Signals

← Signals

☆VCR

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

Flow ranking

Rank#23233
Score / z0.000 / -0.02
Consensus198.46 over 363 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)
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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 ▾
☆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 651.9 0.0% 6 +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 169.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 161.5 2.0% 5 -0.2 pp -0.0 pp -0.2 pp -0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 135.7 0.0% 5 -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 128.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 80.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 73.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 64.0 0.7% 5 +0.7 pp +0.7 pp +0.3 pp +0.2 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 63.6 3.9% 5 +0.1 pp -1.7 pp -1.8 pp -2.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 57.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 47.4 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 44.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 35.6 1.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 35.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 34.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 32.0 0.7% 5 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 30.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 30.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 27.9 0.6% 5 -0.1 pp -0.4 pp +0.5 pp +0.4 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 21.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 21.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.6 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 19.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 19.8 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 19.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 18.4 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 15.3 5.4% 5 +0.2 pp -0.1 pp -0.2 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 14.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 14.3 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 12.6 3.2% 5 -0.1 pp -0.5 pp -0.7 pp -0.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 12.0 2.1% 5 +0.0 pp -0.2 pp -0.4 pp -0.4 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 11.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 11.1 2.5% 5 -0.0 pp -1.7 pp -0.0 pp -3.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 9.9 1.5% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 9.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 9.1 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 8.5 1.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Junk Investment Group, LLC CIK 0002112570 0.550 97 8.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 8.1 1.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 7.8 2.6% 5 -0.2 pp -0.4 pp -0.4 pp -0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Merrithew & Thorsten Inc CIK 0002107460 0.745 116 7.4 6.3% 2 -0.2 pp +6.3 pp +6.3 pp +6.3 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 7.1 3.3% 5 +0.0 pp -0.3 pp -0.5 pp -0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bonfire Financial CIK 0001762539 0.560 60 6.7 4.3% 5 -0.0 pp -0.5 pp -0.6 pp -0.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 6.2 0.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 6.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 5.4 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 5.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 4.9 1.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 4.7 0.7% 1 +0.7 pp -0.3 pp -0.3 pp -0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 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 4.6 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 4.5 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.4 0.1% 5 -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 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.2 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 4.0 2.2% 5 +0.1 pp -0.5 pp -0.6 pp -1.4 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 4.0 0.4% 3 +0.0 pp -0.1 pp +0.4 pp -0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 4.0 0.2% 5 +0.2 pp +0.2 pp +0.0 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 3.9 1.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.8 0.1% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 3.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 3.4 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 3.4 1.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 3.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Management LLC CIK 0001583092 0.804 95 3.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 3.0 0.2% 5 -0.3 pp +0.0 pp -0.0 pp +0.0 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 2.9 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 2.9 1.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.8 0.6% 5 -0.1 pp -0.2 pp -0.4 pp -0.4 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 2.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 2.8 1.5% 5 -2.5 pp -2.8 pp -3.2 pp -3.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Joule Financial, LLC CIK 0001929070 0.731 116 2.7 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 2.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 2.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 2.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 2.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 2.7 0.5% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 2.6 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 2.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KTF INVESTMENTS, LLC CIK 0002099997 0.375 93 2.5 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 2.5 0.5% 5 +0.0 pp +0.0 pp +0.2 pp +0.1 pp
☆PW Nova Financial Services LLC CIK 0002127408 0.354 208 2.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 2.4 0.6% 6 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Odyssey Capital Advisors, Inc. CIK 0002104872 0.221 101 2.3 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.0 0.0% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 2.0 0.8% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JM2 Capital Inc. CIK 0002103359 0.210 121 1.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 1.8 0.3% 5 -0.1 pp -0.3 pp -0.4 pp -0.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 1.8 0.6% 5 +0.0 pp -0.0 pp -0.4 pp -0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MontVue Capital Management, Inc. CIK 0002008758 0.592 78 1.7 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.6 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 1.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.5 0.0% 5 -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 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.4 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 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
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 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 -0.2 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 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
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 +0.0 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
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 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
☆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
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Dorato Capital Management CIK 0002095216 0.322 254 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 (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