Signals

VWO

2195 in-universe funds with a nonzero position in VWO within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#73
Score / z2.663 / 3.39
Consensus715.86 over 1332 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-49% / 2.6d

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 5,580.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 3,669.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3,542.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 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 2,431.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2,249.4 5.8% 2 +0.3 pp +5.8 pp +5.8 pp +5.8 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,179.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 2,178.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,123.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WIT, LLC CIK 0001840025 0.965 24 1,803.5 44.7% 1 +44.7 pp +44.7 pp +44.7 pp +44.7 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,708.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,197.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Creative Planning CIK 0001540235 0.979 4196 933.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 918.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 855.2 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 791.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 722.8 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 661.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 651.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 650.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 633.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 623.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 561.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 544.0 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 505.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 471.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 466.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 412.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 370.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 334.8 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 334.8 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 334.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 322.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 309.5 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 293.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 254.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 252.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 240.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 225.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 212.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 204.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 191.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
BOKF, NA CIK 0000009634 0.752 1160 186.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 186.2 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 182.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 182.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 173.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 169.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 168.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 165.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 165.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 161.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 159.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 157.4 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 156.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 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 153.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 151.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 148.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 146.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 142.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
CHOREO, LLC CIK 0001679031 0.797 1690 136.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 136.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 135.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 133.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Wedmont Private Capital CIK 0001904274 0.771 949 129.4 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 128.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 127.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 123.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 123.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 113.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
NEPC LLC CIK 0001424799 0.960 53 110.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 107.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 106.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 103.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 103.2 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 103.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 95.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 94.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 93.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Cerity Partners OCIO LLC CIK 0001519611 0.571 28 93.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 91.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 90.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 89.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 87.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 86.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 86.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 86.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 83.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 82.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 82.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 80.7 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 78.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
COMERICA BANK CIK 0000901541 0.812 3711 77.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 76.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 75.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 70.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 69.5 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 68.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 68.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 68.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Apella Capital, LLC CIK 0001801507 0.827 695 67.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 66.6 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 65.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 64.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 62.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 62.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 60.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 60.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Parkwood LLC CIK 0001597823 0.291 71 58.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 58.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 57.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
GenTrust, LLC CIK 0001697110 0.832 201 55.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 55.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 55.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 54.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 54.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 53.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Strid Group, LLC CIK 0001625800 0.894 93 51.7 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 51.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 51.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 50.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 50.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 50.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 49.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 48.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 48.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 48.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 47.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 47.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 46.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 46.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 44.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 44.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 44.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 42.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 40.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 39.8 5.4% 3 -0.2 pp -0.0 pp +5.4 pp +5.4 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 39.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Matrix Trust Co CIK 0001784277 0.681 101 38.7 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Allworth Financial LP CIK 0001555170 0.907 5124 38.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 37.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 37.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 36.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 36.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 35.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BANK OF HAWAII CIK 0000315080 0.804 233 35.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 35.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 35.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 34.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 34.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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GFS Advisors, LLC CIK 0001427263 0.000 266 24.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
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MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 13.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
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RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 13.2 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 13.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Prime Buchholz LLC CIK 0002051999 0.271 40 13.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Aperture Investors, LLC CIK 0001787596 0.152 82 13.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 13.0 1.4% 2 -0.7 pp +1.4 pp +1.4 pp +1.4 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 13.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 12.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 12.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 12.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 12.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 12.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 12.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 12.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 12.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 12.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Arcataur Capital Management LLC CIK 0001987321 0.770 105 12.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 12.2 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
