Signals

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☆VSLU

38 in-universe funds with a nonzero position in VSLU within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#22484
Score / z0.000 / -0.02
Consensus15.69 over 28 funds
Momentumnot computed

Price & positioning

107 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 ▾
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 48.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 28.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 27.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 24.1 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 15.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 10.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 9.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 8.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CROBAN CIK 0001694663 0.128 81 3.6 3.1% 3 +0.1 pp +0.3 pp +3.1 pp +3.1 pp
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 3.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Applied Finance Capital Management, LLC CIK 0001966007 0.403 218 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 2.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.9 0.0% 1 +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 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.4 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 1 +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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +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 VSLU). Qtrs Held counts distinct quarters this fund has actually held VSLU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VSLU position size. Δ columns are the percentage-point change in VSLU's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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