Signals

← Signals

☆VTIP

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

Flow ranking

Rank#86
Score / z2.266 / 3.21
Consensus324.29 over 598 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-45% / 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
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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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,490.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 914.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 512.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 480.7 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 341.7 5.3% 3 +0.7 pp -0.0 pp +5.3 pp +5.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 332.2 4.1% 3 -0.1 pp -0.2 pp +4.1 pp +4.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 251.8 0.0% 3 -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 242.3 0.0% 5 +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 230.2 4.1% 3 -0.3 pp -0.5 pp +4.1 pp +4.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 210.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 207.3 1.6% 3 -0.4 pp -0.3 pp +1.6 pp +1.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 190.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 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 182.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 179.7 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 177.8 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 134.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 105.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 103.2 5.0% 3 +0.4 pp +0.5 pp +5.0 pp +5.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 100.8 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 92.3 1.8% 3 +0.5 pp +0.5 pp +1.8 pp +1.8 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 90.1 16.5% 3 -0.0 pp +0.7 pp +16.5 pp +16.5 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 81.9 15.9% 3 -0.3 pp -0.6 pp +15.9 pp +15.9 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 77.8 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 73.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 71.8 4.4% 3 -0.1 pp +1.1 pp +4.4 pp +4.4 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 68.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 59.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 58.5 1.9% 3 -0.3 pp +0.4 pp +1.9 pp +1.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 54.5 0.7% 3 -1.5 pp -1.4 pp +0.7 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 51.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 50.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 47.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 45.7 2.7% 3 +0.6 pp +0.7 pp +2.7 pp +2.7 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 45.5 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 44.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 44.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 41.2 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 37.9 6.4% 3 +0.1 pp +0.6 pp +6.4 pp +6.4 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 36.2 1.5% 3 +0.5 pp +0.7 pp +1.5 pp +1.5 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 35.3 2.1% 3 +0.1 pp +0.2 pp +2.1 pp +2.1 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 35.1 7.4% 3 -0.1 pp -0.2 pp +7.4 pp +7.4 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 34.8 1.9% 3 -0.2 pp -1.3 pp +1.9 pp +1.9 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 33.7 6.1% 3 +0.3 pp +0.3 pp +6.1 pp +6.1 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 33.7 5.3% 3 +0.1 pp -0.2 pp +5.3 pp +5.3 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 33.6 13.4% 5 +0.0 pp +0.3 pp +8.1 pp +11.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 33.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 32.5 6.0% 3 -0.0 pp -0.3 pp +6.0 pp +6.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 31.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 30.9 3.4% 3 -0.2 pp +1.3 pp +3.4 pp +3.4 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 30.8 19.9% 4 -0.1 pp -0.3 pp +5.6 pp +19.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 30.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 28.8 4.5% 3 -0.2 pp -1.3 pp +4.5 pp +4.5 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 28.7 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 27.6 3.8% 3 +0.2 pp -0.9 pp +3.8 pp +3.8 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 27.4 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 26.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 26.0 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 25.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 25.2 14.3% 3 +0.8 pp +0.4 pp +14.3 pp +14.3 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 24.9 7.5% 3 -0.1 pp -0.8 pp +7.5 pp +7.5 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 24.6 3.9% 3 +0.1 pp -0.1 pp +3.9 pp +3.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 24.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 24.0 2.3% 3 +0.0 pp +0.7 pp +2.3 pp +2.3 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 22.9 3.3% 3 -0.7 pp -0.9 pp +3.3 pp +3.3 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 21.6 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆Whelan Financial CIK 0001894921 0.754 101 21.5 6.7% 3 -0.0 pp -0.7 pp +6.7 pp +6.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 21.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 21.0 8.2% 3 +0.9 pp +0.1 pp +8.2 pp +8.2 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 20.4 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 20.3 5.5% 3 -0.2 pp -0.5 pp +5.5 pp +5.5 pp
☆VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 20.3 5.7% 3 -0.9 pp -1.0 pp +5.7 pp +5.7 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 20.1 4.5% 3 +0.3 pp +0.4 pp +4.5 pp +4.5 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 20.0 3.4% 3 -0.1 pp -0.4 pp +3.4 pp +3.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 19.9 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 19.7 15.4% 3 +0.0 pp -0.4 pp +15.4 pp +15.4 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 19.6 1.4% 3 -0.9 pp -2.0 pp +1.4 pp +1.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 19.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 18.9 7.8% 3 -0.5 pp -0.9 pp +7.8 pp +7.8 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 18.8 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
