Signals

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☆VSDM

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

Flow ranking

Rank#22945
Score / z0.000 / -0.00
Consensus25.36 over 45 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 ▾
☆Verum Partners LLC CIK 0001958984 0.585 200 17.2 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 12.2 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 6.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 6.3 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 5.9 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 4.5 2.5% 2 +2.0 pp +2.5 pp +2.5 pp +2.5 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 1.8 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 1.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.4 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.2 0.0% 2 -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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 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 0.0 0.0% 1 +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
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 (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