Signals

VWO

2918 in-universe funds with a nonzero position in VWO within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#25058
Score / z-1.620 / -1.97
Consensus861.87 over 1640 funds
Momentum-0.12 =

Price & positioning

224 cached closes, trailing year
Drawdown-3%
Short interest-16% / 4.7d

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 9,204.0 0.6% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4,634.9 2.5% 1 +2.5 pp +2.5 pp -0.2 pp -0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 3,395.9 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 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 3,333.0 0.2% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,899.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2,776.8 5.3% 6 -0.1 pp -0.4 pp -0.7 pp -0.5 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,447.6 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 2,399.2 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
WIT, LLC CIK 0001840025 0.965 24 2,306.3 36.8% 5 -3.7 pp -7.4 pp -10.3 pp -7.9 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 2,134.9 5.1% 5 +0.1 pp +0.1 pp -0.2 pp -0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2,072.1 3.7% 5 +1.0 pp +1.2 pp +1.2 pp +1.3 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1,389.3 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,278.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1,064.9 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,008.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 987.2 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 938.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 868.1 1.5% 6 -0.1 pp +0.1 pp -0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 865.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 844.1 0.9% 5 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 775.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 760.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 681.2 0.6% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 674.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 625.4 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 526.9 0.7% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 466.5 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 448.7 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 432.0 0.1% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 421.1 7.0% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 421.1 8.0% 5 -0.2 pp +0.0 pp -0.1 pp -0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 409.3 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 397.9 8.4% 4 +0.1 pp +0.2 pp -0.3 pp +8.4 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 379.6 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 375.8 8.0% 5 +1.2 pp +1.3 pp +0.0 pp +0.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 371.9 1.4% 3 -0.6 pp -0.6 pp +1.4 pp -0.5 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 367.5 2.2% 5 +0.2 pp +1.0 pp +1.0 pp +1.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 352.7 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 346.1 1.3% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 319.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 311.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 310.3 1.7% 5 -0.4 pp -0.3 pp -0.8 pp -0.6 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 299.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 288.7 3.9% 5 +0.2 pp +0.3 pp +0.2 pp +0.4 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 278.2 2.7% 5 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 276.2 2.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 273.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 272.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 269.7 9.7% 5 -0.8 pp -1.6 pp -1.5 pp -1.1 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 252.2 3.3% 5 +0.0 pp +1.0 pp +0.9 pp +1.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 251.6 3.6% 5 +0.1 pp -0.1 pp +0.0 pp +0.2 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 227.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 226.8 0.2% 6 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 214.8 2.0% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 213.9 5.9% 5 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 207.7 2.5% 5 -0.0 pp +0.2 pp +0.3 pp +0.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 206.3 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
BOKF, NA CIK 0000009634 0.752 1160 203.5 2.8% 5 +0.0 pp +0.1 pp -0.2 pp -0.2 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 202.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 195.2 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 186.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 184.1 2.7% 5 +0.1 pp -0.1 pp -0.5 pp +0.2 pp
CHOREO, LLC CIK 0001679031 0.797 1690 182.6 2.0% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
NEPC LLC CIK 0001424799 0.960 53 180.1 3.4% 5 +0.1 pp -0.1 pp +0.5 pp +0.5 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 176.5 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 175.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 173.0 4.2% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 171.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 169.0 2.1% 5 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 167.6 6.1% 5 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 166.0 1.2% 3 -0.0 pp +0.3 pp +1.2 pp +1.2 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 164.0 0.7% 5 +0.0 pp +0.2 pp +0.1 pp +0.3 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 158.1 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 156.6 6.3% 5 -0.2 pp -0.6 pp -0.3 pp +2.8 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 151.5 2.7% 5 -0.0 pp +0.3 pp +0.3 pp +0.4 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 145.8 0.4% 1 +0.4 pp +0.4 pp -0.0 pp -0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 144.5 1.8% 5 -0.0 pp -0.2 pp -0.1 pp +0.0 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 144.4 4.3% 5 -1.5 pp -1.5 pp -1.6 pp -1.5 pp
