Broker Estimates Dashboard
Compare Wall Street broker rebalance estimates across global indices. Build weighted broker averages and push baskets directly to Analysis.
Auto-ingest · NLP parser VCM · Full access Pipeline liveUpdated 6:19 AM ET
Smart filters
Tracked Brokers
11
MSCI · MAY · 2026
Announcement
May 12
2026
Effective
May 29
2026
Gross Notional Range
$3.2B – $5.6B
across brokers
Street Trust Index
79.4
MSCI · trailing 8 rebals
Intelligence Layer
MSCI · live Top Brokers · MSCI
1Citi
91
2UBS
88
3BofA
86
Trust score = rolling accuracy vs final index list (8 rebals).
Alpha Dislocations10 live
Vanguard internal (≥99.5% accuracy) vs Smart Street Avg. Tap any tile for the SEC-filing source of the discrepancy.
Blind Spots & Chatter
Recurring miss
Street under-counts restricted shares on dual-class names by avg 6.4% over last 4 MSCI rebals.
NLP sentiment
6 tickers carry unstructured chatter — hover the flag in-row for the source quote.
Close-auction skew
Passive flow concentrating in last 8 min of MOC — gross notional tracking 1.4× trailing MSCI rebal average.
Column picker & broker average— select visible brokers, then mark the ones to include in the consensus
Smart Avg:Each broker weighted by MSCI trust score, not equal-weighted. Brokers below 70 score auto-discounted.
How to read this grid— trust scores, Smart Avg weighting, sentiment flags
Trust Score
Per-broker, per-index accuracy 0–100 from the trailing 8 rebalances. Green ≥88 trusted · amber 78–87 mixed · grey <78 caution.
Smart Avg (on)
Consensus weighted by each broker's trust score for this index — high-accuracy desks dominate, low-accuracy desks discounted.
Sentiment Flag
NLP agent reading broker emails & Bloomberg chats. BULL / BEAR / WATCH appears next to a ticker name — hover for the source quote, broker, and reasoning.
Alpha Signal
Vanguard internal (≥99.5%) minus Smart Street Avg. ≥18% gap surfaces as a ⚡ alpha flag on the ticker row.
| Ticker | Name | ADV 20d (k) | Close | Vanguard Internal · 99.5% | Smart Avg | Barclays71 as of Oct 30 | Citi91 as of Oct 27 | UBS88 as of Oct 26 | Goldman83 as of Nov 05 | Morgan Stanley84 as of Oct 30 | JPM80 as of Nov 03 | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Shares (k) | Notional ($m) | Δ vs Street | Shares (k) | Notional ($m) | Shares (k) | Notional ($m) | Shares (k) | Notional ($m) | Shares (k) | Notional ($m) | Shares (k) | Notional ($m) | Shares (k) | Notional ($m) | Shares (k) | Notional ($m) | |||||||||||
NVDA US-0.02% | NVIDIA CorpBULL | 41,200 | 132.40 | 1,530k | 202.6m | +122.8% | (6,717)k | (889.3)m | (1,903)k | (252.0)m | — | — | (8,030)k | (1,063)m | (10,835)k | (1,435)m | 11,074k | 1,466m | — | — | |||||||
AAPL US-0.11% | Apple Inc | 56,800 | 218.70 | 7,531k | 1,647m | -15.5% | 8,915k | 1,950m | 12,429k | 2,718m | 1,809k | 395.7m | — | — | 13,699k | 2,996m | 10,232k | 2,238m | (14,832)k | (3,244)m | |||||||
MSFT US+0.11% | Microsoft Corp | 22,300 | 442.10 | 996.5k | 440.6m | +679.0% | (172.1)k | (76.1)m | 6,628k | 2,930m | (8,268)k | (3,655)m | 3,209k | 1,419m | 2,887k | 1,276m | (2,379)k | (1,052)m | 3,511k | 1,552m | |||||||
TSLA US+0.06% | Tesla IncWATCH | 88,400 | 246.90 | 1,543k | 381.0m | +109.8% | (15,793)k | (3,899)m | (23,349)k | (5,765)m | 2,892k | 714.1m | 10,468k | 2,585m | (29,817)k | (7,362)m | 2,266k | 559.6m | 1,840k | 454.4m | |||||||
AMZN US+0.08% | Amazon.com Inc | 38,200 | 198.30 | 5,461k | 1,083m | +149.8% | (10,955)k | (2,172)m | — | — | (10,955)k | (2,172)m | 5,764k | 1,143m | — | — | 450.8k | 89.4m | 1,045k | 207.2m | |||||||
GOOGL US+0.61% | Alphabet Inc-A | 27,500 | 178.20 | (4,592)k | (818.4)m | +31.9% | (6,739)k | (1,201)m | (8,660)k | (1,543)m | (4,843)k | (863.0)m | 4,059k | 723.3m | (7,176)k | (1,279)m | 9,707k | 1,730m | (8,607)k | (1,534)m | |||||||
