Signals

← Signals

☆VTES

181 in-universe funds with a nonzero position in VTES within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#22492
Score / z0.000 / -0.02
Consensus78.87 over 137 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)
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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 ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 127.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 64.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 32.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 30.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 23.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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 22.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 16.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 10.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.566 215 8.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 7.7 0.7% 1 +0.7 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 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 6.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 5.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 4.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 4.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 3.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 3.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 2.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 2.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 2.3 0.4% 3 -0.3 pp -0.3 pp +0.4 pp +0.4 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.1 0.0% 1 +0.0 pp +0.0 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 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 VTES). Qtrs Held counts distinct quarters this fund has actually held VTES (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VTES position size. Δ columns are the percentage-point change in VTES's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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