp -0.9 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 61.3 1.8% 5 -0.1 pp +0.1 pp +0.2 pp +0.0 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 61.1 1.3% 5 +0.9 pp +1.0 pp +1.1 pp +1.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 60.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 58.3 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 55.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 54.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 53.5 1.0% 7 -0.9 pp -0.6 pp +0.0 pp -0.0 pp
UNIVERSITY OF CHICAGO CIK 0000314957 0.765 14 51.7 12.3% 1 +12.3 pp -4.0 pp -3.8 pp -15.6 pp
BERNZOTT CAPITAL ADVISORS CIK 0001260468 0.215 35 50.3 20.1% 5 +13.2 pp +9.8 pp +18.1 pp +18.5 pp
THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 46.2 19.1% 5 +8.2 pp +6.7 pp +18.1 pp +18.8 pp
Prentice Wealth Management LLC CIK 0001864229 0.708 122 44.4 9.2% 5 +0.3 pp +0.1 pp +0.1 pp +0.2 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 41.8 0.4% 5 +0.2 pp +0.1 pp +0.0 pp +0.1 pp
Madrone Advisors, LLC CIK 0001964563 0.796 6 40.3 2.9% 3 -7.2 pp -3.2 pp +2.9 pp -5.0 pp
WJ Interests, LLC CIK 0001727642 0.622 22 38.0 14.6% 5 -1.3 pp -2.7 pp -3.1 pp -4.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 37.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amitell Capital Pte Ltd CIK 0001807559 0.091 26 37.2 34.1% 2 -9.8 pp +34.1 pp +34.1 pp +34.1 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 36.8 3.9% 5 -0.0 pp +0.0 pp +0.2 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 36.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 36.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 36.1 1.5% 5 -0.1 pp -0.1 pp -0.4 pp -0.2 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 35.3 1.5% 5 -0.2 pp +0.1 pp -0.0 pp -0.0 pp
Topor & Co. Korea CIK 0002113285 0.778 19 34.9 27.5% 2 +1.0 pp +27.5 pp +27.5 pp +27.5 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 34.6 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 34.5 2.3% 5 -0.1 pp +0.1 pp +0.0 pp -0.0 pp
RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 34.2 11.9% 5 +0.5 pp +0.7 pp -0.5 pp -0.2 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 34.1 1.4% 5 -4.2 pp -6.2 pp -6.7 pp -6.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 33.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 32.9 4.0% 5 +1.6 pp +1.2 pp +0.4 pp +0.4 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 32.9 0.2% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 32.8 0.5% 5 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 32.4 2.9% 5 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 32.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 32.0 7.6% 5 +0.2 pp +0.4 pp +0.4 pp +6.1 pp
GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 31.7 12.8% 5 +0.2 pp -0.2 pp -0.2 pp -0.3 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 30.3 0.1% 6 +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 29.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 28.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 28.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Addison Capital Co CIK 0001581465 0.464 184 28.2 4.6% 5 +0.1 pp +2.4 pp +2.0 pp +2.8 pp
LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 28.1 4.1% 2 +0.7 pp +4.1 pp +4.1 pp +4.1 pp
Wealth Architects, LLC CIK 0001611518 0.694 248 26.7 2.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 26.3 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 26.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 26.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 25.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 25.8 0.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 24.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Intelligent Financial Strategies CIK 0001911000 0.786 60 24.5 11.8% 5 +0.5 pp +0.6 pp +0.5 pp +7.6 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 24.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Coyle Financial Counsel LLC CIK 0001593038 0.791 125 23.2 4.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
Weil Company, Inc. CIK 0001318011 0.359 133 23.0 4.1% 5 -0.6 pp -2.1 pp -2.3 pp -1.9 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 22.7 0.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 22.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 21.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 21.1 2.5% 5 -0.0 pp -1.9 pp -2.4 pp -2.3 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 21.0 0.7% 5 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 20.4 1.9% 2 +1.0 pp +1.9 pp +1.9 pp +1.9 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 20.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 19.8 9.5% 5 +0.1 pp -0.7 pp -0.7 pp -0.8 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 19.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 19.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 19.3 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 18.8 4.8% 5 -0.0 pp -0.4 pp -0.4 pp -0.4 pp
CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.614 106 18.6 4.5% 5 -0.2 pp +0.1 pp -0.1 pp -0.1 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 18.6 1.0% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 18.3 0.6% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 18.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 18.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 18.2 1.8% 5 -0.1 pp -18.3 pp -0.3 pp +1.7 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 18.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 18.0 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
Systelligence, LLC CIK 0001882691 0.094 62 18.0 3.0% 4 -0.2 pp -0.8 pp -0.6 pp +3.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 17.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 17.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 16.8 4.2% 5 +0.2 pp +0.3 pp +0.5 pp +0.7 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 16.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DORVAL Corp CIK 0001999144 0.667 49 16.6 4.8% 5 +0.3 pp -0.5 pp -0.7 pp -0.8 pp
Choate Investment Advisors CIK 0001399794 0.922 472 16.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 16.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Foster Group, Inc. CIK 0001841544 0.874 318 16.3 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 16.3 0.5% 5 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 16.2 0.4% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 16.2 0.8% 5 +0.3 pp +0.5 pp +0.6 pp +0.6 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 16.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 15.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Nest Investments, LLC CIK 1948755 0.659 34 15.8 12.0% 2 +0.2 pp +12.0 pp +12.0 pp +12.0 pp
Disciplina Capital Management LLC CIK 0001993404 0.906 68 15.6 1.6% 5 +0.3 pp +0.1 pp +0.1 pp +0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 15.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 15.6 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 15.6 6.4% 5 +0.0 pp +0.9 pp +1.0 pp +0.9 pp
Orcam Financial Group CIK 0001905367 0.304 105 15.0 7.3% 5 -1.8 pp -2.4 pp -2.8 pp -2.9 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 14.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
