Signals

← Signals

☆VTES

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

Flow ranking

Rank#21614
Score / z0.000 / -0.02
Consensus131.57 over 217 funds
Momentumnot computed

Price & positioning

224 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 134.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 73.4 6.4% 4 +0.5 pp +0.6 pp +0.3 pp +6.4 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 38.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 30.3 3.0% 4 +0.2 pp -0.1 pp -0.3 pp +3.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 19.7 2.7% 4 -1.0 pp -1.3 pp -1.2 pp +2.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 17.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 15.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.7 0.0% 4 -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 11.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 10.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 10.0 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 9.5 2.0% 4 +0.1 pp +0.1 pp +1.4 pp +2.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 9.1 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 7.7 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 7.6 1.2% 4 +0.0 pp +0.0 pp -0.0 pp +1.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 7.5 1.2% 4 +0.5 pp +0.5 pp +0.5 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 6.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 6.3 1.2% 4 +0.3 pp +0.5 pp +0.7 pp +1.2 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 6.1 0.3% 4 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 5.9 1.2% 4 +0.1 pp +0.2 pp +0.2 pp +1.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 5.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 5.3 2.0% 2 +0.9 pp +2.0 pp +2.0 pp +2.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 5.2 0.7% 4 -0.1 pp -0.0 pp -0.1 pp +0.7 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 5.2 0.8% 4 +0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IF Advisors, LLC CIK 0002109472 0.403 60 4.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 4.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 4.1 1.8% 4 +0.5 pp +0.6 pp +0.5 pp +1.8 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 3.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 3.8 1.6% 4 +0.2 pp +0.2 pp +0.3 pp +1.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 3.5 0.4% 4 -1.4 pp +0.1 pp +0.1 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 3.3 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 3.1 1.0% 4 +0.0 pp -0.3 pp -0.3 pp +1.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 2.9 0.7% 4 +0.0 pp +0.2 pp +0.2 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 2.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 2.5 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 2.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 2.5 0.7% 4 +0.1 pp +0.2 pp -0.1 pp +0.7 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 2.4 1.0% 4 +0.0 pp +0.0 pp +0.1 pp +1.0 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 2.4 0.7% 4 +0.1 pp +0.3 pp +0.5 pp +0.7 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 2.2 1.3% 4 +0.7 pp +0.8 pp +0.8 pp +1.3 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 2.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 2.1 0.4% 4 +0.0 pp +0.0 pp +0.3 pp +0.4 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 2.1 0.3% 6 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 2.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 2.0 1.1% 4 +0.3 pp +0.2 pp +0.0 pp +1.1 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 2.0 0.9% 4 -0.0 pp +0.0 pp +0.2 pp +0.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 1.8 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 1.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 1.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 1.3 0.9% 4 +0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 1.2 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 1.1 0.5% 4 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sunesis Advisors, LLC CIK 0001748269 0.757 61 1.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆URS Advisory LLC CIK 0002111352 0.462 61 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.9 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STONE LOFT WEALTH MANAGEMENT LLC CIK 0002130930 0.762 31 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.8 0.5% 4 -0.0 pp -0.5 pp -0.5 pp +0.5 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Congress Park Capital LLC CIK 0001730945 0.380 134 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 0.8 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.7 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.7 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Directional Asset Management CIK 0002105817 0.159 83 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.7 0.0% 4 +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 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manuka Financial, LLC CIK 0002049064 0.636 55 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.6 0.2% 4 -0.2 pp -0.2 pp -0.4 pp +0.2 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.5 0.0% 4 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status