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☆CUSIP:921910733

831 in-universe funds with a nonzero position in CUSIP:921910733 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#25110

Score / z-2.746 / -3.33

Consensus306.01 over 512 funds

Momentumno 12m return

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.

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.

Fund holders

Fund ▾	Quality Q ▾	Positions ▾	% of Fund AUM ▾	Qtrs Held ▾	Δ 1Q ▾	Δ 2Q ▾	Δ 3Q ▾	Δ 4Q ▾
☆Antonelli Financial Advisors, LLC CIK 0002055364	0.546	53	0.0%	0	-0.3 pp	-0.3 pp	-0.2 pp	-0.2 pp
☆May Hill Capital, LLC CIK 0002056340	0.467	256	0.2%	5	-0.0 pp	+0.1 pp	+0.0 pp	-0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819	0.779	3248	0.0%	5	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330	0.877	479	0.1%	5	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066	0.241	889	0.1%	5	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397	0.655	4656	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆BAILARD, INC. CIK 0000750641	0.578	763	0.3%	5	+0.2 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆GAMMA Investing LLC CIK 0002010235	0.492	4173	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747	0.500	1030	0.0%	5	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593	0.732	151	0.8%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆New Covenant Trust Company, N.A. CIK 0002023097	0.387	107	5.7%	5	-1.1 pp	-1.5 pp	-0.8 pp	-0.2 pp
☆Mallini Complete Financial Planning LLC CIK 0002049540	0.228	70	2.8%	5	+0.1 pp	+0.1 pp	+0.0 pp	-1.3 pp
☆Ignite Planners, LLC CIK 0001849348	0.326	422	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096	0.453	97	0.2%	5	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆Pathfinder Wealth Consulting, Inc. CIK 0002108842	0.000	0	0.0%	0	-0.3 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192	0.484	174	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆Level Financial Advisors CIK 0001871734	0.644	95	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409	0.534	210	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Root Financial Partners, LLC CIK 0001977181	0.834	407	0.0%	0	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Cadia Private Client LLC CIK 0002135817	0.358	76	0.6%	2	+0.0 pp	+0.6 pp	+0.6 pp	+0.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754	0.567	2475	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Krilogy Financial LLC CIK 0001659047	0.581	1060	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815	0.107	167	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864	0.936	433	0.0%	5	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228	0.289	377	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841	0.694	294	0.0%	4	+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%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277	0.697	193	0.0%	0	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837	0.906	175	0.0%	6	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939	0.841	59	1.5%	5	+0.1 pp	-0.0 pp	-0.1 pp	+0.1 pp
☆COREPATH WEALTH PARTNERS LLC CIK 0001845838	0.722	46	0.3%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.3 pp
☆Brooklyn FI, LLC CIK 0001916123	0.652	434	0.9%	5	+0.0 pp	-0.1 pp	-0.1 pp	-0.0 pp
☆Everhart Financial Group, Inc. CIK 0001852858	0.559	481	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241	0.635	70	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.3 pp
☆Mokosak Advisory Group, LLC CIK 0001713112	0.909	38	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Arax Advisory Partners CIK 0001586767	0.171	5155	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571	0.623	914	0.3%	5	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327	0.831	84	0.3%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420	0.574	373	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Tribridge Partners Financial LLC CIK 0002083677	0.741	82	0.2%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.2 pp
☆Andrews Advisory Associates, LLC CIK 0002110646	0.507	86	0.4%	2	+0.0 pp	+0.4 pp	+0.4 pp	+0.4 pp
☆Dogwood Wealth Management LLC CIK 0002056922	0.482	851	0.0%	0	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107	0.852	1579	0.0%	5	+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 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆AlphaCore Capital LLC CIK 0001713662	0.482	1478	0.0%	5	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306	0.826	76	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441	0.864	454	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆OmniStar Financial Group, Inc. CIK 0001698777	0.208	118	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆Private Advisor Group, LLC CIK 0001567755	0.603	2512	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Northland Capital Management LLC CIK 0001693032	0.536	30	0.9%	5	-0.1 pp	-0.2 pp	-0.4 pp	-0.3 pp
☆Glenmede Investment Management, LP CIK 0001644465	0.833	1410	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Round Rock Advisors LLC CIK 0001846991	0.524	318	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922	0.078	179	0.0%	0	-0.1 pp	-0.3 pp	+0.0 pp	+0.0 pp
☆Fortress Financial Solutions, LLC CIK 0002039501	0.353	56	0.0%	0	-1.1 pp	-1.1 pp	-1.2 pp	-1.5 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654	0.265	1409	0.0%	3	-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 pp	-0.1 pp	+0.0 pp	-0.1 pp
☆Financial Life Planners CIK 0002053368	0.608	339	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864	0.543	572	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047	0.225	379	0.0%	0	-0.2 pp	-0.2 pp	-0.2 pp	-0.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207	0.579	3463	0.0%	1	+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	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305	0.792	486	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Mutual Advisors, LLC CIK 0001694080	0.625	1377	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Pacific Center for Financial Services CIK 0001698222	0.798	500	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆BESSEMER GROUP INC CIK 0001054074	0.063	2558	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Donalies Financial Planning, LLC CIK 0002111587	0.394	78	0.2%	1	+0.2 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆Western Wealth Management, LLC CIK 0001767902	0.459	1001	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473	0.165	350	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379	0.744	215	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Salus Financial Advisors, LLC CIK 0002056601	0.810	39	0.2%	5	-0.0 pp	-0.1 pp	-0.1 pp	-0.1 pp
