Signals

← Signals

☆CUSIP:921932778

207 in-universe funds with a nonzero position in CUSIP:921932778 within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#14728
Score / z0.000 / -0.00
Consensus79.99 over 130 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 ▾
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 0.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 0.0 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 0.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.1% 2 +0.0 pp +0.1 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 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
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 2 +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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 2 +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 0.0 0.0% 3 +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
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 -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
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.0 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 0.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 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
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 0.0 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Bank & Trust CIK 0001692632 0.535 270 0.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 5.7% 2 +0.1 pp +5.7 pp +5.7 pp +5.7 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.0 1.6% 3 +0.0 pp +1.2 pp +1.6 pp +1.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.0 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 0.0 4.5% 2 +0.3 pp +4.5 pp +4.5 pp +4.5 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.762 87 0.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 5.6% 2 +0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 0.0 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.0 0.0% 1 +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
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.0 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 2.0% 2 +1.6 pp +2.0 pp +2.0 pp +2.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 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
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 0.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 0.0 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 0.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 1 +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:921932778). Qtrs Held counts distinct quarters this fund has actually held CUSIP:921932778 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:921932778 position size. Δ columns are the percentage-point change in CUSIP:921932778'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