Signals

← Signals

☆VTI

3463 in-universe funds with a nonzero position in VTI within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#16
Score / z7.861 / 11.17
Consensus1010.62 over 1989 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+1% / 1.0d

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
–
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 ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 20,995.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 15,530.6 52.3% 2 -3.0 pp +52.3 pp -4.6 pp +52.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 6,043.3 13.5% 4 -0.3 pp +0.0 pp +1.7 pp +13.5 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 4,755.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 4,720.5 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 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 4,624.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3,256.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2,848.4 11.7% 3 -0.6 pp -0.5 pp +11.7 pp +11.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2,760.3 17.9% 3 -0.3 pp -1.0 pp +17.9 pp +17.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 2,034.1 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,927.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1,897.2 26.7% 3 -1.1 pp -0.7 pp +26.7 pp +26.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,892.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,630.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1,626.9 30.7% 3 +0.0 pp +0.4 pp +30.7 pp +30.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,363.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1,245.7 7.0% 4 -0.3 pp -0.4 pp -0.4 pp +7.0 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 1,228.1 6.4% 3 -0.3 pp -0.6 pp +6.4 pp +6.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1,090.4 1.2% 3 -0.0 pp -0.3 pp +1.2 pp +1.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,024.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,010.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 900.8 6.6% 3 -0.1 pp -0.0 pp +6.6 pp +6.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 883.1 1.3% 4 +0.0 pp +0.4 pp +0.3 pp +1.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 854.8 1.0% 4 +0.0 pp +0.0 pp +0.2 pp +1.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 851.4 9.0% 3 -0.2 pp -0.1 pp +9.0 pp +9.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 812.0 4.6% 3 -0.6 pp +0.1 pp +4.6 pp +4.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 797.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 790.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 777.9 1.0% 3 -0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 742.6 13.1% 3 -0.3 pp -0.2 pp +13.1 pp +13.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 733.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 732.4 0.8% 3 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 728.0 1.0% 3 +0.2 pp +0.3 pp +1.0 pp +1.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 697.2 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 693.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 687.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 636.7 0.8% 3 -0.0 pp +0.3 pp +0.8 pp +0.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 629.0 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 599.6 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 585.3 9.0% 3 -1.2 pp +4.6 pp +9.0 pp +9.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 557.0 8.2% 3 -0.0 pp -3.2 pp +8.2 pp +8.2 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 555.4 1.5% 3 +0.1 pp +0.0 pp +1.5 pp +1.5 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 539.0 1.7% 3 +0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 492.5 31.2% 3 -0.1 pp +0.5 pp +31.2 pp +31.2 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 480.7 8.8% 3 +0.0 pp -0.0 pp +8.8 pp +8.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 456.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 450.4 13.6% 3 -0.1 pp -0.2 pp +13.6 pp +13.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 411.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 409.5 29.7% 3 +2.8 pp +5.6 pp +29.7 pp +29.7 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 401.5 1.2% 3 +0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 399.7 9.0% 3 -0.2 pp -0.2 pp +9.0 pp +9.0 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 385.9 16.5% 3 -1.3 pp -3.8 pp +16.5 pp +16.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 382.1 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆Symetra Investment Management Co CIK 0001811513 0.879 6 381.6 67.1% 3 -16.1 pp -15.8 pp +67.1 pp +67.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 373.4 4.5% 3 -0.3 pp -0.3 pp +4.5 pp +4.5 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 371.7 36.7% 3 -0.4 pp -0.4 pp +36.7 pp +36.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 369.4 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 367.0 36.4% 3 -1.5 pp -1.6 pp +36.4 pp +36.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 358.3 0.6% 3 +0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 345.2 10.4% 3 +0.8 pp +1.9 pp +10.4 pp +10.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 342.1 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 333.9 15.2% 3 -0.4 pp +0.3 pp +15.2 pp +15.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 331.1 2.6% 3 -0.8 pp -0.7 pp +2.6 pp +2.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 327.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 321.1 17.1% 3 +0.3 pp +0.5 pp +17.1 pp +17.1 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 316.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 299.9 6.3% 2 -0.6 pp +6.3 pp +6.3 pp +6.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 293.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 288.6 52.9% 3 -0.0 pp -0.1 pp +52.9 pp +52.9 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 277.7 1.1% 3 +0.7 pp +0.7 pp +1.1 pp +1.1 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 275.1 8.0% 3 +0.3 pp +0.3 pp +8.0 pp +8.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 274.8 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 270.7 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 266.8 14.7% 3 -1.3 pp -1.1 pp +14.7 pp +14.7 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 265.0 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 264.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 264.5 24.3% 3 -0.0 pp -0.4 pp +24.3 pp +24.3 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 261.3 24.0% 3 -0.1 pp +0.2 pp +24.0 pp +24.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 260.8 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 255.9 18.3% 3 -0.1 pp -0.3 pp +18.3 pp +18.3 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 252.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 250.2 14.6% 3 -0.3 pp -0.7 pp +14.6 pp +14.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 249.1 1.8% 3 +0.4 pp +0.7 pp +1.8 pp +1.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 246.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆West Virginia University Foundation, Inc CIK 0002109379 0.959 6 244.4 46.3% 4 +5.8 pp +3.2 pp +3.4 pp +46.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 243.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 241.6 17.9% 3 -1.8 pp -1.3 pp +17.9 pp +17.9 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 241.5 5.0% 3 -2.6 pp -1.5 pp +5.0 pp +5.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 239.8 3.2% 3 -1.0 pp -2.4 pp +3.2 pp +3.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 231.9 1.7% 5 -0.0 pp +0.4 pp +0.3 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 230.9 4.6% 3 +1.2 pp +1.0 pp +4.6 pp +4.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 225.8 2.8% 3 -0.1 pp -0.2 pp +2.8 pp +2.8 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 224.7 10.0% 3 +0.1 pp +0.6 pp +10.0 pp +10.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 224.5 37.1% 3 +0.3 pp +0.0 pp +37.1 pp +37.1 pp
