Signals

VUG

2786 in-universe funds with a nonzero position in VUG within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#93
Score / z2.099 / 2.97
Consensus802.37 over 1588 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest+51% / 1.0d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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 23,357.4 1.7% 4 +0.0 pp -0.0 pp +0.1 pp +1.7 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19,213.0 11.7% 3 +0.3 pp +0.1 pp +11.7 pp +11.7 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 7,018.2 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3,734.9 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 3,168.5 6.0% 3 -0.2 pp -0.3 pp +6.0 pp +6.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,739.1 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,678.8 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,109.1 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,896.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1,757.1 4.2% 3 +0.1 pp +0.1 pp +4.2 pp +4.2 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1,690.1 8.8% 1 +8.8 pp -1.2 pp +8.8 pp +8.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,623.9 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
FMR LLC CIK 0000315066 0.989 5571 1,263.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 1,210.8 24.7% 3 -0.3 pp -0.2 pp +24.7 pp +24.7 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,115.5 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1,093.1 11.9% 3 +0.2 pp +0.0 pp +11.9 pp +11.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,067.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1,036.2 1.1% 3 -0.0 pp +0.2 pp +1.1 pp +1.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 933.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 893.9 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 874.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 865.2 5.3% 3 -0.1 pp -0.1 pp +5.3 pp +5.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 805.7 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
Balentine LLC CIK 0001586678 0.932 243 776.0 29.4% 3 +2.7 pp +7.2 pp +29.4 pp +29.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 769.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 710.5 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 702.0 0.9% 3 -0.1 pp +0.4 pp +0.9 pp +0.9 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 668.8 5.1% 3 -0.2 pp +0.5 pp +5.1 pp +5.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 639.4 1.2% 3 -0.2 pp -0.2 pp +1.2 pp +1.2 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 624.2 16.9% 3 -0.3 pp -1.2 pp +16.9 pp +16.9 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 583.9 6.8% 3 -0.0 pp +0.3 pp +6.8 pp +6.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 575.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 530.7 4.3% 1 +4.3 pp +3.9 pp +4.3 pp +4.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 525.9 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 502.2 0.7% 4 +0.1 pp -0.0 pp +0.1 pp +0.7 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 500.5 10.1% 3 -0.3 pp -0.3 pp +10.1 pp +10.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 499.6 6.4% 3 -0.0 pp +0.1 pp +6.4 pp +6.4 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 478.7 9.8% 3 -0.3 pp -0.1 pp +9.8 pp +9.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 456.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 403.8 15.3% 2 -0.3 pp +15.3 pp +15.3 pp +15.3 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 399.0 3.2% 3 -0.4 pp -0.8 pp +3.2 pp +3.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 398.5 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 386.4 2.6% 3 -0.4 pp -0.4 pp +2.6 pp +2.6 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 377.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 361.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 359.4 2.9% 3 -0.6 pp -0.5 pp +2.9 pp +2.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 340.7 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 337.5 1.8% 3 +0.1 pp -0.1 pp +1.8 pp +1.8 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 325.0 9.5% 3 +0.3 pp +0.2 pp +9.5 pp +9.5 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 305.0 3.9% 3 -0.2 pp +0.5 pp +3.9 pp +3.9 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 305.0 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 298.3 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 297.8 3.3% 3 +0.1 pp +0.1 pp +3.3 pp +3.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 292.7 2.3% 3 +0.0 pp +0.1 pp +2.3 pp +2.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 289.6 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 288.7 11.4% 3 +0.3 pp +0.7 pp +11.4 pp +11.4 pp
Bell Bank CIK 0001002672 0.895 195 288.1 12.3% 3 +0.5 pp +0.3 pp +12.3 pp +12.3 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 287.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 280.2 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 271.3 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 264.6 1.6% 3 -0.2 pp -0.3 pp +1.6 pp +1.6 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 261.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 257.0 20.7% 3 -0.4 pp -0.2 pp +20.7 pp +20.7 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 254.7 1.8% 3 -0.1 pp +0.3 pp +1.8 pp +1.8 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 248.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 238.0 2.5% 3 +0.1 pp -0.1 pp +2.5 pp +2.5 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 226.6 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 219.9 13.0% 3 +2.1 pp +2.2 pp +13.0 pp +13.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 218.2 6.8% 3 -0.0 pp +0.0 pp +6.8 pp +6.8 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 204.5 12.4% 3 -0.0 pp +0.1 pp +12.4 pp +12.4 pp
