Signals

← Signals

☆VCRB

239 in-universe funds with a nonzero position in VCRB within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#43
Score / z3.924 / 5.57
Consensus115.38 over 191 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+28% / 1.0d ⚡

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 0.951 658 724.7 16.6% 3 +1.6 pp -0.6 pp +16.6 pp +16.6 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 392.2 6.0% 3 +0.1 pp -0.0 pp +6.0 pp +6.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 256.2 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 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 156.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 133.5 2.5% 3 +0.5 pp +1.1 pp +2.5 pp +2.5 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 117.2 20.0% 3 +0.2 pp +0.1 pp +20.0 pp +20.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 106.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 88.0 7.3% 3 +0.1 pp +0.7 pp +7.3 pp +7.3 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 79.4 18.2% 3 +1.0 pp +1.0 pp +18.2 pp +18.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 74.0 0.5% 4 -0.0 pp +0.3 pp -0.1 pp +0.5 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 73.0 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 72.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 72.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 68.0 2.8% 2 +0.6 pp +2.8 pp +2.8 pp +2.8 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 63.6 10.6% 3 -0.2 pp +10.5 pp +10.6 pp +10.6 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 49.7 29.7% 3 +0.3 pp -0.8 pp +29.7 pp +29.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 43.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 41.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 41.3 3.5% 2 +0.9 pp +3.5 pp +3.5 pp +3.5 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 40.3 12.4% 3 +0.5 pp -0.2 pp +12.4 pp +12.4 pp
☆Tull Financial Group, Inc. CIK 0001769060 0.849 35 37.1 15.9% 3 -0.1 pp -0.4 pp +15.9 pp +15.9 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 35.3 12.3% 2 -0.1 pp +12.3 pp +12.3 pp +12.3 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 34.3 0.9% 3 -0.2 pp -0.1 pp +0.9 pp +0.9 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 33.7 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 33.3 13.1% 3 +0.4 pp -0.7 pp +13.1 pp +13.1 pp
☆Essex LLC CIK 0001889147 0.576 180 33.0 5.8% 2 +1.4 pp +5.8 pp +5.8 pp +5.8 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 32.3 7.2% 3 -0.5 pp +3.8 pp +7.2 pp +7.2 pp
☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 31.7 8.9% 2 -0.1 pp +8.9 pp +8.9 pp +8.9 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 30.1 5.9% 3 -0.0 pp -0.1 pp +5.9 pp +5.9 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 30.0 3.8% 3 +0.3 pp +0.7 pp +3.8 pp +3.8 pp
☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 29.5 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 28.7 16.3% 3 -0.2 pp -0.2 pp +16.3 pp +16.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 28.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 28.0 10.2% 3 -0.7 pp -2.4 pp +10.2 pp +10.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 25.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 25.3 5.1% 3 +0.5 pp +0.7 pp +5.1 pp +5.1 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 23.8 7.9% 3 -0.1 pp +0.2 pp +7.9 pp +7.9 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 23.6 1.6% 3 +0.1 pp -0.0 pp +1.6 pp +1.6 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 22.6 6.6% 2 -0.2 pp +6.6 pp +6.6 pp +6.6 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 22.3 8.0% 2 +1.7 pp +8.0 pp +8.0 pp +8.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 21.8 1.7% 3 +0.1 pp +0.5 pp +1.7 pp +1.7 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 21.4 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 20.6 2.9% 5 +0.3 pp +0.4 pp +0.1 pp +0.6 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 19.4 3.2% 3 -0.3 pp -0.3 pp +3.2 pp +3.2 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 18.6 0.7% 3 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 18.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 17.5 1.6% 3 +0.4 pp +0.6 pp +1.6 pp +1.6 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 17.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 17.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 16.8 5.8% 3 +0.6 pp +2.0 pp +5.8 pp +5.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 16.0 2.1% 3 +0.7 pp +1.7 pp +2.1 pp +2.1 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 15.2 3.9% 3 +0.1 pp +1.8 pp +3.9 pp +3.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 14.0 3.8% 3 +0.4 pp +0.3 pp +3.8 pp +3.8 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 13.9 3.0% 3 +0.8 pp +1.1 pp +3.0 pp +3.0 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 13.5 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 13.4 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 12.9 2.9% 3 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 12.7 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 12.6 4.7% 3 +0.2 pp +0.2 pp +4.7 pp +4.7 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 11.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 11.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AJ Advisors, LLC CIK 0001951167 0.829 37 10.8 4.0% 3 -0.2 pp -0.4 pp +4.0 pp +4.0 pp
☆NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 10.7 8.6% 3 +0.3 pp +0.5 pp +8.6 pp +8.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 10.1 4.4% 3 -0.1 pp -0.4 pp +4.4 pp +4.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 9.5 6.0% 4 -0.0 pp +0.1 pp -1.1 pp +6.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 9.5 2.1% 3 +0.3 pp +0.7 pp +2.1 pp +2.1 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 9.0 1.6% 3 +0.2 pp +0.3 pp +1.6 pp +1.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 8.4 1.9% 3 +0.3 pp +0.5 pp +1.9 pp +1.9 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 8.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 7.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 7.5 0.6% 3 +0.0 pp +0.3 pp +0.6 pp +0.6 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 7.4 6.2% 3 +0.8 pp +1.0 pp +6.2 pp +6.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 7.1 5.2% 3 -0.2 pp +0.3 pp +5.2 pp +5.2 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 7.1 3.8% 3 -0.1 pp -0.3 pp +3.8 pp +3.8 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 6.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 6.9 2.7% 3 -0.1 pp -0.3 pp +2.7 pp +2.7 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 6.8 0.6% 3 +0.4 pp +0.5 pp +0.6 pp +0.6 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 6.7 1.6% 3 -0.3 pp -0.8 pp +1.6 pp +1.6 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 6.6 2.4% 3 -0.0 pp -0.1 pp +2.4 pp +2.4 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 6.5 2.3% 3 +0.3 pp +0.4 pp +2.3 pp +2.3 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 6.3 2.9% 3 +0.6 pp +0.7 pp +2.9 pp +2.9 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 6.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 6.2 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 5.6 2.9% 5 -0.3 pp +0.3 pp +0.1 pp +0.7 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 5.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 5.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 4.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 4.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 4.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 4.0 0.6% 3 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Life Management LLC CIK 0002010262 0.574 61 3.7 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 3.4 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 3.3 2.4% 3 +0.6 pp +1.1 pp +2.4 pp +2.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 2.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 2.6 1.4% 3 +0.0 pp +0.5 pp +1.4 pp +1.4 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 2.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 2.4 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 1.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 1.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 1.9 0.3% 3 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 1.4 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 1.2 0.9% 4 +0.0 pp -0.1 pp +0.1 pp +0.9 pp
☆EWA, LLC CIK 0001835252 0.457 332 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.8 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.5 0.0% 2 -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% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 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% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 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 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.4 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 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.4 0.0% 1 +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% 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.3 0.1% 3 -0.2 pp +0.0 pp +0.1 pp +0.1 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 3 -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 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 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% 3 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 2 +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% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -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% 3 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 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% 2 +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% 3 -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% 3 -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
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☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 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
☆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
☆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
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 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 +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -1.4 pp -0.1 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.0 0.0% 0 -0.3 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
☆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
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 -0.6 pp -0.3 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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