Signals

← Signals

☆VV

1196 in-universe funds with a nonzero position in VV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#15
Score / z7.786 / 9.95
Consensus452.20 over 817 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4,777.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 3,592.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 1,866.8 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 1,025.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 835.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 806.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 792.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 644.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 605.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 554.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 459.6 43.6% 1 +43.6 pp +43.6 pp +43.6 pp +43.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 446.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 440.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 433.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 365.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 320.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 312.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 299.0 14.0% 1 +14.0 pp +14.0 pp +14.0 pp +14.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 297.2 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 230.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 228.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 228.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 225.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 224.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 216.4 45.3% 1 +45.3 pp +45.3 pp +45.3 pp +45.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 202.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 195.0 19.7% 1 +19.7 pp +19.7 pp +19.7 pp +19.7 pp
☆Balentine LLC CIK 0001586678 0.932 243 172.3 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 159.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 158.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 149.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 148.0 24.1% 1 +24.1 pp +24.1 pp +24.1 pp +24.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 145.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 135.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 134.6 33.8% 1 +33.8 pp +33.8 pp +33.8 pp +33.8 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 134.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 123.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 123.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 123.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 112.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 111.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 106.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 104.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 100.5 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 94.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 94.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 93.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 91.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 88.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 86.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 85.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 85.2 21.9% 1 +21.9 pp +21.9 pp +21.9 pp +21.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 84.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 76.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 72.6 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 72.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 70.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 67.9 24.1% 1 +24.1 pp +24.1 pp +24.1 pp +24.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 66.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 65.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 63.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 62.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 62.1 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 59.7 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
☆Addis & Hill, Inc CIK 0002016470 0.789 29 58.8 38.4% 1 +38.4 pp +38.4 pp +38.4 pp +38.4 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 57.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 53.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 47.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 47.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 47.2 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 46.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 46.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 45.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 44.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 44.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 43.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 43.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 42.5 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 39.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 38.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 38.1 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 36.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 33.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 33.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 33.1 17.1% 1 +17.1 pp +17.1 pp +17.1 pp +17.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 32.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 32.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 32.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 32.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Latigo Investments, LLC CIK 0001914668 0.838 14 31.1 16.0% 1 +16.0 pp +16.0 pp +16.0 pp +16.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 30.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 27.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 27.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 26.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆James Reed Financial Services, Inc. CIK 0001911052 0.859 19 25.9 23.5% 1 +23.5 pp +23.5 pp +23.5 pp +23.5 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 25.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 25.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 24.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 24.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 24.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 24.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 23.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 22.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 22.4 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 22.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 21.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 20.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 20.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 20.3 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 20.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 20.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 19.5 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 19.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 18.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 18.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 18.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 18.3 8.1% 3 +0.7 pp -0.1 pp +8.1 pp +8.1 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 18.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 17.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 17.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 17.5 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 17.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 17.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 17.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 17.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 17.1 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 17.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 16.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Strategic Equity Management CIK 0001843578 0.306 65 16.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 16.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investors Research Corp CIK 0001730630 0.347 805 16.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 15.9 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 15.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 15.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 15.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Northern Capital Management, Inc. CIK 0001581794 0.845 55 15.2 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 15.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 15.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 15.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 15.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 14.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 14.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 14.6 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 14.6 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 14.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 14.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 14.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 14.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 13.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 13.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 13.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 13.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 13.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 13.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 13.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 12.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 12.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 12.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 12.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 12.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 12.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 12.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 12.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 12.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 11.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 11.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 11.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 11.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 11.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 11.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 11.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 11.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 11.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 11.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 11.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 11.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 10.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 10.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 10.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 10.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 10.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 10.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 10.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.733 200 9.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 9.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 9.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 9.1 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 9.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 8.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 8.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 8.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Simmons Bank CIK 0001674486 0.467 369 8.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 8.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 7.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 7.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Apexium Financial, LP CIK 0001765285 0.880 288 7.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆CacheTech Inc. CIK 0002013390 0.380 169 7.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 7.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NWAM LLC CIK 0001655006 0.392 684 7.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 6.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 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 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COMMERCE BANK CIK 0001009076 0.853 1332 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 6.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 6.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 6.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 6.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
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☆Kendall Capital Management CIK 0001731372 0.288 236 6.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 6.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 6.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 6.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 5.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Human Investing LLC CIK 0001767513 0.861 105 5.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 5.3 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆One Capital Management, LLC CIK 0001606588 0.779 522 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 4.9 4.9% 2 +0.2 pp +4.9 pp +4.9 pp +4.9 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 4.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 4.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 4.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Gainplan LLC CIK 0001697857 0.087 60 4.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 3.9 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 3.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Brooklyn FI, LLC CIK 0001916123 0.652 434 3.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 3.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 3.6 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 3.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PrairieView Partners, LLC CIK 0001726673 0.845 397 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 3.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 3.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 3.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.603 167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOERTKORN RICHARD CHARLES CIK 0001598177 0.355 71 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Field & Main Bank CIK 0001594492 0.202 271 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +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
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.202 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 1 +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% 1 +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
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 -0.1 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 VV). Qtrs Held counts distinct quarters this fund has actually held VV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VV position size. Δ columns are the percentage-point change in VV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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