Truepoint, Inc. CIK 0001427748 0.954 160 201.7 4.5% 3 -0.2 pp -0.1 pp +4.5 pp +4.5 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 199.7 2.3% 3 -0.0 pp +0.1 pp +2.3 pp +2.3 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 198.2 12.4% 3 -0.1 pp +0.5 pp +12.4 pp +12.4 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 198.0 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
Creative Planning CIK 0001540235 0.979 4196 185.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 175.2 10.7% 3 -1.2 pp -1.0 pp +10.7 pp +10.7 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 171.2 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
BANK OF HAWAII CIK 0000315080 0.804 233 169.3 8.4% 3 +0.2 pp +0.9 pp +8.4 pp +8.4 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 160.9 17.7% 3 -0.7 pp -0.4 pp +17.7 pp +17.7 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 156.7 25.6% 3 -0.7 pp -1.6 pp +25.6 pp +25.6 pp
Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 156.6 31.6% 3 -0.1 pp -0.5 pp +31.6 pp +31.6 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 156.3 6.8% 3 +0.6 pp +1.8 pp +6.8 pp +6.8 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 155.0 10.4% 3 +0.1 pp -0.4 pp +10.4 pp +10.4 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 154.6 1.1% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 150.9 0.8% 4 +0.1 pp +0.3 pp +0.4 pp +0.8 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 149.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 146.7 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 144.6 1.9% 3 -0.0 pp -0.1 pp +1.9 pp +1.9 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 142.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 141.2 6.3% 3 -0.2 pp +6.0 pp +6.3 pp +6.3 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 138.8 12.9% 3 +0.2 pp +0.2 pp +12.9 pp +12.9 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 130.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 128.1 12.4% 3 -0.3 pp -0.0 pp +12.4 pp +12.4 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 127.9 12.8% 3 -0.4 pp -0.4 pp +12.8 pp +12.8 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 125.5 3.6% 3 +0.1 pp +0.3 pp +3.6 pp +3.6 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 121.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 121.7 19.6% 3 -0.9 pp -4.2 pp +19.6 pp +19.6 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 118.7 12.0% 3 -0.3 pp -0.6 pp +12.0 pp +12.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 118.7 1.7% 3 +0.0 pp -0.6 pp +1.7 pp +1.7 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 117.2 2.3% 3 -0.2 pp -0.2 pp +2.3 pp +2.3 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 117.2 16.4% 3 -1.1 pp -0.9 pp +16.4 pp +16.4 pp
RMR Wealth Builders CIK 0001803848 0.732 316 116.3 9.3% 3 -0.1 pp +0.3 pp +9.3 pp +9.3 pp
Trust Co of Tennessee CIK 0002025098 0.942 8 115.0 22.8% 3 -1.1 pp -1.3 pp +22.8 pp +22.8 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 111.7 19.1% 3 -0.2 pp +0.1 pp +19.1 pp +19.1 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 111.4 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 110.9 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 109.3 9.2% 3 -0.1 pp -0.1 pp +9.2 pp +9.2 pp
Kensington Asset Management, LLC CIK 0001979884 0.823 39 108.6 5.6% 2 -0.7 pp +5.6 pp +5.6 pp +5.6 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 106.0 10.5% 3 -0.4 pp -0.5 pp +10.5 pp +10.5 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 102.5 2.5% 3 -0.1 pp -0.0 pp +2.5 pp +2.5 pp
Members Trust Co CIK 0001677560 0.939 170 99.5 3.2% 3 +0.0 pp +0.2 pp +3.2 pp +3.2 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 98.3 2.7% 3 -0.0 pp +0.1 pp +2.7 pp +2.7 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 96.9 10.1% 5 -0.8 pp -1.0 pp -0.4 pp -2.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 96.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 96.1 12.1% 3 -0.1 pp +0.9 pp +12.1 pp +12.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 95.8 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 94.8 9.4% 3 -0.5 pp -0.6 pp +9.4 pp +9.4 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 94.1 3.5% 3 +0.1 pp +0.0 pp +3.5 pp +3.5 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 93.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 93.2 2.3% 3 +0.0 pp +0.1 pp +2.3 pp +2.3 pp
One Day In July LLC CIK 0001823172 0.854 167 92.9 7.6% 3 +0.1 pp +0.7 pp +7.6 pp +7.6 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 92.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 92.1 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 89.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 88.6 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 88.0 0.7% 3 -0.0 pp +0.2 pp +0.7 pp +0.7 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 87.7 12.0% 3 -0.3 pp -1.7 pp +12.0 pp +12.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 86.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crane Advisory, LLC CIK 0001951283 0.914 55 86.2 13.0% 3 -0.0 pp +0.6 pp +13.0 pp +13.