Signals

← Signals

☆VNLA

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

Flow ranking

Rank#23003
Score / z-0.009 / -0.03
Consensus67.10 over 134 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 335.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 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 291.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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 193.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 140.1 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 83.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 83.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 53.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 50.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 37.8 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆TEXAS TREASURY SAFEKEEPING TRUST CO CIK 0001176347 0.851 6 33.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 33.5 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 30.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 27.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 27.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 25.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 22.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 20.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 19.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 16.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 14.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 14.1 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 13.8 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 13.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 13.1 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 12.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 11.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 11.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 11.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 10.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 10.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 9.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 9.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 9.1 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 8.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 7.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 7.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 6.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 6.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 5.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 5.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 5.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Bensler, LLC CIK 0001965941 0.354 198 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 4.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 3.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 3.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 3.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trust Co CIK 0001632554 0.769 908 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Unified Investment Management CIK 0002054855 0.105 141 2.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.268 105 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 2.0 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.8 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 1.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.3 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆CLG LLC CIK 0002059872 0.428 156 1.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EdgeRock Capital LLC CIK 0001908378 0.651 134 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.681 161 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.3 0.0% 1 +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 0.298 493 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 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
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 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
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 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
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 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
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 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 VNLA). Qtrs Held counts distinct quarters this fund has actually held VNLA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VNLA position size. Δ columns are the percentage-point change in VNLA'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