☆IFP Advisors, Inc CIK 0001641866	0.492	5147	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641	0.854	809	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Sanchez Levi Garrett CIK 0002126627	0.583	74	6.6%	1	+6.6 pp	+6.6 pp	+6.6 pp	+6.6 pp
☆Thayer Partners, LLC / MA CIK 0002010185	0.568	100	0.9%	2	+0.0 pp	+0.9 pp	+0.9 pp	+0.9 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660	0.751	291	0.0%	0	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018	0.644	168	0.1%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302	0.624	268	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557	0.320	2708	0.0%	5	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆CAPITAL MANAGEMENT CORP /VA CIK 0001074273	0.483	72	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144	0.439	707	0.0%	5	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494	0.258	183	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Jacobsen Capital Management CIK 0001782491	0.692	126	0.1%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.1 pp
☆N.E.W. Advisory Services LLC CIK 0001803456	0.791	980	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆JSF Financial, LLC CIK 0001802224	0.568	141	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027	0.954	4062	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Martel Wealth Advisors LLC CIK 0002039437	0.898	61	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584	0.772	211	0.0%	1	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆World Investment Advisors CIK 0001652594	0.670	1523	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327	0.654	296	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005	0.554	87	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Laurel Wealth Planning LLC CIK 0001842010	0.338	67	1.1%	5	-0.1 pp	-0.2 pp	-0.3 pp	-0.6 pp
☆Alpha Financial Partners LLC CIK 0001966219	0.488	118	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Ballentine Partners, LLC CIK 0001374889	0.936	1078	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Mengis Capital Management, Inc. CIK 0001609674	0.345	218	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Waverly Advisors, LLC CIK 0001568787	0.673	1737	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026	0.250	391	0.1%	3	+0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆FIRST HAWAIIAN BANK CIK 0000764106	0.848	91	0.1%	5	+0.0 pp	-0.6 pp	-0.5 pp	-0.5 pp
☆CURIO WEALTH, LLC CIK 0002049201	0.749	78	0.3%	5	+0.0 pp	-0.0 pp	-0.1 pp	-0.0 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296	0.537	100	0.1%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.1 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681	0.421	68	1.5%	5	+0.1 pp	+0.0 pp	-0.2 pp	+0.1 pp
☆Ethic Inc. CIK 0001780570	0.636	1358	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876	0.771	584	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Carr Financial Group Corp CIK 0001931232	0.441	182	0.1%	2	+0.0 pp	+0.1 pp	+0.0 pp	+0.1 pp
☆Firestone Capital Management CIK 0001799964	0.602	168	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Values Added Financial LLC CIK 0001973921	0.422	147	0.6%	5	-0.0 pp	-0.1 pp	-0.1 pp	-0.2 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207	0.328	531	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117	0.526	744	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447	0.686	122	0.3%	5	+0.0 pp	-0.0 pp	-0.1 pp	-0.1 pp
☆StrongBox Wealth, LLC CIK 0001812155	0.388	267	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Vanguard National Trust Co CIK 0001984256	0.877	787	0.2%	2	+0.0 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆Reliant Wealth Planning CIK 0001823393	0.861	54	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186	0.825	1334	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Level Wealth Management LLC CIK 0002036775	0.791	70	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Quantinno Capital Management LP CIK 0001759654	0.879	3419	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965	0.553	1409	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601	0.882	384	0.0%	3	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆WealthCollab, LLC CIK 0002017870	0.551	969	0.8%	5	+0.0 pp	-0.0 pp	-0.2 pp	-0.3 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601	0.738	120	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627	0.821	297	0.0%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆Platt Investment Counsel, LLC CIK 0001859195	0.852	14	30.9%	5	+0.9 pp	-5.0 pp	-6.5 pp	-9.1 pp
☆Towerpoint Wealth, LLC CIK 0001731445	0.518	113	0.6%	5	+0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271	0.731	2781	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆American Capital Advisory, LLC CIK 0002018007	0.537	1163	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637	0.138	1574	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Humankind Investments LLC CIK 0001845373	0.696	22	0.0%	0	+0.0 pp	-0.3 pp	-0.2 pp	-0.2 pp
☆Financial Alternatives, Inc CIK 0001967227	0.645	84	0.4%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.1 pp
☆IMA Advisory Services, Inc. CIK 0001455495	0.141	1384	2.9%	4	-0.1 pp	-0.3 pp	-0.4 pp	+2.9 pp
☆Argyle Capital Partners, LLC CIK 0002079995	0.144	177	0.1%	1	+0.1 pp	+0.1 pp	+0.0 pp	+0.1 pp