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 86.0 1.5% 3 +1.2 pp +1.2 pp +1.5 pp +1.5 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 83.9 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 82.5 1.1% 3 +0.9 pp +0.9 pp +1.1 pp +1.1 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 82.0 9.0% 3 +0.4 pp +0.6 pp +9.0 pp +9.0 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 81.8 21.4% 3 -1.1 pp -3.8 pp +21.4 pp +21.4 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 81.4 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 79.2 7.4% 3 -0.8 pp -0.8 pp +7.4 pp +7.4 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 78.8 10.3% 3 -7.9 pp -7.8 pp +10.3 pp +10.3 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 78.5 2.6% 4 -0.1 pp -0.3 pp -0.1 pp +2.6 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 78.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 76.6 2.1% 3 -0.0 pp -0.0 pp +2.1 pp +2.1 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 75.9 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 75.8 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 74.9 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 73.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 71.9 1.8% 3 -0.2 pp -0.2 pp +1.8 pp +1.8 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 70.3 4.7% 3 -0.2 pp -0.2 pp +4.7 pp +4.7 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 70.1 9.4% 3 -0.3 pp -0.6 pp +9.4 pp +9.4 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 70.0 12.8% 3 -0.2 pp -0.3 pp +12.8 pp +12.8 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 69.7 6.5% 3 -0.1 pp -0.2 pp +6.5 pp +6.5 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 69.1 8.5% 3 +1.5 pp +0.9 pp +8.5 pp +8.5 pp
Brickley Wealth Management CIK 0001712533 0.861 68 68.9 11.6% 3 -0.4 pp +1.2 pp +11.6 pp +11.6 pp
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IFP Advisors, Inc CIK 0001641866 0.492 5147 62.0 1.4% 3 -0.2 pp -0.0 pp +1.4 pp +1.4 pp
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CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 51.6 3.8% 3 -0.1 pp -0.1 pp +3.8 pp +3.8 pp
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Jacobsen Capital Management CIK 0001782491 0.692 126 49.4 16.1% 3 -0.4 pp -0.4 pp +16.1 pp +16.1 pp
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Black Diamond Financial, LLC CIK 0001759236 0.676 198 44.9 4.7% 3 -0.3 pp +1.4 pp +4.7 pp +4.7 pp
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IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 44.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 44.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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Newton One Investments LLC CIK 0001842787 0.837 146 41.8 12.3% 3 -0.2 pp +0.0 pp +12.3 pp +12.3 pp
NWAM LLC CIK 0001655006 0.392 684 41.8 2.3% 3 -0.6 pp +0.7 pp +2.3 pp +2.3 pp
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FWG Holdings, LLC CIK 0001862067 0.188 127 41.0 17.7% 3 +0.0 pp +4.8 pp +17.7 pp +17.7 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 40.5 9.0% 3 -0.3 pp -1.5 pp +9.0 pp +9.0 pp
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Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 27.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Hiley Hunt Wealth Management CIK 0002048051 0.798 49 26.7 12.0% 3 -1.3 pp -1.5 pp +12.0 pp +12.0 pp
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ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 26.6 9.6% 3 -0.2 pp -0.1 pp +9.6 pp +9.6 pp
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J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 26.5 0.6% 3 -0.5 pp -0.5 pp +0.6 pp +0.6 pp
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OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 26.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 25.8 10.1% 3 +0.2 pp +0.7 pp +10.1 pp +10.1 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 25.5 3.8% 3 -0.4 pp -0.4 pp +3.8 pp +3.8 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 25.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 25.1 7.3% 3 -0.6 pp -0.6 pp +7.3 pp +7.3 pp
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Savvy Advisors, Inc. CIK 0002003633 0.613 1232 24.6 0.8% 3 +0.5 pp +0.5 pp +0.8 pp +0.8 pp
Advantage Trust Co CIK 0002009346 0.631 197 24.6 11.1% 3 +0.3 pp +0.6 pp +11.1 pp +11.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 24.4 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 24.3 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 24.3 3.9% 3 +0.4 pp -1.0 pp +3.9 pp +3.9 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 24.3 7.6% 3 -0.4 pp +0.0 pp +7.6 pp +7.6 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 24.2 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
Arista Wealth Management, LLC CIK 0001964758 0.708 266 24.0 3.0% 3 +0.0 pp -0.0 pp +3.0 pp +3.0 pp
Peterson Wealth Services CIK 0001906799 0.450 245 23.9 6.1% 3 -0.9 pp -1.1 pp +6.1 pp +6.1 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 23.8 5.0% 3 -0.0 pp -0.2 pp +5.0 pp +5.0 pp
Piedmont Capital Management, LLC CIK 0001656150 0.145 58 23.7 12.1% 2 -0.2 pp +12.1 pp +12.1 pp +12.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 23.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 23.6 3.4% 3 +0.3 pp -0.1 pp +3.4 pp +3.4 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 23.6 2.7% 3 -0.1 pp -0.1 pp +2.7 pp +2.7 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 23.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 23.4 0.5% 3 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 23.3 3.6% 3 -0.1 pp -0.0 pp +3.6 pp +3.6 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 23.2 2.1% 3 -0.3 pp -0.3 pp +2.1 pp +2.1 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 23.0 3.5% 3 +1.0 pp +2.1 pp +3.5 pp +3.5 pp
