Signals

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☆VPLS

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

Flow ranking

Rank#21363
Score / z0.000 / -0.01
Consensus60.05 over 110 funds
Momentumnot computed

Price & positioning

191 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 92.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 51.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 18.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 14.8 4.7% 3 +1.2 pp -0.5 pp +4.7 pp +4.7 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 14.4 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 14.2 7.4% 3 +0.2 pp +1.3 pp +7.4 pp +7.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 9.8 2.4% 3 -0.0 pp -0.0 pp +2.4 pp +2.4 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 9.7 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 7.4 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 7.2 2.8% 3 +0.1 pp +0.0 pp +2.8 pp +2.8 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 6.8 2.9% 2 +1.8 pp +2.9 pp +2.9 pp +2.9 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 6.8 2.7% 2 +1.8 pp +2.7 pp +2.7 pp +2.7 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 6.7 3.6% 3 +0.2 pp +0.2 pp +3.6 pp +3.6 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 5.8 2.3% 3 +0.1 pp +0.6 pp +2.3 pp +2.3 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 5.5 3.2% 3 +1.7 pp +2.0 pp +3.2 pp +3.2 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 5.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 4.8 0.3% 3 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 4.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 4.2 0.6% 3 +0.1 pp +0.4 pp +0.6 pp +0.6 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 4.2 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 3.7 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 3.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 3.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 3.1 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 2.9 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 2.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 2.2 1.1% 5 +0.5 pp +0.6 pp +0.6 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 2.2 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 1.8 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 1.7 1.6% 2 +0.7 pp +1.6 pp +1.6 pp +1.6 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 1.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Westwind Capital CIK 0001729269 0.056 77 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.4 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.4 0.2% 1 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.2 0.0% 1 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +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 0.0 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 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -3.6 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 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 -0.4 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 VPLS). Qtrs Held counts distinct quarters this fund has actually held VPLS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VPLS position size. Δ columns are the percentage-point change in VPLS'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