☆NKCFO LLC CIK 0001757282 0.145 92 17.9 5.2% 3 -0.3 pp -2.4 pp +5.2 pp +5.2 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 17.7 2.0% 3 -0.0 pp -0.2 pp +2.0 pp +2.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 17.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emprise Bank CIK 0002018815 0.570 109 17.4 7.2% 3 -0.3 pp -0.5 pp +7.2 pp +7.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 17.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 17.1 2.4% 5 +0.0 pp -0.2 pp -0.4 pp -0.3 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 17.0 3.2% 3 +0.1 pp -0.0 pp +3.2 pp +3.2 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 16.8 6.1% 3 -0.1 pp +2.4 pp +6.1 pp +6.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 16.6 4.4% 3 +0.1 pp +0.0 pp +4.4 pp +4.4 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 16.4 3.3% 3 +0.4 pp +0.5 pp +3.3 pp +3.3 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 16.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 16.3 1.0% 3 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 16.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 15.9 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 15.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 15.3 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 15.2 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 14.6 1.6% 3 -0.4 pp -0.4 pp +1.6 pp +1.6 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 14.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 14.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 14.0 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 14.0 1.8% 3 +0.1 pp +0.3 pp +1.8 pp +1.8 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 14.0 8.1% 3 -0.2 pp -0.4 pp +8.1 pp +8.1 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 13.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆LPWM LLC CIK 0001801101 0.514 98 13.6 3.4% 3 -0.1 pp -0.3 pp +3.4 pp +3.4 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 13.3 7.4% 3 +0.6 pp +5.4 pp +7.4 pp +7.4 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 13.3 1.7% 3 +0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 12.9 5.0% 3 +0.3 pp +2.1 pp +5.0 pp +5.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 12.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 12.7 6.8% 3 -0.4 pp -0.9 pp +6.8 pp +6.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 12.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 12.2 2.7% 3 -0.2 pp -0.2 pp +2.7 pp +2.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 11.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 11.8 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 11.7 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 11.4 3.0% 3 -0.1 pp -0.3 pp +3.0 pp +3.0 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 11.3 1.0% 3 -0.2 pp -0.7 pp +1.0 pp +1.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 11.1 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 10.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 10.4 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 10.4 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 10.4 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 10.2 1.8% 3 +0.0 pp -0.0 pp +1.8 pp +1.8 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 10.0 3.8% 3 -0.1 pp -0.3 pp +3.8 pp +3.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 10.0 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 10.0 3.8% 4 -0.1 pp -0.2 pp -0.4 pp +3.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Frisco Financial Planning LLC CIK 0002133972 0.754 29 9.9 8.3% 4 -0.1 pp -2.1 pp -2.5 pp +8.3 pp
☆NVWM, LLC CIK 0001697274 0.202 780 9.9 2.2% 3 -0.4 pp -0.5 pp +2.2 pp +2.2 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 9.7 4.2% 3 +0.0 pp -0.1 pp +4.2 pp +4.2 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 9.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 9.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 9.6 0.9% 3 -0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 9.5 6.8% 2 +1.3 pp +6.8 pp +6.8 pp +6.8 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 9.5 3.7% 3 +2.6 pp -0.6 pp +3.7 pp +3.7 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 9.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 9.2 3.9% 3 +3.2 pp +3.5 pp +3.9 pp +3.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 9.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 9.1 2.0% 1 +2.0 pp -1.4 pp +2.0 pp +2.0 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 9.1 1.5% 3 +0.1 pp +0.2 pp +1.5 pp +1.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 8.9 2.8% 3 -0.0 pp -0.2 pp +2.8 pp +2.8 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 8.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
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☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 8.7 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
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☆Allworth Financial LP CIK 0001555170 0.907 5124 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 8.1 6.0% 3 +3.9 pp +4.6 pp +6.0 pp +6.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 8.1 3.8% 3 -0.5 pp -1.2 pp +3.8 pp +3.8 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 8.1 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 8.0 3.8% 3 +0.1 pp +0.7 pp +3.8 pp +3.8 pp
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☆Roundview Capital LLC CIK 0001476804 0.530 349 7.8 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
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☆Family CFO Inc CIK 0001911695 0.752 47 7.8 3.5% 3 -0.0 pp -0.4 pp +3.5 pp +3.5 pp
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☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 7.6 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 7.6 0.3% 3 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 7.6 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
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☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 7.1 3.8% 3 -0.1 pp -0.7 pp +3.8 pp +3.8 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 7.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆Robinswood Financial LLC CIK 2139748 0.585 435 6.8 2.2% 5 +0.3 pp +1.5 pp +2.0 pp +2.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 6.6 2.4% 3 -0.0 pp -0.1 pp +2.4 pp +2.4 pp
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☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 6.2 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
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☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 5.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 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 VTIP). Qtrs Held counts distinct quarters this fund has actually held VTIP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VTIP position size. Δ columns are the percentage-point change in VTIP'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