Signals

← Signals

☆VCRB

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

Flow ranking

Rank#34
Score / z5.370 / 6.46
Consensus148.70 over 248 funds
Momentum-0.23 ≠

Price & positioning

247 cached closes, trailing year
Drawdown-1%
Short interest+123% / 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 0.951 658 863.8 16.8% 5 -0.6 pp +0.2 pp +1.8 pp -0.4 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 442.4 5.9% 5 -0.5 pp -0.1 pp +0.0 pp -0.1 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 297.7 9.6% 3 -1.3 pp -1.2 pp +9.6 pp +9.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 262.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 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 225.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 181.2 3.0% 5 +0.0 pp +0.5 pp +1.0 pp +1.6 pp
☆NEPC LLC CIK 0001424799 0.960 53 177.6 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 129.2 20.3% 5 -0.5 pp +0.3 pp +0.5 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 121.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 106.2 7.7% 5 +0.1 pp +0.4 pp +0.5 pp +1.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 100.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 87.9 18.1% 5 -0.1 pp -0.1 pp +1.0 pp +0.9 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 83.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 82.4 12.5% 5 +6.5 pp +7.4 pp +7.8 pp +8.1 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 82.1 3.0% 4 -0.0 pp +0.2 pp +0.7 pp +3.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 74.3 3.2% 4 -0.4 pp -0.3 pp -0.4 pp +3.2 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 69.1 10.3% 5 -1.2 pp -0.3 pp -0.6 pp +10.2 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 64.7 13.4% 2 -1.0 pp +13.4 pp +13.4 pp +13.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 59.5 0.5% 6 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 56.2 1.6% 5 +0.2 pp +0.9 pp +1.5 pp +1.6 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 55.4 29.0% 5 -0.0 pp -0.7 pp -0.4 pp -1.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 53.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 50.7 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 48.9 11.7% 3 -0.8 pp +9.7 pp +11.7 pp +11.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 45.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 45.2 12.4% 5 -0.6 pp +0.0 pp +0.6 pp -0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 42.8 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 42.6 0.8% 5 -0.2 pp -0.2 pp -0.4 pp -0.3 pp
☆Essex LLC CIK 0001889147 0.576 180 42.1 6.4% 4 +0.1 pp +0.5 pp +2.0 pp +6.4 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 39.7 12.5% 5 +0.2 pp -0.6 pp -0.2 pp -1.3 pp
☆Tull Financial Group, Inc. CIK 0001769060 0.849 35 38.9 15.2% 5 -1.4 pp -0.7 pp -0.8 pp -1.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 38.6 2.4% 2 +0.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 37.4 4.1% 5 -0.1 pp +0.3 pp +0.5 pp +1.0 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 35.9 11.5% 4 -1.0 pp -0.9 pp -1.0 pp +11.5 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 35.5 10.0% 4 +1.8 pp +2.0 pp +3.7 pp +10.0 pp
☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 35.0 10.2% 4 +1.0 pp +1.3 pp +1.1 pp +10.2 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 33.9 5.3% 5 +0.2 pp +3.7 pp +3.9 pp +4.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 33.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 32.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 32.5 6.9% 5 -0.5 pp -0.3 pp -0.8 pp +3.4 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 32.4 4.7% 2 +2.8 pp +4.7 pp +4.7 pp +4.7 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 32.2 5.7% 5 -0.3 pp -0.1 pp -0.2 pp -0.2 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 31.1 15.9% 5 -0.9 pp -0.3 pp -0.5 pp -0.5 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 31.1 7.2% 4 -0.6 pp +0.6 pp +0.4 pp +7.2 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 29.9 9.3% 5 -1.0 pp -0.9 pp -1.5 pp -3.2 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 29.7 9.7% 2 -0.8 pp +9.7 pp +9.7 pp +9.7 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 29.5 8.3% 5 -0.0 pp +0.4 pp +0.4 pp +0.6 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 29.1 3.2% 5 +1.7 pp +2.6 pp +3.1 pp +3.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 28.6 3.4% 7 +0.3 pp +0.5 pp +0.8 pp +0.9 pp
☆Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 28.6 20.4% 1 +20.4 pp +20.4 pp +20.4 pp +20.4 pp
☆Gross & Hartman Investments LLC CIK 0001966094 0.730 80 27.7 12.3% 2 +1.5 pp +12.3 pp +12.3 pp +12.3 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 26.9 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 26.5 1.6% 5 -0.1 pp -0.0 pp +0.1 pp -0.0 pp
☆RESOLUTE CAPITAL, LLC CIK 0002069920 0.656 72 25.8 8.9% 2 -1.7 pp +8.9 pp +8.9 pp +8.9 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 25.8 1.9% 5 -0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 25.8 1.6% 4 -0.0 pp +0.4 pp +0.8 pp +1.6 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 25.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 24.5 3.7% 5 +0.0 pp +0.4 pp +0.2 pp +0.2 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 23.8 2.8% 5 +0.3 pp +0.7 pp +1.4 pp +2.4 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 23.2 3.2% 4 -0.1 pp -0.4 pp +0.5 pp +3.2 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 22.4 1.0% 3 +0.0 pp +0.2 pp +1.0 pp +1.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 21.8 2.2% 2 +0.4 pp +2.2 pp +2.2 pp +2.2 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 21.7 3.6% 2 -0.4 pp +3.6 pp +3.6 pp +3.6 pp
