Signals

VYM

1896 in-universe funds with a nonzero position in VYM within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#153
Score / z1.201 / 1.80
Consensus614.34 over 1186 funds
Momentumno 12m return

Price & positioning

250 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
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 1,677.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 1,415.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,049.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 912.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 747.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 743.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 566.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 503.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 482.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 410.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 373.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 371.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 350.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 350.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 329.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 284.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 213.0 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 199.3 0.7% 1 +0.7 pp -0.0 pp +0.7 pp +0.7 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 198.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 192.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 192.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 191.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 159.7 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 151.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 137.8 5.0% 2 -0.3 pp +5.0 pp +5.0 pp +5.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 132.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 126.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 125.8 5.5% 2 +0.5 pp +5.5 pp +5.5 pp +5.5 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 125.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 114.0 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 112.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 107.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Allworth Financial LP CIK 0001555170 0.907 5124 102.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 102.1 2.6% 2 +0.5 pp +2.6 pp +2.6 pp +2.6 pp
Bell Bank CIK 0001002672 0.895 195 101.7 4.4% 2 -0.0 pp +4.4 pp +4.4 pp +4.4 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 99.9 17.5% 2 +0.4 pp +17.5 pp +17.5 pp +17.5 pp
One Day In July LLC CIK 0001823172 0.854 167 96.5 8.2% 2 +0.0 pp +8.2 pp +8.2 pp +8.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 95.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 91.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 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 90.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 89.9 9.3% 2 -0.5 pp +9.3 pp +9.3 pp +9.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 87.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 84.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 84.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 83.1 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 81.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 80.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 78.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 78.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 77.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 76.6 13.8% 2 -0.7 pp +13.8 pp +13.8 pp +13.8 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 75.8 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 73.8 6.8% 2 +0.3 pp +6.8 pp +6.8 pp +6.8 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 69.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 67.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 65.2 9.9% 2 +0.1 pp +9.9 pp +9.9 pp +9.9 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 62.0 11.2% 2 -0.2 pp +11.2 pp +11.2 pp +11.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 56.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 55.7 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 55.3 7.7% 2 -0.3 pp +7.7 pp +7.7 pp +7.7 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 54.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 52.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 52.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Operose Advisors LLC CIK 0001909750 0.647 522 49.4 12.3% 2 -0.9 pp +12.3 pp +12.3 pp +12.3 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 48.9 4.8% 2 -0.0 pp +4.8 pp +4.8 pp +4.8 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 48.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 48.6 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 46.5 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 46.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 46.1 11.5% 2 -0.3 pp +11.5 pp +11.5 pp +11.5 pp
Zhang Financial LLC CIK 0001776290 0.816 392 44.7 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 43.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 42.7 6.8% 2 -0.1 pp +6.8 pp +6.8 pp +6.8 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 42.5 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 42.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 42.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 41.8 7.7% 2 +0.0 pp +7.7 pp +7.7 pp +7.7 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 41.2 6.6% 2 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 39.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Apella Capital, LLC CIK 0001801507 0.827 695 39.1 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 38.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 38.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 38.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 37.3 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 37.2 13.1% 2 -1.2 pp +13.1 pp +13.1 pp +13.1 pp
FMR LLC CIK 0000315066 0.989 5571 37.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 35.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 35.4 4.6% 2 -0.5 pp +4.6 pp +4.6 pp +4.6 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 35.2 10.6% 3 -0.2 pp -0.2 pp +10.6 pp +10.6 pp
Human Investing LLC CIK 0001767513 0.861 105 34.7 5.1% 2 -0.1 pp +5.1 pp +5.1 pp +5.1 pp
