Signals

← Signals

☆VTIP

1145 in-universe funds with a nonzero position in VTIP within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#93
Score / z2.130 / 2.54
Consensus384.96 over 707 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 930.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 369.1 3.9% 5 -0.3 pp -0.2 pp -0.3 pp -0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 365.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 353.1 1.0% 5 +0.2 pp +0.0 pp +0.1 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 323.5 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 308.3 0.6% 6 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 302.4 0.3% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 285.5 4.1% 5 -0.2 pp -1.1 pp -0.5 pp -1.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 268.1 0.3% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 258.5 3.8% 5 -0.5 pp -0.3 pp -0.6 pp -0.9 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 253.4 1.4% 5 -0.4 pp -0.3 pp -0.6 pp -0.6 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 250.9 2.1% 5 +0.0 pp +1.5 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 240.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 218.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 217.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 131.2 5.6% 5 -0.2 pp +0.6 pp +1.0 pp +1.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 119.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 117.5 0.4% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 105.6 2.4% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 102.0 5.2% 4 +0.1 pp +0.5 pp +0.6 pp +5.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 98.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 93.9 15.9% 5 -0.6 pp -0.6 pp -0.6 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 92.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 87.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 86.3 13.8% 5 -1.3 pp -2.1 pp -2.4 pp -2.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 84.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 78.8 4.1% 3 -0.2 pp +0.5 pp +4.1 pp +4.1 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 77.5 3.4% 5 -0.1 pp +1.5 pp +1.4 pp +1.3 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 76.6 4.4% 5 -0.1 pp +0.1 pp -0.0 pp +1.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 74.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 73.1 4.5% 5 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 65.5 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 62.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 60.8 0.8% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 59.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 59.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 58.1 2.6% 5 -0.7 pp -0.1 pp +0.5 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 57.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 53.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 51.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 48.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 45.2 1.7% 1 +1.7 pp +0.2 pp +0.7 pp +0.8 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 42.8 4.2% 5 -1.2 pp +0.8 pp +0.5 pp +2.0 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 40.7 5.8% 5 -0.1 pp +0.5 pp +0.6 pp +0.3 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 40.6 7.3% 5 -0.4 pp -0.0 pp -0.1 pp -0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 39.8 6.2% 5 +0.0 pp +0.2 pp +0.5 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 39.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 39.0 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 37.1 4.1% 5 -0.3 pp +0.4 pp +0.6 pp -0.5 pp
☆Ethos Capital Management, Inc. CIK 0002106214 0.022 59 36.0 25.6% 1 +25.6 pp +25.6 pp +25.6 pp +25.6 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 35.8 2.2% 5 -1.6 pp +0.3 pp +0.1 pp -1.0 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 34.3 20.5% 6 +0.1 pp +0.7 pp +0.6 pp +0.3 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 33.0 5.5% 5 -0.5 pp -0.5 pp -0.5 pp -0.8 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 32.8 4.2% 5 -0.0 pp +0.9 pp +0.1 pp -0.1 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 32.4 14.9% 5 -0.5 pp +0.6 pp +1.4 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 32.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 31.3 1.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 31.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 31.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 30.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 30.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 30.1 4.0% 5 -0.1 pp +0.1 pp +0.2 pp +0.0 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 28.8 4.5% 5 -0.6 pp -1.9 pp -1.8 pp -1.2 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 27.3 9.2% 7 -2.2 pp -4.2 pp -4.2 pp -3.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 26.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 26.2 1.7% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 25.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 25.9 2.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 25.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 25.6 7.0% 5 -0.3 pp +1.3 pp +0.4 pp +0.3 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 25.4 6.6% 5 -1.0 pp -0.9 pp -1.0 pp -1.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 25.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 24.9 10.5% 5 +2.8 pp +2.7 pp +2.2 pp +1.9 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 21.9 16.2% 5 -0.5 pp +0.8 pp +0.8 pp +0.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 21.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 21.6 0.3% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 21.4 1.