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☆VCRM

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

Flow ranking

Rank#1161
Score / z0.035 / 0.05
Consensus36.93 over 65 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 ▾
☆Karpus Management, Inc. CIK 0001048703 0.623 233 40.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 22.5 9.2% 2 -0.5 pp +9.2 pp +9.2 pp +9.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 17.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 15.1 2.5% 2 +1.1 pp +2.5 pp +2.5 pp +2.5 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 15.0 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 13.7 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 13.3 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 12.7 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 12.2 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 10.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 7.2 2.8% 2 +1.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 6.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 5.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 5.3 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 5.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 4.1 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 3.6 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.5 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 3.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 3.0 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 2.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.4 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 1.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 1.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 1.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 1.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 2 -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 0.0 0.0% 1 +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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 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 VCRM). Qtrs Held counts distinct quarters this fund has actually held VCRM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VCRM position size. Δ columns are the percentage-point change in VCRM'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