Signals

← Signals

☆VDC

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

Flow ranking

Rank#24340
Score / z-0.473 / -0.71
Consensus204.90 over 378 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆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 824.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 180.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 121.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 106.7 5.1% 2 -1.3 pp +5.1 pp +5.1 pp +5.1 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 96.7 14.5% 2 -1.9 pp +14.5 pp +14.5 pp +14.5 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 88.0 1.3% 2 -0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 80.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 71.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 56.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 51.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 46.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 44.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 39.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.2 0.0% 3 -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 34.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 30.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 27.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 25.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.7 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 20.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 17.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 17.2 3.8% 3 -0.4 pp -0.7 pp +3.8 pp +3.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 16.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 16.0 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 14.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CONSOLIDATED CAPITAL MANAGEMENT, LLC CIK 0001666613 0.365 72 13.3 4.7% 2 +0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 12.3 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 12.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 10.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆SELDON CAPITAL LP CIK 0001867731 0.151 74 10.2 3.6% 2 -1.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 9.7 5.8% 2 +1.2 pp +5.8 pp +5.8 pp +5.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.5 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 8.4 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 8.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.780 51 7.9 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆TrueWealth Financial Partners CIK 0001908108 0.649 28 7.7 3.9% 2 +1.7 pp +3.9 pp +3.9 pp +3.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.2 0.0% 3 -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 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 6.9 4.4% 2 -0.3 pp +4.4 pp +4.4 pp +4.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 6.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 5.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 5.8 0.7% 2 -0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 5.8 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 5.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 5.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 5.4 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 5.3 1.8% 2 -0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 5.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 5.1 1.1% 2 -1.8 pp +1.1 pp +1.1 pp +1.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 4.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 4.6 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 4.6 1.6% 2 -0.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 4.5 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 4.2 1.3% 4 -0.1 pp -0.3 pp +0.4 pp +1.3 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 4.1 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 4.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 3.9 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 3.5 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Joule Financial, LLC CIK 0001929070 0.730 116 3.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 3.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 2.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 2.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 2.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.9 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Bonfire Financial CIK 0001762539 0.560 60 2.8 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 2.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 2.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 2.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 2.5 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 2.4 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 2.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 2.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 2.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 2.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 2.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 2.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 2.0 0.6% 2 -1.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 2.0 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.8 0.0% 4 -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 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.0 0.0% 0 -5.7 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
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 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
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -0.7 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
☆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
☆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
☆Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 0.0 0.0% 0 -11.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 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 VDC). Qtrs Held counts distinct quarters this fund has actually held VDC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VDC position size. Δ columns are the percentage-point change in VDC'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