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 21.2 2.5% 7 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 21.2 3.4% 5 +0.2 pp +0.2 pp +0.3 pp +0.2 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 21.2 7.3% 5 +0.2 pp +2.3 pp +2.6 pp +4.4 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 21.2 3.3% 2 +0.9 pp +3.3 pp +3.3 pp +3.3 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 21.1 3.3% 5 -0.4 pp -0.0 pp +0.4 pp +0.5 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 21.1 2.3% 5 +0.3 pp +0.5 pp +0.6 pp +0.8 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 21.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NKCFO LLC CIK 0001757282 0.145 92 20.9 6.3% 5 +0.3 pp +1.2 pp +0.8 pp -1.3 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 20.8 3.0% 5 -0.5 pp -0.4 pp -0.5 pp -0.8 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 20.7 4.7% 5 -0.6 pp -0.8 pp -0.9 pp -1.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 20.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 20.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 19.9 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 19.8 7.0% 5 -0.8 pp -1.2 pp -0.3 pp -1.2 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 19.6 1.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 19.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 19.4 5.7% 5 -0.2 pp -0.5 pp -0.6 pp +1.9 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 19.3 4.4% 5 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 18.6 2.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 18.6 8.2% 5 +0.4 pp +0.8 pp +1.4 pp +6.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 18.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 18.3 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 18.3 1.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆Emprise Bank CIK 0002018815 0.570 109 18.1 6.7% 5 -0.3 pp -0.6 pp -0.8 pp -1.1 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 18.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPWM LLC CIK 0001801101 0.514 98 18.0 4.0% 5 +0.2 pp +0.6 pp +0.4 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 18.0 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 18.0 1.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 17.4 0.1% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 17.3 4.8% 5 -0.1 pp +0.4 pp +0.2 pp -0.9 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 16.9 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 16.7 0.9% 5 -0.1 pp -0.1 pp +0.0 pp +0.3 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 16.6 1.0% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 16.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 16.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 15.8 8.2% 5 -0.5 pp +0.2 pp -0.1 pp -0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 15.7 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 15.3 3.1% 5 +0.1 pp +0.3 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 14.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 14.4 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 14.3 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 13.7 6.6% 5 -0.6 pp -0.2 pp -0.7 pp -1.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 13.6 0.3% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 13.5 2.6% 2 -0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 13.4 0.8% 5 -0.2 pp -0.5 pp -1.4 pp -2.5 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 13.3 0.6% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Vertrix Wealth Management, LLC CIK 0002118328 0.155 103 13.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 13.0 2.0% 5 +0.1 pp +0.5 pp +0.6 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 12.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 12.9 0.3% 5 -0.2 pp -0.0 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 12.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 12.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 12.4 1.2% 5 -0.2 pp -0.4 pp -0.7 pp -0.8 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 11.9 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 11.9 2.9% 5 -0.3 pp -0.1 pp -0.2 pp -0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 11.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 11.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 11.6 4.0% 5 -0.2 pp +0.3 pp +2.8 pp -0.3 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 11.6 1.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 11.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 11.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 11.1 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.7 pp
☆Frisco Financial Planning LLC CIK 0002133972 0.753 29 11.1 8.3% 6 -0.6 pp +0.1 pp -0.1 pp -2.0 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 11.0 3.7% 6 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 11.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 11.0 3.7% 5 -0.3 pp -0.0 pp -0.1 pp -0.3 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 10.6 2.2% 3 +0.1 pp +0.2 pp +2.2 pp -1.2 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 10.6 4.2% 5 -0.2 pp -0.0 pp -0.0 pp -0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 10.6 5.0% 5 +0.2 pp +0.5 pp +0.7 pp +0.9 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 10.5 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 10.4 2.8% 3 -0.3 pp -0.0 pp +2.8 pp +2.8 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 10.3 1.6% 5 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 10.2 0.5% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 10.1 1.9% 5 -0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 10.1 0.7% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆Summit Global Investments CIK 0001697953 0.729 523 10.1 0.5% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Trust Co CIK 0001632554 0.769 908 10.0 0.9% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 9.9 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 9.9 1.5% 5 -0.1 pp +0.0 pp -0.1 pp -0.2 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 9.8 1.2% 5 +0.6 pp +0.7 pp +0.6 pp -2.7 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 9.7 4.0% 5 -0.1 pp +0.2 pp +0.3 pp +0.9 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 9.6 1.1% 3 +0.2 pp +0.3 pp +1.1 pp +0.4 pp
