Signals

← Signals

☆VYMI

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

Flow ranking

Rank#568
Score / z0.255 / 0.38
Consensus283.65 over 525 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-8% / 1.0d

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 461.6 0.0% 4 +0.0 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 429.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 214.2 4.9% 2 +0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 207.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 175.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 169.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 156.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 147.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 122.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 120.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 119.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 113.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 107.4 5.3% 2 -0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 81.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 69.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 63.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 57.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 48.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 41.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 40.5 6.3% 2 -0.3 pp +6.3 pp +6.3 pp +6.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 39.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 37.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 34.9 8.0% 2 -0.0 pp +8.0 pp +8.0 pp +8.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 33.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 33.4 5.0% 2 +0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆LS Investment Advisors, LLC CIK 0001455845 0.516 127 32.1 4.5% 2 +1.8 pp +4.5 pp +4.5 pp +4.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 31.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 30.0 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 27.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 26.0 4.7% 2 -0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 25.7 5.4% 2 +0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 24.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 24.5 9.9% 2 +0.2 pp +9.9 pp +9.9 pp +9.9 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 24.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 24.2 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 23.4 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 22.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 22.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 22.1 4.6% 2 +0.5 pp +4.6 pp +4.6 pp +4.6 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 21.4 11.0% 2 -0.4 pp +11.0 pp +11.0 pp +11.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 21.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 21.0 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 20.1 0.0% 3 +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 19.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 19.3 8.7% 4 +1.2 pp +1.4 pp +2.3 pp +8.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 18.7 4.5% 3 -0.5 pp +1.3 pp +4.5 pp +4.5 pp
☆KWMG, LLC CIK 0001633024 0.515 153 17.8 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 17.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 17.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 15.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 14.7 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆Tull Financial Group, Inc. CIK 0001769060 0.849 35 14.5 6.4% 2 +0.2 pp +6.4 pp +6.4 pp +6.4 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 14.3 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 14.2 0.8% 2 -0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 14.2 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 14.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Human Investing LLC CIK 0001767513 0.861 105 13.9 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 13.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 13.4 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 13.2 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 13.0 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 12.9 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 12.8 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 12.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 12.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 12.5 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 12.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 12.3 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 11.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 11.6 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 11.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 11.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 11.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 11.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 10.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 10.8 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 10.6 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 10.5 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 10.5 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 10.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 10.2 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CROBAN CIK 0001694663 0.128 81 10.0 6.7% 4 -1.6 pp -1.6 pp -1.6 pp +6.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 10.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 9.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 9.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 9.5 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 9.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 9.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 8.9 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.8 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 8.7 2.6% 3 +0.0 pp +2.1 pp +2.6 pp +2.6 pp
☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 8.6 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 8.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 8.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 8.4 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 8.2 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 8.2 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 7.9 4.4% 2 +0.9 pp +4.4 pp +4.4 pp +4.4 pp
☆ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 7.8 6.2% 2 -0.0 pp +6.2 pp +6.2 pp +6.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ariston Services Group CIK 0001743859 0.678 70 7.6 4.6% 2 -0.4 pp +4.6 pp +4.6 pp +4.6 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 7.4 3.8% 2 +3.4 pp +3.8 pp +3.8 pp +3.8 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 7.4 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 6.9 0.2% 2 +0.1 pp +0.2 pp +0.2 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 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 6.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.248 108 6.8 2.5% 2 -1.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 6.8 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 6.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 6.6 2.6% 2 +1.2 pp +2.6 pp +2.6 pp +2.6 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 6.6 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 6.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 6.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 6.5 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 6.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 6.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 6.0 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 5.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 5.6 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 5.6 4.6% 2 +0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 5.5 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 5.4 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 5.4 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 5.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 5.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 4.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 4.8 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 4.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 4.7 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 -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
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 -0.1 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.1 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
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.8 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 -0.1 pp +0.0 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
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 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 VYMI). Qtrs Held counts distinct quarters this fund has actually held VYMI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VYMI position size. Δ columns are the percentage-point change in VYMI'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