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NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 12.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 12.0 2.4% 3 -0.0 pp +0.1 pp +2.4 pp +2.4 pp
DORVAL Corp CIK 0001999144 0.667 49 12.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 11.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 11.8 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Northeast Financial Group, Inc. CIK 0001965773 0.477 76 11.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 11.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Apriem Advisors CIK 0001425165 0.679 182 11.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 11.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 11.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LPWM LLC CIK 0001801101 0.514 98 11.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Cairn Investment Group, Inc. CIK 0001800358 0.361 65 11.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 11.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 11.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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RPTC Inc. CIK 0001714450 0.937 7 10.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 10.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 10.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 10.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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American Trust CIK 0001905128 0.729 334 10.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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Cliffwater LLC CIK 0001659851 0.854 22 10.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 7.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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VCI Wealth Management LLC CIK 0002009388 0.229 99 4.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Argent Trust Co CIK 0001625292 0.533 769 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Auour Investments LLC CIK 0001789310 0.580 95 3.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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E&G Advisors, LLC CIK 0001598550 0.504 243 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 3.1 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 3.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 3.0 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
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CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 3.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Randall & Associates Wealth Management CIK 0002011901 0.473 52 3.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 3.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
TI-TRUST, INC CIK 0001802284 0.225 132 2.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Hikari Power Ltd CIK 0001606152 0.716 43 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brickley Wealth Management CIK 0001712533 0.861 68 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Ascent Capital Management, LLC CIK 0001702492 0.590 63 2.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Prentice Wealth Management LLC CIK 0001864229 0.708 122 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 2.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Manuka Financial, LLC CIK 0002049064 0.636 55 2.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sageworth Trust Co CIK 0001482688 0.943 127 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Spire Wealth Management CIK 0001858740 0.515 2226 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 2.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
NavPoint Financial, Inc. CIK 0002009813 0.506 74 2.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 2.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Northland Capital Management LLC CIK 0001693032 0.536 30 2.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 0.352 130 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Brightwater Advisory LLC CIK 0002034566 0.450 59 2.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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Quantum Portfolio Management LLC CIK 0002003672 0.106 522 2.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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Gemmer Asset Management LLC CIK 0001607825 0.773 187 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 2.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Main Management LLC CIK 0001583092 0.804 95 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Single Point Partners, LLC CIK 0001801184 0.839 102 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Root Financial Partners, LLC CIK 0001977181 0.834 407 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Evanson Asset Management, LLC CIK 0001626379 0.793 321 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Financial Advocates Investment Management CIK 0001730293 0.000 104 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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MBL Wealth, LLC CIK 0001845785 0.684 381 2.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Csenge Advisory Group CIK 0001715593 0.550 760 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 2.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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CIBC Asset Management Inc CIK 0001021926 0.855 1428 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Aries Wealth Management CIK 0001729515 0.425 242 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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AIRE ADVISORS, LLC CIK 0001908177 0.575 179 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
City State Bank CIK 0001910666 0.322 809 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
VPR Management LLC CIK 0001894203 0.676 66 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
General Partner, Inc. CIK 0001800508 0.326 167 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Covestor Ltd CIK 0001909846 0.023 2832 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Navalign, LLC CIK 0001820593 0.504 132 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Resolute Advisors LLC CIK 0001800217 0.229 81 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Roth Financial Partners LLC CIK 0001840888 0.893 33 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Holistic Financial Partners CIK 0001729304 0.166 120 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
St. Clair Advisors, LLC CIK 0002056292 0.645 78 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DKM Wealth Management, Inc. CIK 0002055833 0.611 74 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RDA Financial Network CIK 0001774086 0.257 284 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Goepper Burkhardt LLC CIK 0001844142 0.646 99 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Well Done, LLC CIK 0001667132 0.522 202 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Canal Capital Management, LLC CIK 0001666733 0.400 220 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LCNB CORP (LCNB) CIK 0001074902 0.390 184 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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1832 Asset Management L.P. CIK 0000944388 0.851 618 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Matisse Capital CIK 0001668256 0.148 158 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Omnia Family Wealth, LLC CIK 0001696136 0.745 103 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accel Wealth Management CIK 0001838226 0.241 305 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Legacy Financial Group LLC CIK 0001834011 0.442 133 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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First Financial Bank - Trust Division CIK 0001315339 0.660 208 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MAS Advisors LLC CIK 0001906683 0.273 67 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Americana Partners, LLC CIK 0001797678 0.514 596 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Claris Financial LLC CIK 0002060278 0.227 177 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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TPG Advisors LLC CIK 0002033388 0.435 115 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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CVA Family Office, LLC CIK 0001802084 0.571 1801 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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MONTGOMERY INVESTMENT MANAGEMENT INC CIK 0001272544 0.473 108 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Clarendon Private LLC CIK 0001961628 0.221 124 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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KKM Financial LLC CIK 0002001943 0.086 169 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Activest Wealth Management CIK 0001883134 0.526 1477 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Forum Private Client Group LLC CIK 0001910636 0.696 86 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Essential Planning, LLC. CIK 0001949824 0.669 87 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Alexander Randolph Advisory, Inc. CIK 0000874816 0.456 41 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 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
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Capital Trust Co CIK 0001123320 0.317 83 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 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
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 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
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 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
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 -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
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 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
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
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 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 +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.1 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 -7.5 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -2.8 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
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 -6.1 pp +0.0 pp +0.0 pp +0.0 pp
Severin Investments, LLC CIK 0001763454 0.048 174 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VWO). Qtrs Held counts distinct quarters this fund has actually held VWO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VWO position size. Δ columns are the percentage-point change in VWO'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