Signals

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☆VTES

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

Flow ranking

Rank#23255
Score / z0.000 / -0.02
Consensus129.93 over 215 funds
Momentumnot computed

Price & positioning

227 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 127.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 74.9 5.8% 5 -0.6 pp -0.1 pp -0.0 pp -0.3 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 41.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 31.7 2.8% 5 -0.2 pp -0.1 pp -0.3 pp -0.6 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 23.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 23.3 1.4% 2 -0.6 pp +1.4 pp +1.4 pp +1.4 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 20.1 2.1% 5 -0.6 pp -1.6 pp -1.9 pp -1.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 19.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 18.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 17.0 0.0% 6 -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 16.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.2 0.0% 5 -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 10.3 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.2 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 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 9.7 1.9% 5 -0.1 pp +0.0 pp +0.1 pp +1.3 pp
☆HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 9.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 9.6 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 9.5 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 9.4 2.9% 3 +0.9 pp +1.8 pp +2.9 pp +2.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 8.9 1.4% 5 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 8.2 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 8.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 7.8 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 6.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 6.5 1.0% 5 -0.2 pp +0.2 pp +0.3 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 6.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 6.2 0.7% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 5.9 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 5.4 0.5% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 5.2 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 5.2 1.0% 5 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 4.6 1.7% 5 -0.0 pp +0.4 pp +0.6 pp +0.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 4.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanchez Levi Garrett CIK 0002126627 0.583 74 4.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 3.9 0.4% 5 -0.0 pp -1.4 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 3.5 1.3% 5 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 3.5 1.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 3.5 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 3.5 0.1% 1 +0.1 pp +0.1 pp -0.9 pp -0.7 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 3.4 1.0% 5 -0.0 pp -0.0 pp -0.3 pp -0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 3.1 0.4% 7 +0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 2.7 0.1% 5 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 2.6 0.7% 5 -0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 2.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 2.5 1.0% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 2.3 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 2.3 2.0% 2 -0.6 pp +2.0 pp +2.0 pp +2.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 2.2 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 2.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IF Advisors, LLC CIK 0002109472 0.403 60 2.0 1.3% 2 -1.9 pp +1.3 pp +1.3 pp +1.3 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 1.9 0.6% 5 -0.1 pp +0.0 pp +0.0 pp -0.2 pp
☆Sunesis Advisors, LLC CIK 0001748269 0.757 61 1.9 0.8% 4 +0.3 pp +0.3 pp +0.3 pp +0.8 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 1.9 0.9% 4 +0.7 pp +0.7 pp +0.8 pp +0.9 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 1.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 1.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 1.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.6 0.0% 5 -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 1.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 1.6 0.7% 5 -0.4 pp -0.1 pp -0.2 pp -0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 1.5 0.6% 5 -0.3 pp -0.4 pp -0.3 pp -0.1 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 1.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 1.4 0.5% 3 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆URS Advisory LLC CIK 0002111352 0.461 61 1.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 1.3 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 1.3 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 1.3 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 1.2 0.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 1.2 0.5% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 1.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.1 0.0% 5 +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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 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 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Congress Park Capital LLC CIK 0001730945 0.380 134 1.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.0 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 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.9 0.5% 5 -0.8 pp -0.1 pp -0.1 pp -0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 0.9 0.1% 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% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.8 0.5% 5 -0.0 pp -0.0 pp -0.5 pp -0.5 pp
☆Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 0.8 0.4% 4 -0.0 pp -0.1 pp +0.0 pp +0.4 pp
☆STONE LOFT WEALTH MANAGEMENT LLC CIK 0002130930 0.762 31 0.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.8 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 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Roan Capital Partners CIK 0002124783 0.136 78 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 0.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Manuka Financial, LLC CIK 0002049064 0.635 55 0.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 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 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.7 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 +0.0 pp -3.1 pp -3.1 pp -2.9 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 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
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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 (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