Signals

← Signals

☆VFLO

320 in-universe funds with a nonzero position in VFLO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1631
Score / z0.007 / -0.01
Consensus121.64 over 220 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 ▾
☆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 630.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 530.7 0.1% 4 +0.0 pp +0.0 pp +0.0 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 495.6 0.0% 6 +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 310.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 227.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 197.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 142.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 138.8 0.6% 4 -0.0 pp -0.0 pp -0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 119.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 111.4 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 100.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 94.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 93.7 1.6% 4 +0.2 pp +0.4 pp +0.7 pp +1.6 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 86.1 7.0% 4 -0.8 pp -0.5 pp -0.5 pp +7.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 85.5 1.2% 4 -0.1 pp -0.0 pp -0.4 pp +1.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 84.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 69.6 2.2% 4 +0.0 pp +0.0 pp -0.3 pp +2.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 64.6 1.2% 4 +0.0 pp +0.0 pp +0.0 pp +1.2 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 60.8 6.8% 4 -2.6 pp -0.6 pp -0.8 pp +6.8 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 60.7 1.1% 4 +1.0 pp +1.0 pp +1.0 pp +1.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 43.8 0.2% 4 +0.0 pp -0.3 pp -0.0 pp +0.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 42.6 2.9% 4 -0.1 pp +0.4 pp +0.4 pp +2.9 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 41.7 2.2% 4 +0.4 pp +0.5 pp +0.4 pp +2.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 41.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 39.5 3.1% 4 +0.1 pp +0.2 pp +0.2 pp +3.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 36.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 33.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 24.9 0.2% 5 +0.0 pp +0.0 pp +0.2 pp +0.1 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 23.1 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 22.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 21.4 1.2% 4 -0.0 pp -0.0 pp -0.2 pp +1.2 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 20.9 1.2% 3 +0.3 pp +0.0 pp +1.2 pp +1.2 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 20.9 0.4% 4 -0.7 pp -1.9 pp -2.3 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 20.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 19.6 2.4% 4 +0.1 pp +0.1 pp +0.1 pp +2.4 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 18.8 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 18.7 1.6% 4 +0.3 pp +1.1 pp +1.1 pp +1.6 pp
☆Marble Wealth, LLC CIK 0002110081 0.515 234 18.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 17.8 4.8% 4 -0.7 pp -1.4 pp -1.5 pp +4.8 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 16.9 1.5% 4 -0.0 pp +0.0 pp -0.0 pp +1.5 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 16.6 6.0% 4 +0.3 pp +0.5 pp -0.1 pp +6.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 16.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 15.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curry Webb Wealth Management LLC CIK 2060114 0.602 67 15.5 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 14.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 14.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 13.9 2.1% 4 +0.1 pp +0.2 pp +0.2 pp +2.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 13.4 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 13.1 0.7% 1 +0.7 pp +0.6 pp +0.1 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowa Financial Group, Inc. CIK 0001806226 0.772 29 12.7 6.3% 4 +6.0 pp +6.0 pp +6.0 pp +6.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 12.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 11.9 1.8% 3 +0.2 pp +0.3 pp +1.8 pp +1.8 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 10.6 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 10.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Kirkwood Financial Services CIK 1814128 0.640 42 10.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 9.8 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 9.8 2.2% 4 +0.0 pp +0.1 pp +0.1 pp +2.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.0 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 8.9 5.0% 4 -0.1 pp +0.1 pp +0.3 pp +5.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 8.5 1.8% 4 +0.0 pp +0.1 pp -0.0 pp +1.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GERBER, LLC CIK 0002014164 0.601 96 7.5 4.3% 2 +2.9 pp +4.3 pp +4.3 pp +4.3 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 7.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 7.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 6.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 6.4 0.8% 4 +0.5 pp +0.5 pp +0.6 pp +0.8 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 6.2 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.1 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 5.6 1.9% 4 +0.2 pp +0.2 pp -1.0 pp +1.9 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLANTIC FAMILY WEALTH, LLC CIK 0002012511 0.738 64 5.4 3.9% 4 +0.5 pp +1.3 pp +2.1 pp +3.9 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 5.4 0.8% 4 -0.1 pp +0.2 pp +0.0 pp +0.8 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 5.3 2.1% 4 +0.1 pp +0.4 pp +0.6 pp +2.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 5.1 1.0% 6 -2.6 pp -5.5 pp -7.0 pp -8.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 5.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 4.9 0.5% 4 -0.2 pp -0.1 pp -0.1 pp +0.5 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 4.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 4.4 0.9% 3 -1.1 pp -0.5 pp +0.9 pp +0.9 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 4.3 1.6% 4 +0.6 pp +0.6 pp +0.5 pp +1.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 4.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 4.0 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 3.6 0.5% 4 +0.1 pp +0.2 pp +0.4 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.4 0.0% 4 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 3.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 3.3 1.3% 4 +0.2 pp +0.4 pp +0.6 pp +1.3 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 3.3 2.2% 5 -0.0 pp -0.3 pp -0.9 pp -0.1 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 3.3 1.3% 4 +0.0 pp +0.0 pp +0.9 pp +1.3 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 3.2 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 3.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 3.0 1.7% 4 -0.0 pp +0.2 pp +0.3 pp +1.7 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 3.0 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 3.0 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.9 0.1% 4 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 2.8 0.8% 4 -0.9 pp -0.8 pp -1.4 pp +0.8 pp
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.439 275 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 2.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 2.8 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 2.5 1.2% 4 +0.1 pp +0.1 pp -1.8 pp +1.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.4 0.1% 1 +0.1 pp +0.1 pp -0.6 pp +0.1 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 2.4 1.1% 4 +0.5 pp +0.5 pp +0.1 pp +1.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.2 0.0% 4 +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 0.299 493 2.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 1.7 0.7% 4 -0.1 pp -0.0 pp +0.0 pp +0.7 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 1.7 1.2% 4 -0.0 pp +0.0 pp -0.1 pp +1.2 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 1.6 0.8% 4 -0.4 pp -3.3 pp -3.6 pp +0.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 1.5 1.0% 4 +0.0 pp -0.0 pp -0.5 pp +1.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 1.5 1.0% 4 +0.1 pp +0.3 pp +0.2 pp +1.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 1.4 0.9% 4 +0.1 pp -0.1 pp +0.2 pp +0.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 1.4 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Embree Financial Group CIK 0002020860 0.466 283 1.3 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 1.2 0.7% 2 -0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp +0.0 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 +0.0 pp +0.0 pp -9.2 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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