Signals

VXUS

1925 in-universe funds with a nonzero position in VXUS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#11
Score / z10.182 / 9.22
Consensus673.08 over 1266 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)
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
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 6,748.3 26.5% 1 +26.5 pp +26.5 pp +26.5 pp +26.5 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 2,204.6 4.5% 3 +0.8 pp +0.6 pp +4.5 pp +0.6 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 2,020.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 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 1,083.6 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 937.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 618.3 4.0% 4 +0.3 pp +0.4 pp +0.5 pp +4.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 509.7 0.5% 4 +0.0 pp -0.0 pp -0.2 pp +0.5 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 488.5 3.8% 4 +0.3 pp -0.4 pp -0.2 pp +3.8 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 488.4 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 430.4 3.6% 4 +0.3 pp +3.6 pp +3.6 pp +3.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 403.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 401.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 401.2 6.1% 4 +2.4 pp +2.4 pp +2.4 pp +6.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 380.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 361.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 359.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sageworth Trust Co CIK 0001482688 0.943 127 304.8 13.1% 4 -0.4 pp -1.0 pp -2.8 pp +13.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 283.1 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 280.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 228.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 227.0 15.3% 4 +1.0 pp -0.7 pp -0.9 pp +15.3 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 183.5 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 178.0 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 165.4 0.2% 4 +0.0 pp +0.2 pp -1.6 pp +0.2 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 164.2 9.2% 4 +0.8 pp +0.6 pp +1.2 pp +9.2 pp
First American Financial Corp (FAF) CIK 0001472787 0.922 3 162.3 43.9% 4 +1.7 pp +5.0 pp +1.8 pp +43.9 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 162.0 0.5% 4 -0.1 pp +0.0 pp -0.2 pp +0.5 pp
Zhang Financial LLC CIK 0001776290 0.816 392 160.6 5.6% 4 +0.3 pp +0.4 pp +0.6 pp +5.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 155.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 145.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 143.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 136.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 134.5 1.5% 4 -0.3 pp -0.9 pp -1.8 pp +1.5 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 129.3 10.0% 4 +0.5 pp +1.0 pp +1.9 pp +10.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 126.7 6.9% 4 +1.1 pp +1.1 pp +1.0 pp +6.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 125.2 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 116.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 111.7 3.2% 4 -0.0 pp +0.2 pp +0.2 pp +3.2 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 111.0 12.4% 4 +1.2 pp +1.5 pp +0.9 pp +12.4 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 110.3 6.0% 4 +1.9 pp +2.0 pp +2.0 pp +6.0 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 108.9 10.8% 4 +0.7 pp +1.5 pp +1.8 pp +10.8 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 102.4 10.1% 4 +0.8 pp +1.2 pp +1.8 pp +10.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 99.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 92.8 1.1% 4 +0.4 pp +0.7 pp +0.8 pp +1.1 pp
St. Louis Trust Co CIK 0001661144 0.000 125 92.6 10.8% 4 +0.4 pp -0.3 pp +0.5 pp +10.8 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 90.0 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 88.7 4.8% 4 +0.2 pp +0.2 pp +0.2 pp +4.8 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 83.5 7.5% 4 +0.0 pp +0.1 pp -0.1 pp +7.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 83.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 82.1 2.5% 5 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 80.5 10.2% 4 +1.1 pp +1.0 pp +2.8 pp +10.2 pp
Dakota Wealth Management CIK 0001631353 0.544 771 79.0 1.7% 4 +0.4 pp +0.8 pp +0.9 pp +1.7 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 77.2 8.2% 6 -0.4 pp +1.6 pp +1.4 pp +2.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 76.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 75.0 1.2% 4 +0.2 pp +0.1 pp +0.1 pp +1.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 74.5 0.3% 4 +0.1 pp +0.1 pp -0.0 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 73.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 72.5 1.6% 4 +0.1 pp +0.2 pp +0.3 pp +1.6 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 72.4 18.9% 4 +0.3 pp +0.3 pp +0.5 pp +18.9 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 68.8 1.7% 3 +0.3 pp +0.2 pp +1.7 pp +1.7 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 64.3 0.3% 4 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 63.3 13.2% 4 +0.1 pp +0.3 pp +0.4 pp +13.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 60.0 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 59.8 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 59.7 2.9% 4 -2.0 pp -3.9 pp -3.9 pp +2.9 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 58.8 2.7% 2 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 57.8 6.2% 4 +0.5 pp +1.2 pp +1.5 pp +6.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 57.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 57.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 56.7 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 56.3 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
