Signals

← Signals

☆VSS

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

Flow ranking

Rank#24114
Score / z-0.211 / -0.32
Consensus214.09 over 384 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 706.0 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 270.6 13.5% 2 -0.7 pp +13.5 pp +13.5 pp +13.5 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 207.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 181.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 104.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 95.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WIT, LLC CIK 0001840025 0.965 24 93.9 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 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 93.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 91.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 85.5 6.4% 2 +5.2 pp +6.4 pp +6.4 pp +6.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 77.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 68.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 64.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 63.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 56.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 55.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 51.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 51.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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 49.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 49.2 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 47.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 46.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 45.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 43.0 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆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 40.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 36.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 36.1 3.7% 2 +0.5 pp +3.7 pp +3.7 pp +3.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 35.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 33.9 0.0% 2 -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 33.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 31.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 30.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆25 LLC CIK 0001968777 0.795 80 28.8 9.8% 2 -0.1 pp +9.8 pp +9.8 pp +9.8 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 26.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 25.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 25.5 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 23.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 22.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 19.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 19.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 18.2 2.0% 3 -0.4 pp +1.5 pp +2.0 pp +2.0 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 18.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 17.1 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 17.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 16.7 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 15.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 15.1 2.6% 3 -0.0 pp +0.1 pp +2.6 pp +2.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 14.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 12.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 12.8 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 12.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 12.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Family CFO Inc CIK 0001911695 0.752 47 12.2 5.6% 2 -0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 11.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 11.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 11.4 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 11.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 11.0 6.4% 2 -0.2 pp +6.4 pp +6.4 pp +6.4 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 10.3 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 10.1 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 10.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 10.0 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 10.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 9.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 9.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 9.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 8.9 2.0% 2 -0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 8.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 8.6 1.9% 2 -0.6 pp +1.9 pp +1.9 pp +1.9 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 8.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 8.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 8.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 7.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 7.7 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 7.4 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 7.1 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 6.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 6.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 6.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 6.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 5.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 5.7 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 5.7 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Flower City Capital CIK 0001808394 0.859 49 5.6 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 5.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 5.6 2.3% 2 -1.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 5.5 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 5.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 5.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Obsido Oy CIK 0002067281 0.833 20 5.1 3.4% 3 +0.0 pp +0.2 pp +3.4 pp +3.4 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 5.1 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 5.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 4.9 0.9% 2 -1.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 4.9 2.4% 3 -0.1 pp -0.0 pp +2.4 pp +2.4 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 4.8 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 4.7 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 4.7 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 4.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 4.4 3.3% 3 +0.3 pp +0.3 pp +3.3 pp +3.3 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 4.3 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 4.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 4.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 4.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 4.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 3.9 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 3.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 3.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 3.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 3.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LPWM LLC CIK 0001801101 0.514 98 3.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 3.5 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 3.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 3.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 3.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 3.4 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 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
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 2 -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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 2 +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
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 2 -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
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -3.3 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
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 0.0 0.0% 0 -0.5 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
☆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
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 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
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -0.4 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 VSS). Qtrs Held counts distinct quarters this fund has actually held VSS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VSS position size. Δ columns are the percentage-point change in VSS'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