Signals

← Signals

☆VRP

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

Flow ranking

Rank#573
Score / z0.300 / 0.34
Consensus104.17 over 193 funds
Momentum-0.26 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-0%
Short interest-4% / 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 295.8 0.0% 6 +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 240.7 0.0% 7 -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 89.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 65.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 54.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 39.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 37.9 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 30.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 29.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 22.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 21.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 17.6 8.2% 4 +0.2 pp -2.2 pp -2.2 pp +8.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 15.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.7 0.0% 6 -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 12.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 11.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 11.4 1.3% 5 +0.2 pp +0.2 pp -0.1 pp -0.3 pp
☆Spectrum Asset Management, Inc. CIK 0001318293 0.663 4 10.8 15.6% 3 +10.5 pp -1.7 pp +15.6 pp +2.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 9.7 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 9.6 1.6% 2 +0.0 pp +1.6 pp -0.2 pp -0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 9.4 1.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 8.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 8.4 2.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 7.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 7.5 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 7.3 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 6.5 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 6.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 5.4 1.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 4.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Good Harbor Advisors, Inc. CIK 0002133484 0.271 87 4.5 4.4% 2 -0.3 pp +4.4 pp +4.4 pp +4.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 4.3 0.9% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Addison Capital Co CIK 0001581465 0.465 184 3.9 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 3.5 0.8% 5 +0.2 pp +0.3 pp +0.4 pp +0.6 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 3.4 0.9% 5 -0.0 pp -0.2 pp -0.4 pp -0.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.3 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 3.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 3.0 1.8% 5 -0.3 pp -0.4 pp -0.6 pp -0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 3.0 0.6% 3 -0.1 pp +0.5 pp +0.6 pp +0.6 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 2.5 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 2.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 2.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 2.3 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 2.2 1.5% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆Fosun International Ltd CIK 0001447884 0.512 73 2.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 2.2 1.4% 5 -0.1 pp -0.1 pp -0.4 pp -0.5 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.1 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 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 1.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Brick & Kyle, Associates CIK 0001632253 0.567 96 1.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 1.7 0.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 1.3 0.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bristlecone Value Partners, LLC CIK 0001313998 0.460 70 0.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆DELTA CAPITAL MANAGEMENT LLC CIK 0000893738 0.223 108 0.9 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆King Wealth Management Group CIK 0001568235 0.741 176 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.8 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.7 0.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.7 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.7 0.1% 5 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.5 0.1% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
☆Nest Investments, LLC CIK 1948755 0.659 34 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Risk Paradigm Group, LLC CIK 0001569886 0.224 57 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.4 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆EASTERN BANK CIK 0001126395 0.668 1038 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
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 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 -0.1 pp -0.1 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -1.7 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
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆MOTCO CIK 0001306333 0.349 840 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.9 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 VRP). Qtrs Held counts distinct quarters this fund has actually held VRP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VRP position size. Δ columns are the percentage-point change in VRP'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