Signals

VTWO

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

Flow ranking

Rank#24561
Score / z-0.199 / -0.26
Consensus271.57 over 504 funds
Momentumno 12m return

Price & positioning

227 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)
Fund Positions
Quarters Held

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 3,031.2 0.2% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,586.1 0.3% 5 +0.0 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 1,087.4 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 1,033.7 3.8% 5 +0.5 pp +1.2 pp +1.2 pp +1.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 716.0 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 495.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 438.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 354.5 0.1% 5 -0.1 pp +0.1 pp +0.0 pp -0.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 345.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 275.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 218.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 179.7 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
LPL Financial LLC CIK 0001403438 0.957 5996 148.9 0.0% 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 137.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 104.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 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 94.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 89.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 76.4 1.6% 5 +0.4 pp +0.6 pp +0.8 pp +0.9 pp
MAI Capital Management CIK 0001040197 0.725 1889 76.2 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 70.7 2.3% 7 +0.1 pp +0.2 pp +2.2 pp +2.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 68.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 51.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 50.5 2.0% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 47.0 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 44.7 7.3% 2 -5.3 pp +7.3 pp +7.3 pp +7.3 pp
TEXAS TREASURY SAFEKEEPING TRUST CO CIK 0001176347 0.851 6 43.3 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 42.7 1.1% 5 +0.3 pp +0.4 pp +0.5 pp +0.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 37.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 36.8 0.2% 5 +0.1 pp -0.9 pp -0.9 pp -0.8 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 35.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 35.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 31.8 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 31.6 2.6% 5 +0.7 pp +0.8 pp +1.2 pp +1.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 31.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 28.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 27.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 25.9 0.6% 5 -0.4 pp -0.4 pp -0.3 pp -0.3 pp
RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 25.0 2.4% 5 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 23.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 22.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
S. R. Schill & Associates CIK 0001616004 0.728 25 20.5 12.4% 5 -0.5 pp -3.7 pp -3.5 pp -2.5 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 20.1 0.7% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 20.1 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 19.0 0.8% 5 +0.0 pp +0.0 pp -0.0 pp -0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 18.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 18.1 1.0% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 17.8 3.7% 5 -0.1 pp -0.1 pp +0.2 pp +0.9 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 17.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 17.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fusion Capital, LLC CIK 0001802955 0.422 112 17.3 4.0% 5 +0.2 pp +0.5 pp +0.6 pp +0.7 pp
CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 16.6 4.3% 5 +0.4 pp +0.1 pp +0.1 pp +0.2 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 16.1 1.0% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 15.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 15.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 15.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 14.8 1.2% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
LVW Advisors, LLC CIK 0001576053 0.581 462 14.6 1.3% 5 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 13.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 13.8 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fairfield University CIK 0001717825 0.861 4 12.9 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 12.7 1.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 12.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 12.1 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 12.1 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 11.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 11.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 11.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Western Trust Bank CIK 0001513189 0.923 215 11.0 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 10.7 0.0% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Encompass More Asset Management CIK 0002011218 0.126 270 10.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Myriad Asset Management Advisors LLC CIK 0002069031 0.243 49 10.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 10.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Investment Group, Inc. CIK 0001876811 0.826 135 10.3 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 10.3 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 10.0 0.3% 6 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 9.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 0.806 29 9.8 7.3% 5 +0.3 pp -0.2 pp -0.1 pp +0.3 pp
CHOREO, LLC CIK 0001679031 0.797 1690 9.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 9.6 2.0% 5 +0.4 pp +0.5 pp +1.1 pp +1.1 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 9.4 2.4% 5 +0.3 pp +0.3 pp +0.7 pp +1.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 8.6 2.8% 7 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Summit Financial Consulting LLC CIK 0002065794 0.400 49 8.3 5.6% 2 +0.4 pp +5.6 pp +5.6 pp +5.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 7.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 7.4 2.0% 5 +0.2 pp +0.4 pp +0.7 pp +1.2 pp
Prudent Man Advisors, LLC CIK 0001817174 0.285 141 7.4 1.7% 5 +1.2 pp +1.2 pp +1.2 pp +1.4 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 7.2 1.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 7.2 1.0% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 6.7 2.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 6.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 6.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 6.0 2.2% 5 +0.2 pp +0.3 pp +0.9 pp +1.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 5.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 5.8 3.5% 6 +0.4 pp +0.7 pp +1.0 pp +1.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIVER'S EDGE WEALTH MANAGEMENT, LLC CIK 0002109861 0.674 44 5.5 4.8% 2 +0.2 pp +4.8 pp +4.8 pp +4.8 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Range Advisory, LLC CIK 2152629 0.575 342 5.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 5.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 4.9 2.2% 5 +0.1 pp -0.2 pp -0.2 pp -0.3 pp
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 4.9 2.4% 5 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 4.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fire Capital Management LLC CIK 0002059571 0.277 122 4.7 1.9% 5 +0.3 pp +0.3 pp +0.2 pp +0.4 pp
Operose Advisors LLC CIK 0001909750 0.647 522 4.6 0.9% 5 +0.0 pp -0.5 pp +0.9 pp +0.9 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 4.4 1.4% 6 +0.0 pp +0.3 pp +0.5 pp +0.8 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 4.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 4.4 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 4.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 4.2 2.5% 5 +0.4 pp +0.5 pp +0.6 pp +0.9 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 4.1 1.0% 4 +0.5 pp +0.5 pp -0.6 pp +1.0 pp
XML Financial, LLC CIK 0001800465 0.420 447 4.1 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 4.1 1.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 4.0 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
F/m Investments LLC CIK 0001834499 0.385 354 3.8 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 3.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 3.8 0.5% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
Zhang Financial LLC CIK 0001776290 0.816 392 3.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 3.7 0.7% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
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CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
Wealth Management Partners, LLC CIK 0001843294 0.388 154 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 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
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 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
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 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 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
BARINGS LLC CIK 0000009015 0.845 191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 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
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
HERBST GROUP, LLC CIK 0001909319 0.108 65 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -2.0 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp -0.0 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -1.1 pp
Sunpointe, LLC CIK 0002012181 0.156 281 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 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
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
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 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
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Politan Capital Management LP CIK 0001885245 0.000 2 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.6 pp -0.6 pp -0.3 pp -0.2 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 +0.0 pp +0.0 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
TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 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 -0.0 pp -0.0 pp -0.0 pp
Violich Capital Management, Inc. CIK 0001326766 0.684 122 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
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
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
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
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
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
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.2 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 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 -0.0 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
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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 (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