SAM Advisors, LLC CIK 0001600944 0.829 49 55.9 17.5% 4 +0.3 pp +0.2 pp -0.0 pp +17.5 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 55.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 55.7 2.1% 4 -0.0 pp -0.0 pp -0.0 pp +2.1 pp
25 LLC CIK 0001968777 0.795 80 54.9 16.9% 4 +0.5 pp +1.1 pp +1.1 pp +16.9 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 53.1 7.8% 4 +0.4 pp -0.1 pp +0.1 pp +7.8 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 52.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 51.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 50.9 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 49.6 6.9% 4 +0.6 pp +0.4 pp +0.5 pp +6.9 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 48.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 46.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 45.9 0.2% 4 +0.1 pp -0.3 pp -0.5 pp +0.2 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 45.7 11.6% 4 +0.0 pp -0.0 pp -0.0 pp +11.6 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 44.9 1.5% 4 +0.2 pp +0.3 pp +0.4 pp +1.5 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 44.8 1.6% 4 -0.0 pp +0.0 pp -0.0 pp +1.6 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 44.4 6.0% 4 +0.1 pp -0.0 pp -0.2 pp +6.0 pp
Tenon Financial LLC CIK 0002020781 0.850 61 43.7 17.1% 4 +1.2 pp +4.0 pp -1.9 pp +17.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 43.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 41.8 3.1% 4 +0.1 pp -0.3 pp -0.2 pp +3.1 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 40.8 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 40.8 2.4% 4 -3.5 pp -4.3 pp -4.2 pp +2.4 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 40.2 3.6% 4 +0.2 pp +0.3 pp +0.3 pp +3.6 pp
Souders Financial Advisors CIK 0001811240 0.482 224 39.6 4.5% 4 +0.1 pp +0.1 pp -0.2 pp +4.5 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 39.5 2.7% 4 +0.0 pp +0.0 pp -0.0 pp +2.7 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 39.4 2.8% 4 -0.0 pp +0.1 pp +0.2 pp +2.8 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 38.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 38.3 2.9% 4 +0.2 pp +0.2 pp +0.1 pp +2.9 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 37.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 37.5 2.7% 4 -0.0 pp -0.1 pp -0.3 pp +2.7 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 37.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Standpoint Asset Management, LLC CIK 0001780423 0.941 8 36.8 8.9% 4 +0.4 pp +0.4 pp +0.2 pp +8.9 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 36.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 36.1 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
Allworth Financial LP CIK 0001555170 0.907 5124 34.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 34.6 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 34.4 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 34.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 33.8 1.1% 4 +0.0 pp +0.0 pp +0.0 pp +1.1 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 33.2 1.4% 4 -0.1 pp -0.1 pp -0.1 pp +1.4 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 32.6 0.2% 4 -0.1 pp +0.0 pp -0.1 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 32.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 31.8 14.6% 6 -6.5 pp -2.3 pp -2.1 pp -1.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 30.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 30.3 5.8% 4 +0.2 pp -4.1 pp -3.9 pp +5.8 pp
Hardy Reed LLC CIK 0001761871 0.866 252 29.6 2.2% 4 +0.1 pp +0.0 pp -0.1 pp +2.2 pp
STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 29.0 12.7% 4 -12.6 pp -11.8 pp +0.6 pp +12.7 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 28.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 28.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Sunflower Bank, N.A. CIK 0001818759 0.686 159 28.7 7.3% 4 +0.2 pp -0.6 pp -0.4 pp +7.3 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 27.9 7.0% 4 -0.3 pp +0.7 pp +0.0 pp +7.0 pp
Manuka Financial, LLC CIK 0002049064 0.635 55 27.7 17.1% 4 +0.9 pp +1.8 pp +1.4 pp +17.1 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 27.2 13.7% 5 +0.4 pp +0.7 pp +2.1 pp +1.7 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 26.7 4.3% 4 -0.2 pp -0.4 pp -3.1 pp +4.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 26.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 26.4 1.6% 4 -0.0 pp -0.0 pp -0.1 pp +1.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 26.4 0.0% 4 +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 26.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 26.0 0.1% 4 +0.0 pp -0.1 pp +0.0 pp +0.1 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 26.0 4.7% 4 +0.3 pp +0.6 pp +1.1 pp +4.7 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 25.8 0.8% 3 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
Juno Financial Group LLC CIK 0002106874 0.603 73 25.6 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 25.3 4.4% 4 +0.1 pp +0.3 pp +0.5 pp +4.4 pp