☆NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 21.6 14.9% 5 -2.3 pp +6.3 pp +6.6 pp +6.8 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 20.1 7.0% 5 +4.3 pp +4.4 pp +4.3 pp +4.1 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 19.3 2.9% 3 -0.2 pp +2.4 pp +2.9 pp +2.9 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 19.2 5.4% 5 -0.4 pp -0.4 pp +0.2 pp +1.7 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 18.8 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Safe Harbor Family Capital, LLC CIK 0002065810 0.708 57 18.6 12.4% 2 +0.6 pp +12.4 pp +12.4 pp +12.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 18.1 3.9% 5 -1.2 pp -0.1 pp +0.0 pp +1.8 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 17.4 1.4% 5 -0.1 pp +0.8 pp +1.2 pp +1.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 16.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 16.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 16.4 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 16.3 3.3% 4 +0.0 pp +0.2 pp +0.4 pp +3.3 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 15.8 3.2% 5 -0.0 pp +0.2 pp +1.0 pp +1.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 14.9 3.9% 5 -0.0 pp +0.1 pp +0.6 pp +0.5 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 14.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 14.1 4.0% 4 -0.2 pp -0.1 pp -0.0 pp +4.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 14.0 2.9% 5 +0.5 pp +0.8 pp +1.1 pp +1.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 13.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 12.9 4.6% 5 -0.4 pp -0.0 pp +0.1 pp +0.1 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 12.8 1.7% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 12.4 8.1% 2 +0.4 pp +8.1 pp +8.1 pp +8.1 pp
☆Timmons Wealth Management, LLC CIK 0002110045 0.383 74 12.3 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 11.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AJ Advisors, LLC CIK 0001951167 0.829 37 11.5 3.6% 5 -0.5 pp -0.4 pp -0.6 pp -0.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 11.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 11.1 5.1% 2 +1.4 pp +5.1 pp +5.1 pp +5.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 10.6 2.5% 5 -0.1 pp +0.6 pp +0.9 pp +1.1 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 9.7 5.6% 6 -0.4 pp -0.3 pp -0.4 pp -0.2 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 9.7 5.8% 5 -0.1 pp +0.6 pp +0.5 pp +0.9 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 9.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 9.2 5.5% 3 +0.3 pp +0.5 pp +5.5 pp +5.5 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 8.6 6.6% 5 -0.2 pp +0.4 pp +1.2 pp +1.4 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 8.6 0.7% 5 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 8.5 3.4% 5 -0.8 pp -1.1 pp -1.2 pp -1.5 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 8.5 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 8.4 5.2% 5 +2.0 pp +2.8 pp +3.4 pp +3.9 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 8.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 8.0 3.3% 5 +0.0 pp +0.5 pp +1.1 pp +1.2 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 7.8 3.8% 5 -0.2 pp -0.0 pp -0.1 pp -0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 7.5 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Englebert Financial Advisers, LLC CIK 0002097035 0.385 63 7.5 7.4% 2 -1.2 pp +7.4 pp +7.4 pp +7.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 7.3 1.9% 5 -0.3 pp -0.3 pp -0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 7.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 6.8 3.2% 5 +0.2 pp +0.3 pp +0.4 pp +3.2 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 6.4 2.2% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 6.3 1.2% 5 -0.3 pp -0.4 pp -0.7 pp -1.2 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 6.1 0.8% 5 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 5.8 2.7% 7 -0.1 pp -0.2 pp -0.5 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 5.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 5.3 2.0% 3 +0.0 pp +0.5 pp +2.0 pp +2.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.1 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 5.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 4.9 2.5% 3 -0.0 pp +0.0 pp +2.5 pp +2.5 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 4.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 4.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 4.8 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.6 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 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 4.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.241 450 4.1 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 4.1 2.1% 3 -0.1 pp +1.6 pp +2.1 pp +2.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.0 0.3% 5 -0.0 pp -0.3 pp -0.3 pp +0.1 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 3.6 1.2% 5 -0.5 pp -0.3 pp -0.2 pp +0.2 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.4 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Steffes Financial, Ltd. CIK 0002110878 0.864 36 3.4 1.5% 2 +0.9 pp +1.5 pp +1.5 pp +1.5 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 3.4 1.1% 4 -0.1 pp +1.0 pp +1.0 pp +1.1 pp
☆Elite Life Management LLC CIK 0002010262 0.574 61 3.3 3.9% 3 -0.1 pp -2.1 pp +3.9 pp +3.9 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dickmeyer Boyce Financial Management, Inc. CIK 0002038325 0.294 129 3.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo H. Evart, Inc. CIK 0001920405 0.382 295 2.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆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
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.2 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
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆FARMERS TRUST CO CIK 0001318055 0.291 203 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.3 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -0.1 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
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆Vision Retirement, LLC CIK 0002069023 0.485 621 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
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.0 0.0% 0 -1.8 pp -1.4 pp -1.2 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.2 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
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☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 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 -1.8 pp -1.6 pp -1.3 pp -1.0 pp
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☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 +0.0 pp -11.3 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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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 (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