Signals

← Signals

☆VUSB

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

Flow ranking

Rank#276
Score / z0.801 / 0.95
Consensus189.84 over 336 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 ▾
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 205.4 11.2% 4 +8.4 pp +8.4 pp +10.6 pp +11.2 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 184.9 5.9% 2 -9.4 pp +5.9 pp +5.9 pp +5.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 183.1 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 161.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 155.0 11.9% 5 -1.5 pp +3.0 pp +3.3 pp -1.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 130.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 98.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 77.6 0.8% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Avion Wealth CIK 0001792704 0.773 1750 74.6 13.9% 5 -0.9 pp +0.2 pp +1.3 pp -1.1 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 71.6 2.4% 5 -0.3 pp -0.3 pp -0.6 pp -0.4 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 60.9 13.6% 5 -0.6 pp +0.8 pp +0.8 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 49.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 45.7 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 42.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DMKC Advisory Services, LLC CIK 0001901337 0.052 92 40.7 7.7% 2 +7.6 pp +7.7 pp +7.7 pp +7.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 33.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 32.4 8.2% 5 -1.6 pp -1.5 pp -1.5 pp -2.0 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 32.2 6.3% 2 -0.4 pp +6.3 pp +6.3 pp +6.3 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 31.0 3.9% 7 +0.1 pp +0.4 pp -0.5 pp +0.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 26.7 10.2% 3 -2.1 pp -0.6 pp +10.2 pp +10.2 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 25.4 4.1% 5 -0.5 pp -0.8 pp -0.9 pp -1.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 24.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 24.3 6.7% 4 -0.6 pp -0.8 pp -0.8 pp +6.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 23.9 3.6% 5 -0.3 pp -0.3 pp -0.1 pp +1.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 23.3 0.3% 4 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 23.0 2.6% 5 +1.4 pp +2.2 pp +2.1 pp +2.1 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 23.0 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆Global Wealth Management, LLC CIK 0002039738 0.724 47 22.4 11.4% 5 -0.5 pp +1.3 pp -1.4 pp -4.2 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 22.1 1.0% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆NKCFO LLC CIK 0001757282 0.145 92 20.7 6.3% 4 +0.3 pp +0.9 pp +1.0 pp +6.3 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 20.5 1.4% 5 -0.2 pp -0.1 pp +0.7 pp +0.7 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 20.5 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 19.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 19.5 2.2% 5 +0.2 pp +0.6 pp +0.5 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 19.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 19.3 0.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 18.9 3.4% 5 -0.5 pp -0.4 pp -0.5 pp -0.4 pp
☆Eagle Capital Management, LLC CIK 0001600746 0.615 50 18.7 6.4% 4 -1.3 pp -1.0 pp -0.6 pp +6.4 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 18.1 2.5% 3 +1.2 pp +2.0 pp +2.5 pp +2.5 pp
☆David Kennon Inc CIK 0001954126 0.575 45 17.6 5.8% 5 -0.6 pp -1.1 pp -3.3 pp -4.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 16.5 4.1% 5 -0.5 pp -0.8 pp -1.6 pp -2.1 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 16.5 8.5% 5 -0.6 pp +0.3 pp +1.2 pp +0.7 pp
☆Calder Financial LLC CIK 0002106810 0.520 43 16.0 15.0% 2 -1.2 pp +15.0 pp +15.0 pp +15.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 14.3 2.9% 5 -0.1 pp +0.1 pp +0.3 pp +0.1 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 14.1 5.4% 5 -1.1 pp +0.4 pp +0.4 pp +0.7 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 13.6 0.2% 5 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 13.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 13.5 3.5% 5 +0.7 pp +1.6 pp +1.7 pp +1.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 13.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 13.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 12.8 2.8% 5 -0.1 pp -0.3 pp -0.2 pp -0.6 pp
☆KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 12.3 10.6% 5 -0.3 pp +0.5 pp +0.6 pp +0.1 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 11.8 5.2% 6 -0.3 pp +2.8 pp +2.8 pp +2.7 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 11.8 6.1% 5 +0.4 pp +2.3 pp +3.9 pp +5.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 10.9 1.5% 3 -0.4 pp -0.6 pp +1.5 pp +1.5 pp
☆Blom & Howell Financial Planning, Inc. CIK 2136102 0.406 67 10.0 8.3% 2 -4.1 pp +8.3 pp +8.3 pp +8.3 pp
☆KEYNOTE FINANCIAL SERVICES LLC CIK 0002026127 0.198 185 9.4 4.4% 5 -0.3 pp +0.3 pp +1.3 pp +2.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 8.9 4.0% 2 +0.5 pp +4.0 pp +4.0 pp +4.0 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 8.9 5.6% 6 -1.2 pp -1.5 pp -2.1 pp -2.1 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 8.8 2.8% 2 +1.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 8.7 4.5% 1 +4.5 pp -1.2 pp -1.1 pp -1.8 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 8.1 1.1% 5 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 7.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 7.5 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 7.1 0.6% 4 -0.2 pp -0.6 pp +0.5 pp +0.6 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 7.0 0.9% 5 +0.5 pp +0.5 pp +0.5 pp +0.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 7.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 6.9 4.0% 2 -0.3 pp +4.0 pp +4.0 pp +4.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 6.7 1.4% 5 -0.5 pp -0.3 pp -0.4 pp -0.5 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 6.6 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 6.5 4.1% 3 -0.7 pp +0.9 pp +4.1 pp +4.1 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 6.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ADVISORY RESEARCH INC CIK 0000902584 0.478 136 6.0 0.6% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 5.9 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 5.9 1.