Signals

← Signals

☆VPU

705 in-universe funds with a nonzero position in VPU within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#21364
Score / z0.000 / -0.01
Consensus236.71 over 452 funds
Momentumnot computed

Price & positioning

224 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 212.0 0.0% 5 -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 185.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 165.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 104.3 5.6% 3 -0.2 pp -1.1 pp +5.6 pp +5.6 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 88.7 5.3% 3 +4.7 pp +5.3 pp +5.3 pp +5.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 85.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 76.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 74.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 63.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 63.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 42.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 42.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 39.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 39.2 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 37.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 34.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 34.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 22.6 0.8% 3 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 19.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 19.2 1.2% 3 -0.1 pp +0.0 pp +1.2 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 17.2 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Allied Investment Advisors, LLC CIK 0001729869 0.376 110 16.3 2.5% 3 -0.1 pp -1.8 pp +2.5 pp +2.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 16.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 15.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Unconventional Investor, LLC CIK 0001910387 0.781 49 14.8 7.0% 3 -0.8 pp -1.0 pp +7.0 pp +7.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 14.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 13.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 11.5 4.5% 3 +0.1 pp +1.9 pp +4.5 pp +4.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 11.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 11.4 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 10.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 10.6 0.0% 3 -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% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 10.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 10.0 2.3% 4 -0.1 pp -0.1 pp +0.6 pp +2.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 9.5 1.1% 3 -0.0 pp +0.2 pp +1.1 pp +1.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.3 0.0% 3 -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 8.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 7.8 0.7% 3 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 7.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 7.5 0.9% 3 -0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆David Kennon Inc CIK 0001954126 0.575 45 7.1 2.5% 3 -0.2 pp -0.1 pp +2.5 pp +2.5 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 6.8 4.3% 3 -0.6 pp -0.6 pp +4.3 pp +4.3 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 6.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 6.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 5.3 2.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 5.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 5.0 1.3% 3 +0.2 pp +0.7 pp +1.3 pp +1.3 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 5.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 4.9 1.2% 3 -0.1 pp -0.0 pp +1.2 pp +1.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 4.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 4.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 4.1 1.7% 3 -0.1 pp -0.0 pp +1.7 pp +1.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mittelman Wealth Management CIK 0002021464 0.533 53 3.9 2.5% 2 +0.6 pp +2.5 pp +2.5 pp +2.5 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 3.7 2.1% 3 -0.2 pp -0.2 pp +2.1 pp +2.1 pp
☆DMKC Advisory Services, LLC CIK 0001901337 0.052 92 3.7 1.6% 3 -0.1 pp -1.3 pp +1.6 pp +1.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 3.5 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 3.5 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 3.4 1.2% 3 +0.5 pp -0.4 pp +1.2 pp +1.2 pp
☆Ariston Services Group CIK 0001743859 0.678 70 3.3 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.2 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 3.1 1.2% 3 +0.2 pp +0.2 pp +1.2 pp +1.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 3.0 2.1% 4 -0.1 pp -0.2 pp -0.3 pp +2.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 2.8 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 2.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 2.8 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 2.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 2.7 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 2.6 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 2.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 2.6 0.4% 3 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 2.6 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 2.6 1.6% 3 -0.1 pp -0.0 pp +1.6 pp +1.6 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 2.6 0.3% 3 -0.0 pp -2.3 pp +0.3 pp +0.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 2.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 2.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 2.4 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 2.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 2.2 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 1.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.9 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.9 0.0% 3 -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 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 1.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 1.8 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 1.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 1.7 2.2% 3 -0.1 pp -0.1 pp +2.2 pp +2.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 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 -0.0 pp +0.0 pp +0.0 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 0.0 0.0% 0 +0.0 pp -2.5 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 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
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -2.3 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -1.1 pp -1.3 pp +0.0 pp +0.0 pp
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.0 0.0% 0 +0.0 pp -0.4 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
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 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 0.427 358 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 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 -0.2 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 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
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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 +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bolthouse Investments, LLC CIK 0001567013 0.332 86 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -1.1 pp -1.1 pp -2.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 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
☆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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Massachusetts Wealth Management CIK 0001966011 0.252 98 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 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 -0.3 pp -0.3 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 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 -0.9 pp -0.9 pp +0.0 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
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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 -0.1 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 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 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 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 +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆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
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 0.0 0.0% 0 -0.6 pp -0.4 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.2 pp -0.2 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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