Signals

← Signals

☆VXF

1235 in-universe funds with a nonzero position in VXF within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#144
Score / z1.567 / 1.87
Consensus406.43 over 723 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 1,107.5 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,096.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 849.5 1.6% 6 +0.1 pp +0.0 pp -0.0 pp +0.0 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 567.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 450.7 0.6% 5 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 345.5 0.6% 5 +0.0 pp -0.4 pp -0.3 pp -0.3 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 334.0 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 325.3 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 271.4 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 262.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 261.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 261.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 246.9 11.5% 5 +0.4 pp +1.4 pp +1.8 pp +1.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 219.9 0.2% 6 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 206.4 1.1% 5 -0.2 pp -0.3 pp -0.7 pp -0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 202.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 193.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 182.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 164.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 158.8 13.9% 5 +0.9 pp +1.4 pp +1.1 pp +1.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 157.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 157.2 5.2% 5 +0.1 pp +0.6 pp +0.7 pp +0.4 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 155.7 2.9% 5 +0.4 pp +0.6 pp +0.7 pp +0.9 pp
☆NEPC LLC CIK 0001424799 0.960 53 149.0 2.8% 5 +0.2 pp -0.0 pp +0.7 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 142.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 135.6 2.6% 2 +0.8 pp +2.6 pp +2.6 pp +2.6 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 126.8 2.0% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 95.2 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 91.4 0.9% 5 +0.1 pp +0.1 pp -0.2 pp -0.3 pp
☆Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 83.9 8.6% 5 +0.8 pp +1.2 pp +1.1 pp +1.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 82.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 72.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 71.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 67.3 21.7% 5 +1.4 pp +1.5 pp +2.6 pp -5.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 64.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 63.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 63.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 61.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 59.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 58.5 1.8% 5 +0.2 pp +0.1 pp +0.2 pp +0.0 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 56.1 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 54.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 52.4 15.4% 5 +1.4 pp +1.5 pp +0.8 pp -0.9 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 51.8 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 51.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 50.4 5.5% 5 -0.3 pp -0.3 pp -0.7 pp -0.7 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 47.5 4.3% 3 +0.4 pp +0.6 pp +4.3 pp +4.3 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 47.4 7.3% 5 +0.3 pp +0.0 pp -0.4 pp -0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 47.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 46.9 9.1% 5 +3.5 pp +3.2 pp +3.0 pp +3.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 43.6 0.5% 5 +0.1 pp +0.0 pp -0.1 pp -0.2 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 42.1 1.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 41.7 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 41.0 3.4% 5 +0.2 pp +0.2 pp +0.7 pp +0.8 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 40.2 2.2% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 40.0 0.4% 5 -0.0 pp +0.3 pp +0.2 pp +0.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 36.6 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 35.5 3.1% 5 -0.6 pp -1.1 pp -1.2 pp -1.1 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 35.0 2.7% 5 +0.2 pp +0.3 pp +0.5 pp +0.8 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 34.7 6.5% 5 +0.5 pp +0.4 pp +0.3 pp +0.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 34.5 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 33.1 8.8% 5 +0.6 pp +0.8 pp +0.8 pp +1.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 31.0 7.2% 5 +0.4 pp +0.7 pp -3.6 pp -3.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 30.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 29.7 7.3% 5 +0.5 pp +0.6 pp +0.1 pp +0.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 29.7 2.9% 5 -0.0 pp +1.3 pp -0.4 pp -0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 29.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 29.0 1.8% 5 +0.3 pp +0.1 pp +0.2 pp +0.2 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 28.3 0.8% 5 +0.7 pp -0.0 pp -0.4 pp +0.6 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 27.9 3.5% 5 +0.3 pp +0.6 pp +0.9 pp +1.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 27.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 27.0 2.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 26.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 25.9 1.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 24.9 2.5% 5 +2.1 pp +2.2 pp +2.2 pp +2.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 24.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 24.3 1.4% 5 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 23.3 5.3% 5 +0.3 pp +0.2 pp +0.1 pp +0.1 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 23.1 8.3% 5 -0.3 pp +2.7 pp +2.7 pp +5.3 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 21.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 21.