SBI Okasan Asset Management Co.Ltd. CIK 0001535128 0.539 320 141.5 4.7% 2 -2.0 pp +4.7 pp +4.7 pp +4.7 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 139.5 7.5% 5 -0.2 pp +0.2 pp +0.3 pp +0.9 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 139.3 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 133.9 3.4% 1 +3.4 pp -0.1 pp +0.1 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 127.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 119.2 7.9% 5 -0.4 pp -0.4 pp -0.6 pp -0.8 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 119.0 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 118.4 1.7% 5 -0.0 pp -0.3 pp -0.4 pp -0.2 pp
FMR LLC CIK 0000315066 0.989 5571 118.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 118.3 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 117.7 4.3% 5 +0.0 pp +0.1 pp +0.0 pp -0.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 116.0 0.5% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 112.4 2.2% 5 -0.0 pp +0.2 pp -2.5 pp -1.2 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 111.5 1.4% 5 -0.0 pp -0.0 pp +0.2 pp +0.1 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 111.2 6.2% 5 +0.4 pp +0.3 pp +0.5 pp +0.7 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 109.3 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 107.6 1.9% 5 +0.1 pp -0.0 pp +0.2 pp +0.1 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 106.7 3.9% 4 +0.0 pp -0.1 pp -0.3 pp +3.9 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 106.1 1.2% 5 +0.2 pp +0.5 pp +0.6 pp +1.2 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 105.8 2.8% 5 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 104.1 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 104.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 103.5 0.9% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 103.3 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 96.5 1.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 94.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 92.8 1.5% 4 +0.6 pp -1.4 pp -2.0 pp +1.5 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 91.8 0.5% 5 +0.0 pp -0.0 pp +0.5 pp -0.3 pp
Westerkirk Capital Inc. CIK 0002080423 0.554 212 88.1 8.5% 4 +0.3 pp +0.9 pp -0.8 pp +8.5 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 86.5 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 85.3 5.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 82.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 80.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 79.5 2.6% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 79.4 0.6% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 79.2 1.9% 5 -0.2 pp -0.2 pp -0.4 pp -0.5 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 78.2 1.8% 5 -0.3 pp -0.3 pp -0.1 pp +0.3 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 78.0 4.3% 5 -0.1 pp +1.4 pp +1.5 pp +1.7 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 78.0 0.6% 7 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 77.3 2.2% 1 +2.2 pp +2.2 pp +0.1 pp +0.3 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 74.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 72.8 3.1% 5 +0.2 pp -0.3 pp -0.3 pp +0.1 pp
Parkwood LLC CIK 0001597823 0.291 71 71.0 5.1% 5 -0.6 pp -0.3 pp -1.2 pp -0.3 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 70.8 3.9% 5 +0.5 pp +0.6 pp +0.6 pp +0.7 pp
&PARTNERS CIK 0000107136 0.806 2509 70.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 70.7 3.8% 5 -0.1 pp +0.2 pp +0.3 pp +0.5 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 70.5 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
GenTrust, LLC CIK 0001697110 0.832 201 70.3 2.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 69.3 0.7% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 69.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 69.2 4.5% 5 +0.4 pp +0.3 pp +3.5 pp +3.6 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 68.4 1.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 68.3 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 68.0 1.6% 5 -0.3 pp -0.2 pp -0.3 pp +1.3 pp
Strid Group, LLC CIK 0001625800 0.894 93 67.9 7.5% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 67.1 5.3% 7 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 65.2 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
West Virginia University Foundation, Inc CIK 0002109379 0.959 6 64.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 64.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 63.8 3.7% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 63.8 2.1% 5 +0.0 pp +0.2 pp +1.7 pp +1.7 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 63.3 0.3% 5 -0.0 pp -0.7 pp -0.7 pp -0.6 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 61.1 0.9% 5 +0.2 pp -0.0 pp -0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 60.7 2.4% 5 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 59.7 0.7% 4 -0.0 pp -0.0 pp -0.2 pp +0.7 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 58.8 2.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 57.9 1.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 57.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 57.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 55.8 3.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 55.0 2.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 54.3 0.3% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 54.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Chandler Asset Management, Inc. CIK 0001665018 0.924 21 53.3 7.5% 5 -0.1 pp +3.9 pp +3.8 pp +3.1 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 52.8 0.6% 5 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 52.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 51.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 50.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 50.8 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 50.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 49.7 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 48.5 2.4% 5 +0.0 pp +0.2 pp +0.4 pp +0.5 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 47.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 46.4 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 45.4 0.7% 1 +0.7 pp +0.5 pp -0.1 pp -0.1 pp
