Signals

← Signals

☆VBIL

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

Flow ranking

Rank#344
Score / z0.679 / 0.60
Consensus141.51 over 248 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-12% / 1.0d

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 ▾
☆WIT, LLC CIK 0001840025 0.965 24 200.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 178.9 4.1% 3 +1.0 pp +3.4 pp +4.1 pp +4.1 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 172.9 14.7% 3 +3.2 pp +0.1 pp +14.7 pp +14.7 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 142.2 7.6% 4 -0.1 pp +1.8 pp +2.7 pp +7.6 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 139.4 6.0% 2 +5.7 pp +6.0 pp +6.0 pp +6.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 112.3 1.2% 3 +0.1 pp +1.2 pp +1.2 pp +1.2 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 106.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 92.7 6.2% 4 +2.8 pp -0.6 pp -1.0 pp +6.2 pp
☆GREENHAVEN ASSOCIATES INC CIK 0000846222 0.896 28 90.5 1.5% 3 +0.5 pp +0.9 pp +1.5 pp +1.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 77.5 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 71.3 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 71.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Investment Group, LLC CIK 0002051584 0.836 47 61.1 24.6% 1 +24.6 pp +24.6 pp +24.6 pp +24.6 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 60.0 12.4% 4 +1.9 pp -0.2 pp +0.4 pp +12.4 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 49.6 9.7% 3 +9.4 pp +9.4 pp +9.7 pp +9.7 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 45.8 1.4% 4 -0.0 pp -0.1 pp -0.2 pp +1.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 40.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 36.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 35.1 10.0% 4 +0.7 pp +0.7 pp +3.4 pp +10.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 34.4 0.5% 4 +0.3 pp +0.3 pp +0.2 pp +0.5 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 29.8 2.7% 2 +2.5 pp +2.7 pp +2.7 pp +2.7 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 28.9 3.6% 4 -0.3 pp +0.1 pp +0.6 pp +3.6 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 28.5 4.7% 2 +0.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 25.5 5.7% 3 +0.7 pp +5.7 pp +5.7 pp +5.7 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 25.0 8.3% 2 +8.2 pp +8.3 pp +8.3 pp +8.3 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 22.9 1.4% 1 +1.4 pp -0.1 pp +0.2 pp +1.4 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 21.3 6.4% 4 +0.6 pp +2.2 pp +4.1 pp +6.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 20.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 20.7 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 19.3 1.7% 2 +1.1 pp +1.7 pp +1.7 pp +1.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 19.2 0.4% 4 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 18.4 1.4% 4 +0.4 pp +1.2 pp +1.3 pp +1.4 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 17.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 17.7 3.5% 3 +0.4 pp +0.6 pp +3.5 pp +3.5 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 16.6 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 15.6 1.3% 5 +0.8 pp +1.2 pp +1.3 pp +1.3 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 14.8 1.5% 3 +0.1 pp +1.2 pp +1.5 pp +1.5 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 14.8 2.5% 2 +0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 14.5 3.3% 4 -0.0 pp -0.4 pp +0.2 pp +3.3 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 14.2 5.3% 3 -0.7 pp -0.2 pp +5.3 pp +5.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 14.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 14.0 6.8% 4 +1.3 pp -2.4 pp +3.3 pp +6.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 12.5 0.1% 4 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 12.5 2.2% 3 -1.9 pp -0.6 pp +2.2 pp +2.2 pp
☆Gross & Hartman Investments LLC CIK 0001966094 0.730 80 11.9 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 11.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 11.5 6.3% 4 +5.0 pp +5.2 pp +4.0 pp +6.3 pp
☆eCIO, Inc. CIK 0001830823 0.331 46 10.2 4.5% 4 +1.8 pp +3.3 pp +3.7 pp +4.5 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 10.1 1.1% 4 -0.3 pp -0.9 pp +0.7 pp +1.1 pp
☆Englebert Financial Advisers, LLC CIK 0002097035 0.385 63 10.0 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 9.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 8.8 5.6% 4 +0.8 pp +4.2 pp +5.2 pp +5.6 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 8.8 4.8% 3 +3.2 pp +4.5 pp +4.8 pp +4.8 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 8.7 1.1% 4 -0.1 pp +0.7 pp +0.8 pp +1.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 8.5 0.7% 4 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 8.5 0.4% 4 +0.3 pp +0.3 pp +0.2 pp +0.4 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 8.4 0.5% 1 +0.5 pp +0.3 pp +0.3 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 8.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Summit Global Investments CIK 0001697953 0.729 523 8.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 7.7 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 7.7 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 6.9 1.3% 3 +0.5 pp +1.0 pp +1.3 pp +1.3 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 6.9 2.2% 4 +0.7 pp +0.6 pp +1.7 pp +2.2 pp
