Signals

← Signals

☆VTEB

1290 in-universe funds with a nonzero position in VTEB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24258
Score / z-0.349 / -0.52
Consensus409.78 over 772 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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4,961.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,789.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 1,306.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,201.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 1,151.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1,114.8 2.6% 3 -0.0 pp -0.4 pp +2.6 pp +2.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,112.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,017.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 775.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 713.8 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 693.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 650.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 536.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 480.2 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 375.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 347.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 304.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 285.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 268.7 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 233.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 211.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 206.5 6.3% 2 -1.2 pp +6.3 pp +6.3 pp +6.3 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 192.3 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 187.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 183.5 0.0% 2 -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 183.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 177.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 160.2 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 153.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 139.4 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 123.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 118.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Members Trust Co CIK 0001677560 0.939 170 117.6 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 117.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 115.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 103.1 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 97.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 96.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 96.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 94.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 92.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 88.9 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 88.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 81.4 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 79.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 78.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 76.2 2.8% 2 -0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 72.0 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 72.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 70.0 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 67.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 66.9 4.8% 2 +0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 66.2 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 60.3 2.2% 2 -0.5 pp +2.2 pp +2.2 pp +2.2 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 58.0 19.3% 2 -1.9 pp +19.3 pp +19.3 pp +19.3 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 56.9 9.4% 2 -0.3 pp +9.4 pp +9.4 pp +9.4 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 55.2 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 54.8 9.3% 2 -2.1 pp +9.3 pp +9.3 pp +9.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 53.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 49.5 10.4% 2 -1.3 pp +10.4 pp +10.4 pp +10.4 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 49.4 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 46.4 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 45.2 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 44.9 10.9% 2 +0.3 pp +10.9 pp +10.9 pp +10.9 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 44.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 44.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 43.1 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 42.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 42.7 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 42.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 41.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 40.9 6.6% 2 -0.3 pp +6.6 pp +6.6 pp +6.6 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 39.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 39.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 39.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 38.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 38.7 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 38.6 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 37.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 37.3 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 36.8 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 34.4 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 34.0 2.8% 3 -0.2 pp -0.9 pp +2.8 pp +2.8 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 33.8 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 33.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 33.7 4.3% 2 +1.7 pp +4.3 pp +4.3 pp +4.3 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 33.1 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 32.9 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 32.1 4.0% 2 -0.3 pp +4.0 pp +4.0 pp +4.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 32.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 32.0 8.1% 2 +0.5 pp +8.1 pp +8.1 pp +8.1 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 31.3 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 31.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 31.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 30.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 30.0 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 29.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 29.7 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 29.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 28.8 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 28.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 28.1 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 27.1 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 27.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 25.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 25.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 24.5 3.1% 2 -0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 24.1 2.2% 2 -0.5 pp +2.2 pp +2.2 pp +2.2 pp
☆Luminvest Wealth Management LLC CIK 0002036517 0.873 58 24.0 7.8% 2 +0.5 pp +7.8 pp +7.8 pp +7.8 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 23.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 23.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 22.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 21.8 6.5% 2 -0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 21.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 21.5 5.6% 2 +0.6 pp +5.6 pp +5.6 pp +5.6 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 21.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 21.0 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 20.8 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 20.3 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 19.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 19.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 19.6 6.4% 4 +0.7 pp +0.9 pp +1.2 pp +6.4 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 19.2 11.7% 2 -0.2 pp +11.7 pp +11.7 pp +11.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 19.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 18.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 18.4 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 18.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 18.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 18.1 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 18.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 17.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 16.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 16.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 16.6 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 16.5 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 16.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 16.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 16.2 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 16.1 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 16.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 15.9 5.2% 2 -4.7 pp +5.2 pp +5.2 pp +5.2 pp
☆Stairway Partners, LLC CIK 0001454138 0.963 18 15.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 15.7 0.6% 2 -1.5 pp +0.6 pp +0.6 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 15.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 12.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
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☆Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 11.7 9.5% 2 -2.6 pp +9.5 pp +9.5 pp +9.5 pp
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☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 4.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 4.3 1.4% 2 -0.5 pp +1.4 pp +1.4 pp +1.4 pp
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☆VICUS CAPITAL CIK 0001544806 0.660 268 4.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆JP Wealth Management, Inc. CIK 0001967622 0.823 14 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 -2.2 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
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 0.0 0.0% 0 -0.2 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 VTEB). Qtrs Held counts distinct quarters this fund has actually held VTEB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VTEB position size. Δ columns are the percentage-point change in VTEB'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