Signals

← Signals

☆VUSB

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

Flow ranking

Rank#415
Score / z0.427 / 0.60
Consensus172.31 over 308 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+424% / 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)
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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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,249.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 162.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 157.5 8.9% 3 +0.4 pp -3.9 pp +8.9 pp +8.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 141.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 100.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 96.9 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 80.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 70.7 2.7% 3 -0.3 pp -0.1 pp +2.7 pp +2.7 pp
☆Avion Wealth CIK 0001792704 0.773 1750 65.3 13.7% 3 +1.1 pp -1.3 pp +13.7 pp +13.7 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 55.1 2.8% 2 +2.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 50.1 12.8% 3 +0.0 pp -0.3 pp +12.8 pp +12.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 34.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 32.6 9.7% 3 -0.1 pp -0.6 pp +9.7 pp +9.7 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 28.8 2.2% 2 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 26.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 25.3 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 24.1 4.9% 3 -0.1 pp -0.5 pp +4.9 pp +4.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 24.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 23.9 4.0% 3 +0.3 pp +1.4 pp +4.0 pp +4.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 22.7 3.5% 5 -0.9 pp +0.5 pp +1.1 pp +0.2 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 22.5 7.5% 2 -0.0 pp +7.5 pp +7.5 pp +7.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 22.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 20.6 1.2% 3 +0.3 pp +0.3 pp +1.2 pp +1.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 20.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 20.4 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Eagle Capital Management, LLC CIK 0001600746 0.615 50 20.3 7.4% 2 +0.4 pp +7.4 pp +7.4 pp +7.4 pp
☆David Kennon Inc CIK 0001954126 0.575 45 19.6 6.9% 3 -2.2 pp -2.9 pp +6.9 pp +6.9 pp
☆Global Wealth Management, LLC CIK 0002039738 0.724 47 18.9 10.2% 3 -2.7 pp -5.4 pp +10.2 pp +10.2 pp
☆NKCFO LLC CIK 0001757282 0.145 92 18.4 5.3% 2 +0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 18.0 3.9% 3 -0.1 pp +0.0 pp +3.9 pp +3.9 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 17.8 1.4% 3 +0.7 pp +0.8 pp +1.4 pp +1.4 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 17.2 4.9% 3 -0.7 pp -1.3 pp +4.9 pp +4.9 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 17.1 9.4% 3 -0.3 pp -1.6 pp +9.4 pp +9.4 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 17.1 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 16.2 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 14.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 14.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 14.1 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 13.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 13.7 8.2% 3 +0.9 pp +0.3 pp +8.2 pp +8.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 12.4 3.1% 3 +0.1 pp -0.3 pp +3.1 pp +3.1 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 12.3 2.8% 3 +0.2 pp +0.0 pp +2.8 pp +2.8 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 11.9 5.0% 3 +0.0 pp +0.3 pp +5.0 pp +5.0 pp
☆KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 11.0 10.0% 3 +0.1 pp -0.4 pp +10.0 pp +10.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 10.5 1.6% 3 -0.1 pp -0.5 pp +1.6 pp +1.6 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 10.2 7.1% 4 -0.6 pp -0.6 pp -0.5 pp +7.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 9.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 9.4 1.1% 2 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 8.8 5.7% 3 +0.1 pp -0.6 pp +5.7 pp +5.7 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 8.4 2.1% 3 +0.1 pp +0.5 pp +2.1 pp +2.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 7.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆NVWM, LLC CIK 0001697274 0.201 780 7.8 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 7.8 2.2% 3 +0.9 pp +0.2 pp +2.2 pp +2.2 pp
☆KEYNOTE FINANCIAL SERVICES LLC CIK 0002026127 0.198 185 7.3 4.1% 3 +1.0 pp +2.2 pp +4.1 pp +4.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 7.2 2.9% 3 +0.0 pp +1.2 pp +2.9 pp +2.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 7.1 3.7% 3 +1.6 pp +2.7 pp +3.7 pp +3.7 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 6.8 0.1% 3 -0.1 pp -0.1 pp +0.1 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 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 6.6 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.6 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 6.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 6.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 6.1 1.9% 3 +0.1 pp +0.3 pp +1.9 pp +1.9 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 6.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 5.8 1.1% 3 +0.7 pp +0.6 pp +1.1 pp +1.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 5.6 1.7% 3 +0.0 pp -0.3 pp +1.7 pp +1.7 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 5.4 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 5.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 5.1 1.3% 4 +0.2 pp +0.2 pp +0.2 pp +1.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 5.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ZAZOVE ASSOCIATES LLC CIK 0001009012 0.043 139 5.0 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 5.0 2.4% 4 +0.0 pp -0.1 pp -0.3 pp +2.4 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 4.9 1.5% 3 +0.4 pp +0.3 pp +1.5 pp +1.5 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 4.