Signals

← Signals

☆VCLT

484 in-universe funds with a nonzero position in VCLT within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#301
Score / z0.740 / 0.88
Consensus129.92 over 228 funds
Momentum-0.22 ≠

Price & positioning

223 cached closes, trailing year
Drawdown-2%
Short interest-32% / 2.0d

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 ▾
☆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 1,483.2 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 250.8 0.7% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 213.2 7.1% 5 -0.2 pp +0.8 pp +0.7 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 191.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 181.8 1.9% 3 -0.1 pp -0.4 pp +1.9 pp +1.9 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 181.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 149.0 1.7% 5 +0.2 pp +0.6 pp +0.4 pp +1.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 117.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 113.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 84.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 75.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 71.6 3.4% 5 -0.3 pp -0.1 pp +0.0 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 68.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 63.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 57.3 20.5% 5 +5.5 pp +4.8 pp +1.0 pp +6.0 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 54.7 8.8% 5 -0.8 pp +1.8 pp +2.4 pp +3.4 pp
☆GLOBE LIFE INC. (GL, GL-PD) CIK 0000320335 0.934 2 53.0 12.6% 5 -1.2 pp -0.9 pp -1.1 pp +2.7 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 51.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 48.8 18.7% 5 +0.5 pp +2.2 pp +2.6 pp +5.6 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 45.3 2.7% 5 -0.9 pp -0.9 pp -2.9 pp -4.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 45.1 0.2% 5 -0.0 pp -0.0 pp -0.3 pp -0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 43.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 43.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 42.2 1.4% 5 +1.4 pp -0.7 pp +0.5 pp +1.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.2 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 40.0 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 39.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 37.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 37.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 36.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 33.7 0.9% 5 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 31.4 3.1% 5 +0.0 pp -0.4 pp -0.5 pp -0.6 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 30.4 1.3% 5 -0.2 pp -0.1 pp -0.3 pp -0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 29.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 28.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 28.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 27.9 4.0% 5 +0.5 pp +0.7 pp +0.9 pp -0.4 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 22.8 1.7% 5 -0.3 pp +0.4 pp +0.0 pp -0.7 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 22.1 7.6% 5 -0.1 pp -0.8 pp -0.7 pp -0.5 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 20.7 0.4% 4 -2.3 pp -2.2 pp -2.9 pp +0.4 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 20.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 19.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DOW CHEMICAL CO /DE/ CIK 0000029915 0.434 4 19.9 8.7% 5 -1.8 pp -3.8 pp -0.7 pp +0.3 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 17.9 3.7% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 16.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 16.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.522 47 15.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 15.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 15.2 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 15.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 14.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 13.6 1.1% 4 -0.5 pp +0.2 pp +0.0 pp +1.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 13.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 12.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 12.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 12.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 11.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 11.6 3.2% 5 -0.4 pp -0.5 pp -0.7 pp -0.7 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 11.5 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 11.3 5.7% 5 -0.1 pp +0.1 pp +0.3 pp -2.0 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 10.7 2.3% 2 -0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 10.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 9.6 1.4% 5 +0.0 pp +0.2 pp -1.3 pp -1.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 9.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 9.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆LeConte Wealth Management, LLC CIK 0002060443 0.259 179 9.0 4.9% 5 -0.9 pp -1.2 pp -2.0 pp +1.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 8.5 3.0% 5 -0.1 pp -0.0 pp +0.0 pp -0.3 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 8.2 2.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 8.0 3.7% 5 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 7.3 3.8% 6 -1.1 pp -1.6 pp -2.0 pp -3.8 pp
☆Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 7.2 5.0% 5 -0.1 pp +0.4 pp +0.6 pp +1.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 7.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 6.9 5.7% 2 -4.8 pp +5.7 pp +5.7 pp +5.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 6.7 0.8% 5 +0.3 pp +0.4 pp +0.5 pp +0.6 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 6.6 1.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 6.4 1.5% 5 -0.9 pp -1.2 pp -1.8 pp -1.7 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 6.4 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 6.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 5.7 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 5.2 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 5.1 1.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.7 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 5.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 4.9 2.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 4.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 4.6 2.9% 5 -0.2 pp -2.0 pp -2.1 pp +0.5 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 4.6 1.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 4.4 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 4.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 4.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 4.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 3.6 1.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 3.5 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 3.4 0.4% 5 -0.1 pp -0.4 pp -0.2 pp -0.3 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 3.3 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 3.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 3.0 0.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 2.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.7 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 2.6 0.9% 7 -0.3 pp -0.6 pp -0.4 pp -0.4 pp
☆Palogic Value Management, L.P. CIK 0001532943 0.148 181 2.6 0.9% 5 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 2.4 0.0% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 2.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 2.1 1.1% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.1 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 2.1 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 2.0 0.6% 3 +0.3 pp +0.5 pp +0.6 pp +0.6 pp
☆Industrial Alliance Investment Management Inc. CIK 0001630798 0.880 8 2.0 0.9% 3 +0.3 pp +0.7 pp +0.9 pp +0.9 pp
☆DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 1.9 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXS Investments LLC CIK 0001801467 0.203 193 1.7 0.5% 1 +0.5 pp -0.3 pp -0.2 pp +0.5 pp
☆WJ Financial Advisors LLC CIK 0002095682 0.187 136 1.6 1.2% 3 -0.2 pp -0.3 pp +1.2 pp +1.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 1.6 1.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +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% 0 -0.0 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
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp -0.7 pp
☆THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.9 pp
☆Tide Cove Capital Partners LLC CIK 0002029464 0.853 13 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.9 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 +0.0 pp -0.4 pp -0.9 pp +0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.0 0.0% 0 +0.0 pp -1.1 pp -1.0 pp +0.0 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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