Signals

← Signals

☆VPL

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

Flow ranking

Rank#693
Score / z0.205 / 0.23
Consensus164.89 over 279 funds
Momentumno 12m return

Price & positioning

227 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)
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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 ▾
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 713.1 6.2% 5 +0.4 pp +0.6 pp +0.9 pp +1.0 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 207.5 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 175.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 144.7 5.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 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 119.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 115.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 106.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 99.9 3.8% 5 -0.1 pp +0.2 pp +0.3 pp +0.1 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 85.7 2.2% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 81.1 0.7% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 77.0 0.0% 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 74.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 73.5 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 71.9 3.2% 5 -0.4 pp -0.2 pp +0.5 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 69.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 67.7 2.7% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 66.5 3.7% 2 +0.2 pp +3.7 pp +0.4 pp +0.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 64.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 60.3 1.3% 5 -0.0 pp -2.4 pp -2.4 pp -2.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 60.1 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 51.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 39.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 39.0 1.1% 1 +1.1 pp +1.1 pp +0.1 pp +0.2 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 35.9 0.0% 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 34.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 34.5 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 34.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 34.3 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 33.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 33.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 31.7 4.9% 5 -0.0 pp +0.1 pp +0.2 pp -0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 30.5 2.7% 5 +0.3 pp +0.6 pp +0.4 pp +0.3 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 29.0 2.9% 5 +0.3 pp +0.3 pp +0.2 pp +0.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 28.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 26.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 24.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Silphium Asset Management Ltd CIK 0001758440 0.696 55 23.5 7.9% 3 +0.4 pp +1.1 pp +7.9 pp +7.9 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 22.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Addis & Hill, Inc CIK 0002016470 0.789 29 22.6 12.5% 5 +0.9 pp +1.9 pp +2.3 pp +2.5 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 19.4 0.6% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 16.5 2.0% 5 +0.1 pp +0.4 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 16.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.5 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 15.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WealthBridge Investment Counsel Inc. CIK 0001799425 0.452 44 14.8 4.0% 5 +0.3 pp +0.7 pp +2.1 pp +2.5 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 14.8 2.7% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 14.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 14.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 13.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 13.3 4.7% 2 +0.3 pp +4.7 pp +4.7 pp +4.7 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 12.7 1.4% 3 +0.1 pp +0.3 pp +1.4 pp +0.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 12.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 12.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 12.1 1.1% 4 +0.2 pp +0.9 pp +1.0 pp +1.1 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 12.0 5.4% 5 +0.9 pp +0.6 pp +0.0 pp -0.5 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 11.2 1.3% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 10.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 10.1 3.0% 5 +0.6 pp -0.5 pp -0.4 pp -0.3 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 9.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Zeit Capital LLC CIK 0001808163 0.744 52 9.6 5.8% 5 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆Sarasin & Partners LLP CIK 0001510481 0.875 94 9.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 9.1 1.8% 5 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 8.8 2.9% 5 +0.2 pp +0.3 pp +0.0 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 8.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 8.7 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 8.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Access Investment Management LLC CIK 0002010477 0.311 144 8.4 2.2% 4 +0.4 pp +0.5 pp +0.5 pp +2.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 8.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 8.1 3.2% 3 +0.1 pp +2.1 pp +3.2 pp +3.2 pp
☆Obsido Oy CIK 0002067281 0.833 20 8.1 4.3% 6 +0.1 pp +0.3 pp +0.3 pp +0.2 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 7.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 7.9 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 7.5 1.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 6.5 1.9% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 6.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 5.9 4.1% 2 -1.3 pp +4.1 pp +4.1 pp +4.1 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 5.7 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.6 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 5.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 5.0 1.0% 5 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆First Bank & Trust CIK 0001692632 0.535 270 5.0 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Madson Wealth Advisors Inc CIK 0002129795 0.260 97 5.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 4.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 4.7 1.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 4.2 2.7% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.0 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 4.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 3.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 3.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 3.6 0.9% 5 -0.4 pp -0.1 pp +0.2 pp +0.2 pp
☆PARTHENON LLC CIK 0001088859 0.632 133 3.6 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAVA PENZISKO DRUSHTVO A.D. SKOPJE CIK 0002094371 0.087 27 3.5 0.9% 3 -4.3 pp -4.2 pp +0.9 pp +0.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 3.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.2 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 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 3.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Forum Finance Group S.A. CIK 0002133354 0.102 344 3.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 2.8 0.9% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 2.8 0.5% 1 +0.5 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 2.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 2.4 0.1% 5 -0.0 pp -0.3 pp -0.2 pp -0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 2.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 2.3 1.1% 5 -0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 2.2 0.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 2.1 0.4% 4 -0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 2.1 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 2.0 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 1.7 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.7 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆McHugh Group, LLC CIK 0002052657 0.526 86 1.6 0.8% 4 +0.0 pp +0.3 pp +0.5 pp +0.8 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 1.6 1.0% 3 +0.1 pp +0.7 pp +1.0 pp +1.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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
☆Latigo Investments, LLC CIK 0001914668 0.837 14 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.5 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 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 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 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
☆Estate Counselors, LLC CIK 0001559832 0.739 91 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ABC ARBITRAGE SA CIK 0002049221 0.044 381 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +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% 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 -0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canton Hathaway, LLC CIK 0001755785 0.678 283 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 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 +0.0 pp -0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
☆Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 +0.0 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -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% 0 +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% 0 +0.0 pp -0.0 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
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.2 pp -0.0 pp -0.1 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 -2.8 pp -2.8 pp -2.6 pp -2.6 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 +0.0 pp -2.3 pp -1.3 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 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 (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