Signals

VWO

2465 in-universe funds with a nonzero position in VWO within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#68
Score / z2.937 / 4.17
Consensus811.54 over 1538 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-28% / 1.4d

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 6,318.7 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 4,374.6 0.1% 3 +0.0 pp +0.0 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 2,898.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2,548.3 5.7% 4 -0.3 pp -0.1 pp +0.2 pp +5.7 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,542.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,472.3 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
WIT, LLC CIK 0001840025 0.965 24 2,208.2 44.3% 3 -2.9 pp -0.4 pp +44.3 pp +44.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,904.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,831.6 4.9% 3 -0.3 pp -0.2 pp +4.9 pp +4.9 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,310.0 2.5% 3 -0.0 pp +0.1 pp +2.5 pp +2.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,067.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1,022.7 1.4% 4 -0.1 pp -0.0 pp +0.0 pp +1.4 pp
Creative Planning CIK 0001540235 0.979 4196 988.1 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 885.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 851.1 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 782.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 764.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 731.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 701.2 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 602.0 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 578.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 550.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 533.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 449.9 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 446.3 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 402.7 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 386.3 2.0% 1 +2.0 pp +0.1 pp +2.0 pp +2.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 373.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 366.0 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 355.4 8.2% 2 -0.4 pp +8.2 pp +8.2 pp +0.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 341.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 341.7 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 333.9 8.0% 3 -0.1 pp -0.1 pp +8.0 pp +8.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 333.9 6.9% 3 +0.1 pp +0.1 pp +6.9 pp +6.9 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 305.3 6.8% 3 -1.2 pp -1.0 pp +6.8 pp +6.8 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 283.3 1.0% 3 -0.0 pp +0.1 pp +1.0 pp +1.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 257.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 253.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 253.3 2.0% 3 -0.5 pp -0.3 pp +2.0 pp +2.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 248.7 11.3% 3 +0.1 pp +0.5 pp +11.3 pp +11.3 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 241.7 3.0% 3 -0.1 pp +0.0 pp +3.0 pp +3.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 237.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 233.1 3.6% 3 -0.1 pp +0.1 pp +3.6 pp +3.6 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 225.0 2.5% 3 -0.0 pp +0.1 pp +2.5 pp +2.5 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 223.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 208.3 3.7% 3 +0.1 pp +0.2 pp +3.7 pp +3.7 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 206.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 193.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 192.3 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 192.1 2.0% 3 -0.1 pp +0.0 pp +2.0 pp +2.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 188.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 182.1 1.2% 3 -0.0 pp +0.1 pp +1.2 pp +1.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 181.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 181.2 2.8% 3 -0.4 pp +0.3 pp +2.8 pp +2.8 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 179.4 2.3% 3 +0.0 pp +0.1 pp +2.3 pp +2.3 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 178.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
BOKF, NA CIK 0000009634 0.752 1160 176.4 2.7% 3 -0.3 pp -0.3 pp +2.7 pp +2.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 169.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 168.5 5.9% 3 -0.1 pp +0.0 pp +5.9 pp +5.9 pp
Wedmont Private Capital CIK 0001904274 0.771 949 167.3 5.8% 3 +0.1 pp +0.3 pp +5.8 pp +5.8 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 165.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
NEPC LLC CIK 0001424799 0.960 53 162.2 3.5% 3 +0.6 pp +0.6 pp +3.5 pp +3.5 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 160.9 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 157.2 2.0% 3 +0.1 pp +0.1 pp +2.0 pp +2.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 155.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 155.0 4.4% 3 -0.1 pp +0.0 pp +4.4 pp +4.4 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 154.4 2.3% 3 -0.0 pp +0.1 pp +2.3 pp +2.3 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 150.4 2.1% 3 -0.0 pp +0.1 pp +2.1 pp +2.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 148.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 142.0 5.9% 3 -0.1 pp +0.2 pp +5.9 pp +5.9 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 140.1 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 138.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 137.9 6.9% 3 +0.3 pp +3.4 pp +6.9 pp +6.9 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 129.9 2.4% 3 +0.0 pp +0.1 pp +2.4 pp +2.4 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 124.7 2.0% 3 +0.1 pp +0.2 pp +2.0 pp +2.0 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 121.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 119.0 3.5% 3 +0.1 pp +0.3 pp +3.5 pp +3.5 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 118.4 7.3% 3 +0.1 pp +0.7 pp +7.3 pp +7.3 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 110.2 8.3% 3 -0.1 pp -0.4 pp +8.3 pp +8.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 110.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 108.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 107.8 3.0% 2 -0.6 pp +3.0 pp +3.0 pp +3.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 107.3 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 106.3 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 104.3 1.9% 3 +0.2 pp +0.1 pp +1.9 pp +1.9 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 103.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Apella Capital, LLC CIK 0001801507 0.827 695 101.2 2.0% 3 -0.0 pp +0.2 pp +2.0 pp +2.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 101.1 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 99.6 4.3% 3 -0.1 pp -0.2 pp +4.3 pp +4.3 pp