Matrix Trust Co CIK 0001784277 0.681 101 45.1 6.5% 5 -0.2 pp -0.2 pp +0.3 pp +0.4 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 44.9 1.2% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 44.8 0.2% 5 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 44.1 0.3% 5 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 43.7 0.7% 5 +0.0 pp -0.4 pp -0.1 pp -0.1 pp
ALLIANZ SE CIK 0001127508 0.910 519 43.1 0.5% 6 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 42.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Allworth Financial LP CIK 0001555170 0.907 5124 42.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stephens Greth Foundation CIK 0002107267 0.924 4 41.9 8.6% 2 +1.1 pp +8.6 pp +8.6 pp +8.6 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 41.8 6.4% 5 -0.3 pp -0.2 pp -0.3 pp -0.2 pp
REBALANCE, LLC CIK 0001811052 0.941 103 41.7 2.2% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 41.7 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 41.3 3.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 41.2 2.5% 5 +0.1 pp +0.6 pp +1.9 pp +1.9 pp
Apriem Advisors CIK 0001425165 0.679 182 40.7 3.5% 5 +0.2 pp +1.7 pp +2.2 pp +2.3 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 40.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 39.9 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 39.1 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sepio Capital, LP CIK 0001751412 0.794 346 38.8 1.9% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
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FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 38.4 4.1% 5 -0.0 pp +0.3 pp +0.5 pp +1.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 38.3 0.7% 5 -0.1 pp -0.1 pp -0.6 pp -0.6 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 38.0 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 37.9 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 37.5 0.8% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 37.0 0.2% 2 -0.6 pp +0.2 pp +0.2 pp -1.0 pp
Hudock, Inc. CIK 0001543536 0.674 217 36.0 4.6% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
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Focused Wealth Management, Inc CIK 0001586052 0.779 228 35.2 3.1% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 35.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF HAWAII CIK 0000315080 0.804 233 34.9 1.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
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Ellenbecker Investment Group CIK 0001731497 0.884 149 34.4 4.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 34.2 1.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 33.9 1.0% 5 +0.3 pp +0.0 pp -0.3 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 33.9 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 33.7 1.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 33.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Lido Advisors, LLC CIK 0001650150 0.880 1849 32.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Keewaydin Investments LLC CIK 0002055512 0.915 18 32.6 9.4% 2 -0.8 pp +9.4 pp +9.4 pp +9.4 pp
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Tanager Wealth Management LLP CIK 0001892929 0.750 158 32.2 2.8% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
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Brookstone Capital Management CIK 0001599584 0.472 1305 31.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 31.9 2.7% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
KWMG, LLC CIK 0001633024 0.515 153 31.0 2.2% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 30.6 0.6% 4 -0.1 pp -0.1 pp -0.3 pp +0.6 pp
PACK Private Wealth, LLC CIK 0001907212 0.828 61 30.4 12.6% 5 +0.0 pp +0.2 pp -0.1 pp -0.3 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 30.3 1.3% 5 +0.0 pp +0.2 pp -0.0 pp -0.3 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 30.3 0.4% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
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Hanson & Doremus Investment Management CIK 0001393944 0.721 484 30.2 3.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
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Quantinno Capital Management LP CIK 0001759654 0.879 3419 28.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 28.7 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
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Strategic Investment Advisors / MI CIK 0001760540 0.707 398 26.9 1.6% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 26.8 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 26.7 2.7% 5 +0.1 pp -0.0 pp -0.2 pp -0.3 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 26.6 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 26.2 1.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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First Bank & Trust CIK 0001692632 0.535 270 25.7 3.8% 5 +0.0 pp +0.1 pp -0.0 pp -0.2 pp
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Bangor Savings Bank CIK 0001352675 0.827 543 24.5 1.8% 5 +0.1 pp +0.4 pp +0.3 pp +0.4 pp
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MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 18.2 4.1% 5 +0.0 pp +0.4 pp +0.3 pp -0.4 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 18.1 1.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Partners in Financial Planning CIK 0002054264 0.816 131 18.1 2.7% 6 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Crestmont Private Wealth LLC CIK 0001873372 0.765 105 18.0 5.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 17.8 1.8% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 17.6 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 17.5 0.3% 1 +0.3 pp +0.1 pp +0.0 pp +0.0 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 17.4 2.3% 4 -0.3 pp -0.7 pp -0.6 pp +2.3 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 17.4 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 17.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 17.4 0.2% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 17.2 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 17.2 5.9% 5 -0.2 pp +0.2 pp -0.1 pp +0.1 pp
