Signals

← Signals

☆VMBS

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

Flow ranking

Rank#22673
Score / z-0.109 / -0.12
Consensus248.69 over 490 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+375% / 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)
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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 2,643.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,283.3 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 489.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 440.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 415.7 0.8% 4 +0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 408.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 343.5 3.4% 4 +0.0 pp +0.2 pp +0.2 pp +3.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 316.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 296.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 248.3 5.2% 4 +0.2 pp +0.4 pp +0.4 pp +5.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 248.1 0.0% 4 +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 248.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 238.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 178.0 5.2% 4 -0.0 pp +0.3 pp +0.3 pp +5.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 141.7 1.3% 4 -0.3 pp -0.4 pp -0.1 pp +1.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 118.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 112.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 108.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 85.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 75.0 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 74.7 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 69.9 2.3% 4 -0.0 pp +0.1 pp -0.1 pp +2.3 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 68.2 4.6% 4 +0.2 pp +0.2 pp +0.1 pp +4.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 65.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 65.0 4.4% 3 -1.7 pp -1.6 pp +4.4 pp +4.4 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 64.8 3.6% 4 +0.3 pp +0.4 pp +0.3 pp +3.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 63.7 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 59.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 59.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 51.3 3.8% 4 +0.6 pp +1.0 pp +1.0 pp +3.8 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 49.4 7.7% 4 -0.0 pp +0.0 pp +0.1 pp +7.7 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 44.9 0.7% 6 -0.0 pp +0.5 pp +0.7 pp +0.7 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 44.1 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 43.5 2.3% 4 -0.0 pp -0.1 pp -0.1 pp +2.3 pp
☆Bell Bank CIK 0001002672 0.895 195 42.2 1.8% 4 +0.1 pp +0.2 pp +0.8 pp +1.8 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 41.5 0.7% 4 +0.3 pp +0.4 pp +0.4 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 40.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 40.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 39.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 39.1 1.9% 4 +0.3 pp +0.2 pp +0.2 pp +1.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 38.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 37.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 37.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 33.9 0.2% 4 -0.4 pp -0.4 pp -0.4 pp +0.2 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 33.3 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 32.7 0.6% 4 -0.2 pp -0.8 pp -0.7 pp +0.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 32.7 0.3% 6 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 32.5 7.6% 2 -0.0 pp +7.6 pp -0.3 pp +7.6 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 31.5 5.4% 2 +0.9 pp +5.4 pp +5.4 pp +5.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 31.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 30.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 30.3 0.6% 4 -0.0 pp +0.1 pp +0.0 pp +0.6 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 29.9 11.1% 4 -0.4 pp -0.3 pp +0.1 pp +11.1 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 26.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 25.7 1.4% 4 +0.1 pp +0.3 pp +0.2 pp +1.4 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 25.2 1.1% 4 -0.4 pp -3.0 pp -3.1 pp +1.1 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 25.0 10.8% 4 -0.4 pp +0.7 pp +6.6 pp +10.8 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 24.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 24.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 24.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 23.6 0.5% 4 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 22.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 22.8 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 22.4 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 22.4 1.2% 2 +0.1 pp +1.2 pp -0.0 pp +1.2 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 22.3 3.9% 4 +0.5 pp +0.4 pp +0.4 pp +3.9 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 22.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 21.6 0.6% 4 -0.1 pp -0.1 pp -0.0 pp +0.6 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 21.2 3.6% 4 +0.2 pp -0.0 pp +0.9 pp +3.6 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 20.2 3.1% 4 +0.4 pp +0.5 pp +0.4 pp +3.1 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 20.1 3.2% 4 -1.8 pp -2.0 pp +3.2 pp +3.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 20.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 20.1 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 19.9 4.5% 4 +0.1 pp +1.5 pp +3.7 pp +4.5 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 19.7 1.6% 4 +0.1 pp +0.0 pp +0.2 pp +1.6 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 19.1 4.5% 4 +0.0 pp +0.1 pp +0.1 pp +4.5 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 18.8 1.3% 4 +0.4 pp +0.4 pp +0.4 pp +1.3 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 18.7 1.7% 4 +0.1 pp +0.1 pp +0.2 pp +1.7 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 18.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 18.2 2.0% 4 +0.0 pp -0.1 pp -0.2 pp +2.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 18.2 1.7% 6 -0.0 pp +0.0 pp -0.1 pp -0.3 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 17.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 17.1 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 16.9 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 16.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 16.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 16.1 5.6% 4 +0.2 pp +0.2 pp +0.1 pp +5.6 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 15.7 1.1% 4 -0.1 pp -0.5 pp -0.7 pp +1.1 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 15.6 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 15.4 9.3% 4 +0.6 pp +0.1 pp +2.2 pp +9.3 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 15.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 15.2 4.4% 4 -0.2 pp -0.4 pp -1.0 pp +4.4 pp
