Signals

← Signals

☆VRIG

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

Flow ranking

Rank#21593
Score / z0.000 / -0.02
Consensus59.30 over 116 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 328.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 129.3 0.0% 4 -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 72.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 44.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 36.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 24.8 7.5% 4 +0.0 pp +0.1 pp -0.6 pp +7.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.0 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 20.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 19.8 3.5% 3 +2.0 pp +2.9 pp +3.5 pp +3.5 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 17.0 7.4% 4 -0.1 pp +0.1 pp -0.3 pp +7.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 15.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 14.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 12.8 0.2% 4 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 12.2 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 11.8 1.7% 3 -0.1 pp -0.0 pp +1.7 pp +1.7 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 10.8 2.8% 4 +0.3 pp +0.4 pp +0.5 pp +2.8 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 10.7 0.5% 4 -0.1 pp +0.0 pp +0.0 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 8.6 2.5% 4 -0.1 pp +0.0 pp -0.2 pp +2.5 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 7.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 7.0 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 6.1 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 5.9 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆E6 Portfolios, LLC CIK 0002110817 0.358 97 5.9 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 4.7 0.9% 4 -0.0 pp -0.2 pp -0.2 pp +0.9 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 4.5 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Thayer Financial, L.L.C. CIK 0002100981 0.722 33 4.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 4.5 1.0% 4 -0.1 pp -0.3 pp -1.1 pp +1.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 4.3 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 4.1 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 4.1 2.7% 3 +0.5 pp +0.4 pp +2.7 pp +2.7 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 3.8 0.2% 4 -0.0 pp -0.2 pp +0.0 pp +0.2 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 3.6 0.9% 4 +0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 3.6 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 3.6 3.0% 5 +0.6 pp +1.4 pp +2.1 pp +2.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 3.1 0.3% 4 -0.0 pp -0.0 pp -1.2 pp +0.3 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 2.9 1.0% 4 -0.1 pp -0.0 pp -0.1 pp +1.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 2.7 0.5% 5 +0.4 pp +0.4 pp +0.4 pp +0.3 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 2.4 0.4% 4 -0.1 pp -0.0 pp +0.1 pp +0.4 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 2.3 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 2.2 0.5% 4 -0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.1 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 2.1 0.6% 4 +0.3 pp +0.4 pp +0.4 pp +0.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.0 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆9823 Capital, L.P. CIK 0001982920 0.745 33 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 1.6 1.1% 4 +0.2 pp +0.4 pp +0.6 pp +1.1 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 1.6 0.4% 4 -0.1 pp -3.0 pp -3.1 pp +0.4 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.6 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 1.5 0.2% 4 -0.3 pp -0.5 pp -0.2 pp +0.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 1.4 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 1.4 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.0 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 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 4 -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 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.4 0.2% 4 +0.0 pp -0.2 pp -0.3 pp +0.2 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bravera Wealth CIK 0002126773 0.454 352 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Community Bank & Trust, Waco, Texas CIK 0001654847 0.394 168 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mendel Money Management CIK 0001600585 0.195 127 0.2 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benson Wealth Management INC CIK 0002109863 0.054 367 0.0 0.0% 1 +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
☆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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.0 0.0% 0 +0.0 pp -0.0 pp -1.2 pp +0.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.6 pp -0.5 pp -0.6 pp +0.0 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆IronOak Wealth LLC. CIK 0002037081 0.000 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 +0.0 pp -2.5 pp -2.5 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 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 -0.1 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 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
☆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
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 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 +0.0 pp -0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 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
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 VRIG). Qtrs Held counts distinct quarters this fund has actually held VRIG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VRIG position size. Δ columns are the percentage-point change in VRIG'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