Signals

← Signals

☆VPLS

174 in-universe funds with a nonzero position in VPLS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1070
Score / z0.078 / 0.05
Consensus68.16 over 123 funds
Momentumnot computed

Price & positioning

191 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 ▾
☆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 126.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 50.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 26.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 21.2 11.0% 4 +3.6 pp +3.8 pp +4.9 pp +11.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 19.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 17.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 15.0 1.2% 4 +0.0 pp +0.0 pp +0.0 pp +1.2 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 14.7 4.6% 4 -0.2 pp +1.0 pp -0.7 pp +4.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 11.7 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 10.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 10.3 4.1% 3 +1.2 pp +3.1 pp +4.1 pp +4.1 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 9.0 2.4% 4 -0.3 pp -0.3 pp -0.3 pp +2.4 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 8.3 4.0% 2 +3.7 pp +4.0 pp +4.0 pp +4.0 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 8.1 3.0% 3 +0.3 pp +2.1 pp +3.0 pp +3.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 7.5 0.6% 4 +0.3 pp +0.4 pp +0.4 pp +0.6 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 7.3 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 7.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 6.8 4.4% 4 +1.1 pp +2.8 pp +3.1 pp +4.4 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 6.7 0.8% 3 +0.4 pp +0.7 pp +0.8 pp +0.8 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 6.5 0.9% 4 +0.3 pp +0.5 pp +0.7 pp +0.9 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.4 0.3% 4 +0.2 pp +0.2 pp +0.1 pp +0.3 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 6.4 0.4% 4 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 6.4 2.5% 4 +0.1 pp +0.0 pp +0.0 pp +2.5 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 6.3 2.5% 4 +0.2 pp +0.3 pp +0.8 pp +2.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 4.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 4.3 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 4.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 3.7 0.9% 4 +0.1 pp +0.3 pp +0.3 pp +0.9 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 3.6 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 3.6 3.4% 3 +1.8 pp +2.4 pp +3.4 pp +3.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 2.9 1.5% 6 +0.4 pp +0.9 pp +1.0 pp +1.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 2.8 1.2% 3 +0.7 pp +0.8 pp +1.2 pp +1.2 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 2.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 2.4 0.5% 4 +0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 2.2 0.6% 4 +0.1 pp -0.0 pp -0.0 pp +0.6 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.0 0.8% 3 +0.1 pp +0.4 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.4 0.2% 6 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 1.2 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westwind Capital CIK 0001729269 0.056 77 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 0.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.6 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First American Bank CIK 0001291422 0.677 205 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 0.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platt Wealth Management LLC CIK 0002109497 0.441 57 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.4 0.0% 2 +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 0.299 493 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.4 0.3% 2 +0.0 pp +0.3 pp -0.1 pp +0.3 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 0.3 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 3 -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 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 4 -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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 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% 2 -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 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 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
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -3.6 pp -3.4 pp -3.5 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 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
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -3.6 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 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 -0.4 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 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 VPLS). Qtrs Held counts distinct quarters this fund has actually held VPLS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VPLS position size. Δ columns are the percentage-point change in VPLS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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