☆SVRN Asset Management, LLC CIK 0002094004 0.445 51 9.6 5.0% 2 -3.2 pp +5.0 pp +5.0 pp +5.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SimpliFi, Inc. CIK 0001716983 0.830 45 9.5 3.8% 5 -0.2 pp -0.1 pp +3.0 pp +3.4 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 9.5 2.5% 5 -0.1 pp +0.1 pp +0.3 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 9.5 1.2% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
☆Finhabits Advisors LLC CIK 0002106949 0.791 15 9.5 8.0% 2 -0.2 pp +8.0 pp +8.0 pp +8.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 9.3 1.9% 5 -0.1 pp -0.3 pp -0.7 pp -0.8 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 9.1 0.9% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wright Wealth LLC CIK 0002046147 0.601 54 9.1 5.5% 2 -0.3 pp +5.5 pp +5.5 pp +5.5 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 9.0 1.1% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.580 59 9.0 6.4% 2 -0.9 pp +6.4 pp +6.4 pp +6.4 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 8.9 3.7% 5 -0.5 pp -0.5 pp -0.7 pp -0.9 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 8.9 2.5% 5 -0.3 pp -0.2 pp -0.3 pp -0.4 pp
☆JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 8.9 2.6% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 8.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 8.5 2.0% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 8.5 4.8% 4 -0.5 pp -2.0 pp -0.7 pp +4.8 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 8.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 8.3 5.7% 5 -6.2 pp -0.4 pp +3.5 pp +4.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 8.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Family CFO Inc CIK 0001911695 0.752 47 8.2 3.2% 5 -0.3 pp -0.3 pp -0.4 pp -0.7 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 8.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TrueWealth Financial Partners CIK 0001908108 0.649 28 8.0 3.3% 1 +3.3 pp +3.3 pp -0.5 pp -1.7 pp
☆PALLADIEM, LLC CIK 0001629271 0.040 136 8.0 7.8% 2 +4.8 pp +7.8 pp +7.8 pp +7.8 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 8.0 2.4% 5 -0.2 pp +0.1 pp +0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 7.9 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆Good Harbor Advisors, Inc. CIK 0002133484 0.271 87 7.8 7.6% 2 -0.4 pp +7.6 pp +7.6 pp +7.6 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 7.7 2.5% 7 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.869 201 7.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Friday Financial CIK 0002048792 0.653 108 7.4 2.0% 5 -0.2 pp -0.1 pp -0.2 pp -0.4 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 7.3 1.1% 5 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 7.2 0.9% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 7.1 0.3% 4 +0.0 pp -1.1 pp -0.7 pp +0.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 7.1 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 7.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 6.9 2.1% 3 +0.3 pp +1.9 pp +2.1 pp +2.1 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 6.8 1.2% 5 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 6.8 2.6% 4 -0.6 pp +0.1 pp +2.1 pp +2.6 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 6.7 3.6% 5 -0.3 pp -0.1 pp +0.1 pp +0.7 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 6.7 2.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
☆Global Wealth Management, LLC CIK 0002039738 0.724 47 6.7 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 6.7 1.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 6.6 2.0% 6 -0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 6.4 2.4% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 6.4 0.9% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 6.4 3.0% 5 -0.2 pp -0.8 pp -0.9 pp -1.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 6.4 2.3% 5 -0.7 pp -1.5 pp -2.0 pp -2.7 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 6.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Manuka Financial, LLC CIK 0002049064 0.635 55 6.2 3.2% 5 -0.1 pp +0.2 pp +0.1 pp +1.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 6.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 6.1 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 6.1 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 6.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 5.9 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 5.9 1.7% 5 -0.2 pp -0.2 pp -0.4 pp -0.5 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 5.8 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 5.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Aspirean Wealth, LLC CIK 0002110285 0.783 20 5.8 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 5.8 2.8% 7 -0.5 pp -0.5 pp -0.7 pp -1.2 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 5.8 3.6% 5 -0.3 pp -0.4 pp -1.2 pp -1.3 pp
