Signals

← Signals

☆VBIL

214 in-universe funds with a nonzero position in VBIL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#515
Score / z0.293 / 0.44
Consensus103.29 over 180 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 157.3 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 103.0 5.8% 2 +0.9 pp +5.8 pp +5.8 pp +5.8 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 96.8 6.8% 2 -0.4 pp +6.8 pp +6.8 pp +6.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 57.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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 57.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 54.4 12.6% 2 +0.6 pp +12.6 pp +12.6 pp +12.6 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 45.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 39.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 38.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆GREENHAVEN ASSOCIATES INC CIK 0000846222 0.896 28 37.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 36.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 32.4 9.3% 2 +2.7 pp +9.3 pp +9.3 pp +9.3 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 29.5 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 29.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 29.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 26.4 3.5% 2 +0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 24.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 23.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 18.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 17.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 16.6 9.2% 2 +5.7 pp +9.2 pp +9.2 pp +9.2 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 16.0 1.9% 2 +1.5 pp +1.9 pp +1.9 pp +1.9 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 15.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 15.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 14.4 3.7% 2 +0.7 pp +3.7 pp +3.7 pp +3.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 13.7 4.2% 2 +2.0 pp +4.2 pp +4.2 pp +4.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 13.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 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 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 12.7 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 10.0 1.3% 2 +1.1 pp +1.3 pp +1.3 pp +1.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 8.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 8.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 7.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 7.4 3.0% 2 +2.6 pp +3.0 pp +3.0 pp +3.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 6.7 2.6% 2 -1.2 pp +2.6 pp +2.6 pp +2.6 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.160 104 6.6 3.2% 2 +1.2 pp +3.2 pp +3.2 pp +3.2 pp
☆MRWM Advisors, LLC CIK 0001732949 0.328 80 6.4 3.6% 2 -0.7 pp +3.6 pp +3.6 pp +3.6 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 5.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 5.2 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 5.2 1.6% 2 -0.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 5.2 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 5.2 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 5.2 1.5% 2 +1.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 4.0 1.3% 3 +0.4 pp +1.2 pp +1.3 pp +1.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 3.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 3.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 3.4 2.2% 2 +1.8 pp +2.2 pp +2.2 pp +2.2 pp
☆eCIO, Inc. CIK 0001830823 0.331 46 3.2 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 3.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.167 731 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 2.8 1.1% 2 -1.2 pp +1.1 pp +1.1 pp +1.1 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 2.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 2.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 2.6 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 2.4 1.4% 2 +1.0 pp +1.4 pp +1.4 pp +1.4 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 2.3 1.5% 2 +0.9 pp +1.5 pp +1.5 pp +1.5 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 2.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 1.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 1.8 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 1.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 1.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 1.3 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 1.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Family CFO Inc CIK 0001911695 0.752 47 1.2 0.5% 2 -0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Essex LLC CIK 0001889147 0.576 180 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneva Partners, LLC CIK 0001712671 0.052 75 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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 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
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 VBIL). Qtrs Held counts distinct quarters this fund has actually held VBIL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VBIL position size. Δ columns are the percentage-point change in VBIL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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