Signals

← Signals

☆VTHR

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

Flow ranking

Rank#1071
Score / z0.078 / 0.05
Consensus104.43 over 166 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 ▾
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 175.6 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 146.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 133.0 3.9% 4 -0.2 pp -0.0 pp -0.0 pp +3.9 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 86.1 6.9% 4 +0.3 pp +0.0 pp +1.3 pp +6.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 66.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 64.0 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 63.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cliffwater LLC CIK 0001659851 0.854 22 59.1 15.7% 4 +2.7 pp +1.0 pp +2.4 pp +15.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 56.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 29.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 26.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 25.1 0.8% 4 -0.1 pp +0.2 pp -0.7 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 23.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 23.1 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 19.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 18.3 6.3% 4 +0.8 pp -0.2 pp -0.5 pp +6.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 16.4 1.4% 4 +0.0 pp -0.0 pp -0.0 pp +1.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 15.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 14.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 13.7 0.3% 4 +0.1 pp -0.0 pp +0.0 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 11.8 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 10.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 9.4 3.2% 4 +0.3 pp +0.7 pp +0.7 pp +3.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 8.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 7.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 7.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 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
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 5.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.5 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 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 4.7 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.2 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 4.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 4.2 3.6% 4 -0.2 pp -0.1 pp +0.1 pp +3.6 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 4.1 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 3.7 0.5% 4 -0.0 pp -0.0 pp -0.4 pp +0.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 3.2 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 3.2 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FSA Investment Group, LLC CIK 0002051584 0.836 47 3.0 1.2% 4 -0.7 pp -0.5 pp -0.7 pp +1.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 2.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 2.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 2.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 1.9 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 1.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 1.7 1.2% 3 -0.2 pp -0.5 pp +1.2 pp +1.2 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 1.5 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 1.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.3 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 1.3 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PVG ASSET MANAGEMENT CORP CIK 0000820434 0.274 129 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 0.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jacksonville Wealth Management, LLC CIK 0002048486 0.545 76 0.8 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.8 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆CNB Bank CIK 0001732074 0.306 518 0.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Calydon Capital CIK 0001759271 0.373 277 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.7 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 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 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 0.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 0.6 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Gross & Hartman Investments LLC CIK 0001966094 0.730 80 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Safe Harbor Family Capital, LLC CIK 0002065810 0.708 57 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ANCHYRA PARTNERS LLC CIK 0002107106 0.266 350 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.5 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.4 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.3 0.0% 2 -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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 0.169 108 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.3 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clarity Retirement & Wealth, LLC CIK 0002103352 0.659 32 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.413 2359 0.1 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.499 479 0.1 0.0% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 4 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.1 0.0% 2 -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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 -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% 4 -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% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 2 -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
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 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
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
☆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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -1.4 pp -1.5 pp +0.0 pp
☆Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NCP Inc. CIK 0002023709 0.377 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 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 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp +0.0 pp
☆Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 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 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 (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