Signals

← Signals

☆VTIP

1071 in-universe funds with a nonzero position in VTIP within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#107
Score / z1.997 / 1.79
Consensus342.49 over 628 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+29% / 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 888.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 583.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 353.3 4.2% 4 +0.1 pp +0.0 pp -0.1 pp +4.2 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 291.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 286.1 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 272.1 4.3% 4 -0.9 pp -0.3 pp -1.0 pp +4.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 246.9 0.0% 4 +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 244.3 4.2% 4 +0.1 pp -0.1 pp -0.4 pp +4.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 242.5 0.5% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 229.9 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 222.6 1.7% 4 +0.1 pp -0.3 pp -0.2 pp +1.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 216.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 208.8 2.1% 4 +1.4 pp -0.0 pp +0.0 pp +2.1 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 189.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 175.1 0.8% 4 -0.2 pp -0.1 pp -0.1 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 142.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 123.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 121.1 5.8% 4 +0.8 pp +1.3 pp +1.3 pp +5.8 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 115.5 2.1% 4 +0.4 pp +0.8 pp +0.9 pp +2.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 104.9 2.7% 4 +0.1 pp +0.0 pp -0.0 pp +2.7 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 90.1 16.5% 4 +0.0 pp -0.0 pp +0.7 pp +16.5 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 85.4 15.1% 4 -0.8 pp -1.1 pp -1.4 pp +15.1 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 84.2 5.1% 3 +0.3 pp +0.4 pp +5.1 pp +5.1 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 76.0 4.3% 2 +0.6 pp +4.3 pp +4.3 pp +4.3 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 74.3 2.3% 4 +0.3 pp +0.1 pp +0.7 pp +2.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 73.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 73.5 4.5% 4 +0.2 pp +0.1 pp +1.3 pp +4.5 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 73.4 3.5% 4 +1.6 pp +1.5 pp +1.4 pp +3.5 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 67.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 66.6 3.7% 4 +1.9 pp +1.7 pp +0.6 pp +3.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 58.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 55.0 3.3% 4 +0.6 pp +1.2 pp +1.3 pp +3.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 54.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 54.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 52.4 0.8% 4 +0.0 pp -0.2 pp -0.2 pp +0.8 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 50.2 5.4% 4 +2.0 pp +1.8 pp +3.2 pp +5.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 47.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 46.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 42.8 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 39.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 39.1 7.7% 4 +0.4 pp +0.3 pp +0.2 pp +7.7 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 37.5 5.9% 4 +0.6 pp +0.7 pp +0.4 pp +5.9 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 36.9 2.6% 4 +0.6 pp +0.6 pp +0.7 pp +2.6 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 35.8 6.2% 4 +0.1 pp +0.4 pp +0.4 pp +6.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 35.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 35.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 35.3 4.4% 4 +0.6 pp +0.9 pp -0.3 pp +4.4 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 34.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 32.7 6.0% 4 +0.0 pp -0.0 pp -0.3 pp +6.0 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 31.4 20.4% 5 +0.5 pp +0.4 pp +0.2 pp +6.1 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 30.9 11.4% 6 -2.0 pp -2.0 pp -1.6 pp +6.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 30.4 1.2% 4 +0.1 pp +0.1 pp -0.0 pp +1.2 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 29.5 4.2% 4 +0.9 pp +0.2 pp -0.0 pp +4.2 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 28.6 5.1% 4 -1.3 pp -1.2 pp -0.6 pp +5.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 28.6 0.0% 4 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 28.3 15.4% 4 +1.0 pp +1.9 pp +1.4 pp +15.4 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 27.3 4.1% 4 +0.2 pp +0.4 pp +0.2 pp +4.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 27.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 25.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 25.3 7.6% 4 +0.1 pp -0.0 pp -0.7 pp +7.6 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 25.3 1.8% 4 +0.1 pp +0.1 pp +0.1 pp +1.8 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 25.1 2.4% 4 +0.1 pp +0.1 pp +0.8 pp +2.4 pp
☆VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 24.8 7.2% 4 +1.6 pp +0.7 pp +0.6 pp +7.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 22.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 21.6 4.8% 4 +0.3 pp +0.5 pp +0.7 pp +4.8 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 21.2 16.7% 4 +1.3 pp +1.3 pp +0.8 pp +16.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 21.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 20.8 1.5% 4 +0.0 pp -0.0 pp -0.1 pp +1.5 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 20.4 3.5% 4 +0.1 pp -0.0 pp -0.3 pp +3.5 pp
