Signals

← Signals

☆VIS

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

Flow ranking

Rank#23160
Score / z0.000 / -0.02
Consensus229.87 over 428 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 ▾
☆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 1,463.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 377.2 4.7% 5 -0.2 pp +0.4 pp +0.6 pp -0.5 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 323.1 0.0% 7 +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 221.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 133.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 109.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 101.2 6.1% 5 +0.4 pp +0.5 pp +0.5 pp -0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 98.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 94.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Management LLC CIK 0001583092 0.804 95 66.3 4.5% 2 +0.7 pp +4.5 pp +4.5 pp +4.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 59.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 58.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 56.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 53.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 53.6 6.1% 5 -0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 40.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 37.4 0.8% 5 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 35.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 32.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 32.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 31.2 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 28.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 26.4 4.1% 5 +0.1 pp +0.5 pp +0.3 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.3 0.0% 4 -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 21.2 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 20.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 18.5 3.8% 5 -0.3 pp -0.3 pp -1.2 pp -1.9 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 18.4 2.2% 5 +0.1 pp +0.2 pp -0.0 pp -0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 17.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 15.9 2.4% 5 -0.0 pp +0.0 pp -0.1 pp -0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 15.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 14.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 14.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 14.3 0.9% 5 +0.3 pp +0.4 pp +0.5 pp +0.6 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 13.8 0.2% 5 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 13.6 0.1% 5 -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 13.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 13.1 2.6% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 11.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Polianta Ltd CIK 0001695214 0.724 86 10.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 10.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 9.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 9.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 9.3 2.1% 5 +0.1 pp -0.8 pp +0.3 pp -2.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 8.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 8.3 1.7% 5 -0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 6.6 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 6.6 1.7% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 6.4 2.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 6.3 2.3% 2 -2.0 pp +2.3 pp +2.3 pp +0.3 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 6.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 6.0 2.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 5.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 5.7 1.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 5.7 1.9% 5 -0.2 pp -0.7 pp -0.7 pp -0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 5.4 1.4% 3 +0.2 pp +0.5 pp +1.4 pp +1.4 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 5.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Capital Co CIK 0001581465 0.464 184 5.2 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bonfire Financial CIK 0001762539 0.560 60 5.0 3.2% 5 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 4.8 0.5% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 4.5 0.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 4.5 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 4.3 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 4.3 0.9% 5 +0.0 pp +0.1 pp -0.8 pp -0.8 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 4.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Teucrium Investment Advisors, LLC CIK 0002055352 0.011 47 4.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 4.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 4.0 2.2% 5 +0.1 pp +0.0 pp -0.1 pp -0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Joule Financial, LLC CIK 0001929070 0.730 116 4.0 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 3.9 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 3.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 3.8 0.6% 5 +0.2 pp +0.1 pp +0.2 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 3.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 3.6 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.252 70 3.6 2.8% 6 +0.7 pp +1.1 pp +1.4 pp +1.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 3.5 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 3.5 1.8% 5 -2.7 pp -2.6 pp -2.9 pp -3.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 3.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.5 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 3.5 1.2% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 3.4 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 3.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 3.4 0.6% 4 -0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 3.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 3.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 3.3 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 3.2 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 3.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Calder Financial LLC CIK 0002106810 0.520 43 3.0 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 3.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 2.9 1.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 2.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 2.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 2.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RCW Management, LLC CIK 0002104402 0.332 68 2.6 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Capital Management Associates, Inc CIK 0002008851 0.640 153 2.6 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 2.4 0.6% 6 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 2.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 2.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 2.0 0.7% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
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☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Arkos Global Advisors CIK 0001769089 0.805 124 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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.6 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 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
☆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
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 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
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 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
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 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
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 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
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 0.0 0.0% 0 -0.1 pp -0.0 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
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Osbon Capital Management LLC CIK 0001784418 0.256 422 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 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
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 0.0 0.0% 0 +0.0 pp -0.0 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
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 0.0 0.0% 0 +0.0 pp -1.4 pp -1.4 pp -3.4 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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 -0.0 pp -0.0 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
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 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
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 0 -0.0 pp -0.0 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
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 0 -0.0 pp +0.0 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 VIS). Qtrs Held counts distinct quarters this fund has actually held VIS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VIS position size. Δ columns are the percentage-point change in VIS'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