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JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 17.0 0.8% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 16.9 2.9% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 16.9 2.1% 7 +0.1 pp +0.1 pp -0.2 pp -0.3 pp
Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 16.9 9.3% 5 -0.4 pp -0.6 pp -0.9 pp -1.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 16.8 0.8% 5 +0.0 pp +0.0 pp +0.1 pp -2.2 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 16.8 6.2% 5 +0.1 pp +0.0 pp -0.0 pp +0.2 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 16.7 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 16.7 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 16.7 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Argent Trust Co CIK 0001625292 0.533 769 16.6 0.5% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 16.6 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 16.5 1.0% 5 +0.2 pp +0.3 pp +0.2 pp +0.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 16.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Range Advisory, LLC CIK 2152629 0.575 342 16.3 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 16.2 0.1% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 16.1 0.3% 5 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 16.1 6.7% 2 -0.5 pp +6.7 pp +6.7 pp +6.7 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 16.1 2.9% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 16.0 5.7% 5 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
TrueWealth Financial Partners CIK 0001908108 0.649 28 16.0 6.6% 1 +6.6 pp +6.6 pp -0.9 pp -2.1 pp
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Wrenne Financial Planning LLC CIK 0002023054 0.817 60 15.8 5.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
SCHWERIN BOYLE CAPITAL MANAGEMENT INC CIK 0000937522 0.597 49 15.8 1.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 15.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aperture Investors, LLC CIK 0001787596 0.152 82 15.7 1.7% 5 -0.1 pp -0.3 pp -0.3 pp -0.1 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 15.7 1.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 15.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 15.6 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 15.6 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Kings Path Partners LLC CIK 0002030974 0.501 353 15.4 4.1% 5 -0.2 pp -0.2 pp -0.4 pp -0.2 pp
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CHAI TRUST CO LLC CIK 0001250731 0.955 12 15.2 1.0% 4 +0.5 pp +0.9 pp +1.0 pp +1.0 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 15.1 2.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 15.1 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 15.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 15.1 0.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Zhang Financial LLC CIK 0001776290 0.816 392 15.1 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Sarasin & Partners LLP CIK 0001510481 0.875 94 15.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 15.0 4.0% 5 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
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Kendall Capital Management CIK 0001731372 0.288 236 14.7 2.4% 5 -0.1 pp -0.0 pp +2.1 pp +2.1 pp
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Frontier Asset Management, LLC CIK 0001910146 0.623 90 14.6 2.6% 5 -0.2 pp -0.3 pp -0.9 pp -1.1 pp
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Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 14.4 4.5% 5 -0.2 pp -0.5 pp -0.3 pp -0.6 pp
LCW Services, LLC CIK 0002110690 0.770 40 14.4 6.3% 2 +0.0 pp +6.3 pp +6.3 pp +6.3 pp
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CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 13.7 0.9% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
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Grove Bank & Trust CIK 0001662212 0.546 886 13.6 1.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
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Pine Ridge Advisers LLC CIK 0001845915 0.909 40 13.2 0.8% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 13.1 2.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
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Simmons Bank CIK 0001674486 0.467 369 13.1 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
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Blue Edge Capital, LLC CIK 0001599620 0.485 137 12.8 1.5% 5 -0.0 pp -0.4 pp -0.5 pp -0.4 pp
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Echo45 Advisors LLC CIK 0001908617 0.495 78 10.7 5.5% 5 +0.3 pp +0.2 pp -0.1 pp -0.1 pp
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Sierra Capital LLC CIK 0001787274 0.509 228 10.5 1.0% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 10.5 2.2% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 10.4 2.4% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
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Applied Capital LLC CIK 0001862965 0.797 53 10.3 3.3% 5 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
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Fluent Financial, LLC CIK 0001722283 0.050 57 10.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
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Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 6.8 1.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 6.8 0.2% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 6.8 3.4% 5 -0.2 pp +1.5 pp +1.4 pp +1.5 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 6.8 0.6% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 6.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 6.8 1.4% 5 -0.1 pp +0.0 pp +0.1 pp +0.2 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 6.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARTHENON LLC CIK 0001088859 0.632 133 6.7 0.7% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 6.7 2.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.7 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 6.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 6.6 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Landmark Wealth Management, LLC CIK 0001728778 0.547 151 6.6 1.6% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