Capital Investment Management, Inc. CIK 0002124549 0.530 132 25.2 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 25.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 25.0 5.1% 4 +0.5 pp +0.5 pp +0.5 pp +5.1 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 24.9 6.3% 4 +5.9 pp +5.9 pp +5.9 pp +6.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 24.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 24.5 1.3% 1 +1.3 pp -0.9 pp +0.4 pp +1.3 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 24.4 2.4% 4 -0.1 pp -0.1 pp -0.2 pp +2.4 pp
Shelter Mutual Insurance Co CIK 0001455288 0.476 58 24.3 5.4% 4 +0.1 pp +0.2 pp +0.4 pp +5.4 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 24.3 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 24.1 3.5% 4 +0.2 pp +0.3 pp +0.3 pp +3.5 pp
Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 24.1 16.9% 4 +0.2 pp +0.1 pp -0.7 pp +16.9 pp
Cairn Investment Group, Inc. CIK 0001800358 0.361 65 23.7 11.8% 4 +0.7 pp +1.5 pp +0.7 pp +11.8 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 23.6 0.5% 4 +0.2 pp -0.4 pp -0.3 pp +0.5 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 22.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 22.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 22.5 6.6% 4 -0.1 pp +0.4 pp +2.6 pp +6.6 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 22.5 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 22.4 1.4% 4 +0.1 pp +0.1 pp -0.3 pp +1.4 pp
Aperture Investors, LLC CIK 0001787596 0.152 82 22.4 2.8% 4 -0.7 pp -0.6 pp -0.3 pp +2.8 pp
FIDELIS iM, LLC CIK 0001894206 0.843 27 22.3 8.4% 4 +0.7 pp +0.3 pp +0.8 pp +8.4 pp
Choate Investment Advisors CIK 0001399794 0.922 472 22.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 6.3 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 6.3 3.8% 4 -0.1 pp -0.2 pp -0.4 pp +3.8 pp
Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 6.3 5.1% 4 +2.7 pp +3.3 pp +3.4 pp +5.1 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 6.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 6.2 2.1% 4 +1.5 pp +2.0 pp +2.0 pp +2.1 pp
Winter & Associates, Inc. CIK 0002109063 0.134 85 6.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 6.2 3.4% 4 +0.7 pp +0.7 pp +0.2 pp +3.4 pp
Tanager Wealth Management LLP CIK 0001892929 0.750 158 6.2 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 6.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Prudent Man Advisors, LLC CIK 0001817174 0.285 141 6.1 1.8% 4 -0.0 pp -0.0 pp +0.3 pp +1.8 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 6.0 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 6.0 2.6% 4 -0.2 pp -0.1 pp -0.4 pp +2.6 pp
AMES NATIONAL CORP (ATLO) CIK 0001132651 0.601 69 6.0 3.6% 4 +0.1 pp +0.2 pp +0.3 pp +3.6 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 6.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 6.0 1.4% 4 -0.0 pp -0.0 pp -0.1 pp +1.4 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 6.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 5.9 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 5.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Global Trust Wealth Management LLC CIK 0002065265 0.224 75 5.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
BOKF, NA CIK 0000009634 0.752 1160 5.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 5.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 5.8 0.9% 4 +0.0 pp +0.1 pp +0.3 pp +0.9 pp
Tandem Investment Partners LLC CIK 0002056333 0.314 76 5.8 4.9% 4 -0.1 pp +0.1 pp -0.1 pp +4.9 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 5.8 2.0% 4 +0.1 pp +0.0 pp +0.0 pp +2.0 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 5.8 2.3% 4 +0.0 pp -0.1 pp -0.0 pp +2.3 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 5.8 3.7% 3 +0.9 pp -0.1 pp +3.7 pp +3.7 pp
Range Advisory, LLC CIK 2152629 0.575 342 5.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Madden Advisory Services, Inc. CIK 0001542284 0.434 110 5.7 2.3% 4 -0.0 pp +0.1 pp +0.0 pp +2.3 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 5.7 3.6% 4 -0.0 pp -0.0 pp -0.4 pp +3.6 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
MAYPORT, LLC CIK 0001922875 0.801 134 5.6 1.0% 4 +0.0 pp +0.0 pp -0.1 pp +1.0 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 5.6 0.5% 4 +0.0 pp -0.2 pp -0.2 pp +0.5 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.6 0.2% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 5.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 5.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 5.6 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 5.5 1.7% 4 +0.0 pp -0.4 pp -0.5 pp +1.7 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 5.5 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Centric Wealth Management CIK 0001752761 0.252 209 5.5 1.1% 3 +0.4 pp +0.9 pp +1.1 pp +1.1 pp
Orcam Financial Group CIK 0001905367 0.304 105 5.5 3.9% 4 -0.1 pp -0.3 pp -0.1 pp +3.9 pp
Financial Architects, LLC CIK 0002008540 0.807 24 5.5 2.9% 4 -0.1 pp -0.1 pp -0.2 pp +2.9 pp
McAlister, Sweet & Associates, Inc. CIK 0001774087 0.614 41 5.4 3.4% 1 +3.4 pp -0.2 pp +3.4 pp +3.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 5.4 1.3% 4 +0.9 pp +0.9 pp +1.2 pp +1.3 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 5.4 1.9% 4 -0.1 pp -0.5 pp -0.1 pp +1.9 pp
Wayfinding Financial, LLC CIK 0001898131 0.240 171 5.4 2.3% 4 +0.1 pp -0.1 pp -0.1 pp +2.3 pp
