Signals

← Signals

☆VIOO

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

Flow ranking

Rank#23156
Score / z0.000 / -0.02
Consensus158.85 over 273 funds
Momentumnot computed

Price & positioning

227 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 0.871 113 153.5 2.9% 5 +0.2 pp +0.4 pp +0.4 pp -0.3 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 119.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 113.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 81.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 81.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 60.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 59.2 0.0% 5 -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 52.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 50.0 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 49.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 48.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 48.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 46.6 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 41.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 36.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 36.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 31.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 31.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 29.6 3.3% 5 -0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 23.7 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 22.0 1.0% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.874 75 21.1 4.0% 5 +0.2 pp +0.4 pp +0.3 pp +0.4 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 20.4 1.5% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆One Day In July LLC CIK 0001823172 0.854 167 19.4 1.3% 5 +0.0 pp -0.0 pp -0.2 pp -0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 19.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 13.7 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 13.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 12.7 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 11.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 10.9 1.1% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 10.3 4.8% 5 +0.3 pp +0.7 pp +0.1 pp -0.3 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 10.3 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 9.6 2.8% 5 -0.3 pp -0.6 pp -1.1 pp -1.6 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 7.2 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 7.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.9 0.3% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 6.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 6.4 2.2% 5 +0.3 pp +0.5 pp +0.1 pp +0.3 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 6.1 1.7% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 6.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 5.5 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 5.3 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 4.9 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 4.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Philadelphia Investment Partners, LLC CIK 0002131511 0.328 183 4.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 4.0 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Flower City Capital CIK 0001808394 0.859 49 4.0 1.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 3.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 3.6 0.8% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 3.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 3.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 3.1 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆First American Bank CIK 0001291422 0.676 205 3.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Town Capital LLC CIK 1871352 0.216 75 3.0 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 2.9 1.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.8 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆EQ LLC CIK 0001757605 0.412 87 2.8 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 2.8 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 2.8 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 2.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 2.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 2.6 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 2.4 1.4% 4 +0.0 pp +0.7 pp +0.1 pp +1.4 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 2.3 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 2.1 0.1% 2 +0.0 pp +0.1 pp -0.1 pp +0.0 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 2.1 0.9% 5 +0.1 pp +0.2 pp +0.4 pp +0.5 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 2.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 2.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp -0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Presper Financial Architects, LLC CIK 0002066674 0.783 55 1.9 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 1.8 1.5% 5 +0.2 pp +0.2 pp +0.3 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 1.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 1.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 1.6 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 1.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 1.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 1.5 0.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 1.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 1.5 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 1.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanchez Gaunt Capital Management, LLC CIK 0002113492 0.146 189 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆waypoint wealth counsel CIK 0001807909 0.207 149 1.3 0.8% 5 +0.3 pp +0.4 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 1.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 1.3 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 1.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 1.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 1.2 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 1.2 0.8% 6 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.1 0.0% 5 +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 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 1.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 1.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hegarty Advisors, LLC CIK 0002107727 0.478 66 0.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆KIECKHEFER GROUP LLC CIK 0002051613 0.567 65 0.9 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 0.9 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 0.8 0.3% 2 +0.0 pp +0.3 pp +0.1 pp +0.3 pp
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☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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 -0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.5 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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 (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