Ascent Group, LLC CIK 0001913231 0.508 808 6.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 6.6 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 6.6 3.4% 7 -0.2 pp -0.0 pp -0.1 pp -0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 6.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 6.6 1.9% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
Trevian Wealth Management LLC CIK 0001901929 0.818 45 6.6 2.8% 5 -0.1 pp +0.1 pp -0.2 pp -0.3 pp
GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 6.6 2.7% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 6.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 6.5 1.3% 5 -0.4 pp -0.3 pp -0.3 pp +0.2 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 6.5 2.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
Trust Co CIK 0001632554 0.769 908 6.5 0.6% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 6.5 1.3% 5 -0.0 pp +0.4 pp +0.3 pp +0.3 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 6.5 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 6.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 6.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 6.4 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
Kagan Cocozza Asset Management CIK 0002064489 0.602 67 6.3 4.0% 6 +0.3 pp +0.7 pp +0.6 pp +0.7 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 6.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clear Retirement Advice LLC CIK 0002112984 0.616 54 6.3 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 6.3 1.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
River Street Advisors LLC CIK 0001964897 0.315 177 6.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
CGN Advisors LLC CIK 0001841506 0.595 322 6.3 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 6.3 0.2% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 6.2 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co of the South CIK 0002008165 0.815 146 6.2 0.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 6.2 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 6.2 3.4% 5 -0.3 pp -0.7 pp -0.8 pp -1.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 6.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 6.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 6.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 6.2 1.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 6.1 2.2% 4 -1.0 pp +0.2 pp -0.3 pp +2.2 pp
Harvest Investment Advisors, LLC CIK 0001967261 0.414 58 6.1 3.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 6.1 1.8% 5 -0.0 pp +0.1 pp -0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 6.1 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.2 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 6.1 0.6% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 6.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 6.1 1.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 6.1 2.4% 4 +0.1 pp +0.1 pp -0.0 pp +2.4 pp
SWS Partners CIK 0001731731 0.307 108 6.1 1.3% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 6.1 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Triangle Securities Wealth Management CIK 0001541353 0.305 213 6.1 1.2% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 6.0 0.5% 5 -1.0 pp -1.6 pp -0.4 pp -0.4 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 6.0 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Sanchez Levi Garrett CIK 0002126627 0.583 74 6.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 6.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 6.0 2.2% 5 +0.1 pp +0.3 pp +0.2 pp +0.3 pp
Krane Financial Solutions LLC CIK 0002136913 0.588 55 6.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tikvah Management LLC CIK 0001606477 0.787 19 6.0 1.8% 5 +0.1 pp +0.4 pp +0.2 pp +0.2 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 6.0 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 6.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Marino Management, LLC CIK 0001845680 0.934 11 5.9 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 5.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 5.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 5.9 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Arch Global Advisors, LLC CIK 0002126837 0.449 59 5.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Tandem Financial, LLC CIK 0002049157 0.467 99 5.8 1.9% 1 +1.9 pp +1.9 pp +0.6 pp +1.9 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 5.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 5.8 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 5.8 2.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
NWAM LLC CIK 0001655006 0.392 684 5.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Reserve Capital Management, LLC CIK 0002110357 0.624 53 5.8 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
Wealth Advisory Team LLC CIK 0002039196 0.609 39 5.8 4.7% 1 +4.7 pp +0.2 pp +4.7 pp +4.7 pp
J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 5.8 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 5.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 5.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.7 0.1% 5 -0.1 pp -0.1 pp +0.1 pp -0.1 pp
Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 5.7 2.2% 6 +0.1 pp +0.2 pp +0.2 pp -2.4 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 5.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 5.7 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 5.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 5.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DAVIS R M INC CIK 0000891287 0.824 280 5.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 5.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thayer Partners, LLC / MA CIK 0002010185 0.568 100 5.6 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 5.6 1.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Nipun Capital, L.P. CIK 0001781566 0.832 8 5.5 2.6% 3 +0.1 pp +0.3 pp +2.6 pp -0.4 pp