FMR LLC CIK 0000315066 0.989 5571 98.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 96.5 2.0% 3 +0.2 pp +0.6 pp +2.0 pp +2.0 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 96.3 5.9% 3 +0.2 pp +0.5 pp +5.9 pp +5.9 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 95.1 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 94.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 94.3 2.0% 3 -2.7 pp -1.4 pp +2.0 pp +2.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 91.5 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 90.8 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 87.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 83.7 1.4% 3 +0.2 pp +0.2 pp +1.4 pp +1.4 pp
COMERICA BANK CIK 0000901541 0.812 3711 82.1 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 81.7 2.8% 3 +0.0 pp +0.1 pp +2.8 pp +2.8 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 78.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 78.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Westerkirk Capital Inc. CIK 0002080423 0.554 212 77.4 7.5% 2 -1.7 pp +7.5 pp +7.5 pp +7.5 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 77.1 2.1% 3 -0.2 pp -0.3 pp +2.1 pp +2.1 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 75.1 5.2% 3 -0.2 pp -0.0 pp +5.2 pp +5.2 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 72.2 2.1% 3 +0.0 pp +0.0 pp +2.1 pp +2.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 71.2 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 68.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 67.0 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 66.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Parkwood LLC CIK 0001597823 0.292 71 64.0 5.4% 3 -0.9 pp +0.0 pp +5.4 pp +5.4 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 63.8 3.3% 3 -0.1 pp +0.1 pp +3.3 pp +3.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 63.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 63.5 0.5% 3 +0.5 pp -0.3 pp +0.5 pp +0.5 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 62.2 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 61.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 61.2 1.8% 3 -0.1 pp +1.5 pp +1.8 pp +1.8 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 61.2 0.4% 5 -0.0 pp +0.4 pp -0.0 pp +0.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 61.1 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 60.1 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
GenTrust, LLC CIK 0001697110 0.832 201 60.0 2.6% 3 -0.0 pp -0.0 pp +2.6 pp +2.6 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 60.0 2.8% 3 -0.2 pp -0.2 pp +2.8 pp +2.8 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 59.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 58.9 3.6% 3 +0.0 pp +0.2 pp +3.6 pp +3.6 pp
COMMERCE BANK CIK 0001009076 0.853 1332 58.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 58.3 3.4% 3 -0.0 pp +0.4 pp +3.4 pp +3.4 pp
Strid Group, LLC CIK 0001625800 0.894 93 58.0 7.2% 3 -0.0 pp -0.1 pp +7.2 pp +7.2 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 56.5 0.2% 3 -0.6 pp -0.6 pp +0.2 pp +0.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 56.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 56.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 56.0 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
PDS Planning, Inc CIK 0000838618 0.712 609 56.0 3.7% 3 -0.2 pp -0.1 pp +3.7 pp +3.7 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 55.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 54.6 2.5% 3 -0.1 pp -0.1 pp +2.5 pp +2.5 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 54.0 2.4% 3 -0.1 pp -0.0 pp +2.4 pp +2.4 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 53.5 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
Nuveen, LLC CIK 0001871926 0.966 3735 53.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 53.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 52.8 0.8% 3 +0.1 pp +0.7 pp +0.8 pp +0.8 pp
&PARTNERS CIK 0000107136 0.806 2509 52.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 51.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 51.5 5.3% 5 -0.2 pp -0.1 pp -0.2 pp -0.1 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 50.8 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 49.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 49.4 3.1% 3 -0.1 pp +0.1 pp +3.1 pp +3.1 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 49.1 1.9% 3 +1.4 pp +1.5 pp +1.9 pp +1.9 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 47.7 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 47.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 45.3 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
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IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 5.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Blueprint Investment Partners LLC CIK 0001794467 0.532 159 5.2 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
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NWAM LLC CIK 0001655006 0.392 684 5.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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ROCKLAND TRUST CO CIK 0000084616 0.643 317 3.5 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fire Capital Management LLC CIK 0002059571 0.277 122 3.5 1.7% 4 -0.3 pp -0.2 pp +0.3 pp +1.7 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 3.5 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
