Signals

← Signals

☆VV

1375 in-universe funds with a nonzero position in VV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22908
Score / z-1.779 / -2.54
Consensus435.61 over 812 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-25% / 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 ▾
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5,615.8 3.4% 3 -0.2 pp -0.2 pp +3.4 pp +3.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 3,845.9 2.8% 3 -0.2 pp -0.3 pp +2.8 pp +2.8 pp
☆National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 2,059.8 15.1% 3 -0.2 pp -0.0 pp +15.1 pp +15.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 1,215.8 0.0% 3 +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 877.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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 856.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 790.7 48.9% 3 +3.8 pp +5.4 pp +48.9 pp +48.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 694.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 663.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 606.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 486.7 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 456.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 447.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 413.9 3.1% 3 -0.1 pp -1.2 pp +3.1 pp +3.1 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 370.8 28.0% 2 -1.0 pp +28.0 pp +28.0 pp +28.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 351.6 14.1% 3 +0.2 pp +0.1 pp +14.1 pp +14.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 333.3 1.3% 3 -5.5 pp -5.8 pp +1.3 pp +1.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 256.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 253.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 240.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 237.9 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 232.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 226.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 221.5 21.3% 3 +0.8 pp +1.6 pp +21.3 pp +21.3 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 205.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 187.8 0.5% 3 -0.4 pp -0.4 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 185.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 171.7 1.4% 3 -0.3 pp -0.4 pp +1.4 pp +1.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 164.2 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 163.2 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 160.1 2.8% 3 -1.1 pp -1.2 pp +2.8 pp +2.8 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 157.6 21.8% 3 -1.7 pp -2.4 pp +21.8 pp +21.8 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 142.5 1.8% 3 -0.1 pp -0.4 pp +1.8 pp +1.8 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 135.7 8.0% 3 +1.4 pp +1.4 pp +8.0 pp +8.0 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 134.2 30.5% 3 -3.3 pp -3.3 pp +30.5 pp +30.5 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 133.6 4.9% 3 -0.1 pp -0.3 pp +4.9 pp +4.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 124.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 122.7 1.7% 3 +0.1 pp +0.0 pp +1.7 pp +1.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 122.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 119.7 5.0% 3 -0.0 pp +0.0 pp +5.0 pp +5.0 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 119.1 2.8% 3 -0.1 pp -0.1 pp +2.8 pp +2.8 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 119.1 2.4% 3 -0.0 pp -0.0 pp +2.4 pp +2.4 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 118.4 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 112.7 10.4% 3 +0.2 pp -0.1 pp +10.4 pp +10.4 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 106.6 4.1% 3 +0.3 pp +0.6 pp +4.1 pp +4.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 106.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 100.7 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 96.7 6.1% 3 -0.0 pp -0.5 pp +6.1 pp +6.1 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 94.4 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 94.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 93.9 2.1% 3 -0.1 pp -0.1 pp +2.1 pp +2.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 93.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 92.2 22.0% 3 -0.3 pp +0.0 pp +22.0 pp +22.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 89.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 83.7 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 83.1 13.5% 3 +1.6 pp +1.4 pp +13.5 pp +13.5 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 82.5 7.9% 3 +0.2 pp +1.2 pp +7.9 pp +7.9 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 78.7 1.8% 3 +1.2 pp +1.3 pp +1.8 pp +1.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 77.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 77.1 1.8% 3 +0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 74.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 74.3 24.4% 3 -0.1 pp +0.3 pp +24.4 pp +24.4 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 73.6 6.1% 3 -0.4 pp -0.7 pp +6.1 pp +6.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 68.0 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 66.3 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 65.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Addis & Hill, Inc CIK 0002016470 0.789 29 65.4 39.6% 3 +0.3 pp +1.2 pp +39.6 pp +39.6 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 65.1 5.1% 3 -0.2 pp -0.8 pp +5.1 pp +5.1 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 64.1 3.7% 3 +0.0 pp -0.0 pp +3.7 pp +3.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 59.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 59.7 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 58.7 14.8% 3 -1.0 pp -0.3 pp +14.8 pp +14.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 56.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 56.4 13.8% 3 +0.0 pp +1.8 pp +13.8 pp +13.8 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 52.6 2.4% 3 -0.1 pp -0.2 pp +2.4 pp +2.4 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 52.0 15.6% 3 -0.5 pp +0.1 pp +15.6 pp +15.6 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 51.4 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 50.7 3.4% 3 +0.0 pp -0.0 pp +3.4 pp +3.4 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 49.9 0.9% 3 -0.2 pp -0.1 pp +0.9 pp +0.9 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 48.5 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 46.4 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 41.5 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 41.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 41.0 6.5% 3 -0.1 pp -0.5 pp +6.5 pp +6.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 40.7 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 39.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 39.3 3.7% 3 -1.0 pp -0.8 pp +3.7 pp +3.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 38.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 37.2 18.3% 3 +0.5 pp +1.2 pp +18.3 pp +18.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 36.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 35.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 35.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 34.8 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆Latigo Investments, LLC CIK 0001914668 0.838 14 34.3 16.9% 3 -0.0 pp +0.9 pp +16.9 pp +16.9 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 32.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 32.8 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 31.8 9.3% 3 -1.5 pp +6.0 pp +9.3 pp +9.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 31.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 31.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 30.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 29.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 29.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆James Reed Financial Services, Inc. CIK 0001911052 0.859 19 28.3 22.7% 3 -1.0 pp -0.8 pp +22.7 pp +22.7 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 27.8 2.5% 3 +0.0 pp +0.1 pp +2.5 pp +2.5 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 27.7 3.7% 3 +0.0 pp -0.2 pp +3.7 pp +3.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 27.6 0.5% 4 -0.0 pp +0.1 pp -0.3 pp +0.5 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 27.5 3.6% 3 -0.1 pp +0.1 pp +3.6 pp +3.6 pp