Hardy Reed LLC CIK 0001761871 0.866 252 5.5 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 5.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 5.5 3.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 5.4 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 5.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 5.4 4.2% 5 -0.1 pp +0.1 pp +0.2 pp +0.4 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 5.4 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 5.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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K2 Financial Inc. CIK 0002044711 0.455 60 5.2 3.7% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 5.2 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
LEE DANNER & BASS INC CIK 0000939219 0.560 250 5.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 5.2 2.6% 5 +0.4 pp +0.5 pp -0.1 pp +0.9 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 5.2 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
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FMA Wealth Management, LLC CIK 0002011155 0.622 42 5.2 3.3% 5 +0.1 pp +0.2 pp +0.0 pp +0.1 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 5.2 3.0% 5 -0.2 pp -0.2 pp -0.1 pp +0.2 pp
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VERITY Wealth Advisors CIK 0001763138 0.612 81 5.1 3.1% 5 -0.0 pp +0.2 pp +0.1 pp +0.2 pp
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Allie Family Office LLC CIK 0001908612 0.456 107 5.0 1.9% 5 +0.5 pp +1.1 pp +1.0 pp +0.6 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 5.0 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Centennial Bank/AR/ CIK 0001994744 0.261 341 4.9 1.6% 5 -0.0 pp +0.3 pp +0.4 pp +0.5 pp
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First Western Trust Bank CIK 0001513189 0.923 215 4.9 0.2% 5 +0.0 pp +0.2 pp +0.0 pp +0.1 pp
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FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 4.9 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 4.9 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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RFG Advisory, LLC CIK 0001633387 0.783 1103 4.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
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Gordian Advisors LLC CIK 0002011856 0.774 65 4.7 2.8% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
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HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 4.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 4.4 1.6% 5 -0.1 pp -0.1 pp -0.4 pp -0.6 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 4.4 0.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
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Hexagon Capital Partners LLC CIK 0001831542 0.731 268 4.4 0.6% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 4.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 4.3 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 4.3 1.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthSpring Partners, LLC CIK 0001961292 0.418 71 4.3 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 4.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 4.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 4.3 0.6% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Summitas Investment Management LLC CIK 0002134540 0.827 10 4.3 3.2% 2 +0.4 pp +3.2 pp +3.2 pp +3.2 pp
Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 4.3 1.4% 5 +0.9 pp +0.3 pp +0.5 pp +0.8 pp
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Security Financial Services, INC. CIK 0001913590 0.442 203 4.2 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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REDW Wealth LLC CIK 0001688931 0.503 104 4.2 1.5% 5 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
TFO Wealth Partners, LLC CIK 0001698750 0.866 65 4.2 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
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Creekside Partners CIK 0002035951 0.343 193 4.2 1.5% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
6th Street Advisors, LLC CIK 0002102803 0.733 61 4.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 4.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 4.2 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 4.2 1.6% 5 -0.5 pp -0.5 pp -0.6 pp -2.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 4.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 4.1 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 4.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.2 pp
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Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 4.1 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 4.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 4.1 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
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New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 4.1 0.4% 5 -0.0 pp +0.2 pp -0.0 pp -0.0 pp
AVITY INVESTMENT MANAGEMENT INC. CIK 0000926834 0.574 118 4.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
DWR WEALTH MANAGEMENT, LLC CIK 0002123012 0.582 56 4.1 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 4.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DDFG, Inc CIK 0001967640 0.535 91 4.0 0.8% 5 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
Cadence Wealth Management LLC CIK 0001845250 0.544 63 4.0 1.8% 5 +0.3 pp +0.2 pp -0.0 pp -0.3 pp
Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 4.0 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
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Values Added Financial LLC CIK 0001973921 0.422 147 4.0 1.4% 5 -0.1 pp -0.2 pp -0.4 pp -0.5 pp
E&R Wealth Management, LLC CIK 0002109932 0.850 12 4.0 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
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LM Advisors LLC CIK 0002011314 0.053 224 4.0 0.5% 1 +0.5 pp +0.5 pp -0.1 pp +0.0 pp
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Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 4.0 2.2% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 4.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 4.0 0.5% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