Arista Wealth Management, LLC CIK 0001964758 0.707 266 5.4 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
Scott & Selber, Inc. CIK 0001315269 0.412 91 5.4 1.4% 4 +0.1 pp +0.1 pp -0.1 pp +1.4 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 5.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 5.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.731 29 5.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 5.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 5.3 3.2% 4 -0.0 pp +0.2 pp +0.3 pp +3.2 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 5.3 1.6% 4 -0.1 pp -0.1 pp -0.2 pp +1.6 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 5.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 5.3 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 5.2 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 5.2 1.7% 4 +0.3 pp +0.3 pp +0.4 pp +1.7 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 5.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 5.2 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Symmetry Inc CIK 0002004843 0.819 68 5.1 1.8% 4 +0.2 pp +0.6 pp +0.5 pp +1.8 pp
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TD Capital Management LLC CIK 0001483824 0.737 797 5.1 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 5.1 1.5% 4 +0.3 pp +0.7 pp +1.0 pp +1.5 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WoodTrust Financial Corp CIK 0001725247 0.499 179 5.0 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 5.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
TFO Wealth Partners, LLC CIK 0001698750 0.866 65 4.9 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 4.9 0.6% 4 +0.1 pp +0.2 pp +0.4 pp +0.6 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 4.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 4.9 3.3% 3 +0.0 pp +0.1 pp +3.3 pp +3.3 pp
Unconventional Investor, LLC CIK 0001910387 0.781 49 4.9 2.3% 4 +0.1 pp +0.1 pp +0.0 pp +2.3 pp
Sage Investment Advisers LLC CIK 0001925418 0.283 98 4.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 4.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 4.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Serenity Investment Advisors CIK 0002105389 0.696 76 4.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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NBT BANK, N.A. CIK 0000898413 0.440 1069 4.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
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Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 4.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Fiduciary Group, LLC CIK 0001645890 0.530 305 4.7 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 4.7 1.4% 5 +0.1 pp +0.4 pp +0.5 pp +0.7 pp
Selective Wealth Management, Inc. CIK 0001755670 0.654 136 4.7 1.4% 4 +0.2 pp +0.5 pp +0.7 pp +1.4 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 4.6 1.0% 4 -0.2 pp -0.2 pp -0.2 pp +1.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Ruggaard & Associates LLC CIK 0001971230 0.443 128 4.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.6 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 4.6 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
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United Community Bank CIK 0002000314 0.267 534 4.5 1.5% 4 +0.4 pp +0.8 pp +1.4 pp +1.5 pp
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MSH Capital Advisors LLC CIK 0002056306 0.286 320 4.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Columbia Asset Management CIK 0001585047 0.434 168 4.2 0.8% 4 +0.3 pp +0.3 pp +0.4 pp +0.8 pp
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Trek Financial, LLC CIK 0001768195 0.100 501 3.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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Headland Capital, LLC CIK 0002056637 0.802 64 3.8 1.1% 4 +0.0 pp -0.0 pp -0.5 pp +1.1 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 3.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 3.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 3.8 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
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Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 3.8 0.8% 4 -0.0 pp +0.0 pp +0.0 pp +0.8 pp
Walker Financial Services, Inc. CIK 0001965479 0.780 45 3.8 1.3% 4 -0.6 pp -1.4 pp -2.1 pp +1.3 pp
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Cushing Capital Partners, LLC CIK 0002054827 0.293 99 3.7 2.8% 4 +0.3 pp -0.0 pp +0.2 pp +2.8 pp
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Rothschild Wealth LLC CIK 0001811345 0.247 656 3.5 0.3% 4 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
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Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 3.5 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 3.4 0.2% 4 +0.0 pp -0.1 pp +0.0 pp +0.2 pp
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DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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CRA Financial Services, LLC CIK 0001765594 0.529 321 3.4 0.4% 4 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 3.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Old Peak Finance LLC CIK 0002080991 0.632 102 3.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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Riverview Trust Co CIK 0001593600 0.349 166 0.6 0.7% 4 +0.0 pp +0.0 pp +0.2 pp +0.7 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
