Signals

← Signals

☆V

239 in-universe funds with a nonzero position in V within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#10996
Score / z-0.615 / -4.19
Consensus72.99 over 152 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
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.
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 ▾
☆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 17,703.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 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 8,687.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 4,159.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3,354.6 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,099.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 1,295.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1,214.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1,207.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 945.6 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 704.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 596.7 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 585.9 1.8% 2 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 576.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Local Pensions Partnership Investment Ltd CIK 0001698810 0.884 32 497.1 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 483.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 309.2 4.3% 2 -0.6 pp +4.3 pp +4.3 pp +4.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 304.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CAPITAL COUNSEL LLC/NY CIK 0001114928 0.927 58 271.3 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 245.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 217.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 207.7 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 175.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 154.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 140.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Giverny Capital Inc. CIK 0001641864 0.751 51 137.9 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 117.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 110.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 110.3 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 105.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 100.6 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Formuepleje A/S CIK 1801212 0.374 96 96.2 5.5% 2 +0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 89.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 87.5 10.2% 2 +1.0 pp +10.2 pp +10.2 pp +10.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 77.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 68.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 64.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HughesLittle Investment Management Ltd. CIK 0002106035 0.914 13 64.5 15.1% 2 +2.7 pp +15.1 pp +15.1 pp +15.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 57.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 54.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 49.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 43.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 37.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 35.3 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 34.1 5.5% 2 -0.6 pp +5.5 pp +5.5 pp +5.5 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 33.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 25.0 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 24.6 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 24.3 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆CRITERIA CAIXA, S.A.U. CIK 0002018922 0.000 2 20.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 19.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 19.0 7.6% 2 +0.7 pp +7.6 pp +7.6 pp +7.6 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 16.7 9.7% 2 +1.3 pp +9.7 pp +9.7 pp +9.7 pp
☆Berkeley, Inc CIK 0002051965 0.446 86 16.6 7.8% 2 -0.0 pp +7.8 pp +7.8 pp +7.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 15.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 14.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 14.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 12.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 12.3 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 12.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 11.9 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 11.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Impact Asset Management GmbH CIK 0002068799 0.000 0 11.1 4.3% 2 +0.6 pp +4.3 pp +4.3 pp +4.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 10.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 10.2 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 9.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 9.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 9.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 8.8 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆Employees Provident Fund Board CIK 0001600177 0.852 68 8.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farmers National Bank CIK 0001632966 0.440 180 8.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 8.2 3.4% 2 -0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 7.9 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 7.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 7.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ANB BANK CIK 0002067126 0.446 127 6.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 6.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 6.2 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 5.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 4.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Papamarkou Wellner Asset Management inc. CIK 0002063952 0.430 75 4.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 4.6 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 4.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 4.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 4.3 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 4.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 4.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 4.2 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 3.9 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 3.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 3.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 3.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 3.5 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 3.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 3.4 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 3.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 3.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 3.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 3.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Absoluto Partners Gestao de Recursos Ltda CIK 0001847566 0.758 2 2.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 2.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆UNITED BANK CIK 0001286478 0.652 130 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SFM, LLC CIK 0002064225 0.427 69 2.5 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 2.4 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 2.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 2.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 2.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 1.8 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆111 Capital CIK 0002060412 0.025 488 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 1.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 1.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Galaxy Digital Capital Management GP LLC CIK 0002118292 0.011 51 1.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Galilei Investment Office LLP CIK 0002043729 0.821 28 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 1.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 1.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Audent Global Asset Management, LLC CIK 0001834874 0.165 46 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 1.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 1.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 1.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 1.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.644 78 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.8 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.8 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CLG LLC CIK 0002059872 0.428 156 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Finivi Inc. CIK 0002101641 0.183 111 0.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CIM, LLC CIK 0001364725 0.348 169 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kanen Wealth Management LLC CIK 0001681614 0.434 36 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bosman Wealth Management, LLC CIK 0002066260 0.092 56 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Munro Partners CIK 0001768744 0.213 59 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.1 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 V). Qtrs Held counts distinct quarters this fund has actually held V (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its V position size. Δ columns are the percentage-point change in V's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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