Signals

← Signals

☆VCLT

320 in-universe funds with a nonzero position in VCLT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23818
Score / z-0.658 / -0.86
Consensus118.27 over 212 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-2% / 2.5d

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 ▾
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 3,069.8 18.5% 1 +18.5 pp +18.5 pp +18.5 pp +18.5 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 404.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 215.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 214.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 183.4 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 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 181.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 172.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 121.9 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 121.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 120.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 102.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 100.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 85.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 68.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 55.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 52.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 50.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 49.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 49.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 48.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 47.5 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 47.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 45.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 43.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 41.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 38.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 36.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GLOBE LIFE INC. (GL, GL-PD) CIK 0000320335 0.934 2 36.0 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 35.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Diana Davis Spencer Foundation CIK 0001633391 0.565 2 35.0 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 33.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 31.6 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 31.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 28.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 27.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 25.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 24.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 23.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 22.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 20.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DOW CHEMICAL CO /DE/ CIK 0000029915 0.435 4 20.1 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 18.6 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 17.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 16.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 16.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 15.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 14.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 13.9 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 13.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 12.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 11.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 11.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 10.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 9.9 7.6% 2 -1.0 pp +7.6 pp +7.6 pp +7.6 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 9.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS CIK 872786 0.647 329 9.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 9.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 7.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 7.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 6.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 6.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 6.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 6.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LeConte Wealth Management, LLC CIK 0002060443 0.260 179 5.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 5.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 5.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 5.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 5.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 4.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 4.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 3.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.8 0.0% 1 +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 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 3.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 3.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 3.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 3.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 2.9 1.3% 3 -0.1 pp +0.0 pp +1.3 pp +1.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 2.7 0.1% 1 +0.1 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 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Palogic Value Management, L.P. CIK 0001532943 0.148 181 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 2.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tide Cove Capital Partners LLC CIK 0002029464 0.853 13 2.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 2.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 1.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GP Brinson Investments LLC CIK 0001860928 0.899 14 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 1 +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% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 -0.4 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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