BWM Planning, LLC CIK 0002039698 0.671 99 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
WP Advisors, LLC CIK 0001697796 0.593 119 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.6 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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R.H. Investment Group, LLC CIK 0002048733 0.373 47 0.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.5 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Saiph Capital, LLC CIK 0002052658 0.461 131 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 0.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
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Carnegie Investment Counsel CIK 0001511506 0.587 547 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.5 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Northwest Financial Advisors CIK 0002010635 0.000 89 0.5 1.0% 1 +1.0 pp +0.4 pp +0.4 pp +1.0 pp
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TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Lakewood Asset Management LLC CIK 0001966581 0.260 107 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.5 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
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UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 0.5 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salus Financial Advisors, LLC CIK 0002056601 0.810 39 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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Archer Investment Corp CIK 0001803804 0.301 1254 0.5 0.1% 4 -0.1 pp -0.3 pp -0.2 pp +0.1 pp
Tradewinds, LLC. CIK 0001932342 0.030 215 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Breakwater Capital Group CIK 0001964309 0.408 374 0.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
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PCB Capital LLC CIK 0002123661 0.087 114 0.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Unison Advisors LLC CIK 0001695818 0.855 173 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.4 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Annandale Capital, LLC CIK 0001811739 0.554 124 0.4 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Note Advisors, LLC CIK 0002056243 0.618 86 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.0 0.0% 0 -1.0 pp -0.8 pp +0.0 pp +0.0 pp
FreeGulliver LLC CIK 0002032561 0.536 123 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp +0.0 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 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
KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.4 pp -0.2 pp -0.2 pp -0.2 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 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 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 -0.0 pp -0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.0 0.0% 0 -0.3 pp +0.0 pp -0.1 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Rock Point Advisors, LLC CIK 0001301540 0.271 123 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.0 0.0% 0 -0.1 pp -0.1 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
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 -8.3 pp -8.4 pp -8.0 pp +0.0 pp
CFC Planning Co LLC CIK 0001854428 0.192 70 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
RIA Advisory Group LLC CIK 0001958384 0.179 153 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.7 pp -0.6 pp -0.6 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 +0.0 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 -0.6 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 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 -0.1 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
Summit Global Investments CIK 0001697953 0.729 523 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 -0.4 pp -0.0 pp -0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 0.0 0.0% 0 +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% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 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 -0.1 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 -0.5 pp -0.6 pp -0.7 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 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
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
EMC Capital Management CIK 0001847772 0.576 53 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
REDW Wealth LLC CIK 0001688931 0.503 104 0.0 0.0% 0 +0.0 pp -0.1 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
MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.7 pp -0.7 pp -0.6 pp +0.0 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 +0.0 pp -11.6 pp -11.3 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -4.8 pp -4.8 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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 -1.0 pp -1.0 pp -1.1 pp +0.0 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp -0.6 pp -0.4 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 0.0 0.0% 0 -6.7 pp -3.4 pp -3.2 pp +0.0 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp -0.6 pp -0.8 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 VXUS). Qtrs Held counts distinct quarters this fund has actually held VXUS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VXUS position size. Δ columns are the percentage-point change in VXUS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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