Sageworth Trust Co CIK 0001482688 0.943 127 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 3.4 1.2% 3 -0.5 pp -0.6 pp +1.2 pp +1.2 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 3.4 1.0% 3 -0.1 pp -0.0 pp +1.0 pp +1.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 3.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Cadence Wealth Management LLC CIK 0001845250 0.544 63 3.4 1.7% 3 -0.2 pp -0.4 pp +1.7 pp +1.7 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 3.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.4 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
Creekside Partners CIK 0002035951 0.343 193 3.4 1.4% 3 -0.1 pp -0.0 pp +1.4 pp +1.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Axos Invest Inc. CIK 0002042928 0.763 20 3.4 2.5% 3 -1.3 pp -2.2 pp +2.5 pp +2.5 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 3.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 3.3 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 3.3 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 3.3 2.1% 3 -0.6 pp +0.4 pp +2.1 pp +2.1 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 3.3 0.2% 3 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 3.3 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +1.3 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 3.3 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 3.3 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
Aureus Asset Management, LLC CIK 0001381296 0.572 239 3.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 3.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 3.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 3.2 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
TI-TRUST, INC CIK 0001802284 0.225 132 3.2 2.0% 3 -0.1 pp +0.0 pp +2.0 pp +2.0 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 3.2 2.0% 3 +0.0 pp +0.1 pp +2.0 pp +2.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 3.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Prentice Wealth Management LLC CIK 0001864229 0.708 122 3.2 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
Hikari Power Ltd CIK 0001606152 0.716 43 3.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 3.1 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Brickley Wealth Management CIK 0001712533 0.861 68 3.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 3.1 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 3.1 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 3.1 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 3.1 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 3.1 2.1% 3 -0.1 pp -0.0 pp +2.1 pp +2.1 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 3.1 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 3.1 1.3% 3 +0.2 pp +0.5 pp +1.3 pp +1.3 pp
Manuka Financial, LLC CIK 0002049064 0.636 55 3.1 1.9% 3 +0.0 pp +0.4 pp +1.9 pp +1.9 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 3.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
NavPoint Financial, Inc. CIK 0002009813 0.506 74 3.1 1.3% 3 -0.3 pp -0.3 pp +1.3 pp +1.3 pp
Avion Wealth CIK 0001792704 0.773 1750 3.0 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 3.0 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 3.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 3.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Petros Family Wealth, LLC CIK 0002004963 0.220 133 3.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Randall & Associates Wealth Management CIK 0002011901 0.473 52 3.0 2.1% 3 -0.2 pp -0.2 pp +2.1 pp +2.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 3.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 3.0 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 3.0 1.2% 3 -0.1 pp +0.0 pp +1.2 pp +1.2 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 3.0 0.5% 4 -0.0 pp -0.2 pp -0.9 pp +0.5 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 2.9 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 2.9 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 2.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 2.9 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 2.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 2.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 2.9 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 2.8 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 0.352 130 2.8 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 2.8 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 2.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.8 0.5% 3 -0.7 pp -0.7 pp +0.5 pp +0.5 pp
Carter Financial Group, INC. CIK 0001919749 0.217 134 2.8 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.8 1.3% 3 -0.1 pp +0.0 pp +1.3 pp +1.3 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 2.8 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 2.8 0.8% 3 -0.1 pp +0.1 pp +0.8 pp +0.8 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 2.8 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BCS Wealth Management CIK 0001798172 0.420 270 2.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 2.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 2.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 2.7 0.5% 3 -0.0 pp -0.3 pp +0.5 pp +0.5 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 2.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 2.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 2.7 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 2.7 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Hardin Capital Partners, LLC CIK 0002033094 0.518 141 2.7 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
Life Planning Partners, Inc CIK 0001910934 0.464 71 2.7 2.0% 3 +0.0 pp +0.0 pp +2.0 pp +2.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 2.7 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BSW Wealth Partners CIK 0001512601 0.641 331 2.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 2.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 2.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 2.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 2.6 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 2.6 1.1% 3 +0.1 pp +0.4 pp +1.1 pp +1.1 pp
