Signals

← Signals

☆VCLT

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

Flow ranking

Rank#663
Score / z0.239 / 0.20
Consensus134.58 over 233 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+18% / 1.9d ⚡

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 1,220.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 235.6 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 211.7 7.2% 4 +1.0 pp +0.9 pp +0.8 pp +7.2 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 180.5 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 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 180.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 179.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 139.6 2.7% 3 +0.1 pp -0.6 pp +2.7 pp +2.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 127.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 119.6 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 112.2 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 99.8 1.5% 4 +0.4 pp +0.1 pp +1.2 pp +1.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 63.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 62.3 3.7% 4 +0.2 pp +0.4 pp +0.6 pp +3.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 61.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 56.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 53.2 3.6% 4 -0.0 pp -2.0 pp -3.3 pp +3.6 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 52.8 9.6% 4 +2.6 pp +3.2 pp +4.2 pp +9.6 pp
☆GLOBE LIFE INC. (GL, GL-PD) CIK 0000320335 0.934 2 52.6 13.8% 4 +0.4 pp +0.2 pp +4.0 pp +13.8 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 51.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 50.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 48.0 18.2% 4 +1.7 pp +2.1 pp +5.1 pp +18.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 44.4 0.2% 4 +0.0 pp -0.2 pp +0.0 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 42.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 41.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 39.5 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 39.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 38.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 37.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 37.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 37.7 0.0% 4 -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 34.5 15.0% 4 -0.7 pp -4.5 pp +0.5 pp +15.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 33.5 1.1% 4 +0.6 pp +0.6 pp +0.6 pp +1.1 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 30.5 1.5% 4 +0.1 pp -0.1 pp -0.7 pp +1.5 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 27.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 27.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 27.0 3.0% 4 -0.5 pp -0.6 pp -0.6 pp +3.0 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 26.4 3.5% 4 +0.1 pp +0.3 pp -0.9 pp +3.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 26.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOW CHEMICAL CO /DE/ CIK 0000029915 0.435 4 25.1 10.5% 4 -2.0 pp +1.1 pp +2.1 pp +10.5 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 23.5 2.0% 4 +0.6 pp +0.3 pp -0.5 pp +2.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 20.8 7.6% 4 -0.7 pp -0.6 pp -0.5 pp +7.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 20.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 20.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 18.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 16.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 16.6 3.9% 4 +0.1 pp +0.0 pp -0.1 pp +3.9 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 15.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 14.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 13.9 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 13.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 13.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 13.2 1.6% 3 +0.6 pp +0.5 pp +1.6 pp +1.6 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 13.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 12.3 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 12.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 11.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 11.5 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 10.7 2.9% 4 -0.1 pp +0.0 pp -0.5 pp +2.9 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 10.3 3.6% 4 -0.1 pp -0.3 pp -0.3 pp +3.6 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 10.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 9.5 5.8% 4 +0.1 pp +0.4 pp -1.9 pp +5.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LeConte Wealth Management, LLC CIK 0002060443 0.260 179 9.0 5.8% 4 -0.3 pp -1.0 pp +1.9 pp +5.8 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 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 8.9 2.5% 4 -0.3 pp -0.9 pp -0.8 pp +2.5 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 8.6 1.4% 4 +0.2 pp -1.3 pp -1.3 pp +1.4 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 8.2 4.9% 5 -0.5 pp -0.9 pp -2.7 pp -3.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 7.9 3.1% 4 +0.1 pp +0.2 pp -0.2 pp +3.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 7.7 3.8% 4 +0.0 pp -0.1 pp -1.0 pp +3.8 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 7.6 2.2% 4 +0.0 pp +0.1 pp +0.1 pp +2.2 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 7.6 3.7% 4 -0.3 pp -0.3 pp -0.4 pp +3.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 7.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Saba Capital Management, L.P. CIK 0001510281 0.602 377 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 7.3 5.1% 4 +0.5 pp +0.7 pp +1.1 pp +5.1 pp
☆BARINGS LLC CIK 0000009015 0.845 191 7.0 0.1% 4 -0.2 pp -0.0 pp +0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 6.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 6.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 6.4 1.4% 4 +0.1 pp +0.0 pp -0.0 pp +1.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 6.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 4.8 0.7% 4 +0.1 pp +0.2 pp +0.4 pp +0.7 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 4.8 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 4.7 1.3% 4 -0.0 pp -0.0 pp -0.7 pp +1.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 4.6 3.1% 4 -1.9 pp -1.9 pp +0.7 pp +3.1 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 4.5 2.2% 4 +0.2 pp +0.1 pp +0.1 pp +2.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 4.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 4.3 1.9% 4 -0.0 pp -0.1 pp -0.1 pp +1.9 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 4.2 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 4.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 3.7 0.5% 4 -0.3 pp -0.1 pp -0.2 pp +0.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 3.6 1.5% 4 -0.0 pp -0.0 pp -0.1 pp +1.5 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 3.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 3.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 3.2 1.2% 6 -0.3 pp -0.1 pp -0.1 pp -0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.0 0.0% 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 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 3.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 2.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Palogic Value Management, L.P. CIK 0001532943 0.148 181 2.7 1.2% 4 -0.0 pp -0.0 pp +0.1 pp +1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.6 1.2% 4 +0.0 pp +0.0 pp -0.1 pp +1.2 pp
☆Meadowbrook Advisors Group, LLC CIK 0002119283 0.088 169 2.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 2.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 2.2 1.3% 4 +0.0 pp -0.1 pp -0.1 pp +1.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.1 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 2.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 2.0 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 1.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 1.7 0.8% 4 -0.0 pp +0.4 pp +0.5 pp +0.8 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WJ Financial Advisors LLC CIK 0002095682 0.187 136 1.7 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 1.6 0.2% 4 -0.4 pp -0.6 pp -0.7 pp +0.2 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 1.6 0.9% 4 -0.1 pp -0.3 pp -0.4 pp +0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 1.5 1.6% 4 +0.1 pp +0.0 pp +0.0 pp +1.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Silphium Asset Management Ltd CIK 0001758440 0.696 55 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆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
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☆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
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.4 pp -0.9 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Diana Davis Spencer Foundation CIK 0001633391 0.565 2 0.0 0.0% 0 -11.8 pp -12.0 pp -12.0 pp +0.0 pp
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☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 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
☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.0 0.0% 0 +0.0 pp -0.0 pp -2.5 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 +0.0 pp -0.7 pp -0.9 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.0 0.0% 0 +0.0 pp -0.2 pp -0.4 pp +0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.0 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
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☆AXS Investments LLC CIK 0001801467 0.203 193 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 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
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.3 pp -0.1 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 +0.0 pp -0.0 pp -0.4 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 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
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.0 0.0% 0 -0.4 pp -0.3 pp -0.6 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
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Tide Cove Capital Partners LLC CIK 0002029464 0.853 13 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -1.1 pp -3.6 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
☆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
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp +0.0 pp -18.5 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 0.0 0.0% 0 +0.0 pp -7.0 pp -7.9 pp +0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.0 0.0% 0 -1.1 pp -1.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.7 pp -0.6 pp -0.7 pp -0.5 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
☆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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp -0.2 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 (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