Signals

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☆CUSIP:921909818

16 in-universe funds with a nonzero position in CUSIP:921909818 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#13814
Score / z0.000 / -0.02
Consensus4.27 over 7 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownnot computed
Short interestnot computed

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 ▾
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +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 +0.0 pp -0.1 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lesa Sroufe & Co CIK 0001492162 0.208 67 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WOODSTOCK CORP CIK 0001008877 0.579 163 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp -0.2 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 CUSIP:921909818). Qtrs Held counts distinct quarters this fund has actually held CUSIP:921909818 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:921909818 position size. Δ columns are the percentage-point change in CUSIP:921909818's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status