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 4.4 0.6% 3 -0.5 pp -0.5 pp +0.6 pp +0.6 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 4.3 1.7% 3 -0.5 pp -0.5 pp +1.7 pp +1.7 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 4.3 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 4.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 4.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 4.0 1.5% 3 +0.1 pp +0.2 pp +1.5 pp +1.5 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 4.0 1.0% 3 -0.8 pp -1.8 pp +1.0 pp +1.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 4.0 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 4.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.540 57 3.8 2.1% 3 +0.1 pp +0.5 pp +2.1 pp +2.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 3.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ADVISORY RESEARCH INC CIK 0000902584 0.478 136 3.7 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 3.6 0.5% 3 -3.1 pp -8.9 pp +0.5 pp +0.5 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 3.5 2.1% 3 -0.3 pp -0.5 pp +2.1 pp +2.1 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 3.4 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 3.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 3.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 3.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 2.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 2.8 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 2.7 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 2.7 1.0% 5 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 2.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 2.6 1.6% 3 +0.4 pp +0.6 pp +1.6 pp +1.6 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 2.6 1.7% 2 +0.7 pp +1.7 pp +1.7 pp +1.7 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.6 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 2.4 0.9% 3 +0.3 pp +0.2 pp +0.9 pp +0.9 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 2.3 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 2.3 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 2.2 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 2.2 1.3% 3 +0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 2.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 2.1 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 2.0 1.1% 3 -0.1 pp -0.3 pp +1.1 pp +1.1 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 2.0 1.7% 3 +0.3 pp +0.3 pp +1.7 pp +1.7 pp
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☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 1.9 1.5% 4 +0.0 pp -0.1 pp -0.3 pp +1.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 1.8 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MontVue Capital Management, Inc. CIK 0002008758 0.592 78 1.7 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 1.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 1.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 1.3 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 1.3 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 1.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
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☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 1.2 0.6% 4 -0.1 pp -0.4 pp -0.5 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆R.H. Investment Group, LLC CIK 0002048733 0.373 47 1.0 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 1.0 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 1.0 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 0.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
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☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.8 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.8 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.7 0.7% 4 -0.5 pp -0.6 pp -0.7 pp +0.7 pp
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☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.7 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.6 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
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☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆SAM Advisors, LLC CIK 0001600944 0.830 49 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.3 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 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 0.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.2 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 3 -0.0 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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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 -0.0 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
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 0.0 0.0% 0 +0.0 pp -0.0 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 -0.1 pp -0.1 pp +0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 0.0 0.0% 0 -1.6 pp -1.3 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
☆Kintayl Capital LP CIK 0002032385 0.020 57 0.0 0.0% 0 -4.1 pp -3.8 pp +0.0 pp +0.0 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 -0.0 pp +0.0 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 -2.8 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
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 0.160 113 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Financial Partners CIK 0001908108 0.649 28 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.0 0.0% 0 -2.1 pp -2.3 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 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 -0.3 pp -1.8 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 VUSB). Qtrs Held counts distinct quarters this fund has actually held VUSB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VUSB position size. Δ columns are the percentage-point change in VUSB'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