Signals

← Signals

☆VPU

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

Flow ranking

Rank#23219
Score / z0.000 / -0.02
Consensus249.98 over 471 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆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 236.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 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 208.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 178.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 144.9 0.1% 1 +0.1 pp +0.1 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 99.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 99.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 89.5 5.4% 5 -0.4 pp -0.2 pp -0.4 pp -1.3 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 80.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 66.5 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 62.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 61.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 57.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 48.5 0.6% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 40.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 39.0 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 36.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 35.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 33.0 0.7% 5 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 30.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 29.4 0.9% 2 +0.2 pp +0.9 pp +0.3 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 24.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 21.5 1.0% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 20.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allied Investment Advisors, LLC CIK 0001729869 0.375 110 17.9 2.2% 5 -0.3 pp -0.3 pp -0.4 pp -2.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 17.7 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 16.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 16.3 5.6% 5 +0.2 pp +1.1 pp +1.3 pp +3.0 pp
☆Unconventional Investor, LLC CIK 0001910387 0.781 49 15.5 6.4% 5 -1.0 pp -0.6 pp -1.4 pp -1.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 15.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 12.0 1.3% 5 -0.2 pp -0.0 pp -0.1 pp -0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 11.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 10.8 2.3% 6 -0.1 pp -0.0 pp -0.2 pp -0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 10.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 10.5 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 8.6 0.9% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 8.2 0.7% 5 -0.3 pp -0.3 pp -0.4 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 6.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 6.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 5.9 1.1% 1 +1.1 pp +1.1 pp -0.0 pp +0.0 pp
☆Mittelman Wealth Management CIK 0002021464 0.532 53 5.8 3.8% 4 +1.0 pp +1.3 pp +1.9 pp +3.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 5.5 2.1% 7 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 5.5 0.7% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆David Kennon Inc CIK 0001954126 0.575 45 5.4 1.8% 5 -1.4 pp -0.7 pp -0.9 pp -0.9 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.295 292 5.3 1.2% 5 -0.2 pp -0.1 pp +0.1 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 5.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 5.0 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 4.8 0.5% 5 -0.1 pp -4.9 pp -0.1 pp +0.4 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 4.7 1.7% 5 -0.2 pp +0.0 pp -0.1 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 4.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DMKC Advisory Services, LLC CIK 0001901337 0.052 92 4.3 0.8% 5 -0.8 pp -0.8 pp -0.9 pp -2.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 4.3 0.5% 3 -0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.3 0.0% 5 -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 4.2 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 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 4.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 3.9 0.8% 5 +0.7 pp -0.4 pp -0.5 pp -0.4 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.8 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 3.8 0.8% 5 -0.1 pp -0.4 pp +0.1 pp -0.8 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.8 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.8 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 3.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 3.7 2.0% 5 -0.3 pp -0.1 pp -0.3 pp -0.3 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 3.7 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Ariston Services Group CIK 0001743859 0.678 70 3.5 2.0% 5 -0.2 pp -0.0 pp -0.1 pp -0.1 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 3.5 1.2% 5 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 3.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 3.5 0.6% 4 -0.0 pp +0.0 pp +0.5 pp +0.6 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 3.4 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Reality Financial Planning Services, LLC CIK 0002110687 0.746 18 3.4 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 3.3 1.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 3.2 2.0% 6 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 3.2 1.7% 5 -0.2 pp +0.1 pp +0.0 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 3.1 1.6% 5 -3.1 pp -2.7 pp -3.3 pp -3.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 3.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.0 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 3.0 1.1% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dougherty & Associates, LLC CIK 0002109295 0.475 52 2.9 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.9 0.7% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 2.8 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 2.8 0.3% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 2.8 0.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 2.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.5 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 2.4 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 2.4 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 2.3 0.4% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 2.3 0.4% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 2.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 2.2 0.7% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 2.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -2.4 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 2.2 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 2.1 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 2.1 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 2.0 0.4% 6 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 1.9 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 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
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 -0.2 pp +0.0 pp -0.3 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 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
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -0.9 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MLP3, LLC CIK 0002109061 0.294 86 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 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
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.5 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -1.2 pp +0.0 pp -0.8 pp -0.8 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆First American Bank CIK 0001291422 0.676 205 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 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 VPU). Qtrs Held counts distinct quarters this fund has actually held VPU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VPU position size. Δ columns are the percentage-point change in VPU'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