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Blueprint Investment Partners LLC CIK 0001794467 0.532 159 4.0 0.3% 5 -0.1 pp -0.2 pp -0.4 pp -0.3 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 3.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ROCKLAND TRUST CO CIK 0000084616 0.642 317 3.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 3.9 0.8% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Family CFO Inc CIK 0001911695 0.752 47 3.9 1.5% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
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Pathway Financial Advisors LLC CIK 0001738828 0.805 130 3.9 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 3.9 1.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 3.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sageworth Trust Co CIK 0001482688 0.943 127 3.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 3.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Rothschild Wealth LLC CIK 0001811345 0.247 656 3.8 0.3% 5 -0.0 pp -0.0 pp -0.3 pp -0.2 pp
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AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 3.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Plan Group Financial, LLC CIK 0001940033 0.209 243 3.8 0.8% 5 +0.4 pp +0.2 pp -0.4 pp +0.1 pp
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Spire Wealth Management CIK 0001858740 0.515 2226 3.8 0.1% 5 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
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Cassilly Financial Group LLC CIK 0002090777 0.264 75 3.7 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
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PFG Advisors CIK 0001694435 0.248 791 3.7 0.2% 4 -0.1 pp -0.7 pp -0.5 pp +0.2 pp
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Truepoint, Inc. CIK 0001427748 0.954 160 3.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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BURNEY CO/ CIK 0000940445 0.713 605 3.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Brickley Wealth Management CIK 0001712533 0.861 68 3.5 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 3.3 1.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
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BSW Wealth Partners CIK 0001512601 0.641 331 2.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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RHS Financial, LLC CIK 0001766514 0.159 165 0.3 0.1% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
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Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 0.3 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
NATIXIS CIK 0001274981 0.561 1107 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Fairman Group, LLC CIK 0002016719 0.432 332 0.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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BluePrint Investing LLC CIK 0002108872 0.662 25 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Sincerus Advisory, LLC CIK 0002050968 0.446 81 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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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
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Maxi Investments CY Ltd CIK 0001838222 0.024 72 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 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
ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 0.0 0.0% 0 +0.0 pp -2.5 pp -2.6 pp -4.9 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 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 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Innovative Advisory Group, LLC CIK 2156202 0.646 29 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Ahara Advisors LLC CIK 0002116771 0.420 55 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 0.0 0.0% 0 -0.7 pp -0.9 pp -0.7 pp -0.7 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -3.0 pp -3.1 pp -3.1 pp
WHI TRUST Co LLC CIK 0002013902 0.796 59 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.8 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 pp -1.0 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
O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 +0.0 pp +0.0 pp -4.4 pp -4.5 pp
Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 -0.8 pp -0.6 pp -0.8 pp -0.7 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp +0.0 pp -6.2 pp -6.1 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 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
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.1 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 0.0 0.0% 0 -0.2 pp -1.0 pp -0.7 pp +0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkos Global Advisors CIK 0001769089 0.805 124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.3 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Ally Financial Inc. (ALLY) CIK 0000040729 0.185 131 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.6 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -2.2 pp -2.2 pp -2.3 pp -2.4 pp
XML Financial, LLC CIK 0001800465 0.420 447 0.0 0.0% 0 +0.0 pp -0.0 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
FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.7 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 -0.4 pp -0.3 pp -0.1 pp -0.1 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -1.6 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 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
FINANCIAL COUNSELORS INC CIK 0000949623 0.658 13 0.0 0.0% 0 -2.5 pp +0.0 pp -3.8 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -1.9 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -1.2 pp -1.2 pp -1.2 pp -1.2 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.0 0.0% 0 -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% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -1.4 pp -1.4 pp -1.4 pp -1.4 pp
Tradewinds, LLC. CIK 0001932342 0.030 215 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Financially in Tune, LLC CIK 0002113970 0.477 77 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.9 pp
Tenret Co LLC CIK 0001874146 0.725 33 0.0 0.0% 0 -4.1 pp -4.0 pp -4.1 pp -3.9 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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