Signals

← Signals

☆VNQI

509 in-universe funds with a nonzero position in VNQI within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#23334
Score / z0.000 / -0.02
Consensus151.52 over 262 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 694.5 1.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 217.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 70.9 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 38.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 37.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 35.6 0.1% 5 -0.0 pp -0.1 pp -0.1 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 33.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 32.2 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 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 28.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 26.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 24.9 0.1% 1 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 22.9 4.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 22.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 20.2 0.6% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 20.0 2.8% 5 -0.0 pp +0.8 pp +1.1 pp +1.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 17.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 15.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 14.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 14.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 10.7 2.8% 6 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 9.7 2.0% 5 +0.0 pp +0.2 pp +0.7 pp +1.3 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 9.7 0.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 9.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 7.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 7.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 6.8 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 6.1 3.4% 5 -0.7 pp -0.9 pp -1.3 pp -1.8 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 6.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6.0 0.0% 5 -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 5.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.8 0.2% 5 -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 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 5.4 1.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 5.4 1.8% 5 -0.2 pp -0.5 pp -0.8 pp -1.3 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 5.3 0.9% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 4.9 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 4.9 0.7% 5 +0.2 pp +0.4 pp +0.5 pp +0.4 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 4.8 2.4% 5 -0.1 pp -0.3 pp -0.3 pp -0.4 pp
☆Urban Financial Advisory Corp CIK 0002005378 0.795 54 4.7 1.3% 5 +0.8 pp +0.7 pp +0.6 pp +0.5 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 4.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 4.6 2.6% 5 -0.1 pp -0.4 pp -0.6 pp -0.7 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 4.5 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 4.3 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 4.1 2.6% 6 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 3.9 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆LPWM LLC CIK 0001801101 0.514 98 3.7 0.8% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆BluePrint Investing LLC CIK 0002108872 0.662 25 3.7 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Value Investment Professionals, LLC CIK 0002110205 0.000 97 3.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 3.4 0.7% 5 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 3.4 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 3.2 1.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆Obsido Oy CIK 0002067281 0.833 20 3.2 1.7% 6 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 3.1 1.0% 1 +1.0 pp -0.1 pp -0.3 pp -0.3 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 3.1 1.3% 1 +1.3 pp +1.3 pp -0.1 pp -0.1 pp
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 2.9 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 2.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 2.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 2.7 0.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 2.6 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 2.5 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 2.4 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.2 0.0% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 2.2 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.2 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 2.0 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 2.0 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 1.9 1.4% 5 -0.2 pp +0.3 pp +0.8 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 1.8 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 1.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 1.7 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 1.7 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 1.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 1.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Verde Capital Management CIK 0001802891 0.578 80 1.5 0.3% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 1.5 1.0% 5 -0.1 pp -0.0 pp +0.1 pp +0.3 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.4 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.4 0.5% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 1.3 0.3% 5 -0.4 pp -0.5 pp -0.4 pp -0.2 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 1.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Addison Capital Co CIK 0001581465 0.465 184 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hazelview Securities Inc. CIK 0001705265 0.333 83 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 1.1 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 1.1 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 1.0 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nest Investments, LLC CIK 1948755 0.659 34 1.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 1.0 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.9 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Climber Capital SA CIK 0002011229 0.279 64 0.9 0.5% 3 +0.4 pp -0.0 pp +0.5 pp -0.0 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 0.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 0.7 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.7 0.8% 3 +0.2 pp +0.0 pp +0.8 pp +0.8 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 0.7 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 0.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 0.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Yoffe Investment Management, LLC CIK 0002056336 0.125 113 0.6 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
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☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 +0.0 pp -0.7 pp -0.4 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆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
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 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
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 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 VNQI). Qtrs Held counts distinct quarters this fund has actually held VNQI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VNQI position size. Δ columns are the percentage-point change in VNQI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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