Signals

← Signals

☆VPLS

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

Flow ranking

Rank#972
Score / z0.092 / 0.09
Consensus82.61 over 148 funds
Momentum-0.27 ≠

Price & positioning

191 cached closes, trailing year
Drawdown-1%
Short interest+0% / 1.0d

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 154.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 54.7 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 42.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 39.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 32.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 28.4 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 23.7 3.3% 2 +0.6 pp +3.3 pp +3.3 pp +3.3 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 23.3 2.3% 2 -0.7 pp +2.3 pp +2.3 pp +2.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 23.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 22.7 11.9% 5 +0.9 pp +4.5 pp +4.7 pp +5.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 18.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 18.0 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 17.1 1.5% 1 +1.5 pp +1.5 pp -2.0 pp +1.5 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 16.0 4.3% 5 -0.3 pp -0.5 pp +0.7 pp -1.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 12.8 0.5% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 12.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 11.7 4.3% 4 +0.2 pp +1.4 pp +3.3 pp +4.3 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 11.0 3.6% 4 +0.6 pp +0.9 pp +2.7 pp +3.6 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 11.0 6.0% 5 +1.7 pp +2.8 pp +4.5 pp +4.8 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 10.9 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 9.9 4.2% 3 +0.2 pp +4.0 pp +4.2 pp +4.2 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 9.7 1.0% 4 +0.2 pp +0.6 pp +0.9 pp +1.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 9.4 2.3% 5 -0.2 pp -0.5 pp -0.4 pp -0.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 9.1 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 8.8 0.6% 5 +0.0 pp +0.3 pp +0.4 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 8.0 0.9% 5 -0.0 pp +0.3 pp +0.5 pp +0.7 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 7.2 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 7.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 7.0 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 6.8 2.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 6.7 0.4% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 6.4 2.4% 5 -0.1 pp +0.1 pp +0.2 pp +0.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.5 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 4.7 1.0% 5 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 4.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 4.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 4.3 3.6% 4 +0.2 pp +2.0 pp +2.7 pp +3.6 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 4.3 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 3.9 1.8% 7 +0.3 pp +0.6 pp +1.1 pp +1.3 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 3.7 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 3.6 1.4% 4 +0.3 pp +1.0 pp +1.0 pp +1.4 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 3.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 2.7 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 2.6 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.5 0.8% 4 +0.0 pp +0.2 pp +0.4 pp +0.8 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 2.2 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 2.1 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.8 0.2% 7 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 1.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 1.6 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.3 0.3% 5 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 1.2 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 0.9 0.2% 4 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.6 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Platt Wealth Management LLC CIK 0002109497 0.441 57 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆First American Bank CIK 0001291422 0.677 205 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.5 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.4 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.4 0.1% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.4 0.0% 5 -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 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp -0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 0.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Soundwatch Capital LLC CIK 0001803253 0.945 53 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 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% 5 -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% 5 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.2 0.0% 4 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 4 +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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 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
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 1 +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% 5 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 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% 5 -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% 5 -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% 7 -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% 2 -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% 7 -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% 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +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% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 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% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +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
☆Westwind Capital CIK 0001729269 0.056 77 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 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
☆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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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 +0.0 pp -0.1 pp -0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 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
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 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 +0.0 pp -0.1 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆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
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 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
☆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
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 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
☆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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -3.6 pp -3.4 pp -3.5 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 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 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
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☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 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 (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