☆Factorial Partners, LLC CIK 0001732687 0.000 1 6.9 5.0% 2 +2.6 pp +5.0 pp +5.0 pp +5.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Advisors, LP CIK 0001377581 0.846 74 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 6.7 4.2% 3 +2.4 pp +3.2 pp +4.2 pp +4.2 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 6.4 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 6.4 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 6.2 3.4% 4 -0.3 pp -0.3 pp -1.0 pp +3.4 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 6.2 0.8% 4 -0.3 pp -0.5 pp +0.7 pp +0.8 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 6.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Wealth Management, Inc. CIK 0001910205 0.209 66 5.8 3.2% 2 +2.9 pp +3.2 pp +3.2 pp +3.2 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 5.7 2.3% 4 -0.0 pp -0.3 pp -1.4 pp +2.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 5.5 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 5.3 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 5.2 2.6% 4 -0.7 pp +1.9 pp +2.1 pp +2.6 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 5.1 0.1% 4 -0.2 pp -0.5 pp -0.4 pp +0.1 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 4.9 1.6% 4 +0.0 pp -0.2 pp -0.3 pp +1.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 4.5 0.3% 4 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 4.5 2.8% 4 +0.5 pp +1.3 pp +2.2 pp +2.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 4.3 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 4.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 4.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Safe Harbor Family Capital, LLC CIK 0002065810 0.708 57 4.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 4.1 1.9% 3 -0.1 pp +0.9 pp +1.9 pp +1.9 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 4.0 0.7% 3 +0.5 pp +0.4 pp +0.7 pp +0.7 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 4.0 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 3.9 2.2% 3 +0.1 pp +1.2 pp +2.2 pp +2.2 pp
☆Alchemi Wealth, LLC CIK 0002110606 0.223 167 3.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 3.8 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 3.8 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 3.6 1.9% 4 +1.6 pp +1.6 pp +1.5 pp +1.9 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.4 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 3.3 1.9% 4 -0.3 pp -0.3 pp +1.4 pp +1.9 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 3.3 1.6% 2 +1.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 3.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.2 0.4% 4 -0.0 pp -0.1 pp +0.1 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.2 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 3.1 0.4% 4 -0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 3.0 1.1% 4 +0.2 pp -1.9 pp +0.6 pp +1.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 3.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 2.9 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 2.9 1.6% 4 +0.3 pp -1.6 pp -0.4 pp +1.6 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 2.8 1.0% 4 +0.8 pp +0.8 pp +0.8 pp +1.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 2.7 0.7% 3 +0.4 pp +0.6 pp +0.7 pp +0.7 pp
☆Luminvest Wealth Management LLC CIK 0002036517 0.873 58 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.5 0.0% 4 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 2.3 1.0% 4 -0.2 pp -0.6 pp -1.2 pp +1.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 2.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 2.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 2.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 2.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cassilly Financial Group LLC CIK 0002090777 0.264 75 2.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.0 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 2.0 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 2.0 0.8% 3 +0.0 pp +0.3 pp +0.8 pp +0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 1.9 0.3% 4 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 1.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 1.7 0.9% 4 +0.8 pp +0.5 pp +0.7 pp +0.9 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +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% 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -1.2 pp -0.6 pp -0.5 pp +0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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
☆PenderFund Capital Management Ltd. CIK 0001706164 0.245 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp -2.6 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KilterHowling LLC CIK 0001759354 0.789 50 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -1.7 pp -1.3 pp -1.0 pp -0.1 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.9 pp -0.7 pp -1.0 pp +0.0 pp
☆Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 +0.0 pp -3.4 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 pp -0.2 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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 (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