☆Cabot-Wellington, LLC CIK 0001353198 0.928 5 223.7 71.7% 3 +0.2 pp +0.6 pp +71.7 pp +71.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 215.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 212.0 4.1% 3 +0.0 pp -0.1 pp +4.1 pp +4.1 pp
☆Investure, LLC CIK 0001476993 0.837 17 210.1 11.7% 3 -2.2 pp -5.1 pp +11.7 pp +11.7 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 209.1 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 200.5 2.2% 3 +0.0 pp +0.2 pp +2.2 pp +2.2 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 199.0 5.1% 3 +0.1 pp -0.3 pp +5.1 pp +5.1 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 197.1 6.1% 3 +2.8 pp +3.1 pp +6.1 pp +6.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 196.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 195.1 12.8% 3 -0.3 pp -0.5 pp +12.8 pp +12.8 pp
☆Sendero Wealth Management, LLC CIK 0001639375 0.653 209 194.2 21.5% 3 -0.3 pp -0.1 pp +21.5 pp +21.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 193.9 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 191.9 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 189.0 17.3% 3 +0.3 pp +0.4 pp +17.3 pp +17.3 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 184.5 45.5% 3 +9.1 pp +9.2 pp +45.5 pp +45.5 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 183.7 6.8% 3 -0.5 pp -0.8 pp +6.8 pp +6.8 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 181.3 33.8% 3 -0.2 pp -0.8 pp +33.8 pp +33.8 pp
☆CHAI TRUST CO LLC CIK 0001250731 0.955 12 181.1 15.6% 3 +3.9 pp +5.6 pp +15.6 pp +15.6 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 177.6 7.3% 3 -0.0 pp +0.2 pp +7.3 pp +7.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 176.8 1.3% 3 -0.2 pp -0.5 pp +1.3 pp +1.3 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 174.6 16.6% 3 +0.1 pp -0.4 pp +16.6 pp +16.6 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 170.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 170.4 5.6% 3 -0.3 pp -0.3 pp +5.6 pp +5.6 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 170.3 24.9% 3 -0.1 pp +0.2 pp +24.9 pp +24.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 168.2 2.1% 3 -0.4 pp -0.4 pp +2.1 pp +2.1 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 165.9 9.8% 3 -0.2 pp -0.4 pp +9.8 pp +9.8 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 165.1 3.5% 3 -0.3 pp -0.3 pp +3.5 pp +3.5 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 163.0 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 161.5 5.2% 3 +5.1 pp +5.2 pp +5.2 pp +5.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 160.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Wealthcare LLC CIK 0001849336 0.903 26 156.0 53.6% 3 -0.6 pp +0.3 pp +53.6 pp +53.6 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 155.7 12.8% 3 +1.2 pp -0.6 pp +12.8 pp +12.8 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 153.7 12.8% 3 -0.0 pp -0.0 pp +12.8 pp +12.8 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 153.5 32.4% 3 -0.2 pp +0.0 pp +32.4 pp +32.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 149.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 149.0 5.2% 3 -0.5 pp -0.5 pp +5.2 pp +5.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 144.8 5.0% 3 +0.2 pp +0.2 pp +5.0 pp +5.0 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 144.6 26.5% 3 -0.3 pp +0.2 pp +26.5 pp +26.5 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 140.9 13.8% 3 -0.0 pp +0.3 pp +13.8 pp +13.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 140.9 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 139.8 7.4% 3 -0.4 pp -0.5 pp +7.4 pp +7.4 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 139.7 18.3% 3 -0.2 pp +0.8 pp +18.3 pp +18.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 139.5 0.9% 3 -0.3 pp -0.3 pp +0.9 pp +0.9 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 138.9 25.7% 3 -4.4 pp -4.0 pp +25.7 pp +25.7 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 136.8 17.5% 3 +0.1 pp +0.6 pp +17.5 pp +17.5 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 135.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 135.3 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 134.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 132.0 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 129.5 15.2% 4 -0.2 pp -0.4 pp +0.4 pp +15.2 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 129.2 32.5% 3 +0.6 pp +1.5 pp +32.5 pp +32.5 pp
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☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 5.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Greenfield Savings Bank CIK 0001940406 0.270 148 2.8 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
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☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 1.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 1.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Family Manage LLC CIK 0001539947 0.277 323 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 1.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 1.8 1.8% 4 +0.0 pp -0.0 pp -0.0 pp +1.8 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 1.8 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 1.8 0.8% 3 +0.0 pp +0.6 pp +0.8 pp +0.8 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 1.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 1.7 0.4% 3 -0.3 pp -0.3 pp +0.4 pp +0.4 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 1.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 1.7 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 1.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆AF Advisors, Inc. CIK 0001818044 0.880 30 1.7 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 1.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 1.7 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 1.7 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆BCK Partners, Inc. CIK 0001845867 0.873 28 1.7 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 1.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 1.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 1.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 1.7 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 1.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HWG Holdings LP CIK 0001599390 0.277 44 1.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 1.7 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 1.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HOURGLASS CAPITAL, LLC CIK 0001442573 0.301 127 1.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 1.7 0.8% 3 -0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 1.7 0.9% 4 +0.5 pp +0.5 pp +0.5 pp +0.9 pp