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Arkadios Wealth Advisors CIK 0001800798 0.458 1680 23.0 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 22.8 2.5% 5 -0.1 pp -0.4 pp -0.2 pp -0.6 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 22.8 6.0% 3 -0.2 pp -0.1 pp +6.0 pp +6.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 22.8 0.4% 3 -0.2 pp -0.0 pp +0.4 pp +0.4 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 22.8 6.0% 3 -0.1 pp +0.0 pp +6.0 pp +6.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 22.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Oak Root LLC CIK 0002027377 0.950 10 22.7 2.7% 3 +0.0 pp +0.0 pp +2.7 pp +2.7 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 22.7 1.0% 3 +0.2 pp +0.1 pp +1.0 pp +1.0 pp
IVC Wealth Advisors LLC CIK 0001842811 0.409 177 22.7 9.9% 3 -0.2 pp -0.1 pp +9.9 pp +9.9 pp
Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 22.6 14.2% 3 -0.3 pp -2.0 pp +14.2 pp +14.2 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 22.6 2.6% 3 -0.7 pp +1.1 pp +2.6 pp +2.6 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 22.4 4.4% 2 -0.0 pp +4.4 pp +4.4 pp +4.4 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 22.2 2.9% 3 -0.1 pp -0.2 pp +2.9 pp +2.9 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 22.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 22.1 1.8% 4 -0.1 pp -0.2 pp -0.2 pp +1.8 pp
Tenret Co LLC CIK 0001874146 0.725 33 21.9 11.1% 3 -0.3 pp +0.0 pp +11.1 pp +11.1 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 21.7 14.6% 3 -0.7 pp -0.7 pp +14.6 pp +14.6 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 21.7 4.6% 3 +0.1 pp +0.3 pp +4.6 pp +4.6 pp
One Capital Management, LLC CIK 0001606588 0.779 522 21.7 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 21.6 3.9% 3 +0.0 pp +0.2 pp +3.9 pp +3.9 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 21.6 0.8% 3 +0.3 pp +0.3 pp +0.8 pp +0.8 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 21.6 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 21.4 6.0% 3 -0.3 pp -0.3 pp +6.0 pp +6.0 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 21.3 4.8% 3 -0.2 pp -0.4 pp +4.8 pp +4.8 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 21.2 5.7% 3 +2.5 pp +2.3 pp +5.7 pp +5.7 pp
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FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 21.0 1.2% 3 -0.1 pp +0.3 pp +1.2 pp +1.2 pp
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Olistico Wealth, LLC CIK 0001962695 0.459 334 20.8 10.1% 3 -0.6 pp -0.1 pp +10.1 pp +10.1 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 20.7 2.7% 3 -0.1 pp -1.6 pp +2.7 pp +2.7 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 20.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 20.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 20.3 1.9% 3 +0.1 pp +0.3 pp +1.9 pp +1.9 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 20.3 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 20.3 4.5% 3 -0.2 pp -0.2 pp +4.5 pp +4.5 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 20.2 4.9% 3 -0.1 pp +0.1 pp +4.9 pp +4.9 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 20.1 2.3% 3 -0.2 pp -0.2 pp +2.3 pp +2.3 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 20.1 6.1% 3 -0.0 pp +0.0 pp +6.1 pp +6.1 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 20.1 7.1% 3 -0.7 pp -4.5 pp +7.1 pp +7.1 pp
Apella Capital, LLC CIK 0001801507 0.827 695 20.0 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
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Aries Wealth Management CIK 0001729515 0.425 242 19.8 4.4% 3 +0.1 pp +0.0 pp +4.4 pp +4.4 pp
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Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 19.7 1.8% 3 +0.0 pp -0.0 pp +1.8 pp +1.8 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 19.7 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 19.5 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 19.5 9.9% 3 +0.0 pp +0.1 pp +9.9 pp +9.9 pp
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Enclave Advisors LLC CIK 0001836110 0.562 127 19.3 2.7% 3 +0.0 pp +0.2 pp +2.7 pp +2.7 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 19.3 1.8% 3 +0.0 pp -0.0 pp +1.8 pp +1.8 pp
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Systelligence, LLC CIK 0001882691 0.094 62 19.1 3.6% 3 +0.2 pp +1.5 pp +3.6 pp +3.6 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 19.1 7.4% 3 -0.3 pp +0.2 pp +7.4 pp +7.4 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 19.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 19.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
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Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 18.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
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Addison Advisors LLC CIK 0001843745 0.131 707 17.0 3.8% 3 -0.1 pp -0.1 pp +3.8 pp +3.8 pp
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DDFG, Inc CIK 0001967640 0.535 91 16.8 3.7% 3 -0.4 pp -0.5 pp +3.7 pp +3.7 pp
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Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 16.7 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
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Taylor Hoffman Capital Management LLC CIK 0002042493 0.403 122 2.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