☆Northern Lights Advisors, Inc. CIK 0002127798 0.436 72 5.7 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 5.6 3.1% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 5.3 1.8% 5 -0.1 pp +0.3 pp +0.2 pp +0.4 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 5.3 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 5.2 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 5.2 3.9% 5 -0.2 pp -0.0 pp -0.5 pp -0.6 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 5.2 0.7% 7 +0.2 pp +0.3 pp +0.2 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 5.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.1 0.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 5.0 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMES NATIONAL CORP (ATLO) CIK 0001132651 0.601 69 5.0 2.8% 5 -0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆Indivisible Partners CIK 0002098400 0.368 637 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 4.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 4.9 2.9% 5 -0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 4.9 3.2% 5 -0.4 pp -0.1 pp +1.1 pp +3.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 4.8 0.7% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 4.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆EJMK Ventures LLC CIK 0002113915 0.239 162 4.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆URS Advisory LLC CIK 0002111352 0.461 61 4.7 2.6% 2 +0.5 pp +2.6 pp +2.6 pp +2.6 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 4.7 1.0% 5 -0.1 pp -0.0 pp +0.0 pp -0.1 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 4.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 4.7 3.9% 2 -0.3 pp +3.9 pp +3.9 pp +3.9 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 4.7 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 4.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 4.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 4.5 2.8% 6 +0.0 pp +0.6 pp -0.0 pp -0.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 4.4 1.4% 1 +1.4 pp -0.0 pp +0.0 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 4.3 0.5% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 4.3 1.5% 6 -0.1 pp +0.4 pp +0.4 pp -1.3 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 4.3 0.6% 5 -0.1 pp -0.2 pp -0.4 pp -0.4 pp
☆TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 4.2 0.5% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SFM, LLC CIK 0002064225 0.427 69 4.2 2.1% 5 -0.3 pp +0.0 pp +0.1 pp -0.1 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 4.1 0.7% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 4.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 4.0 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 3.9 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Prism Planning Partners LLC CIK 0002110534 0.691 35 3.9 4.2% 2 -0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 3.9 1.2% 5 +0.2 pp +0.0 pp -0.1 pp -0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 3.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 3.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 3.9 1.7% 5 -0.1 pp -0.6 pp -0.7 pp -0.8 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 3.9 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 3.8 2.2% 5 -0.3 pp -0.4 pp -0.7 pp -1.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 3.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 3.8 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 3.7 0.8% 1 +0.8 pp +0.5 pp +0.8 pp +0.8 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 3.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 3.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.6 0.1% 5 -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 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 3.4 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 3.4 0.1% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 3.4 1.0% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 3.4 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 3.4 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 3.3 2.3% 4 +0.5 pp +0.5 pp +0.5 pp +2.3 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 3.3 2.1% 5 -0.1 pp -0.1 pp -0.1 pp +1.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.3 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Centennial Advisors, LLC CIK 0001951376 0.026 76 3.3 3.9% 2 +1.1 pp +3.9 pp +3.9 pp +3.9 pp
☆NEPC LLC CIK 0001424799 0.960 53 3.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆MA Private Wealth CIK 0001767474 0.750 88 1.2 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.5 0.3% 6 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.477 68 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Caldwell Trust Co CIK 0002080218 0.488 811 0.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 0.5 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 0.4 0.1% 5 +0.0 pp +0.0 pp +0.1 pp -0.2 pp
☆Brewster Financial Planning LLC CIK 0001898145 0.842 30 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.4 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 0.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unify Financial Advisors CIK 0002126814 0.217 90 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -1.3 pp -1.2 pp -1.3 pp -1.3 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 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 +0.0 pp -0.1 pp -0.1 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.4 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
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -4.5 pp -4.4 pp -4.6 pp -4.7 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆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
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 0.0 0.0% 0 -0.3 pp -0.5 pp -0.6 pp -1.1 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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 +0.0 pp -0.4 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
☆Allegheny Financial Group CIK 0001844148 0.552 305 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Benin Management CORP CIK 0001352871 0.711 152 0.0 0.0% 0 -0.2 pp -0.3 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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