☆Navigoe, LLC CIK 0002056100	0.632	1224	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984	0.901	146	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569	0.877	1713	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆PFG Investments, LLC CIK 0001973224	0.437	1295	0.2%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Stonehearth Capital Management, LLC CIK 0001550191	0.486	94	1.5%	5	-0.0 pp	-0.1 pp	-0.2 pp	-0.1 pp
☆DAVIS R M INC CIK 0000891287	0.824	280	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954	0.338	1763	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484	0.491	1546	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Nemes Rush Group LLC CIK 0001982273	0.516	945	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059	0.831	3254	0.0%	4	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355	0.288	147	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590	0.467	56	0.2%	5	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062	0.263	352	0.7%	2	+0.1 pp	+0.7 pp	+0.7 pp	+0.7 pp
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☆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	0.0%	6	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
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☆Allworth Financial LP CIK 0001555170	0.907	5124	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117	0.193	484	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758	0.951	3590	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Wells Financial Advisors INC CIK 0001844454	0.000	42	0.0%	0	+0.0 pp	-0.1 pp	-0.1 pp	-0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615	0.793	505	0.2%	5	+0.2 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆Archer Investment Corp CIK 0001803804	0.301	1254	0.0%	5	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆WARNER FINANCIAL, INC CIK 0001927175	0.518	145	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Transce3nd, LLC CIK 0002023570	0.000	170	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056	0.655	66	0.1%	4	-0.0 pp	-0.0 pp	-0.0 pp	+0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194	0.735	6469	0.0%	1	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆TritonPoint Partners, LLC CIK 0002111167	0.020	351	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051	0.763	112	0.4%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.1 pp
☆AMG National Trust Bank CIK 0001388829	0.744	439	0.2%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537	0.381	4385	0.0%	0	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Blue Zone Wealth Advisors, LLC CIK 0001803106	0.480	125	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆JNBA Financial Advisors CIK 0001569118	0.792	830	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Sageworth Trust Co CIK 0001482688	0.943	127	0.2%	5	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666	0.516	299	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Sowell Financial Services LLC CIK 0001633697	0.482	1162	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Leo Wealth, LLC CIK 0001912202	0.425	452	0.0%	0	-5.6 pp	-6.1 pp	-5.8 pp	-5.8 pp
☆First Heartland Consultants, Inc. CIK 0001428793	0.402	589	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175	0.794	913	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Keystone Financial Group CIK 0001729299	0.524	567	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆TRUEFG, LLC CIK 0001766067	0.882	75	0.3%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236	0.000	104	0.0%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Kilter Group LLC CIK 0002058915	0.349	1580	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Westend Capital Management, LLC CIK 0001331997	0.170	242	0.0%	4	-0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585	0.864	47	6.1%	5	+0.5 pp	+0.2 pp	+0.3 pp	+0.3 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309	0.156	321	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812	0.781	294	0.4%	5	+0.0 pp	+0.1 pp	+0.0 pp	+0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591	0.000	156	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.2 pp
☆Arjuna Capital CIK 0001703208	0.352	113	0.5%	5	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805	0.260	535	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆MAI Capital Management CIK 0001040197	0.725	1889	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆DT Investment Partners, LLC CIK 0001537621	0.779	512	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139	0.709	251	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Farnam Financial LLC CIK 0002080267	0.372	53	1.4%	7	-0.1 pp	-0.1 pp	-0.2 pp	-0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056	0.073	1051	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851	0.419	633	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193	0.794	1746	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆DDD Partners, LLC CIK 0001729673	0.504	164	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942	0.631	764	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆BFSG, LLC CIK 0001706836	0.376	765	0.0%	5	+0.0 pp	-0.0 pp	+0.0 pp	-0.0 pp
☆Aberdeen Wealth Management LLC CIK 0001802654	0.269	427	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆IFG Advisors, LLC CIK 0001783412	0.743	165	0.2%	5	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728	0.470	1189	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Cassilly Financial Group LLC CIK 0002090777	0.265	75	0.2%	1	+0.2 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆Harbor Asset Planning, Inc. CIK 0002077050	0.237	416	0.3%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.3 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119	0.588	1134	0.0%	5	+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 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Meridian Financial Partners LLC CIK 0001763722	0.507	119	0.2%	5	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413	0.679	398	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Human Investing LLC CIK 0001767513	0.861	105	2.5%	5	+0.0 pp	-0.0 pp	-0.1 pp	-0.1 pp