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Next Level Private LLC CIK 0001910366 0.538 174 2.0 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
Accel Wealth Management CIK 0001838226 0.241 305 2.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
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Obermeyer Wealth Partners CIK 0001349654 0.722 300 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Wiser Advisor Group LLC CIK 0002011550 0.262 229 2.0 2.3% 3 -0.2 pp -1.0 pp +2.3 pp +2.3 pp
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CBM Financial, LLC CIK 0002055702 0.864 16 2.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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CRA Financial Services, LLC CIK 0001765594 0.529 321 2.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Rossmore Private Capital CIK 0001733082 0.520 340 2.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Park Place Capital Corp CIK 0001965810 0.369 1092 2.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
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SFM, LLC CIK 0002064225 0.427 69 2.0 1.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 2.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Detalus Advisors, LLC CIK 0001799677 0.538 191 1.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
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CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 1.9 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
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Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -2.8 pp +0.0 pp +0.0 pp
OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.0 0.0% 0 +0.0 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
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.1 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
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 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 +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 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
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.2 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
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 -4.3 pp -4.3 pp +0.0 pp +0.0 pp
Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.0 0.0% 0 -4.1 pp +0.0 pp +0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -24.9 pp +0.0 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 -6.1 pp -6.6 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
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.3 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
PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -0.2 pp -3.7 pp +0.0 pp +0.0 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 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 -3.4 pp +0.0 pp +0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 0.0 0.0% 0 -0.2 pp -0.2 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
Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.0 0.0% 0 -0.1 pp +0.0 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 -0.2 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp -5.8 pp +0.0 pp +0.0 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 -9.6 pp +0.0 pp +0.0 pp +0.0 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 -0.2 pp -0.2 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
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp -8.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -8.2 pp -8.5 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 0 -0.3 pp -0.0 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 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 -0.3 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -2.1 pp -1.6 pp +0.0 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 0.0 0.0% 0 -0.1 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
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -2.3 pp -2.3 pp +0.0 pp +0.0 pp
Clare Market Investments LLC CIK 0002054098 0.512 173 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 -6.4 pp -6.3 pp +0.0 pp +0.0 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
CHICAGO TRUST Co NA CIK 0001601539 0.345 382 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -1.3 pp -1.2 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.6 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
Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 +0.0 pp -2.7 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 -2.8 pp -2.6 pp +0.0 pp +0.0 pp
Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
AMERICAN ASSET MANAGEMENT INC. CIK 0001569454 0.726 33 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CV Advisors LLC CIK 0001872254 0.581 133 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 -1.2 pp -1.1 pp +0.0 pp +0.0 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp -11.3 pp +0.0 pp +0.0 pp
Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -1.5 pp -1.4 pp +0.0 pp +0.0 pp
McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -4.2 pp -4.0 pp +0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 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 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp -0.2 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 VUG). Qtrs Held counts distinct quarters this fund has actually held VUG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VUG position size. Δ columns are the percentage-point change in VUG'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