Signals

VFMO

127 in-universe funds with a nonzero position in VFMO within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23271
Score / z-0.046 / -0.08
Consensus46.36 over 89 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+23% / 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 103.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 60.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 53.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 48.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Systelligence, LLC CIK 0001882691 0.094 62 30.8 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 22.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 20.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 18.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 18.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 8.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 8.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 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 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 4.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.7 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
Caitlin John, LLC CIK 0002010947 0.012 991 1.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Valued Retirements, Inc. CIK 0002044874 0.206 101 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverview Trust Co CIK 0001593600 0.349 166 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSG Advisors LLC CIK 0001995773 0.640 148 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orcam Financial Group CIK 0001905367 0.304 105 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foster Group, Inc. CIK 0001841544 0.874 318 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avant Capital LLC CIK 0001653443 0.369 86 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 1 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +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 VFMO). Qtrs Held counts distinct quarters this fund has actually held VFMO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VFMO position size. Δ columns are the percentage-point change in VFMO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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