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FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 14.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 14.4 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 14.1 1.9% 5 +1.8 pp +1.8 pp +1.9 pp +1.9 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 14.1 0.7% 5 +0.1 pp -1.3 pp -1.6 pp -1.5 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 14.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 14.0 2.0% 5 -0.3 pp -0.1 pp +0.0 pp +0.2 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 14.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 13.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 13.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sarasin & Partners LLP CIK 0001510481 0.875 94 13.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Pathstone Holdings, LLC CIK 0002011612 0.785 2324 13.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 13.6 0.4% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 13.6 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 13.4 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 13.3 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NYL Investors LLC CIK 0001606720 0.731 29 13.2 5.1% 5 +0.8 pp +0.9 pp +1.1 pp +2.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 13.1 0.1% 3 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 12.6 2.3% 5 +0.3 pp +0.4 pp -0.2 pp -0.6 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 12.6 2.1% 2 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 12.5 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
PayPay Securities Corp CIK 0001908623 0.257 302 12.2 0.3% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
Pacific Park Financial, Inc. CIK 0002107255 0.307 77 12.2 7.1% 2 -3.2 pp +7.1 pp +7.1 pp +7.1 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 12.2 2.1% 5 -0.4 pp -0.6 pp -0.7 pp -0.6 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SELDON CAPITAL LP CIK 0001867731 0.151 74 11.9 3.7% 5 -0.1 pp -6.7 pp -6.6 pp -8.2 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 11.8 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 11.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 11.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 11.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 11.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 11.2 0.7% 5 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 11.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Seven Post Investment Office LP CIK 0001554308 0.797 42 11.0 3.1% 5 -0.0 pp -0.4 pp -0.4 pp -0.3 pp
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Wedmont Private Capital CIK 0001904274 0.771 949 11.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 10.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 10.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 10.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 10.4 0.5% 5 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 10.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 10.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 10.1 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Financial Symmetry Inc CIK 0002004843 0.819 68 10.1 3.4% 5 -0.1 pp -0.5 pp -0.8 pp -1.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 10.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lakewood Asset Management LLC CIK 0001966581 0.260 107 10.0 5.5% 5 +0.7 pp +1.4 pp +1.4 pp +1.6 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.9 0.1% 5 -0.0 pp -0.4 pp -0.4 pp -0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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PDS Planning, Inc CIK 0000838618 0.712 609 9.8 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 9.7 0.3% 6 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 9.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vestwell Advisors, LLC CIK 0002081474 0.919 26 9.7 2.3% 2 +0.1 pp +2.3 pp +0.6 pp +2.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Boxwood Ventures, Inc. CIK 0001885946 0.104 37 9.6 5.8% 5 +1.9 pp +2.0 pp +1.7 pp +1.4 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 9.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ALONGSIDE, LLC CIK 2113496 0.043 190 9.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 9.3 2.3% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
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Westmount Partners, LLC CIK 0002051491 0.356 260 9.3 2.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 9.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 9.1 0.2% 3 -0.6 pp +0.2 pp +0.2 pp +0.2 pp
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ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 8.7 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 8.4 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
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NWF Advisory Services Inc. CIK 0002045735 0.429 452 8.2 0.8% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Sovran Advisors, LLC CIK 0002051471 0.318 615 8.1 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 8.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.8 0.5% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 7.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 7.8 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 7.5 1.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 7.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 7.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 7.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
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Ironwood Financial, llc CIK 0001630360 0.525 179 7.2 1.1% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
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ICONIQ Capital, LLC CIK 0001569709 0.782 76 6.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 6.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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MYECFO, LLC CIK 0001986457 0.711 73 6.7 2.5% 5 -0.6 pp -0.8 pp -0.9 pp -0.9 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 6.7 1.1% 5 +0.5 pp +0.8 pp +1.1 pp +1.1 pp
Breakwater Investment Management CIK 0002025925 0.462 600 6.6 2.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
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Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 6.5 0.7% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 6.4 3.0% 5 +0.2 pp -0.6 pp +0.1 pp +0.2 pp
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Hegarty Advisors, LLC CIK 0002107727 0.478 66 5.8 4.0% 2 -0.0 pp +4.0 pp +4.0 pp +4.0 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 5.8 1.3% 5 -0.7 pp -0.9 pp -0.9 pp -0.9 pp
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STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 5.6 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Numerai GP LLC CIK 0001668527 0.018 710 5.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
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Manchester Capital Management LLC CIK 0001393389 0.560 1313 5.4 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
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Affiance Financial, LLC CIK 0001723681 0.836 110 5.3 0.8% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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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
STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 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 +0.0 pp -0.1 pp -0.1 pp -0.1 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
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Comprehensive Wealth Management, LLC CIK 0001535202 0.647 43 0.0 0.0% 0 +0.0 pp -5.9 pp -2.9 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
Fiduciary Alliance LLC CIK 0001954805 0.260 535 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 +0.0 pp -0.1 pp -0.1 pp
Wealth Science Advisors LLC CIK 0002083087 0.266 97 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 (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