META US-0.04% | Meta PlatformsWATCH | 14,100 | 528.60 | 168.0k | 88.8m | +570.0% | 25.1k | 13.3m | — | — | (1,723)k | (910.6)m | 1,414k | 747.2m | 1,941k | 1,026m | — | — | (3,206)k | (1,695)m | |||||||
AVGO US+0.01% | Broadcom Inc | 19,800 | 168.40 | 133.1k | 22.4m | +119.5% | (682.7)k | (115.0)m | 3,089k | 520.2m | (6,741)k | (1,135)m | 7,492k | 1,262m | 2,733k | 460.2m | (7,024)k | (1,183)m | (3,897)k | (656.3)m | |||||||
LLY US-0.47% | Eli Lilly & Co | 4,100 | 762.00 | 141.8k | 108.1m | +14.0% | 124.4k | 94.8m | (453.2)k | (345.3)m | (547.2)k | (417.0)m | 1,513k | 1,153m | 1,355k | 1,032m | 142.8k | 108.8m | (864.6)k | (658.8)m | |||||||
JPM US-0.55% | JPMorgan Chase | 9,700 | 218.90 | 852.6k | 186.6m | -0.8% | 859.1k | 188.1m | (2,097)k | (458.9)m | 1,874k | 410.1m | 14.4k | 3.15m | 2,275k | 498.1m | — | — | 361.2k | 79.1m | |||||||
XOM US-0.45% | Exxon Mobil Corp | 16,400 | 112.30 | 1,777k | 199.5m | -9.7% | 1,967k | 220.9m | (3,740)k | (420.0)m | 4,136k | 464.5m | 3,494k | 392.3m | 4,471k | 502.1m | 372.4k | 41.8m | 1,609k | 180.7m | |||||||
UNH US-0.52% | UnitedHealth Grp | 3,800 | 482.50 | 214.4k | 103.4m | +3450.6% | (6.40)k | (3.09)m | (1,354)k | (653.3)m | 1,188k | 573.0m | 689.2k | 332.5m | (162.8)k | (78.6)m | (306.2)k | (147.7)m | 341.8k | 164.9m | |||||||
V US-1.71% | Visa Inc-A | 6,800 | 286.40 | (373.8)k | (107.1)m | +84.0% | (2,343)k | (671.1)m | (2,083)k | (596.6)m | (2,531)k | (724.9)m | 1,715k | 491.1m | (2,360)k | (675.8)m | (1,558)k | (446.3)m | 2,151k | 616.0m | |||||||
MA US-1.26% | Mastercard Inc | 2,900 | 478.20 | 166.7k | 79.7m | +1.5% | 164.3k | 78.6m | (735.0)k | (351.5)m | 865.9k | 414.1m | — | — | — | — | — | — | 1,158k | 553.9m | |||||||
HD US-1.28% | Home Depot Inc | 3,600 | 364.70 | 31.2k | 11.4m | -94.1% | 526.9k | 192.2m | 1,272k | 463.7m | 727.3k | 265.2m | 1,329k | 484.5m | (329.8)k | (120.3)m | 558.9k | 203.8m | (426.0)k | (155.4)m | |||||||
PG US-1.19% | Procter & Gamble | 7,100 | 168.40 | 266.8k | 44.9m | +151.8% | (514.7)k | (86.7)m | (2,372)k | (399.5)m | — | — | 1,387k | 233.6m | 1,074k | 180.9m | 421.7k | 71.0m | 711.8k | 119.9m | |||||||
COST US+0.10% | Costco Whlsl | 2,100 | 882.00 | (339.2)k | (299.2)m | -46.9% | (230.9)k | (203.6)m | (339.1)k | (299.1)m | (208.3)k | (183.7)m | (605.7)k | (534.2)m | (163.1)k | (143.9)m | (483.4)k | (426.4)m | (732.5)k | (646.1)m | |||||||
NFLX US+0.10% | Netflix Inc | 4,700 | 698.40 | (31.9)k | (22.3)m | -325.5% | 14.1k | 9.88m | 1,248k | 871.8m | 224.5k | 156.8m | (5.50)k | (3.84)m | (1,272)k | (888.5)m | 251.2k | 175.4m | — | — | |||||||
AMD US-0.72% | Adv Micro DevicesBULL | 38,900 | 142.60 | 936.4k | 133.5m | -83.7% | 5,730k | 817.2m | 9,196k | 1,311m | (5,548)k | (791.1)m | — | — | 15,132k | 2,158m | 6,521k | 929.9m | — | — | |||||||
CRM US-0.59% | Salesforce Inc | 5,200 | 286.40 | (471.0)k | (134.9)m | +22.6% | (608.9)k | (174.4)m | (1,325)k | (379.6)m | (51.5)k | (14.8)m | (277.9)k | (79.6)m | (607.1)k | (173.9)m | (1,606)k | (459.9)m | 617.8k | 176.9m | |||||||
INTC US+0.02% | Intel CorpBEAR | 52,100 | 31.20 | 3,975k | 124.0m | -64.5% | 11,185k | 349.0m | 12,971k | 404.7m | 9,791k | 305.5m | — | — | — | — | 16,497k | 514.7m | (3,704)k | (115.5)m | |||||||
BAC US-0.82% | Bank of AmericaBULL | 41,200 | 42.80 | 888.5k | 38.0m | +146.6% | (1,907)k | (81.6)m | (11,147)k | (477.1)m | 10,209k | 437.0m | (1,932)k | (82.7)m | (7,288)k | (311.9)m | (7,876)k | (337.1)m | 11,950k | 511.4m | |||||||
Showing 22 tickers · 6 brokers · trust-weighted consensus from 3 · Vanguard internal column on
Alpha signal Consensus Vanguard