Signals

← Signals

☆VCRB

205 in-universe funds with a nonzero position in VCRB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#46
Score / z3.154 / 4.72
Consensus104.41 over 175 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 693.0 15.0% 2 -2.2 pp +15.0 pp +15.0 pp +15.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 374.7 5.9% 2 -0.1 pp +5.9 pp +5.9 pp +5.9 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 113.2 19.8% 2 -0.1 pp +19.8 pp +19.8 pp +19.8 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 102.8 2.0% 2 +0.7 pp +2.0 pp +2.0 pp +2.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 101.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 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 87.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 81.4 7.2% 2 +0.6 pp +7.2 pp +7.2 pp +7.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 76.3 0.6% 3 +0.4 pp -0.1 pp +0.6 pp +0.6 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 73.4 17.1% 2 -0.1 pp +17.1 pp +17.1 pp +17.1 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 71.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 68.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 65.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 63.4 10.8% 2 +10.7 pp +10.8 pp +10.8 pp +10.8 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 53.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 47.6 29.4% 2 -1.0 pp +29.4 pp +29.4 pp +29.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 42.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 38.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tull Financial Group, Inc. CIK 0001769060 0.849 35 36.2 16.0% 2 -0.2 pp +16.0 pp +16.0 pp +16.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 36.2 11.9% 2 -0.7 pp +11.9 pp +11.9 pp +11.9 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 34.9 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 33.2 7.7% 2 +4.2 pp +7.7 pp +7.7 pp +7.7 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 32.2 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 31.9 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 31.2 12.7% 2 -1.1 pp +12.7 pp +12.7 pp +12.7 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 30.2 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 30.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 29.4 5.9% 2 -0.0 pp +5.9 pp +5.9 pp +5.9 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 26.7 10.8% 2 -1.7 pp +10.8 pp +10.8 pp +10.8 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 25.9 16.4% 2 +0.0 pp +16.4 pp +16.4 pp +16.4 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 25.9 3.5% 2 +0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 24.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Essex LLC CIK 0001889147 0.576 180 24.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 22.6 7.9% 2 +0.3 pp +7.9 pp +7.9 pp +7.9 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 22.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 21.7 4.6% 2 +0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 21.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 20.3 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 18.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 17.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 17.2 2.6% 4 +0.1 pp -0.2 pp +0.2 pp +2.6 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 16.4 3.5% 2 +0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 16.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 15.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 14.5 3.9% 2 +1.8 pp +3.9 pp +3.9 pp +3.9 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 14.3 5.2% 2 +1.5 pp +5.2 pp +5.2 pp +5.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 13.1 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 13.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 12.5 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 12.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 12.4 4.5% 2 +0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 12.3 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 12.0 2.8% 2 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 10.5 1.4% 2 +1.1 pp +1.4 pp +1.4 pp +1.4 pp
☆AJ Advisors, LLC CIK 0001951167 0.829 37 10.1 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 10.0 4.5% 2 -0.3 pp +4.5 pp +4.5 pp +4.5 pp
☆NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 10.0 8.3% 2 +0.2 pp +8.3 pp +8.3 pp +8.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 9.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 9.5 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 9.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 9.3 6.0% 3 +0.1 pp -1.1 pp +6.0 pp +6.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 7.7 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 7.3 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 7.1 5.3% 2 +0.4 pp +5.3 pp +5.3 pp +5.3 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 6.9 1.9% 2 -0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 6.9 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 6.8 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 6.6 5.4% 2 +0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 6.5 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 6.2 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 6.1 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 5.7 3.2% 4 +0.6 pp +0.4 pp +1.0 pp +3.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 5.5 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 5.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 4.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 4.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 4.6 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 4.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 3.3 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 3.2 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 3.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 2.9 0.0% 2 -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 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 2.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 2.4 1.8% 2 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 2.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 2.4 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 2.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 2.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 2.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 1.9 1.4% 2 +1.3 pp +1.4 pp +1.4 pp +1.4 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 1.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 1.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 1.1 0.9% 3 -0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 1.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS TRUST CO CIK 0001318055 0.291 203 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 2 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 +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% 2 +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 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
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☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 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 VCRB). Qtrs Held counts distinct quarters this fund has actually held VCRB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VCRB position size. Δ columns are the percentage-point change in VCRB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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