Signals

← Signals

☆VTV

2670 in-universe funds with a nonzero position in VTV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#3
Score / z14.771 / 21.00
Consensus856.98 over 1672 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆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 26,003.1 1.9% 4 +0.0 pp +0.1 pp -0.0 pp +1.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10,556.6 6.4% 3 -0.4 pp -0.6 pp +6.4 pp +6.4 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 6,335.5 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3,873.9 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,414.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2,135.0 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,051.5 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,673.0 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,574.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1,511.9 7.9% 1 +7.9 pp +5.3 pp +7.9 pp +7.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1,421.6 1.6% 3 -0.0 pp +0.6 pp +1.6 pp +1.6 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1,362.1 3.3% 3 +0.3 pp +0.3 pp +3.3 pp +3.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1,219.5 2.3% 3 -0.0 pp +0.0 pp +2.3 pp +2.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,104.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1,062.8 6.5% 3 -0.0 pp -0.1 pp +6.5 pp +6.5 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 997.2 20.3% 3 +0.2 pp -0.4 pp +20.3 pp +20.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 965.6 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 863.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 823.6 0.9% 4 -0.0 pp +0.7 pp +0.7 pp +0.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 810.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 719.2 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 716.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 700.9 7.7% 3 -0.3 pp -0.5 pp +7.7 pp +7.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 667.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 661.0 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 626.0 4.7% 3 -0.0 pp +0.9 pp +4.7 pp +4.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 567.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 518.1 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 506.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 498.3 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 459.3 9.4% 3 +0.2 pp +0.4 pp +9.4 pp +9.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 452.2 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 407.4 5.2% 3 +0.1 pp -0.0 pp +5.2 pp +5.2 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 402.9 15.2% 2 +0.1 pp +15.2 pp +15.2 pp +15.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 366.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 340.4 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 330.4 4.3% 3 +0.0 pp +1.5 pp +4.3 pp +4.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 325.4 3.8% 3 +0.1 pp +0.2 pp +3.8 pp +3.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 319.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 317.5 9.3% 3 +0.3 pp +1.7 pp +9.3 pp +9.3 pp
☆Bell Bank CIK 0001002672 0.895 195 306.4 13.1% 3 +1.3 pp +1.5 pp +13.1 pp +13.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 304.4 5.4% 3 -0.3 pp -0.4 pp +5.4 pp +5.4 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 302.0 11.9% 3 +0.4 pp +0.7 pp +11.9 pp +11.9 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 285.5 8.3% 3 +0.5 pp +0.5 pp +8.3 pp +8.3 pp
☆Members Trust Co CIK 0001677560 0.939 170 283.9 9.3% 3 +0.1 pp +0.1 pp +9.3 pp +9.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 283.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 277.2 1.7% 3 -0.2 pp -0.3 pp +1.7 pp +1.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 275.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 264.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 262.8 21.2% 3 +0.3 pp +0.3 pp +21.2 pp +21.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 257.7 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 254.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 248.7 1.7% 3 +0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 240.1 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 233.1 0.8% 3 -0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 222.7 2.3% 3 +0.1 pp -0.0 pp +2.3 pp +2.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 215.8 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 213.4 1.7% 1 +1.7 pp +1.0 pp +1.7 pp +1.7 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 212.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 208.2 12.3% 3 +2.2 pp +2.3 pp +12.3 pp +12.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 204.3 1.0% 3 +0.1 pp -0.0 pp +1.0 pp +1.0 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 199.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 199.2 2.1% 3 -0.2 pp -0.0 pp +2.1 pp +2.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 198.1 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 189.8 1.3% 3 +0.0 pp -0.3 pp +1.3 pp +1.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 185.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 185.5 12.4% 3 +0.2 pp +0.6 pp +12.4 pp +12.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 185.1 1.5% 3 -0.0 pp -0.2 pp +1.5 pp +1.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 179.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 177.9 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 171.5 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 170.9 5.3% 3 -0.2 pp -0.3 pp +5.3 pp +5.3 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 158.9 23.4% 3 +0.8 pp +1.2 pp +23.4 pp +23.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 158.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 155.3 14.4% 3 +0.3 pp +0.4 pp +14.4 pp +14.4 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 147.8 14.6% 3 -0.2 pp -0.5 pp +14.6 pp +14.6 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 146.4 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Saudi Central Bank CIK 0001918181 0.602 505 144.5 5.4% 2 +0.0 pp +5.4 pp +5.4 pp +5.4 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 143.0 9.0% 3 +0.2 pp +0.2 pp +9.0 pp +9.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 141.5 0.8% 4 -0.0 pp -0.0 pp -0.2 pp +0.8 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 139.0 13.9% 3 +0.4 pp +0.7 pp +13.9 pp +13.9 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 135.1 21.8% 3 +0.1 pp -2.4 pp +21.8 pp +21.8 pp
☆NEPC LLC CIK 0001424799 0.960 53 134.6 2.9% 3 -0.0 pp -0.1 pp +2.9 pp +2.9 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 134.4 11.3% 3 +0.1 pp +0.3 pp +11.3 pp +11.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 133.1 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 132.6 1.7% 3 -0.2 pp +0.0 pp +1.7 pp +1.7 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 130.0 13.8% 3 +0.6 pp +0.3 pp +13.8 pp +13.8 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 125.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 123.7 3.1% 3 -0.1 pp +0.0 pp +3.1 pp +3.1 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 122.5 20.6% 3 -0.2 pp -1.5 pp +20.6 pp +20.6 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 121.7 1.6% 3 -0.1 pp -0.3 pp +1.6 pp +1.6 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 120.0 5.2% 3 +0.2 pp +1.1 pp +5.2 pp +5.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 116.9 3.5% 3 -0.1 pp -3.6 pp +3.5 pp +3.5 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 116.4 4.3% 3 -0.2 pp -0.4 pp +4.3 pp +4.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 115.3 0.8% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 111.3 6.5% 3 +0.3 pp +0.5 pp +6.5 pp +6.5 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 110.3 6.7% 3 -0.1 pp -0.1 pp +6.7 pp +6.7 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 109.8 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 109.2 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 108.3 1.9% 3 -0.5 pp -0.6 pp +1.9 pp +1.9 pp