Crews Bank & Trust CIK 0002052279 0.645 662 33.8 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 32.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 32.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 32.3 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 32.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 30.8 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 30.6 7.1% 2 -0.2 pp +7.1 pp +7.1 pp +7.1 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 30.5 7.2% 2 -0.2 pp +7.2 pp +7.2 pp +7.2 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 30.5 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 30.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
DeDora Capital, Inc. CIK 0001717658 0.515 129 30.2 7.3% 2 -0.4 pp +7.3 pp +7.3 pp +7.3 pp
UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 30.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 30.0 4.1% 2 +0.2 pp +4.1 pp +4.1 pp +4.1 pp
DAGCO, INC. CIK 0001767343 0.605 117 29.8 7.5% 2 -0.2 pp +7.5 pp +7.5 pp +7.5 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 29.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Forum Private Client Group LLC CIK 0001910636 0.696 86 29.7 10.6% 2 +0.6 pp +10.6 pp +10.6 pp +10.6 pp
GSG Advisors LLC CIK 0001995773 0.640 148 29.7 7.9% 2 -0.3 pp +7.9 pp +7.9 pp +7.9 pp
BANK OF HAWAII CIK 0000315080 0.804 233 29.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 29.6 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 29.5 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
COMERICA BANK CIK 0000901541 0.812 3711 29.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 29.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 28.9 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 28.8 0.1% 3 +0.0 pp -0.0 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 28.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 28.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
REBALANCE, LLC CIK 0001811052 0.941 103 28.5 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 28.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 28.3 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Southern Farm Bureau Life Insurance CIK 0001831944 0.938 15 28.2 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 27.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 27.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 27.2 4.7% 2 -0.0 pp +4.7 pp +4.7 pp +4.7 pp
Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 27.2 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 27.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 26.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 26.2 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 25.8 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
&PARTNERS CIK 0000107136 0.806 2509 25.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 25.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 25.4 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 25.3 6.9% 2 -0.0 pp +6.9 pp +6.9 pp +6.9 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 25.1 6.8% 2 -0.2 pp +6.8 pp +6.8 pp +6.8 pp
Montis Financial, LLC CIK 0001844314 0.565 152 24.4 5.6% 2 -0.6 pp +5.6 pp +5.6 pp +5.6 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 23.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 23.8 5.1% 2 -0.4 pp +5.1 pp +5.1 pp +5.1 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 23.7 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 23.7 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 23.5 7.6% 2 +0.2 pp +7.6 pp +7.6 pp +7.6 pp
PFG Advisors CIK 0001694435 0.248 791 23.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 23.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 23.3 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 23.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Piedmont Capital Management, LLC CIK 0001656150 0.145 58 23.2 12.3% 2 -0.8 pp +12.3 pp +12.3 pp +12.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 22.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 22.7 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Ariston Services Group CIK 0001743859 0.678 70 22.2 13.4% 2 -0.8 pp +13.4 pp +13.4 pp +13.4 pp
COMMERCE BANK CIK 0001009076 0.853 1332 22.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 21.7 3.5% 2 -0.4 pp +3.5 pp +3.5 pp +3.5 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 21.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 21.4 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 21.2 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 20.8 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
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Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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LCNB CORP (LCNB) CIK 0001074902 0.390 184 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
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GenTrust, LLC CIK 0001697110 0.832 201 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Semus Wealth Partners LLC CIK 0001964775 0.353 111 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Ledyard National Bank CIK 0001310658 0.559 255 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Heritage Wealth Advisors CIK 0001591122 0.892 703 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Manuka Financial, LLC CIK 0002049064 0.636 55 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GHE, LLC CIK 0001910179 0.736 57 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.8 pp -1.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 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
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Capital Square, LLC CIK 0001798736 0.168 241 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -4.4 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 -7.6 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.202 780 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 -3.9 pp +0.0 pp +0.0 pp +0.0 pp
Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.0 0.0% 0 -4.1 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.322 78 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 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.0 0.0% 0 -1.5 pp -1.4 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
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -3.8 pp +0.0 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
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -10.5 pp +0.0 pp +0.0 pp +0.0 pp
David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.3 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 VYM). Qtrs Held counts distinct quarters this fund has actually held VYM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VYM position size. Δ columns are the percentage-point change in VYM'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