☆NKCFO LLC CIK 0001757282 0.145 92 20.3 6.0% 4 +0.8 pp +0.5 pp -1.6 pp +6.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 20.2 5.3% 4 -0.2 pp -0.3 pp -0.7 pp +5.3 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 19.8 3.7% 4 +0.4 pp +0.8 pp +0.9 pp +3.7 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 19.8 7.8% 4 -0.4 pp +0.5 pp -0.4 pp +7.8 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 19.4 2.1% 4 +0.0 pp -0.0 pp -0.0 pp +2.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 19.3 0.4% 4 +0.1 pp +0.0 pp -0.0 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 19.1 7.7% 4 -0.1 pp -0.6 pp -1.0 pp +7.7 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 19.1 7.0% 4 +2.0 pp +2.3 pp +4.1 pp +7.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 19.1 0.3% 4 -0.1 pp -0.2 pp -0.3 pp +0.3 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 18.3 2.5% 6 +0.1 pp +0.1 pp -0.1 pp -0.3 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 18.3 3.2% 4 +0.0 pp +0.1 pp +0.0 pp +3.2 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 18.3 5.8% 4 -0.3 pp -0.4 pp +2.1 pp +5.8 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 17.9 4.5% 4 +0.2 pp +0.3 pp +0.2 pp +4.5 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 17.6 5.0% 4 +0.5 pp +0.3 pp -0.8 pp +5.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 17.4 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Emprise Bank CIK 0002018815 0.570 109 17.4 7.0% 4 -0.3 pp -0.5 pp -0.8 pp +7.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 17.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 17.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 17.0 2.0% 4 -0.1 pp -0.1 pp -0.3 pp +2.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 17.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 16.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 16.6 11.8% 4 +5.8 pp +9.7 pp +10.4 pp +11.8 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 16.5 1.0% 4 -0.0 pp +0.1 pp +0.4 pp +1.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 16.4 1.5% 4 +0.0 pp -0.0 pp -0.1 pp +1.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 16.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 16.0 1.9% 4 +0.2 pp +0.3 pp +0.5 pp +1.9 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 15.4 2.0% 4 +0.0 pp -0.1 pp -0.2 pp +2.0 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 15.4 8.7% 4 +0.6 pp +0.4 pp +0.2 pp +8.7 pp
☆LPWM LLC CIK 0001801101 0.514 98 15.3 3.9% 4 +0.4 pp +0.3 pp +0.1 pp +3.9 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 15.2 1.0% 4 -0.3 pp -1.2 pp -2.3 pp +1.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 15.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 15.1 1.0% 4 +0.1 pp +0.1 pp +0.2 pp +1.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 14.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 14.6 7.8% 4 +0.4 pp +1.0 pp +5.8 pp +7.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 14.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 14.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 14.1 1.7% 4 +0.0 pp +0.0 pp -0.0 pp +1.7 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 14.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 13.4 3.0% 4 +0.2 pp -0.0 pp +0.0 pp +3.0 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 13.2 7.1% 4 +0.3 pp -0.1 pp -0.6 pp +7.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 13.1 1.4% 4 -0.2 pp -0.5 pp -0.6 pp +1.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 12.9 0.5% 4 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 12.8 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 12.3 0.1% 4 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 12.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 11.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 11.9 1.9% 4 +0.4 pp +0.5 pp +0.6 pp +1.9 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 11.7 3.2% 4 +0.2 pp +0.1 pp -0.1 pp +3.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 11.3 1.3% 4 +0.0 pp -0.0 pp -0.1 pp +1.3 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 11.1 0.8% 4 +0.0 pp +0.2 pp +0.1 pp +0.8 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 11.0 4.2% 4 +0.5 pp +3.0 pp -0.1 pp +4.2 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 10.9 1.9% 4 +0.1 pp +0.1 pp +0.0 pp +1.9 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 10.9 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 10.9 1.1% 4 +0.0 pp -0.2 pp -0.6 pp +1.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 10.8 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Frisco Financial Planning LLC CIK 0002133972 0.754 29 10.8 8.9% 5 +0.6 pp +0.5 pp -1.4 pp -1.9 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 10.7 4.0% 4 +0.2 pp +0.2 pp -0.1 pp +4.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 10.5 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 10.5 3.9% 5 +0.1 pp +0.0 pp -0.1 pp -0.3 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 10.4 1.1% 4 -0.0 pp -0.1 pp -0.2 pp +1.1 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 10.4 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 10.2 4.4% 4 +0.2 pp +0.2 pp +0.1 pp +4.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 9.9 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Trust Co CIK 0001632554 0.769 908 9.8 0.9% 4 +0.0 pp -0.1 pp +0.1 pp +0.9 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 9.5 1.8% 4 +1.5 pp +1.5 pp +1.5 pp +1.8 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 9.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 9.5 2.0% 4 +0.2 pp +0.1 pp +0.1 pp +2.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 9.4 1.6% 4 +0.1 pp +0.0 pp -0.1 pp +1.6 pp