☆Family CFO Inc CIK 0001911695 0.752 47 15.2 6.8% 4 +0.2 pp +0.4 pp +0.4 pp +6.8 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 15.1 1.9% 4 +0.3 pp +0.3 pp +0.4 pp +1.9 pp
☆MA Private Wealth CIK 0001767474 0.750 88 14.8 2.5% 4 +0.1 pp +0.1 pp -0.1 pp +2.5 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 14.6 1.6% 4 +0.5 pp +1.1 pp +0.9 pp +1.6 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 14.6 0.8% 4 +0.1 pp +0.3 pp +0.3 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.3 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 14.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 14.2 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆eCIO, Inc. CIK 0001830823 0.331 46 14.2 6.2% 2 +0.7 pp +6.2 pp +6.2 pp +6.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 14.0 0.3% 4 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 13.8 4.0% 4 +0.0 pp +0.0 pp +0.1 pp +4.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 13.4 2.4% 4 +0.0 pp +0.1 pp +0.0 pp +2.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.7 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 12.2 3.1% 4 +0.2 pp +0.2 pp +0.1 pp +3.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 12.1 0.8% 4 -0.1 pp +0.0 pp +0.2 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 11.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 11.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 10.9 4.6% 4 +0.2 pp +0.2 pp +0.1 pp +4.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 10.7 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 10.4 2.9% 4 +0.3 pp +0.3 pp +0.0 pp +2.9 pp
☆United Capital Management of KS, Inc. CIK 0001753219 0.285 97 10.4 1.6% 4 +0.2 pp +0.4 pp +0.3 pp +1.6 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 10.2 0.6% 1 +0.6 pp +0.6 pp +0.2 pp +0.6 pp
☆PFG Advisors CIK 0001694435 0.248 791 10.1 0.5% 4 +0.0 pp +0.2 pp +0.2 pp +0.5 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 10.1 6.5% 4 -0.0 pp -0.4 pp -0.6 pp +6.5 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 9.8 5.7% 4 +0.3 pp +0.2 pp +2.4 pp +5.7 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 9.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 9.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 9.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.8 0.0% 4 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 8.7 6.4% 4 +0.5 pp +1.1 pp +0.5 pp +6.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 8.6 0.3% 4 -0.1 pp -0.3 pp -0.5 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SWS Partners CIK 0001731731 0.307 108 8.5 2.1% 4 +0.3 pp +0.3 pp +0.3 pp +2.1 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 8.4 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 8.1 2.5% 4 +0.2 pp +0.1 pp +0.2 pp +2.5 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 8.1 1.7% 4 -0.3 pp -0.5 pp -0.4 pp +1.7 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 8.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 7.8 0.2% 4 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 7.8 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 7.6 1.7% 4 +0.3 pp +0.3 pp +0.2 pp +1.7 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 7.4 3.6% 4 -0.6 pp -0.6 pp -0.8 pp +3.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Connecticut Capital Management Group, LLC CIK 0002097898 0.212 129 7.3 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆EFG International AG CIK 0002109868 0.615 1088 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 7.3 0.8% 4 +0.0 pp +0.4 pp +0.3 pp +0.8 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 7.2 0.9% 4 +0.0 pp -0.0 pp -0.1 pp +0.9 pp
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☆Vident Advisory, LLC CIK 0001744347 0.598 1911 6.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆SECURITY BENEFIT LIFE INSURANCE CO /KS/ CIK 0000869772 0.854 19 4.7 2.5% 4 +0.5 pp +0.6 pp +0.3 pp +2.5 pp
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☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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 -0.1 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 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 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 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 +0.0 pp -1.2 pp -1.0 pp +0.0 pp
☆J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 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
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 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 -0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -4.9 pp +0.0 pp +0.0 pp +0.0 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.7 pp -0.5 pp -0.4 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Axecap Investments, LLC CIK 0002030036 0.005 73 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -3.1 pp -3.5 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.0 0.0% 0 -1.2 pp -1.1 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp -4.9 pp -5.2 pp +0.0 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp -0.3 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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 VMBS). Qtrs Held counts distinct quarters this fund has actually held VMBS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VMBS position size. Δ columns are the percentage-point change in VMBS'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