Signals

← Signals

☆VAW

490 in-universe funds with a nonzero position in VAW within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#21461
Score / z0.000 / -0.02
Consensus152.87 over 265 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
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 ▾
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 102.3 5.8% 4 +0.3 pp +0.4 pp +1.1 pp +5.8 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 94.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 77.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 69.5 0.0% 4 +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 58.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 52.9 0.0% 4 -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 51.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 50.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 38.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 38.4 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 27.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 22.5 0.9% 4 +0.0 pp +0.9 pp +0.8 pp +0.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 20.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 16.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 14.2 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 12.2 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 9.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 9.4 2.3% 4 -0.9 pp +0.4 pp -2.3 pp +2.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 8.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 8.4 0.6% 4 +0.2 pp +0.2 pp +0.4 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 7.0 4.7% 4 +0.4 pp +0.1 pp +2.4 pp +4.7 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 6.7 0.5% 2 +0.1 pp +0.5 pp -0.9 pp +0.5 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 6.4 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 6.4 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 5.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 5.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 5.1 0.7% 1 +0.7 pp +0.1 pp +0.0 pp +0.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 4.8 1.0% 4 +0.0 pp +0.1 pp +0.0 pp +1.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 4.3 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 3.8 1.2% 4 +0.0 pp +0.1 pp +0.0 pp +1.2 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 3.7 2.2% 4 +0.2 pp +0.1 pp +1.2 pp +2.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 3.7 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 3.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FELL CAPITAL MANAGEMENT /ADV CIK 0000850601 0.217 96 2.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 2.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 2.3 0.8% 4 +0.0 pp +0.1 pp +0.2 pp +0.8 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 2.3 1.5% 4 +0.1 pp +0.2 pp +0.0 pp +1.5 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 2.2 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 2.1 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 2.1 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.8 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 2.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 1.7 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 1.7 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 1.7 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 1.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 1.6 0.5% 4 -0.2 pp -0.2 pp -0.1 pp +0.5 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 1.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 1.5 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 1.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 1.3 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 1.2 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.2 0.8% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 1.2 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AF Advisors, Inc. CIK 0001818044 0.880 30 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 1.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorato Capital Management CIK 0002095216 0.322 254 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bonfire Financial CIK 0001762539 0.560 60 0.9 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 0.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Joule Financial, LLC CIK 0001929070 0.731 116 0.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 0.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.8 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.577 763 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +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% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp -0.1 pp -0.3 pp -0.5 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 +0.0 pp -0.1 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -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 VAW). Qtrs Held counts distinct quarters this fund has actually held VAW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VAW position size. Δ columns are the percentage-point change in VAW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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