☆Summit Global Investments CIK 0001697953 0.729 523 9.4 0.6% 4 +0.4 pp +0.4 pp +0.4 pp +0.6 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 9.4 4.0% 4 +0.1 pp +3.2 pp +3.6 pp +4.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 9.4 2.1% 2 +0.1 pp +2.1 pp -1.4 pp +2.1 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 9.1 2.6% 4 +0.2 pp +0.4 pp +0.3 pp +2.6 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 9.0 4.2% 4 -0.0 pp -0.3 pp -0.4 pp +4.2 pp
☆NVWM, LLC CIK 0001697274 0.202 780 8.9 2.0% 4 -0.2 pp -0.6 pp -0.7 pp +2.0 pp
☆JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 8.9 2.8% 4 -0.0 pp -0.2 pp -0.3 pp +2.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 8.9 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Finhabits Advisors LLC CIK 0002106949 0.791 15 8.9 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 8.8 2.8% 4 +0.0 pp +0.0 pp -0.1 pp +2.8 pp
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☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 8.8 4.1% 4 +0.3 pp +0.4 pp +1.0 pp +4.1 pp
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☆Bulwark Capital Corp CIK 0002075899 0.439 105 8.6 5.3% 3 -1.4 pp -0.1 pp +5.3 pp +5.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 8.6 0.4% 3 +0.4 pp +0.2 pp +0.4 pp +0.4 pp
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☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 8.5 1.2% 4 +0.3 pp +0.2 pp +0.2 pp +1.2 pp
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☆SVRN Asset Management, LLC CIK 0002094004 0.445 51 8.5 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.581 59 8.4 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 8.1 2.1% 4 +0.1 pp -0.0 pp +0.0 pp +2.1 pp
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☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 7.9 0.9% 2 +0.1 pp +0.9 pp +0.2 pp +0.9 pp
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☆Family CFO Inc CIK 0001911695 0.752 47 7.8 3.5% 4 -0.0 pp -0.1 pp -0.4 pp +3.5 pp
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☆Roundview Capital LLC CIK 0001476804 0.530 349 7.7 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 7.6 2.6% 4 +0.2 pp +0.2 pp +0.1 pp +2.6 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 7.6 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 7.5 3.2% 3 +0.6 pp +2.7 pp +3.2 pp +3.2 pp
☆Point Nemo Capital, LLC CIK 0001988307 0.000 188 7.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.075 75 7.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
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☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 7.1 2.5% 6 +0.2 pp +0.3 pp +0.4 pp +1.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 6.9 3.0% 4 -0.8 pp -1.3 pp -2.0 pp +3.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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☆Global Wealth Management, LLC CIK 0002039738 0.724 47 6.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
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☆Breakwater Capital Group CIK 0001964309 0.408 374 6.4 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
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☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 6.3 3.2% 4 -0.6 pp -0.7 pp -1.3 pp +3.2 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 6.3 3.9% 4 +0.2 pp +0.4 pp +0.9 pp +3.9 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 6.0 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
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☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Dakota Wealth Management CIK 0001631353 0.544 771 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 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 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.0 0.0% 0 +0.0 pp -0.8 pp -2.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -2.2 pp -1.9 pp -0.6 pp -0.1 pp
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -1.4 pp -1.4 pp -1.4 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 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
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Allegheny Financial Group CIK 0001844148 0.553 305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 -0.2 pp -0.2 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 -0.5 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -2.2 pp -1.1 pp -0.8 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.6 pp -0.6 pp -0.5 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆MRWM Advisors, LLC CIK 0001732949 0.328 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 0.0 0.0% 0 +0.0 pp -0.2 pp -0.5 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 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
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.859 229 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 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
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.663 1702 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 -0.4 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 +0.0 pp -0.0 pp +0.0 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.2 pp -0.4 pp -0.5 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 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 +0.0 pp -0.3 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 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
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 0 -0.6 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 (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