☆CUSIP:922908728
Flow ranking
Rank#13826
Score / z0.000 / -0.02
Consensus7.24 over 14 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 ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆Ethos Financial Group, LLC CIK 0001954242 | 0.258 | 648 | 0.0 | 0.0% | 5 | -0.1 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Disciplina Capital Management LLC CIK 0001993404 | 0.906 | 68 | 0.0 | 0.0% | 0 | -2.1 pp | -2.4 pp | -2.7 pp | -2.5 pp |
| ☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 | 0.634 | 844 | 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 | 0.7% | 5 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆NEVILLE RODIE & SHAW INC CIK 0000071210 | 0.609 | 244 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Fifth Third Wealth Advisors LLC CIK 0001899030 | 0.680 | 992 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.3 pp | -0.3 pp |
| ☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 | 0.769 | 442 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆U S WEALTH GROUP, LLC. CIK 0001554427 | 0.294 | 47 | 0.0 | 0.2% | 5 | -0.1 pp | -0.1 pp | -0.0 pp | -0.1 pp |
| ☆Dempze Nancy E CIK 0001592614 | 0.301 | 91 | 0.0 | 0.2% | 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 |
| ☆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 |
| ☆Violich Capital Management, Inc. CIK 0001326766 | 0.684 | 122 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 | 0.418 | 93 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.1 pp |
| ☆McIlrath & Eck, LLC CIK 0001701714 | 0.332 | 1645 | 0.0 | 0.0% | 0 | -0.2 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆McMillan Office, Inc. CIK 0002109205 | 0.725 | 507 | 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% | 0 | +0.0 pp | +0.0 pp | -0.5 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 |
| ☆RiverFront Investment Group, LLC CIK 0001469751 | 0.690 | 427 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 | 0.407 | 195 | 0.0 | 0.1% | 5 | +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 |
| ☆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 |
| ☆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 | 0.3% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CENTRAL BANK & TRUST CO CIK 0001175954 | 0.436 | 185 | 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 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 | 0.375 | 207 | 0.0 | 0.0% | 0 | -0.1 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 |
| ☆Financial Gravity Asset Management, Inc. CIK 0001741736 | 0.393 | 973 | 0.0 | 0.0% | 0 | -0.2 pp | -0.2 pp | -0.2 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 | -0.1 pp |
| ☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 | 0.168 | 864 | 0.0 | 0.0% | 0 | +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% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 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 |
| ☆GREAT LAKES ADVISORS, LLC CIK 0001078013 | 0.638 | 825 | 0.0 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Arvest Bank Trust Division CIK 0001625959 | 0.680 | 240 | 0.0 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆Jackson Creek Investment Advisors LLC CIK 0001831003 | 0.004 | 312 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.1 pp |
| ☆Lester Murray Antman dba SimplyRich CIK 0001725888 | 0.345 | 166 | 0.0 | 0.0% | 0 | -0.2 pp | +0.0 pp | +0.0 pp | -0.2 pp |
| ☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 | 0.560 | 372 | 0.0 | 0.2% | 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 |
| ☆Trivant Custom Portfolio Group, LLC CIK 0001977992 | 0.217 | 82 | 0.0 | 0.2% | 2 | -0.1 pp | +0.2 pp | -0.1 pp | -0.0 pp |
| ☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 | 0.307 | 1040 | 0.0 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 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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