Signals

← Signals

☆VTHR

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

Flow ranking

Rank#23568
Score / z-0.181 / -0.25
Consensus90.89 over 147 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 143.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 127.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Cliffwater LLC CIK 0001659851 0.854 22 64.4 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 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 61.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 61.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 60.0 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 38.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 37.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 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 26.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 25.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 23.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 22.9 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 21.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 20.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 20.4 0.0% 1 +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 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 17.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 14.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 12.6 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 12.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 11.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 10.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 9.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 8.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 6.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 5.8 0.0% 1 +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 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.0 0.0% 1 +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 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 3.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FSA Investment Group, LLC CIK 0002051584 0.836 47 2.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Calydon Capital CIK 0001759271 0.373 277 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacksonville Wealth Management, LLC CIK 0002048486 0.545 76 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Radnor Capital Management, LLC CIK 0001696867 0.326 312 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bowman & Co S.C. CIK 0001906275 0.412 118 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sheets Smith Investment Management CIK 0001785199 0.008 137 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 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
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 -0.1 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 VTHR). Qtrs Held counts distinct quarters this fund has actually held VTHR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VTHR position size. Δ columns are the percentage-point change in VTHR'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