☆Nordwand Advisors, LLC CIK 0001962713 0.363 146 27.4 4.8% 2 +0.5 pp +4.8 pp +4.8 pp +4.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 27.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 26.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 26.3 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 26.0 4.2% 3 -0.0 pp +1.1 pp +4.2 pp +4.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 25.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 25.0 5.9% 3 -0.2 pp -0.5 pp +5.9 pp +5.9 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 24.8 5.2% 3 +0.1 pp -0.1 pp +5.2 pp +5.2 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 24.7 2.5% 3 +0.1 pp +0.1 pp +2.5 pp +2.5 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 23.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 22.8 11.1% 3 +0.5 pp -0.5 pp +11.1 pp +11.1 pp
☆Strategic Equity Management CIK 0001843578 0.306 65 22.6 7.7% 3 +1.1 pp +1.6 pp +7.7 pp +7.7 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 22.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 22.4 2.1% 3 -0.1 pp -0.0 pp +2.1 pp +2.1 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 21.6 10.1% 3 -0.3 pp -0.0 pp +10.1 pp +10.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 21.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 21.5 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 21.0 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 20.9 7.9% 3 -0.3 pp -0.5 pp +7.9 pp +7.9 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 20.7 8.7% 5 -0.2 pp +0.6 pp +1.3 pp +0.5 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 20.5 2.4% 3 -0.2 pp +0.1 pp +2.4 pp +2.4 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 20.3 1.2% 3 -0.5 pp -0.6 pp +1.2 pp +1.2 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 20.2 11.7% 3 +0.3 pp +0.6 pp +11.7 pp +11.7 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 19.8 1.9% 3 +0.0 pp +0.1 pp +1.9 pp +1.9 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 19.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 19.7 1.7% 3 -0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 18.9 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Investors Research Corp CIK 0001730630 0.347 805 18.9 3.5% 3 +0.1 pp +0.3 pp +3.5 pp +3.5 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 18.7 2.5% 3 +0.1 pp +0.2 pp +2.5 pp +2.5 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 18.4 2.0% 3 -0.7 pp -1.0 pp +2.0 pp +2.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 18.4 2.8% 3 -1.3 pp -2.8 pp +2.8 pp +2.8 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 18.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Northern Capital Management, Inc. CIK 0001581794 0.845 55 18.2 9.6% 3 +0.4 pp +0.7 pp +9.6 pp +9.6 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 17.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 17.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 17.2 10.2% 3 -0.4 pp -0.5 pp +10.2 pp +10.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 16.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CX Institutional CIK 0001737089 0.437 1568 16.7 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 16.7 2.1% 3 +0.1 pp -0.0 pp +2.1 pp +2.1 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 16.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
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☆Horizons Wealth Management CIK 0001943228 0.557 166 16.2 10.8% 3 +0.1 pp +0.2 pp +10.8 pp +10.8 pp
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☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 15.6 2.2% 3 -0.1 pp -0.1 pp +2.2 pp +2.2 pp
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☆MONEYWISE, INC. CIK 0001703080 0.317 86 15.2 6.3% 3 +0.9 pp +1.1 pp +6.3 pp +6.3 pp
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☆BANK HAPOALIM BM CIK 0000902528 0.174 117 15.0 1.3% 2 -0.5 pp +1.3 pp +1.3 pp +1.3 pp
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☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 14.4 4.6% 3 -0.1 pp -0.1 pp +4.6 pp +4.6 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 14.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆MAI Capital Management CIK 0001040197 0.725 1889 14.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Destination Wealth Management CIK 0001278573 0.701 325 14.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 14.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Systelligence, LLC CIK 0001882691 0.094 62 12.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆Balentine LLC CIK 0001586678 0.932 243 11.3 0.4% 3 -1.0 pp -6.3 pp +0.4 pp +0.4 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 11.1 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 11.1 2.0% 3 +0.0 pp -0.1 pp +2.0 pp +2.0 pp
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☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -2.0 pp -1.9 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orca Investment Management, LLC CIK 0001511229 0.323 60 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 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
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 -46.2 pp -45.3 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Capital, LLC CIK 0001740053 0.633 360 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp -2.4 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.336 323 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 0.0 0.0% 0 -1.5 pp -1.2 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 -1.1 pp -1.3 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 -5.5 pp -5.7 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 0.0 0.0% 0 -0.1 pp -0.2 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 -0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.9 pp -0.4 pp +0.0 pp +0.0 pp
☆Axos Invest Inc. CIK 0002042928 0.763 20 0.0 0.0% 0 +0.0 pp -0.2 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
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -1.6 pp -1.6 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 -0.7 pp -0.7 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 VV). Qtrs Held counts distinct quarters this fund has actually held VV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VV position size. Δ columns are the percentage-point change in VV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status