Signals

← Signals

☆VTWO

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

Flow ranking

Rank#22892
Score / z-0.262 / -0.26
Consensus265.16 over 488 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+3% / 2.0d

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 ▾
☆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 2,387.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,283.5 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 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 895.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 661.6 3.3% 4 +0.7 pp +0.8 pp +0.8 pp +3.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 576.8 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 412.2 0.2% 4 +0.1 pp +0.1 pp -0.5 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 374.7 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 360.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 294.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 241.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 148.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 126.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 107.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 87.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 71.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 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 69.0 0.0% 4 +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 68.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 58.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 58.3 2.2% 6 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 57.2 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 53.8 1.2% 4 +0.2 pp +0.4 pp +0.5 pp +1.2 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 50.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 50.0 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 47.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 42.8 1.9% 4 -0.1 pp -0.3 pp -0.2 pp +1.9 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 38.1 0.9% 4 -0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 31.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 28.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 27.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 27.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 27.4 0.8% 4 +0.1 pp +0.2 pp +0.6 pp +0.8 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 23.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 23.0 2.4% 4 -0.1 pp +1.0 pp +1.0 pp +2.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 22.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 20.3 1.9% 4 +0.1 pp +0.5 pp +0.5 pp +1.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 20.3 0.1% 4 -1.0 pp -1.0 pp -0.9 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 20.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 19.1 12.9% 4 -3.1 pp -3.0 pp -2.0 pp +12.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 18.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 17.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 16.3 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 16.2 0.8% 4 -0.0 pp -0.0 pp -0.4 pp +0.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brandywine Asset Management, Inc. CIK 0002106766 0.776 14 15.0 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 15.0 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 14.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 14.7 1.0% 4 +0.1 pp +0.2 pp +0.3 pp +1.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 14.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 14.3 3.8% 4 +0.0 pp +0.2 pp +1.0 pp +3.8 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 14.0 3.8% 4 +0.3 pp +0.3 pp +0.4 pp +3.8 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 14.0 3.8% 4 -0.3 pp -0.3 pp -0.2 pp +3.8 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 13.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 13.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 12.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 12.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 12.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 11.5 1.0% 4 +0.1 pp +0.2 pp +0.4 pp +1.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 11.5 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 10.9 1.1% 4 +0.0 pp -0.0 pp +0.0 pp +1.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairfield University CIK 0001717825 0.861 4 10.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 10.4 1.0% 4 +0.1 pp +0.1 pp +0.2 pp +1.0 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 10.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 9.3 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 9.3 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 9.2 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.0 0.0% 4 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 8.8 1.3% 4 +0.1 pp -0.0 pp +0.0 pp +1.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 0.806 29 8.5 7.0% 4 -0.5 pp -0.4 pp -0.0 pp +7.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 8.2 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 7.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 7.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 7.6 0.1% 1 +0.1 pp +0.1 pp -0.6 pp -0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 7.5 2.1% 4 -0.0 pp +0.4 pp +0.9 pp +2.1 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 7.3 1.6% 4 +0.2 pp +0.7 pp +0.7 pp +1.6 pp
☆Summit Financial Consulting LLC CIK 0002065794 0.400 49 7.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 7.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 7.1 0.7% 4 +0.2 pp +0.1 pp +0.1 pp +0.7 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 7.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 6.7 2.4% 6 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 6.1 1.3% 4 +0.0 pp +0.1 pp +0.0 pp +1.3 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 5.9 0.7% 4 -0.0 pp -0.1 pp -0.0 pp +0.7 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 5.8 1.7% 4 +0.2 pp +0.5 pp +0.9 pp +1.7 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 5.8 0.9% 4 +0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 5.6 1.9% 4 +0.0 pp -0.0 pp +0.1 pp +1.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5.3 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 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RIVER'S EDGE WEALTH MANAGEMENT, LLC CIK 0002109861 0.674 44 4.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 4.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 4.9 2.0% 4 +0.1 pp +0.6 pp +1.1 pp +2.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 4.5 3.1% 5 +0.4 pp +0.6 pp +0.8 pp +0.8 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 4.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 4.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 4.1 2.3% 4 +0.0 pp +0.0 pp +0.2 pp +2.3 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 4.0 2.1% 4 -0.3 pp -0.3 pp -0.4 pp +2.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 3.8 0.9% 4 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 3.8 1.3% 5 +0.2 pp +0.5 pp +0.8 pp +1.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 3.4 1.6% 4 -0.0 pp -0.1 pp +0.1 pp +1.6 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 3.4 0.2% 4 +0.0 pp -0.1 pp -0.4 pp +0.2 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 3.3 2.1% 4 +0.1 pp +0.3 pp +0.6 pp +2.1 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 3.3 1.1% 4 -0.0 pp -0.1 pp -0.0 pp +1.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspen Grove Capital, LLC CIK 0001806027 0.350 214 3.3 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 3.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 3.1 0.7% 4 +0.0 pp -0.0 pp +0.0 pp +0.7 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 3.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 3.1 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 3.0 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 2.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Vilga Financial Planning LLC CIK 2083456 0.364 93 2.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
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☆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
☆THOMIST CAPITAL MANAGEMENT, LP CIK 0001767809 0.000 39 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Wealth Management LLC CIK 0001567163 0.654 87 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Value Partners, LLC CIK 0001840501 0.359 108 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆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
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☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
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☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 VTWO). Qtrs Held counts distinct quarters this fund has actually held VTWO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VTWO position size. Δ columns are the percentage-point change in VTWO'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