Signals

← Signals

☆VMBS

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

Flow ranking

Rank#763
Score / z0.142 / 0.21
Consensus216.83 over 427 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest-26% / 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 2,705.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2,391.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 1,043.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 485.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 415.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 383.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 318.3 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 294.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 289.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 264.3 0.1% 3 -0.0 pp -0.0 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 222.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 210.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 209.9 4.7% 2 +0.0 pp +4.7 pp +4.7 pp +4.7 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 171.6 4.9% 2 +0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 168.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 119.8 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 116.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 106.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 105.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 90.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 80.3 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 80.1 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 76.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 76.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 70.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 60.9 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 59.6 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 57.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 57.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 54.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 52.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 51.9 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 47.0 7.7% 2 +0.1 pp +7.7 pp +7.7 pp +7.7 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 46.7 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 44.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 43.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 42.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 42.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 41.0 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 38.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 38.2 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Bell Bank CIK 0001002672 0.895 195 36.6 1.6% 2 +0.6 pp +1.6 pp +1.6 pp +1.6 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 36.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 32.4 5.3% 2 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 31.3 11.4% 2 +0.4 pp +11.4 pp +11.4 pp +11.4 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 30.7 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 29.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 28.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 28.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 28.1 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 27.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 26.1 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 25.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 25.3 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 25.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 23.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 23.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 22.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 22.3 3.6% 2 +0.9 pp +3.6 pp +3.6 pp +3.6 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 22.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 22.0 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 22.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 20.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 20.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 19.6 10.1% 2 +5.9 pp +10.1 pp +10.1 pp +10.1 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 19.0 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 18.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 18.6 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 18.4 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 17.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 17.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 17.5 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 17.1 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 16.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 16.2 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 15.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 15.8 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 15.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 15.6 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 15.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 15.3 4.8% 2 -0.6 pp +4.8 pp +4.8 pp +4.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 15.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 15.2 9.1% 2 +2.1 pp +9.1 pp +9.1 pp +9.1 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 15.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 14.5 1.7% 4 -0.1 pp -0.3 pp -0.3 pp +1.7 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 14.4 4.8% 4 -0.1 pp -0.4 pp -0.1 pp +4.8 pp
☆MA Private Wealth CIK 0001767474 0.750 88 14.3 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Family CFO Inc CIK 0001911695 0.752 47 14.0 6.4% 2 +0.0 pp +6.4 pp +6.4 pp +6.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 13.6 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 13.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 13.1 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 12.7 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 12.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 12.2 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 12.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 11.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 11.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 11.6 3.0% 2 +2.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 11.3 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 11.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 11.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 10.7 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 10.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 10.2 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 10.1 6.9% 2 -0.2 pp +6.9 pp +6.9 pp +6.9 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 9.9 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 9.8 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 9.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 9.4 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 9.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 9.1 3.1% 2 -0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 8.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆United Capital Management of KS, Inc. CIK 0001753219 0.285 97 8.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 8.7 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 8.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 8.3 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 8.2 5.5% 2 +2.2 pp +5.5 pp +5.5 pp +5.5 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 8.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 7.9 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 7.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 7.7 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 7.6 3.9% 2 -0.7 pp +3.9 pp +3.9 pp +3.9 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 7.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SWS Partners CIK 0001731731 0.307 108 7.2 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 7.1 5.3% 2 -0.6 pp +5.3 pp +5.3 pp +5.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 7.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 7.0 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.9 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 6.9 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 6.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 6.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 6.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 5.8 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Center For Asset Management LLC CIK 0001844878 0.268 151 4.4 2.3% 2 -1.1 pp +2.3 pp +2.3 pp +2.3 pp
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☆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 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp -2.1 pp -1.4 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 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
☆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
☆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
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -1.2 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
☆Clifford Group, LLC CIK 0001965522 0.474 86 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 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
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 0.0% 0 -7.9 pp +0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.3 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
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 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
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 -5.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BCWM, LLC CIK 0001542165 0.322 57 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.0 0.0% 0 -0.0 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
☆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
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 (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