Signals

← Signals

☆VPL

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

Flow ranking

Rank#23427
Score / z-0.097 / -0.14
Consensus124.33 over 221 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)
–
Fund Positions
–
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 ▾
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 485.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 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 224.6 0.0% 2 -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 197.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 158.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 154.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 150.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 133.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 85.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 82.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 80.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 79.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 76.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 73.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 71.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 69.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 58.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 56.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 51.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 49.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 49.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 43.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 42.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 42.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 38.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 38.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 34.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 28.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 28.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 27.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 24.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 24.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 23.2 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 21.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 20.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 20.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 18.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addis & Hill, Inc CIK 0002016470 0.789 29 15.2 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 14.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 14.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 11.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 11.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 11.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latigo Investments, LLC CIK 0001914668 0.838 14 8.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 8.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 8.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 7.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Zeit Capital LLC CIK 0001808163 0.744 52 7.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 7.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 7.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 6.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 6.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 6.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Obsido Oy CIK 0002067281 0.833 20 5.4 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 4.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthBridge Investment Counsel Inc. CIK 0001799425 0.452 44 4.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 3.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆First Bank & Trust CIK 0001692632 0.535 270 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 3.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 2.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PARTHENON LLC CIK 0001088859 0.632 133 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 1.1 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 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
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 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
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 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
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 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 VPL). Qtrs Held counts distinct quarters this fund has actually held VPL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VPL position size. Δ columns are the percentage-point change in VPL'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