Signals

CUSIP:922908710

55 in-universe funds with a nonzero position in CUSIP:922908710 within the trailing 4 quarters, as of 2026Q2

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.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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:922908710). Qtrs Held counts distinct quarters this fund has actually held CUSIP:922908710 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:922908710 position size. Δ columns are the percentage-point change in CUSIP:922908710'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