Signals

← Signals

☆VTEC

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

Flow ranking

Rank#23253
Score / z0.000 / -0.02
Consensus101.41 over 175 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 420.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 63.8 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 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 42.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 26.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 24.4 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 23.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 22.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 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 22.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 19.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 14.2 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 13.8 2.3% 2 +1.8 pp +2.3 pp +2.3 pp +2.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 7.9 0.9% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 5.9 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 5.0 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 5.0 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 4.7 0.7% 5 -0.0 pp -0.0 pp +0.2 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NDWM LLC CIK 0001818386 0.624 38 4.4 2.6% 5 -0.1 pp +0.2 pp +0.5 pp +0.8 pp
☆BERNZOTT CAPITAL ADVISORS CIK 0001260468 0.215 35 4.3 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 4.2 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 3.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Luminvest Wealth Management LLC CIK 0002036517 0.873 58 3.6 0.8% 5 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 3.3 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 3.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 2.9 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 2.7 0.3% 7 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 2.5 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 2.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Platt Wealth Management LLC CIK 0002109497 0.441 57 1.9 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 1.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 1.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ariston Services Group CIK 0001743859 0.678 70 1.3 0.7% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 1.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 1.1 0.5% 6 +0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Raub Brock Capital Management LP CIK 0001554656 0.394 45 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.9 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.8 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 0.7 0.4% 5 -0.1 pp -0.1 pp +0.2 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 0.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 0.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.5 0.1% 4 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 0.5 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Madson Wealth Advisors Inc CIK 0002129795 0.260 97 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 0.4 0.0% 1 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.3 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 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Climber Capital SA CIK 0002011229 0.279 64 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp -0.0 pp
☆Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Knuff & Co LLC CIK 0001768089 0.368 142 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo H. Evart, Inc. CIK 0001920405 0.382 295 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sandy Cove Advisors, LLC CIK 0001908217 0.488 162 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pandowealth. LLC CIK 2143045 0.767 18 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Harbor Advisors, Inc. CIK 0002133484 0.271 87 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Value Investment Professionals, LLC CIK 0002110205 0.000 97 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 0.169 108 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 3 -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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 -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 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 -0.5 pp -0.2 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
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 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 -0.1 pp -0.1 pp -0.1 pp
☆Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Financial Group, LTD CIK 0001905669 0.242 119 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.0 0.0% 0 -2.3 pp -1.8 pp -1.1 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 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
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 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 VTEC). Qtrs Held counts distinct quarters this fund has actually held VTEC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VTEC position size. Δ columns are the percentage-point change in VTEC'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