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☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 1.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 1.7 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 1.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 1.7 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
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☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 1.6 0.6% 3 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 1.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Essex LLC CIK 0001889147 0.576 180 1.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 1.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
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☆ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 1.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 1.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
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☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 1.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 1.6 1.1% 4 +0.1 pp +0.5 pp +0.4 pp +1.1 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 1.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Solidarity Wealth, LLC CIK 0001906613 0.451 92 1.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
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☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.5 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Concentrum Wealth Management CIK 0001765387 0.553 127 1.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
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☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 1.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 1.5 0.5% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 1.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 1.5 1.1% 3 +0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 1.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 1.5 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 1.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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☆Darden Wealth Group Inc CIK 0002011221 0.260 155 1.5 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
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☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.8 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 0.8 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆FISHMAN JAY A LTD/MI CIK 0001006407 0.858 79 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 0.8 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
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☆WELCH & FORBES LLC CIK 0000105495 0.837 388 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.8 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Waycross Investment Management Co CIK 0001922448 0.256 59 0.8 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆Stenger Family Office, LLC CIK 0002056106 0.508 123 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
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☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.8 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 0.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆WP Advisors, LLC CIK 0001697796 0.593 119 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆MKT Advisors LLC CIK 0001906802 0.646 155 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆VIAWEALTH, LLC CIK 0001965401 0.191 167 0.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
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☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
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☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Legacy Financial Group LLC CIK 0001834011 0.442 133 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆ERn Financial, LLC CIK 0001768302 0.529 161 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.7 0.3% 3 -0.3 pp -0.4 pp +0.3 pp +0.3 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.7 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.2 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.7 0.6% 3 -0.1 pp -0.5 pp +0.6 pp +0.6 pp
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☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 -4.7 pp -4.6 pp +0.0 pp +0.0 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp -18.3 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -11.2 pp -10.8 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Empirical Finance, LLC CIK 0001572838 0.574 505 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -1.5 pp -1.5 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -6.4 pp -6.7 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -1.2 pp -1.2 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
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.7 pp -0.6 pp +0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -1.7 pp -1.4 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp -1.0 pp +0.0 pp +0.0 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ebor Charitable Trust CIK 0001802837 0.000 4 0.0 0.0% 0 +0.0 pp -56.6 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 -15.6 pp -16.7 pp +0.0 pp +0.0 pp
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -5.1 pp -4.9 pp +0.0 pp +0.0 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 0.0 0.0% 0 +0.0 pp -4.1 pp +0.0 pp +0.0 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Novo Holdings A/S CIK 0001388325 0.595 25 0.0 0.0% 0 -22.0 pp -22.3 pp +0.0 pp +0.0 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 -8.8 pp -8.5 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paloma Partners Management Co CIK 0001103882 0.000 19 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -16.8 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -1.4 pp -1.4 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 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 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 -29.5 pp -27.6 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 VTI). Qtrs Held counts distinct quarters this fund has actually held VTI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VTI position size. Δ columns are the percentage-point change in VTI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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