Signals

VCLT

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

Flow ranking

Rank#566
Score / z0.256 / 0.38
Consensus128.97 over 235 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)
Fund Positions
Quarters Held

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 664.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 223.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 220.0 6.3% 2 -0.1 pp +6.3 pp +6.3 pp +6.3 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 211.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 187.6 7.0% 2 -0.9 pp +7.0 pp +7.0 pp +7.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 150.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 129.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 124.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 94.3 1.4% 2 +1.0 pp +1.4 pp +1.4 pp +1.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 94.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 85.5 5.6% 2 -1.3 pp +5.6 pp +5.6 pp +5.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 72.4 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
GLOBE LIFE INC. (GL, GL-PD) CIK 0000320335 0.934 2 54.7 13.7% 2 +3.8 pp +13.7 pp +13.7 pp +13.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 52.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GDS Wealth Management CIK 0001940869 0.458 232 51.0 3.4% 2 +0.2 pp +3.4 pp +3.4 pp +3.4 pp
NYL Investors LLC CIK 0001606720 0.731 29 48.9 16.1% 2 +3.0 pp +16.1 pp +16.1 pp +16.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 48.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 48.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 48.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 46.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 45.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 43.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 42.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 40.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 37.6 19.4% 2 +5.0 pp +19.4 pp +19.4 pp +19.4 pp
Diana Davis Spencer Foundation CIK 0001633391 0.565 2 35.8 12.0% 2 +0.1 pp +12.0 pp +12.0 pp +12.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 35.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 35.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 32.2 1.6% 2 -0.6 pp +1.6 pp +1.6 pp +1.6 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 30.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 30.4 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
Davidson Capital Management Inc. CIK 0001808748 0.604 96 28.6 6.4% 2 +1.1 pp +6.4 pp +6.4 pp +6.4 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 27.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 26.6 1.1% 2 -2.5 pp +1.1 pp +1.1 pp +1.1 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 26.6 3.1% 2 -1.2 pp +3.1 pp +3.1 pp +3.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 26.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bramshill Investments, LLC CIK 0001619899 0.793 157 25.2 1.7% 2 -0.8 pp +1.7 pp +1.7 pp +1.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 24.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 24.9 0.9% 2 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
DOW CHEMICAL CO /DE/ CIK 0000029915 0.434 4 24.5 9.4% 2 +0.9 pp +9.4 pp +9.4 pp +9.4 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 24.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SWAN Capital LLC CIK 0001952722 0.651 580 20.4 8.3% 2 +0.2 pp +8.3 pp +8.3 pp +8.3 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 19.1 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 18.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 18.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 17.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 16.3 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 15.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 15.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 14.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 14.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 13.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 13.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 12.9 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 12.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 12.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 11.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Northeast Financial Group, Inc. CIK 0001965773 0.477 76 11.4 2.8% 2 -0.5 pp +2.8 pp +2.8 pp +2.8 pp
Providence First Trust Co CIK 0001713735 0.116 196 11.4 4.0% 2 +0.0 pp +4.0 pp +4.0 pp +4.0 pp
LeConte Wealth Management, LLC CIK 0002060443 0.259 179 10.3 6.9% 2 +3.0 pp +6.9 pp +6.9 pp +6.9 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 9.7 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 9.4 5.4% 2 -2.3 pp +5.4 pp +5.4 pp +5.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 9.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Financial LLC CIK 0002057556 0.429 76 8.8 5.8% 3 -1.8 pp -2.8 pp +5.8 pp +5.8 pp
Marmo Financial Group, LLC CIK 0001964829 0.764 38 8.1 3.9% 2 -0.9 pp +3.9 pp +3.9 pp +3.9 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Wealth Map LLC CIK 0001802635 0.488 90 7.5 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
Sellwood Investment Partners LLC CIK 0001763958 0.770 59 7.4 2.9% 2 -0.4 pp +2.9 pp +2.9 pp +2.9 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 7.4 5.0% 2 +2.6 pp +5.0 pp +5.0 pp +5.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 7.1 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
BARINGS LLC CIK 0000009015 0.845 191 7.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 6.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 6.5 4.4% 2 +0.4 pp +4.4 pp +4.4 pp +4.4 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 6.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Silphium Asset Management Ltd CIK 0001758440 0.696 55 6.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marion Wealth Management CIK 0001911097 0.503 156 5.9 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 5.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 5.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Econ Financial Services Corp CIK 0001659718 0.021 72 5.6 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 5.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Refined Wealth Management CIK 0001724729 0.544 49 5.3 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 5.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 4.6 1.3% 2 -0.7 pp +1.3 pp +1.3 pp +1.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 4.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
4Thought Financial Group Inc. CIK 0001840261 0.629 99 4.2 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
&PARTNERS CIK 0000107136 0.806 2509 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 4.1 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 3.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 3.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 3.4 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 3.2 1.3% 4 +0.0 pp -0.0 pp +0.1 pp +1.3 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 3.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palogic Value Management, L.P. CIK 0001532943 0.148 181 2.9 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 2.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 2.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 2.4 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 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 2.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Farrell Financial LLC CIK 0002031235 0.502 83 2.2 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 2.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 1.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 1.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.6 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
AXS Investments LLC CIK 0001801467 0.203 193 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
LifeGoal Investments, LLC CIK 0002054684 0.384 155 1.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 1.4 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.4 0.5% 2 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
S. R. Schill & Associates CIK 0001616004 0.728 25 1.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 1.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF HAWAII CIK 0000315080 0.804 233 1.2 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GP Brinson Investments LLC CIK 0001860928 0.899 14 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -18.5 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 -0.4 pp +0.0 pp -0.4 pp +0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tide Cove Capital Partners LLC CIK 0002029464 0.853 13 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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 +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.0 0.0% 0 -0.3 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 VCLT). Qtrs Held counts distinct quarters this fund has actually held VCLT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VCLT position size. Δ columns are the percentage-point change in VCLT'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