Signals

← Signals

☆VSDM

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

Flow ranking

Rank#23242
Score / z0.000 / -0.02
Consensus62.45 over 107 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 ▾
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 21.5 2.1% 5 +0.1 pp +0.4 pp +1.0 pp +1.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 19.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 12.6 4.0% 5 -0.6 pp +1.7 pp +1.6 pp +1.9 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 12.6 3.9% 3 +0.4 pp +1.3 pp +3.9 pp +3.9 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 11.4 1.1% 5 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 10.9 5.7% 5 +1.3 pp +2.1 pp +3.2 pp +5.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 10.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 9.9 2.1% 3 +0.1 pp +2.0 pp +2.1 pp +2.1 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 9.7 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 9.5 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 7.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 6.3 1.3% 2 +1.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 5.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 5.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 5.0 2.1% 2 +0.6 pp +2.1 pp +2.1 pp +2.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 4.7 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 4.7 0.9% 4 +0.3 pp +0.4 pp +0.7 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 3.5 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 3.1 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 2.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Timmons Wealth Management, LLC CIK 0002110045 0.383 74 2.9 2.1% 2 +1.6 pp +2.1 pp +2.1 pp +2.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platt Wealth Management LLC CIK 0002109497 0.441 57 2.8 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 2.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 2.0 0.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 1.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 1.8 0.3% 5 -0.0 pp -0.0 pp -3.4 pp -3.6 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandowealth. LLC CIK 2143045 0.767 18 1.3 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 1.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 1.1 0.6% 5 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.7 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.7 0.1% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.5 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.5 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Planning Hawaii, Inc. CIK 0002105146 0.302 134 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 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 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1015 Capital Partners, LLC CIK 0002133991 0.252 609 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +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
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -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% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 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
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -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 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
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.3 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
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.0 0.0% 0 -0.1 pp -0.2 pp -0.7 pp -0.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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 VSDM). Qtrs Held counts distinct quarters this fund has actually held VSDM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VSDM position size. Δ columns are the percentage-point change in VSDM'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