Signals

VCR

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

Flow ranking

Rank#21483
Score / z0.000 / -0.02
Consensus199.11 over 355 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
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 558.2 0.0% 5 -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 149.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 142.2 2.2% 4 +0.2 pp +0.0 pp -0.5 pp +2.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 122.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 121.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 79.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 66.8 3.8% 4 -1.8 pp -1.9 pp -2.6 pp +3.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 47.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 43.9 0.0% 4 -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 40.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 33.3 0.7% 4 -0.1 pp -0.1 pp +0.0 pp +0.7 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 31.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 31.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 31.1 1.0% 4 -0.1 pp -0.1 pp -0.0 pp +1.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 28.0 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 24.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 20.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 18.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 18.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 17.4 0.7% 4 -0.2 pp +0.6 pp +0.5 pp +0.7 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 17.0 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 16.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 16.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 14.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 13.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 13.5 5.2% 4 -0.3 pp -0.3 pp -0.1 pp +5.2 pp
Spire Wealth Management CIK 0001858740 0.515 2226 13.4 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 11.6 3.4% 4 -0.4 pp -0.6 pp -0.4 pp +3.4 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 10.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 10.4 2.0% 4 -0.2 pp -0.4 pp -0.4 pp +2.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 9.9 2.5% 4 -1.7 pp -0.0 pp -3.4 pp +2.5 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 8.8 1.5% 4 -0.1 pp -0.2 pp -0.2 pp +1.5 pp
BAILARD, INC. CIK 0000750641 0.578 763 8.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 8.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 7.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 7.7 1.2% 4 -0.2 pp -0.2 pp -0.3 pp +1.2 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 7.4 1.7% 4 -0.1 pp -0.2 pp -0.3 pp +1.7 pp
Merrithew & Thorsten Inc CIK 0002107460 0.745 116 6.9 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 6.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 6.6 3.3% 4 -0.3 pp -0.5 pp -0.5 pp +3.3 pp
Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 6.4 2.8% 4 -0.2 pp -0.2 pp -0.0 pp +2.8 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 6.0 0.6% 4 +0.3 pp +0.3 pp +0.4 pp +0.6 pp
Richmond Brothers, Inc. CIK 0001540462 0.006 96 6.0 4.0% 4 -0.3 pp -0.7 pp -0.5 pp +4.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bonfire Financial CIK 0001762539 0.560 60 5.8 4.3% 4 -0.5 pp -0.5 pp -0.4 pp +4.3 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 5.7 0.8% 4 -0.1 pp -0.3 pp -0.4 pp +0.8 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 5.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 5.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 4.9 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 4.6 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Triangle Securities Wealth Management CIK 0001541353 0.305 213 4.3 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 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 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 3.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 3.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 3.6 1.4% 4 -0.0 pp +0.1 pp +0.1 pp +1.4 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 3.6 0.4% 2 -0.1 pp +0.4 pp -0.1 pp +0.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 3.5 2.1% 4 -0.6 pp -0.6 pp -1.4 pp +2.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.5 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 3.2 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 3.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 3.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.9 0.7% 4 -0.1 pp -0.4 pp -0.3 pp +0.7 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 2.9 1.0% 4 +0.1 pp +0.1 pp +0.6 pp +1.0 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 2.9 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
Main Management LLC CIK 0001583092 0.804 95 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 2.7 1.1% 4 -0.2 pp -0.3 pp -0.4 pp +1.1 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 2.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 2.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Joule Financial, LLC CIK 0001929070 0.731 116 2.6 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 2.6 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
KTF INVESTMENTS, LLC CIK 0002099997 0.375 93 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DAGCO, INC. CIK 0001767343 0.605 117 2.5 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Destination Wealth Management CIK 0001278573 0.701 325 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fischer Financial Services, Inc. CIK 0002064001 0.345 65 2.3 0.8% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 2.3 0.5% 4 -0.1 pp -0.3 pp -0.4 pp +0.5 pp
PW Nova Financial Services LLC CIK 0002127408 0.354 208 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Odyssey Capital Advisors, Inc. CIK 0002104872 0.221 101 2.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 2.0 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 1.9 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
Haverford Trust Co CIK 0000842941 0.805 424 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JM2 Capital Inc. CIK 0002103359 0.210 121 1.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 1.6 0.6% 4 -0.1 pp -0.4 pp -0.1 pp +0.6 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 1.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
MontVue Capital Management, Inc. CIK 0002008758 0.592 78 1.5 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Busey Bank CIK 0001427202 0.741 388 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 1.4 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 1.4 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.4 0.0% 4 -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 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KWMG, LLC CIK 0001633024 0.515 153 1.4 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.3 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 1.3 0.6% 4 +0.2 pp -0.0 pp +0.0 pp +0.6 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHRISTINE MESSMER PC CIK 0002097609 0.479 86 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berman McAleer LLC CIK 0002094332 0.753 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.0 0.0% 0 -1.0 pp -1.0 pp -1.0 pp +0.0 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTRUST BANK NA CIK 0001034771 0.638 416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
McCollum Christoferson Group LLC CIK 0001727573 0.271 80 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 VCR). Qtrs Held counts distinct quarters this fund has actually held VCR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VCR position size. Δ columns are the percentage-point change in VCR'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