Signals

← Signals

☆VLUE

518 in-universe funds with a nonzero position in VLUE within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22854
Score / z-1.030 / -1.48
Consensus145.92 over 288 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 ▾
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 641.7 30.4% 3 +1.2 pp +1.7 pp +30.4 pp +30.4 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 355.7 11.2% 3 +0.5 pp +1.0 pp +11.2 pp +11.2 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 219.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 192.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 168.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 163.6 6.2% 3 -0.4 pp +0.4 pp +6.2 pp +6.2 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 114.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 83.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 75.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 73.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 63.5 4.3% 3 +0.2 pp +0.3 pp +4.3 pp +4.3 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 61.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 57.1 0.1% 2 -0.2 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 56.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 49.5 0.0% 3 +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 48.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 45.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 34.8 12.9% 3 +0.3 pp +0.6 pp +12.9 pp +12.9 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 34.2 12.5% 3 +0.7 pp +1.1 pp +12.5 pp +12.5 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 33.3 2.8% 3 +0.1 pp +0.1 pp +2.8 pp +2.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 26.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 25.1 3.5% 3 +0.3 pp +0.6 pp +3.5 pp +3.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 23.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elk River Wealth Management LLC CIK 0001844107 0.551 103 23.4 3.8% 3 +0.3 pp +0.4 pp +3.8 pp +3.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 21.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 20.0 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 19.7 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 19.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 18.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 16.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 15.7 3.5% 3 +0.2 pp +0.2 pp +3.5 pp +3.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 14.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 13.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 11.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 10.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 9.8 2.7% 3 +0.0 pp -0.1 pp +2.7 pp +2.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 8.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 8.9 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 8.7 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 8.4 5.2% 3 +0.0 pp -0.4 pp +5.2 pp +5.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 7.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 7.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 6.2 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 6.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 5.7 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 5.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 5.3 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 5.3 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 4.9 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 4.3 0.9% 4 +0.1 pp +0.2 pp +0.4 pp +0.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 4.2 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 4.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 4.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 3.7 2.0% 3 +0.0 pp +0.1 pp +2.0 pp +2.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 3.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 3.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EQ LLC CIK 0001757605 0.412 87 3.1 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 3.1 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 3.1 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 3.0 0.0% 2 +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 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 2.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 2.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Genus Capital Management Inc. CIK 0001532385 0.111 204 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆McAdam, LLC CIK 0001695490 0.802 516 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 2.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 2.3 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 2.2 1.3% 2 +0.9 pp +1.3 pp +1.3 pp +1.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 2.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.9 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 1.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 1.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 1.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆10Elms LLP CIK 0002056650 0.266 526 1.7 1.6% 3 +0.2 pp +0.3 pp +1.6 pp +1.6 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MA Private Wealth CIK 0001767474 0.750 88 1.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 1.6 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 1.6 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LS Investment Advisors, LLC CIK 0001455845 0.516 127 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.5 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 1.5 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 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 1.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.3 0.7% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 1.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 0.0 0.0% 0 -4.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 -0.0 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
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 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
☆TLT Family Holdco ULC CIK 0002081869 0.150 9 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Soundwatch Capital LLC CIK 0001803253 0.945 53 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
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☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Inv LLC CIK 0001909322 0.208 109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -1.6 pp -1.5 pp +0.0 pp +0.0 pp
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☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.0 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
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 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 VLUE). Qtrs Held counts distinct quarters this fund has actually held VLUE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VLUE position size. Δ columns are the percentage-point change in VLUE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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