Signals

← Signals

☆VXF

957 in-universe funds with a nonzero position in VXF within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24239
Score / z-0.322 / -0.48
Consensus350.18 over 623 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 762.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 713.8 1.7% 3 +0.0 pp +0.2 pp +1.7 pp +1.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 604.6 0.2% 2 +0.0 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 362.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 344.6 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 270.8 0.0% 2 +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 270.3 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 246.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 212.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 205.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 203.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 193.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 184.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 153.5 9.6% 2 +0.1 pp +9.6 pp +9.6 pp +9.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 152.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 149.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 146.3 0.0% 3 -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 144.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 135.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 129.8 4.5% 2 -0.3 pp +4.5 pp +4.5 pp +4.5 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 126.8 12.7% 2 +0.4 pp +12.7 pp +12.7 pp +12.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 122.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 103.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 100.8 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 98.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 94.4 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 90.2 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 83.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 82.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NEPC LLC CIK 0001424799 0.960 53 77.9 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 75.8 5.9% 2 -0.1 pp +5.9 pp +5.9 pp +5.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 74.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 73.4 7.5% 2 +0.2 pp +7.5 pp +7.5 pp +7.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 68.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 55.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 53.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 52.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 49.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 48.9 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 48.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 48.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 46.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 45.0 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 44.8 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 44.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 41.7 14.6% 2 -1.7 pp +14.6 pp +14.6 pp +14.6 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 41.3 6.1% 2 -0.0 pp +6.1 pp +6.1 pp +6.1 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 37.1 19.0% 2 -8.0 pp +19.0 pp +19.0 pp +19.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 36.3 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 35.6 7.7% 2 +0.0 pp +7.7 pp +7.7 pp +7.7 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 35.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 34.3 10.8% 2 +0.4 pp +10.8 pp +10.8 pp +10.8 pp
☆UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 32.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 32.3 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 31.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 31.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 30.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 28.4 6.1% 2 +0.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 28.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 27.3 8.0% 2 +0.2 pp +8.0 pp +8.0 pp +8.0 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 26.4 6.2% 2 +0.1 pp +6.2 pp +6.2 pp +6.2 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 25.4 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 25.0 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 24.0 1.2% 2 +1.0 pp +1.2 pp +1.2 pp +1.2 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 23.5 7.2% 2 +0.0 pp +7.2 pp +7.2 pp +7.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 23.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 23.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 21.6 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 21.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 20.6 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 20.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 19.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 18.6 5.2% 2 +0.0 pp +5.2 pp +5.2 pp +5.2 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 18.6 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 18.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 17.9 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 17.3 8.4% 3 +0.9 pp +0.9 pp +8.4 pp +8.4 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 17.3 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 17.0 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 16.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 16.4 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 16.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 16.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 16.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 16.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 15.9 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 15.8 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 15.6 5.0% 2 +0.4 pp +5.0 pp +5.0 pp +5.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 15.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 15.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 14.8 9.1% 2 +0.1 pp +9.1 pp +9.1 pp +9.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 14.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 14.0 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 13.8 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 13.8 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 13.6 5.5% 2 +0.0 pp +5.5 pp +5.5 pp +5.5 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 13.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 13.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 13.3 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 13.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 13.0 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 12.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 12.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 12.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 12.0 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 11.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 11.5 9.5% 2 -0.2 pp +9.5 pp +9.5 pp +9.5 pp
☆Clifford Group, LLC CIK 0001965522 0.474 86 11.2 8.7% 2 +0.5 pp +8.7 pp +8.7 pp +8.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.9 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 10.7 6.0% 2 -0.5 pp +6.0 pp +6.0 pp +6.0 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 10.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 10.6 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 10.1 5.6% 2 +2.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 9.8 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 9.7 11.7% 2 +4.1 pp +11.7 pp +11.7 pp +11.7 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 9.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 9.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 9.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 9.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 9.3 5.9% 3 +0.1 pp -0.4 pp +5.9 pp +5.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 9.0 5.6% 2 -0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 8.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 8.7 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 8.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 8.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 8.4 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 8.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 8.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 8.2 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 7.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 7.8 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 7.5 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 7.3 1.7% 2 -1.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 7.1 3.4% 3 +0.5 pp +0.4 pp +3.4 pp +3.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -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% 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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