☆CUSIP:922908710
Flow ranking
Rank#13954
Score / z0.000 / -0.02
Consensus7.20 over 17 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.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆Front Street Capital Management, Inc. CIK 0001683182 | 0.322 | 70 | 0.0 | 0.0% | 0 | -0.8 pp | +0.0 pp | -1.1 pp | +0.0 pp |
| ☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 | 0.649 | 361 | 0.0 | 5.1% | 5 | +0.2 pp | +0.1 pp | +0.1 pp | +0.4 pp |
| ☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 | 0.516 | 309 | 0.0 | 0.2% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 | 0.560 | 372 | 0.0 | 0.6% | 5 | +0.0 pp | +0.2 pp | +0.2 pp | +0.3 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 |
| ☆Jackson Wealth Management, LLC CIK 0001536799 | 0.022 | 86 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Financial Gravity Asset Management, Inc. CIK 0001741736 | 0.393 | 973 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.1 pp | +0.0 pp |
| ☆CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 | 0.953 | 97 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆RiverFront Investment Group, LLC CIK 0001469751 | 0.690 | 427 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.1 pp |
| ☆PSI Advisors, LLC CIK 0001779040 | 0.509 | 151 | 0.0 | 0.0% | 0 | -0.1 pp | +0.0 pp | -0.1 pp | -0.1 pp |
| ☆Williams Jones Wealth Management, LLC. CIK 0001788587 | 0.816 | 547 | 0.0 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NORTH POINT PORTFOLIO MANAGERS CORP/OH CIK 0001105344 | 0.412 | 79 | 0.0 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 | 0.623 | 198 | 0.0 | 0.1% | 5 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 | 0.456 | 188 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.4 pp | +0.0 pp |
| ☆BECK MACK & OLIVER LLC CIK 0000010742 | 0.841 | 201 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 | 0.813 | 229 | 0.0 | 0.0% | 0 | -0.2 pp | -0.2 pp | +0.0 pp | +0.0 pp |
| ☆FULTON BANK, N.A. CIK 0000883782 | 0.643 | 694 | 0.0 | 2.6% | 5 | -0.1 pp | -0.3 pp | -0.3 pp | -0.3 pp |
| ☆CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 | 0.312 | 67 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.7 pp | -0.6 pp |
| ☆Fifth Third Wealth Advisors LLC CIK 0001899030 | 0.680 | 992 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.9 pp |
| ☆Hemenway Trust Co LLC CIK 0001494234 | 0.632 | 135 | 0.0 | 1.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆NEVILLE RODIE & SHAW INC CIK 0000071210 | 0.610 | 244 | 0.0 | 0.3% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆GREAT LAKES ADVISORS, LLC CIK 0001078013 | 0.638 | 825 | 0.0 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Dempze Nancy E CIK 0001592614 | 0.301 | 91 | 0.0 | 0.3% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆L & S Advisors Inc CIK 0001392364 | 0.047 | 236 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 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 |
| ☆Motiv8 Investments LLC CIK 0002024873 | 0.073 | 1068 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 | 0.168 | 864 | 0.0 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆Grey Fox Wealth Advisors, LLC CIK 0001965362 | 0.690 | 179 | 0.0 | 0.2% | 5 | -0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆RFP Financial Group LLC CIK 0001956564 | 0.251 | 64 | 0.0 | 0.0% | 0 | +0.0 pp | -0.8 pp | +0.0 pp | +0.0 pp |
| ☆Redwood Wealth Management Group, LLC CIK 0001963839 | 0.000 | 0 | 0.0 | 0.0% | 0 | -0.2 pp | -0.2 pp | -0.2 pp | -0.4 pp |
| ☆Ethos Financial Group, LLC CIK 0001954242 | 0.258 | 648 | 0.0 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆McIlrath & Eck, LLC CIK 0001701714 | 0.332 | 1645 | 0.0 | 0.0% | 0 | -0.3 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 | 0.407 | 195 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Estabrook Capital Management CIK 0001344717 | 0.502 | 344 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Grassi Investment Management CIK 0001608531 | 0.717 | 128 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Coston, McIsaac & Partners CIK 0001945037 | 0.418 | 948 | 0.0 | 0.8% | 5 | +0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Park Place Capital Corp CIK 0001965810 | 0.369 | 1092 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 | 0.648 | 264 | 0.0 | 0.2% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Vermillion Wealth Management, Inc. CIK 0001737012 | 0.060 | 1545 | 0.0 | 1.2% | 1 | +1.2 pp | +1.2 pp | -0.0 pp | +1.2 pp |
| ☆Brooklyn Investment Group CIK 0001795705 | 0.343 | 1827 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 | 0.453 | 97 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Hurley Capital, LLC CIK 0001632844 | 0.288 | 641 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆O'Brien Greene & Co. Inc CIK 0001768635 | 0.320 | 141 | 0.0 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sippican Capital Advisors CIK 0001557406 | 0.154 | 111 | 0.0 | 0.2% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 | 0.535 | 261 | 0.0 | 0.0% | 0 | -0.6 pp | -0.6 pp | -0.6 pp | -0.6 pp |
| ☆PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 | 0.418 | 93 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.2 pp |
| ☆Game Plan Financial Advisors, LLC CIK 0001802952 | 0.165 | 465 | 0.0 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Violich Capital Management, Inc. CIK 0001326766 | 0.684 | 122 | 0.0 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 | 0.828 | 940 | 0.0 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 | 0.769 | 442 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆DB Fitzpatrick & Co, Inc CIK 0001885767 | 0.361 | 100 | 0.0 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Kidder Stephen W CIK 0001314377 | 0.476 | 75 | 0.0 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Sequent Asset Management, LLC CIK 0001509550 | 0.594 | 89 | 0.0 | 0.0% | 0 | -0.3 pp | -0.3 pp | -0.3 pp | +0.0 pp |
| ☆BRAUN STACEY ASSOCIATES INC CIK 0000872080 | 0.525 | 113 | 0.0 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Arvest Bank Trust Division CIK 0001625959 | 0.680 | 240 | 0.0 | 0.9% | 5 | -0.1 pp | -0.1 pp | -0.1 pp | -0.2 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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