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 20.9 1.3% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 20.8 0.1% 5 +0.0 pp -0.4 pp -0.5 pp -0.4 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 20.7 1.4% 5 +0.1 pp +0.2 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 20.4 0.3% 1 +0.3 pp -0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 20.1 2.6% 5 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 20.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 19.9 4.1% 5 +0.3 pp +0.2 pp +0.1 pp +0.2 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 19.0 0.8% 5 +0.1 pp +0.1 pp +0.0 pp -0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 18.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 18.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 18.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 18.3 5.9% 5 +0.5 pp +0.5 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 18.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 17.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 17.2 2.5% 5 +0.1 pp -0.2 pp -0.6 pp -0.6 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 17.2 7.4% 6 +0.6 pp +0.3 pp -1.0 pp -0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 17.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 17.0 2.2% 5 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 16.7 9.0% 5 +0.8 pp +0.5 pp -0.1 pp -0.0 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 16.5 2.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.2 0.1% 5 +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 15.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 15.7 2.4% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 15.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 15.2 2.6% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 15.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 15.1 0.8% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 14.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 14.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 14.3 0.6% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 14.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 13.8 6.5% 5 +0.5 pp +0.5 pp +0.5 pp -0.0 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 13.2 1.0% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 13.2 4.4% 5 +0.4 pp +0.3 pp +0.2 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 12.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 12.4 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 12.2 3.1% 5 -1.9 pp -1.9 pp -1.9 pp -1.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.1 0.0% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 12.0 3.8% 6 +0.2 pp +0.2 pp +0.3 pp +0.8 pp
☆UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 12.0 1.0% 4 -0.3 pp -2.0 pp -1.3 pp +1.0 pp
☆MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 11.9 8.7% 5 -2.2 pp -3.8 pp -3.0 pp +1.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 11.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 11.8 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 11.7 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 10.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Churchill Financial Advisors, LLC CIK 0002095935 0.519 123 10.8 2.1% 2 +0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 10.7 3.2% 5 +0.0 pp +0.3 pp +0.1 pp +0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 10.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 10.6 5.2% 5 +0.4 pp +0.1 pp -0.3 pp -0.5 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 10.5 6.1% 6 +0.5 pp +0.3 pp +0.1 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 10.4 0.1% 5 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 10.4 1.7% 5 +0.2 pp -0.3 pp -0.9 pp -0.8 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 10.3 0.3% 5 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
☆Luminvest Wealth Management LLC CIK 0002036517 0.873 58 10.2 2.4% 5 +0.3 pp +0.2 pp +0.6 pp +0.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 10.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 10.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 9.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 9.7 0.8% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 9.6 7.5% 5 +0.1 pp -0.7 pp -2.0 pp -2.2 pp
☆Trevian Wealth Management LLC CIK 0001901929 0.818 45 9.4 4.0% 5 +0.7 pp +0.8 pp +0.5 pp +0.0 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 9.4 0.0% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 9.0 1.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 8.3 1.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆Compass Advisory Group LLC CIK 0001720292 0.720 89 7.8 1.8% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
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☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 0.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -0.4 pp -1.1 pp -1.1 pp -1.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 0.0 0.0% 0 +0.0 pp -0.2 pp -0.5 pp -0.5 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Boston Trust Walden Corp CIK 0001534866 0.672 396 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -2.9 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.1 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 -0.1 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 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
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 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 -0.1 pp -0.1 pp -0.2 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
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.7 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 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
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.4 pp -0.4 pp -0.2 pp -0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.4 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.4 pp
☆Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp -0.4 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 +0.0 pp -0.5 pp -0.3 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆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
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp -0.5 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp -2.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 -0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 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 (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