Signals

← Signals

☆VXF

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

Flow ranking

Rank#125
Score / z1.633 / 2.07
Consensus326.98 over 592 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest-2% / 1.8d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 704.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 632.8 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 565.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 328.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 313.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 245.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 239.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 237.6 0.6% 1 +0.6 pp +0.6 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 192.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 190.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 173.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 169.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 144.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 138.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 137.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 136.4 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 135.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 132.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 125.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 113.9 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 111.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 106.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 93.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 92.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 91.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 89.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆NEPC LLC CIK 0001424799 0.960 53 87.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 85.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 81.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 75.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 72.2 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 67.8 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 63.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 61.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 61.1 27.0% 1 +27.0 pp +27.0 pp +27.0 pp +27.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 57.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 55.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 52.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 51.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 47.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 46.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 44.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 43.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 41.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 38.5 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 37.7 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 36.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 34.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 32.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 32.0 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 29.4 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 29.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 28.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 28.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 28.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 25.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 25.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 25.2 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 24.3 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 23.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 21.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 21.9 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 20.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 20.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 20.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 20.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIP Alliance, LLC CIK 0002056367 0.797 49 19.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 19.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 19.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 18.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 17.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 16.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 16.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 15.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 15.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 14.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 14.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 14.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 14.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 14.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 14.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 14.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 13.9 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 13.7 7.5% 2 -0.1 pp +7.5 pp +7.5 pp +7.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 13.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 13.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 13.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 13.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 12.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 12.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 12.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 12.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 12.4 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 11.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 11.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 11.5 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 11.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 10.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 10.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clifford Group, LLC CIK 0001965522 0.474 86 10.0 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 9.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 9.5 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 9.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 9.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 8.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 8.7 5.8% 2 -0.5 pp +5.8 pp +5.8 pp +5.8 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 8.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 8.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 8.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 7.8 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 7.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 7.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 7.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 7.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 7.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 6.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trevian Wealth Management LLC CIK 0001901929 0.818 45 6.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 6.3 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 6.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 6.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 6.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 6.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 5.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 5.8 3.7% 3 -0.2 pp -1.1 pp +3.7 pp +3.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 5.4 4.6% 2 -0.8 pp +4.6 pp +4.6 pp +4.6 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 5.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 5.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 5.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Safir Wealth Advisors, LLC CIK 0001830103 0.859 17 5.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Eagle Capital Management, LLC CIK 0001600746 0.615 50 5.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆Security National Bank CIK 0001719739 0.452 392 5.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Luminvest Wealth Management LLC CIK 0002036517 0.873 58 4.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 4.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 3.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
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☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Values Added Financial LLC CIK 0001973921 0.422 147 3.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 -0.2 pp -0.2 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 VXF). Qtrs Held counts distinct quarters this fund has actually held VXF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VXF position size. Δ columns are the percentage-point change in VXF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status