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.4 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 5.8 2.0% 5 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 5.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 5.6 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 5.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 5.4 1.4% 6 -0.4 pp +0.0 pp +0.3 pp +0.2 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 5.3 1.4% 5 -1.9 pp -0.8 pp +0.1 pp -0.6 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.539 57 5.2 2.5% 5 +0.1 pp +0.4 pp +0.5 pp +0.9 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 5.1 2.0% 2 +1.5 pp +2.0 pp +2.0 pp +2.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ZAZOVE ASSOCIATES LLC CIK 0001009012 0.043 139 5.0 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 4.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 4.9 1.9% 2 +0.7 pp +1.9 pp +1.9 pp +1.9 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 4.9 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 4.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 4.8 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.609 108 4.8 1.7% 5 -0.2 pp -0.0 pp -0.5 pp -0.5 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 4.8 1.2% 5 -0.4 pp -0.3 pp +0.2 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 4.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 4.7 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 4.7 2.4% 4 +0.0 pp +0.8 pp +1.4 pp +2.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 4.5 0.6% 5 +0.0 pp -0.0 pp -0.5 pp -0.5 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
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 4.5 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Hikari Power Ltd CIK 0001606152 0.716 43 4.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Robinhood Asset Management, LLC CIK 0002067588 0.593 83 4.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 4.3 0.7% 5 -0.2 pp -0.4 pp +0.3 pp +0.2 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 4.0 0.5% 5 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 4.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 3.9 0.9% 5 +0.0 pp +0.2 pp +0.3 pp +0.2 pp
☆CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 3.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 3.9 1.2% 5 -0.2 pp -0.3 pp -0.2 pp -0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 3.7 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 3.7 2.7% 2 +0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 3.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 3.5 1.8% 5 -0.2 pp -0.3 pp -0.6 pp -0.8 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 3.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 3.4 0.4% 5 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 3.3 1.8% 5 +0.0 pp +0.3 pp +0.7 pp +0.9 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bristlecone Value Partners, LLC CIK 0001313998 0.460 70 3.3 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 3.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 3.1 1.0% 3 -0.5 pp +0.8 pp +1.0 pp +1.0 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 3.0 2.5% 3 -0.3 pp -0.5 pp +2.5 pp +2.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 2.9 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 2.8 1.4% 2 -0.1 pp +1.4 pp -0.8 pp -1.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 2.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 2.7 0.9% 4 +0.1 pp +0.3 pp +0.7 pp +0.9 pp
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☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 1.9 0.3% 5 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -0.2 pp +0.0 pp -0.0 pp -0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 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 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Kintayl Capital LP CIK 0002032385 0.020 57 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 pp -3.8 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.8 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 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 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp -0.6 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 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
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆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
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +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
☆BARD ASSOCIATES INC CIK 0001105907 0.295 292 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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 -0.1 pp -0.1 pp -0.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.8 pp -0.7 pp -0.7 pp -0.7 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.0 0.0% 0 -0.1 pp -0.4 pp -0.4 pp -0.3 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
☆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
☆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
☆INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 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
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 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
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -1.3 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Murphy Pohlad Asset Management LLC CIK 0001569148 0.195 135 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.0 0.0% 0 +0.0 pp -0.2 pp -0.4 pp -0.4 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -1.8 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 pp -0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 0 -0.2 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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -3.4 pp -2.2 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
☆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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -1.2 pp -0.9 pp -0.9 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -2.7 pp -2.9 pp -2.9 pp -1.7 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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 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 (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