Signals

← Signals

☆VIOO

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

Flow ranking

Rank#22877
Score / z0.000 / -0.00
Consensus141.45 over 239 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 111.9 2.6% 2 -0.6 pp +2.6 pp +2.6 pp +2.6 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 97.1 0.0% 3 +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 88.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 68.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 50.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 44.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 38.8 0.0% 2 +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 37.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 29.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 26.1 0.0% 2 -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 26.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 25.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 24.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 20.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆One Day In July LLC CIK 0001823172 0.854 167 18.3 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 18.1 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 18.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 16.7 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 16.3 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 13.8 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 13.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 11.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 10.6 4.0% 2 -0.5 pp +4.0 pp +4.0 pp +4.0 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 9.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 9.7 4.7% 2 -0.4 pp +4.7 pp +4.7 pp +4.7 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 9.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 8.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 5.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 5.2 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 4.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 4.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 4.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 3.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 3.7 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 3.3 0.9% 2 -0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 3.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flower City Capital CIK 0001808394 0.859 49 2.9 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 2.7 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆First American Bank CIK 0001291422 0.677 205 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 2.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 2.5 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆EQ LLC CIK 0001757605 0.412 87 2.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 2.3 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 2.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 2.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 1.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 1.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Presper Financial Architects, LLC CIK 0002066674 0.783 55 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 1.4 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 1.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆waypoint wealth counsel CIK 0001807909 0.207 149 1.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 1.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 1.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 1.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 1.0 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KIECKHEFER GROUP LLC CIK 0002051613 0.567 65 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
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 VIOO). Qtrs Held counts distinct quarters this fund has actually held VIOO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VIOO position size. Δ columns are the percentage-point change in VIOO'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