Signals

← Signals

☆VUSB

402 in-universe funds with a nonzero position in VUSB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#536
Score / z0.278 / 0.42
Consensus154.37 over 273 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,203.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 139.3 0.0% 3 +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 127.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 125.1 8.5% 2 -4.3 pp +8.5 pp +8.5 pp +8.5 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 100.8 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 68.4 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 66.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avion Wealth CIK 0001792704 0.773 1750 58.7 12.6% 2 -2.4 pp +12.6 pp +12.6 pp +12.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 58.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 50.1 12.8% 2 -0.3 pp +12.8 pp +12.8 pp +12.8 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 31.9 9.8% 2 -0.5 pp +9.8 pp +9.8 pp +9.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 28.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 25.9 3.6% 2 -5.8 pp +3.6 pp +3.6 pp +3.6 pp
☆David Kennon Inc CIK 0001954126 0.575 45 25.4 9.2% 2 -0.7 pp +9.2 pp +9.2 pp +9.2 pp
☆Global Wealth Management, LLC CIK 0002039738 0.724 47 24.5 12.8% 2 -2.7 pp +12.8 pp +12.8 pp +12.8 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 24.3 4.4% 4 +1.4 pp +2.0 pp +1.0 pp +4.4 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 22.4 5.0% 2 -0.4 pp +5.0 pp +5.0 pp +5.0 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 22.4 3.7% 2 +1.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 21.4 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 20.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 19.2 5.7% 2 -0.5 pp +5.7 pp +5.7 pp +5.7 pp
☆Eagle Capital Management, LLC CIK 0001600746 0.615 50 18.5 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆NKCFO LLC CIK 0001757282 0.145 92 17.5 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 17.3 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 17.1 9.7% 2 -1.3 pp +9.7 pp +9.7 pp +9.7 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 16.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 15.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 15.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 15.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 13.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 13.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 13.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 11.9 7.3% 2 -0.6 pp +7.3 pp +7.3 pp +7.3 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 11.6 5.0% 2 +0.3 pp +5.0 pp +5.0 pp +5.0 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 11.6 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 11.1 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 10.5 9.9% 2 -0.5 pp +9.9 pp +9.9 pp +9.9 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 10.4 7.7% 3 -0.0 pp +0.1 pp +7.7 pp +7.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 9.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 9.4 1.7% 2 -0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 9.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 8.5 5.6% 2 -0.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 7.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆NVWM, LLC CIK 0001697274 0.201 780 7.8 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 7.8 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 7.5 2.9% 2 +1.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 7.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 7.1 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 7.0 1.9% 2 -1.0 pp +1.9 pp +1.9 pp +1.9 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 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 6.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.609 108 6.0 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Kintayl Capital LP CIK 0002032385 0.020 57 6.0 4.1% 2 +0.4 pp +4.1 pp +4.1 pp +4.1 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 5.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 5.2 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 5.2 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆KEYNOTE FINANCIAL SERVICES LLC CIK 0002026127 0.198 185 5.1 3.1% 2 +1.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 5.0 2.2% 2 +1.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ZAZOVE ASSOCIATES LLC CIK 0001009012 0.043 139 5.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 5.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 4.9 2.4% 3 -0.1 pp -0.3 pp +2.4 pp +2.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 4.6 1.3% 2 -0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 4.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 4.2 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 4.1 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 4.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 3.8 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 3.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.540 57 3.5 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 3.5 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 3.4 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 3.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 2.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 2.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 2.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆ADVISORY RESEARCH INC CIK 0000902584 0.478 136 2.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 2.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 2.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 2.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 2.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆TrueWealth Financial Partners CIK 0001908108 0.649 28 2.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 2.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 2.0 0.8% 4 +0.7 pp +0.7 pp +0.7 pp +0.8 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 1.9 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 1.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 1.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 1.8 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 1.8 1.4% 3 -0.1 pp -0.3 pp +1.4 pp +1.4 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 1.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MontVue Capital Management, Inc. CIK 0002008758 0.592 78 1.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 1.6 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 1.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 1.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆25 LLC CIK 0001968777 0.795 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -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
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 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
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 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
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 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 VUSB). Qtrs Held counts distinct quarters this fund has actually held VUSB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VUSB position size. Δ columns are the percentage-point change in VUSB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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