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Rothschild Wealth LLC CIK 0001811345 0.247 656 2.6 0.3% 3 -0.3 pp -0.2 pp +0.3 pp +0.3 pp
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Blue Trust, Inc. CIK 0001856022 0.912 2446 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Powell Investment Advisors, LLC CIK 0001802195 0.603 167 2.6 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
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ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 2.5 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
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DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 2.5 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
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Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Opes Wealth Management LLC CIK 0001766918 0.574 141 2.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 2.5 0.3% 3 -0.2 pp -0.4 pp +0.3 pp +0.3 pp
Columbia River Financial Group, LLC CIK 0002057074 0.514 58 2.5 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
Fiera Capital Corp CIK 0001505817 0.842 401 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 2.4 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 2.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 2.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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FOSTER & MOTLEY INC CIK 0001163902 0.533 405 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 2.4 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 2.4 1.3% 3 +1.0 pp +1.1 pp +1.3 pp +1.3 pp
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Verum Partners LLC CIK 0001958984 0.585 200 2.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
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Aries Wealth Management CIK 0001729515 0.425 242 2.3 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
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TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ally Financial Inc. (ALLY) CIK 0000040729 0.185 131 0.0 0.0% 0 +0.0 pp -2.6 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp -2.5 pp +0.0 pp +0.0 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gainplan LLC CIK 0001697857 0.087 60 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -4.2 pp -4.1 pp +0.0 pp +0.0 pp
Canal Capital Management, LLC CIK 0001666733 0.401 220 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.8 pp -0.6 pp -0.2 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL COUNSELORS INC CIK 0000949623 0.658 13 0.0 0.0% 0 -3.8 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 -2.1 pp -2.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 -1.3 pp -1.2 pp +0.0 pp +0.0 pp
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 +0.0 pp +0.0 pp -6.1 pp +0.0 pp
SLT Holdings LLC CIK 0002052222 0.097 146 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 -6.2 pp -6.1 pp +0.0 pp +0.0 pp
Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -2.0 pp +0.0 pp +0.0 pp
Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 -0.3 pp -1.2 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.336 323 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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
Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
TrueWealth Financial Partners CIK 0001908108 0.649 28 0.0 0.0% 0 -7.5 pp -8.7 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 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 -2.7 pp -2.6 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
Polianta Ltd CIK 0001695214 0.724 86 0.0 0.0% 0 -4.1 pp +0.0 pp +0.0 pp +0.0 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.0 0.0% 0 -1.9 pp -2.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortis Advisors, LLC CIK 0001697478 0.325 122 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 -4.4 pp -4.5 pp +0.0 pp +0.0 pp
Bensler, LLC CIK 0001965941 0.354 198 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 +0.0 pp -2.3 pp +0.0 pp +0.0 pp
Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -6.3 pp +0.0 pp +0.0 pp +0.0 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 -2.8 pp -3.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.1 pp -0.1 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
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -3.2 pp -3.2 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
Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 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
Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Schorn Wealth LLC CIK 0001792851 0.656 80 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
EMC Capital Management CIK 0001847772 0.576 53 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -3.3 pp -3.0 pp +0.0 pp +0.0 pp
Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 -4.7 pp -4.5 pp +0.0 pp +0.0 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.322 78 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 -4.7 pp -4.5 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.6 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
MCDANIEL TERRY & CO CIK 0001104366 0.709 81 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 -3.0 pp -2.6 pp +0.0 pp +0.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -2.0 pp +0.0 pp +0.0 pp
Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -0.1 pp -0.1 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
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp -4.1 pp +0.0 pp +0.0 pp
BLODGETT WEALTH ADVISORS, LLC CIK 0001907826 0.560 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 -4.0 pp -3.8 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sensible Money, LLC CIK 0001965229 0.852 101 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -3.9 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 -5.8 pp -5.2 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (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