☆BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080	0.135	116	0.0%	0	+0.0 pp	-0.1 pp	+0.0 pp	+0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029	0.185	935	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961	0.653	550	0.0%	5	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937	0.719	86	0.8%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172	0.061	2450	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Concord Wealth Partners CIK 0001814214	0.457	885	0.0%	1	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628	0.545	256	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100	0.781	297	0.1%	5	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108	0.254	285	0.0%	3	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765	0.682	223	1.3%	5	+0.1 pp	+0.2 pp	+0.5 pp	+0.6 pp
☆Mariner, LLC CIK 0001373442	0.925	3517	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958	0.770	59	14.7%	5	-0.2 pp	-0.6 pp	-0.8 pp	-2.8 pp
☆Sterling Wealth Management, Inc. CIK 0002011149	0.671	116	0.1%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338	0.301	3636	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆CX Institutional CIK 0001737089	0.437	1568	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Continuum Advisory, LLC CIK 0001846532	0.320	1986	0.1%	5	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆InTrack Investment Management Inc CIK 0001847343	0.184	110	0.0%	0	+0.0 pp	-0.5 pp	-0.2 pp	-0.2 pp
☆Post Resch Tallon Group Inc. CIK 0002054476	0.280	138	0.1%	1	+0.1 pp	-0.1 pp	-0.1 pp	-0.1 pp
☆Verde Capital Management CIK 0001802891	0.578	80	6.6%	5	-8.0 pp	-9.1 pp	-9.4 pp	-9.1 pp
☆Panoramic Capital Partners, LLC CIK 0002052992	0.512	72	0.2%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Napier Financial, LLC CIK 0002086579	0.647	472	0.3%	2	+0.0 pp	+0.3 pp	+0.3 pp	+0.3 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068	0.739	2253	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Armbruster Capital Management, Inc. CIK 0001664847	0.715	125	0.4%	5	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751	0.883	265	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150	0.630	537	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672	0.903	3702	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176	0.876	55	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆ASSETMARK, INC CIK 0001344551	0.900	3558	0.0%	3	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆GGM Financial LLC CIK 0002021722	0.308	265	0.1%	2	-0.4 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Harpswell Capital Advisors, LLC CIK 0001806630	0.639	46	11.0%	3	+0.2 pp	-1.1 pp	+11.0 pp	+11.0 pp
☆Aspen Capital Management, LLC CIK 0002065974	0.741	83	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001	0.924	4888	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057	0.509	57	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208	0.667	279	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Richardson Capital Management LLC CIK 0001621646	0.839	243	0.0%	5	+0.0 pp	-0.0 pp	+0.0 pp	-0.0 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867	0.954	617	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Abound Wealth Management CIK 0001950323	0.745	1359	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973	0.539	157	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆BROWN ADVISORY INC CIK 0001345929	0.906	1447	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974	0.685	1487	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982	0.969	5626	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010	0.463	538	0.1%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735	0.429	452	0.0%	6	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307	0.740	645	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238	0.790	131	0.2%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆COMERICA BANK CIK 0000901541	0.812	3711	0.0%	0	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Engineers Gate Manager LP CIK 0001620220	0.031	2192	0.0%	0	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519	0.465	635	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Scott Capital Advisors, LLC CIK 0001905673	0.593	66	0.3%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428	0.415	453	0.1%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Ervin Investment Management, LLC CIK 0001907802	0.618	47	1.0%	5	+0.1 pp	-1.9 pp	+0.2 pp	+0.2 pp
☆Rice Partnership, LLC CIK 0001736736	0.521	171	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535	0.871	113	0.4%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Martin Worley Group CIK 0002049542	0.360	91	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-1.2 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362	0.742	333	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777	0.489	440	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066	0.603	85	0.6%	5	+0.0 pp	-0.2 pp	-0.2 pp	-0.2 pp
☆TPG Financial Advisors, LLC CIK 0001706669	0.483	81	0.3%	5	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205	0.263	207	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927	0.828	878	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Northeast Financial Group, Inc. CIK 0001965773	0.477	76	0.0%	0	-0.1 pp	-0.1 pp	-0.1 pp	+0.0 pp
☆Canopy Partners, LLC CIK 0001960860	0.327	256	0.2%	5	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612	0.946	1313	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272	0.895	4415	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆Rise Advisors, LLC CIK 0001831316	0.684	103	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆MASECO LLP CIK 0002074052	0.917	291	0.0%	3	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259	0.830	231	0.0%	5	+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 CUSIP:921910733). Qtrs Held counts distinct quarters this fund has actually held CUSIP:921910733 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:921910733 position size. Δ columns are the percentage-point change in CUSIP:921910733'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