Signals

← Signals

☆VFLO

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

Flow ranking

Rank#22855
Score / z0.000 / -0.00
Consensus86.15 over 152 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆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 507.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 413.6 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 366.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 252.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 198.9 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 158.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 151.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 131.7 0.6% 2 -0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 115.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 107.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 105.6 2.2% 2 -0.5 pp +2.2 pp +2.2 pp +2.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 90.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 86.6 7.5% 2 +0.0 pp +7.5 pp +7.5 pp +7.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 85.6 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 81.7 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 78.5 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 72.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 63.6 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 60.4 7.3% 2 -0.2 pp +7.3 pp +7.3 pp +7.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 58.8 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 57.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 57.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 38.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 37.1 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 35.1 6.5% 4 -1.5 pp -2.6 pp -2.7 pp +6.5 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 32.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 29.4 6.2% 2 +0.1 pp +6.2 pp +6.2 pp +6.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 29.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 27.5 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 25.0 0.2% 3 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 24.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 20.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 20.2 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 17.2 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 15.7 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 15.5 6.2% 2 -0.1 pp +6.2 pp +6.2 pp +6.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 14.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 14.9 5.5% 2 -0.6 pp +5.5 pp +5.5 pp +5.5 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 13.4 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 12.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 11.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.1 0.0% 2 +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 10.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 9.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 9.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 9.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 9.0 2.9% 2 +2.8 pp +2.9 pp +2.9 pp +2.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 8.6 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 8.4 4.9% 2 +0.2 pp +4.9 pp +4.9 pp +4.9 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 7.8 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 7.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 6.9 4.2% 2 -0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 6.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 6.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 6.0 1.5% 2 -0.7 pp +1.5 pp +1.5 pp +1.5 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 5.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 5.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 5.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 4.9 1.6% 2 -1.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 4.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 4.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.457 91 4.0 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.6 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 3.6 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 3.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆ATLANTIC FAMILY WEALTH, LLC CIK 0002012511 0.738 64 3.3 2.6% 2 +0.8 pp +2.6 pp +2.6 pp +2.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 3.0 1.3% 2 +0.9 pp +1.3 pp +1.3 pp +1.3 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 3.0 2.6% 3 -0.5 pp +0.3 pp +2.6 pp +2.6 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 2.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 2.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 2.7 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 2.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 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
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 2.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 2.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 2.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 2.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Embree Financial Group CIK 0002020860 0.466 283 2.3 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 2.3 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.9 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 1.8 1.1% 2 -2.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 1.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 1.6 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.5 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 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 1.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 1.3 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 1.3 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.1 0.2% 2 -0.5 pp +0.2 pp +0.2 pp +0.2 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 1.0 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowa Financial Group, Inc. CIK 0001806226 0.772 29 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.4 0.2% 3 -1.5 pp -1.8 pp +0.2 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 0.3 0.0% 2 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.681 161 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.2 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +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
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 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
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +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% 1 +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
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 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
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 -9.2 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SimpliFi, Inc. CIK 0001716983 0.830 45 0.0 0.0% 0 -2.1 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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -8.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 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 VFLO). Qtrs Held counts distinct quarters this fund has actually held VFLO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VFLO position size. Δ columns are the percentage-point change in VFLO'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