☆INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 107.8 6.5% 3 +0.1 pp +0.0 pp +6.5 pp +6.5 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 107.2 14.0% 3 -4.4 pp -5.3 pp +14.0 pp +14.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 106.2 8.5% 3 +0.1 pp +0.4 pp +8.5 pp +8.5 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 103.1 10.0% 3 +0.1 pp +0.1 pp +10.0 pp +10.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 100.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 99.5 12.5% 3 +0.4 pp +1.4 pp +12.5 pp +12.5 pp
☆Euclidean Capital LLC CIK 0001825034 0.931 11 99.3 26.9% 1 +26.9 pp +26.9 pp +26.9 pp +26.9 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 99.1 16.2% 3 +0.2 pp -0.7 pp +16.2 pp +16.2 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 96.2 4.8% 3 -0.2 pp -0.2 pp +4.8 pp +4.8 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 95.9 8.9% 3 +0.3 pp +0.5 pp +8.9 pp +8.9 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 95.5 5.1% 3 +0.1 pp +0.1 pp +5.1 pp +5.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 95.2 2.3% 3 +0.2 pp +0.2 pp +2.3 pp +2.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 93.6 3.3% 3 +0.3 pp -0.5 pp +3.3 pp +3.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 92.0 1.4% 3 +0.0 pp -0.4 pp +1.4 pp +1.4 pp
☆Trust Co of Tennessee CIK 0002025098 0.941 8 91.9 18.3% 3 -0.7 pp -1.4 pp +18.3 pp +18.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 90.1 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 89.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 88.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 88.0 8.9% 3 -0.1 pp -0.6 pp +8.9 pp +8.9 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 87.4 9.1% 5 -0.2 pp -0.4 pp -1.1 pp -1.2 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 86.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 85.3 11.7% 3 +0.0 pp -1.1 pp +11.7 pp +11.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 83.7 0.9% 3 +0.1 pp +0.6 pp +0.9 pp +0.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 80.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 79.9 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 79.5 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 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 79.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 77.8 7.9% 3 +0.0 pp -0.1 pp +7.9 pp +7.9 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 77.4 6.8% 3 -0.1 pp -0.8 pp +6.8 pp +6.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 76.9 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 74.0 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 73.7 1.0% 3 +0.8 pp +0.8 pp +1.0 pp +1.0 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 72.5 13.2% 3 +0.1 pp +0.1 pp +13.2 pp +13.2 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 70.1 1.9% 3 -0.0 pp +0.0 pp +1.9 pp +1.9 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 70.0 5.7% 3 +0.2 pp +0.4 pp +5.7 pp +5.7 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 69.1 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 68.4 3.6% 3 -0.3 pp -2.3 pp +3.6 pp +3.6 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 68.2 1.3% 3 +0.1 pp +0.3 pp +1.3 pp +1.3 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 68.0 5.5% 3 +0.0 pp +0.2 pp +5.5 pp +5.5 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 67.8 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 67.5 4.5% 3 -0.1 pp -0.2 pp +4.5 pp +4.5 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 67.4 4.3% 3 +0.1 pp +0.1 pp +4.3 pp +4.3 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 67.1 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 67.1 2.5% 3 +0.0 pp -0.1 pp +2.5 pp +2.5 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 67.0 6.6% 3 +0.1 pp +0.0 pp +6.6 pp +6.6 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Outbound Financial Inc CIK 2144328 0.605 45 0.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆Wealth Group Ltd CIK 0002010748 0.858 95 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.5 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
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☆BFI Infinity Ltd. CIK 0002043810 0.374 62 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -1.0 pp -0.4 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp -3.6 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -2.9 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 -8.1 pp -8.1 pp +0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Chan Zuckerberg Initiative, LLC CIK 0001997453 0.811 1 0.0 0.0% 0 +0.0 pp -33.7 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Marks Wealth, LLC CIK 0001838660 0.000 19 0.0 0.0% 0 -0.2 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 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Stegner Investment Associates Inc. CIK 0001907433 0.862 31 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -1.5 pp -3.9 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆Berkeley, Inc CIK 0002051965 0.446 86 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 -3.1 pp -3.1 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 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
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -5.4 pp -5.8 pp +0.0 pp +0.0 pp
☆Gimbal Financial CIK 0001835206 0.000 54 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.0 0.0% 0 -0.7 pp -0.6 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 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 -0.5 pp +0.0 pp +0.0 pp
☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Emprise Bank CIK 0002018815 0.570 109 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 -3.7 pp -3.9 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.4 pp -0.1 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -1.9 pp -1.8 pp +0.0 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.0 0.0% 0 -5.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Wynn Capital, LLC CIK 0002009900 0.350 116 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 -1.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Intelligent Financial Strategies CIK 0001911000 0.786 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -19.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ LLC CIK 0001757605 0.412 87 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp -5.9 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 -3.2 pp -2.8 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp -6.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -2.0 pp -1.9 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 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 -0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VTV). Qtrs Held counts distinct quarters this fund has actually held VTV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VTV position size. Δ columns are the percentage-point change in VTV'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