Signals

← Signals

☆VSS

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

Flow ranking

Rank#525
Score / z0.301 / 0.42
Consensus238.88 over 422 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-63% / 1.5d

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 0.959 532 708.6 1.9% 3 -0.0 pp -0.1 pp +1.9 pp +1.9 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 277.7 13.2% 3 -0.3 pp -1.0 pp +13.2 pp +13.2 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 216.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 210.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 169.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 114.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 103.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 99.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WIT, LLC CIK 0001840025 0.965 24 94.4 1.9% 3 -0.2 pp -0.3 pp +1.9 pp +1.9 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 72.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 72.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 63.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 55.3 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 51.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 50.3 2.9% 3 +0.2 pp +0.2 pp +2.9 pp +2.9 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 49.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 48.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 47.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 47.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 46.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 44.7 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 42.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 42.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 39.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 39.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 32.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 31.8 0.0% 3 +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 31.8 0.0% 3 -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 30.3 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 30.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 30.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 28.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 27.4 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 26.4 2.7% 3 -1.0 pp -0.5 pp +2.7 pp +2.7 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 25.9 2.0% 3 -0.1 pp -0.4 pp +2.0 pp +2.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 25.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 24.2 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 22.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 21.9 0.0% 3 -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 20.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 19.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 17.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 17.5 1.9% 3 -0.0 pp +0.0 pp +1.9 pp +1.9 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 16.9 4.0% 3 -0.0 pp -0.0 pp +4.0 pp +4.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 16.3 1.8% 4 -0.1 pp -0.5 pp +1.4 pp +1.8 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 15.3 2.6% 4 -0.0 pp -0.1 pp +0.1 pp +2.6 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 14.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 13.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 12.6 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 12.4 1.4% 1 +1.4 pp -0.8 pp +1.4 pp +1.4 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 12.3 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 12.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 12.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Family CFO Inc CIK 0001911695 0.752 47 12.0 5.4% 3 -0.3 pp -0.4 pp +5.4 pp +5.4 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 12.0 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 11.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 11.2 6.4% 3 +0.0 pp -0.1 pp +6.4 pp +6.4 pp
☆25 LLC CIK 0001968777 0.795 80 11.0 3.5% 3 -6.3 pp -6.4 pp +3.5 pp +3.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 10.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 10.8 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 10.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 10.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 10.2 1.7% 3 +0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 10.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 9.9 4.2% 3 -0.7 pp -0.8 pp +4.2 pp +4.2 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 9.8 1.8% 3 +0.0 pp -0.0 pp +1.8 pp +1.8 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 9.7 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 9.3 1.9% 3 +0.1 pp -0.5 pp +1.9 pp +1.9 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 9.3 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 9.1 1.9% 3 -0.1 pp -0.6 pp +1.9 pp +1.9 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 9.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 9.0 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 8.9 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 8.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 8.1 3.2% 3 +0.0 pp +0.1 pp +3.2 pp +3.2 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 8.0 0.6% 3 -5.8 pp -0.6 pp +0.6 pp +0.6 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 7.6 1.7% 3 +0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 7.5 4.3% 3 +0.0 pp +0.0 pp +4.3 pp +4.3 pp
☆Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 7.2 0.8% 3 +0.0 pp +0.2 pp +0.8 pp +0.8 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 7.0 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 7.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.8 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 6.8 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 6.5 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 5.9 1.8% 3 -0.0 pp -0.0 pp +1.8 pp +1.8 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 5.8 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆Flower City Capital CIK 0001808394 0.859 49 5.8 3.0% 3 -0.1 pp -0.2 pp +3.0 pp +3.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 5.6 2.4% 3 +0.0 pp -0.0 pp +2.4 pp +2.4 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 5.6 1.4% 3 -0.1 pp -0.0 pp +1.4 pp +1.4 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 5.5 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 5.5 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Obsido Oy CIK 0002067281 0.833 20 5.5 3.4% 4 -0.0 pp -0.0 pp +0.1 pp +3.4 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 5.4 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 5.4 2.1% 3 -0.2 pp -1.1 pp +2.1 pp +2.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 5.1 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 5.1 2.9% 3 -0.2 pp -0.3 pp +2.9 pp +2.9 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 5.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.9 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 4.8 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 4.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 4.7 2.3% 4 -0.1 pp -0.1 pp -0.1 pp +2.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 4.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 4.5 3.4% 4 +0.0 pp +0.3 pp +0.3 pp +3.4 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 4.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 4.3 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 4.3 0.3% 3 -0.6 pp -0.5 pp +0.3 pp +0.3 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 4.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 4.1 0.5% 3 -0.3 pp -0.3 pp +0.5 pp +0.5 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 4.1 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 4.1 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 4.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 4.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 3.9 0.6% 3 -0.3 pp -1.7 pp +0.6 pp +0.6 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 3.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 3.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 3.7 2.8% 3 +0.0 pp -0.1 pp +2.8 pp +2.8 pp
☆LPWM LLC CIK 0001801101 0.514 98 3.6 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 3.5 1.8% 3 +0.7 pp +0.7 pp +1.8 pp +1.8 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 3.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 3.5 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 3.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 3.5 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 3.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
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☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +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% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 2 -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% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 3 +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% 3 -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% 2 +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 +0.0 pp -0.5 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
☆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
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 -0.3 pp -0.3 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
☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp -0.1 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
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -2.4 pp -2.4 pp +0.0 pp +0.0 pp
☆Charis Legacy Partners, LLC CIK 0002056602 0.635 28 0.0 0.0% 0 -0.5 pp -0.7 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 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
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.1 pp -0.1 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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 0.0 0.0% 0 -0.2 pp -0.2 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
☆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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 -0.0 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -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% 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
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 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
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 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 +0.0 pp -0.1 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.0 0.0% 0 +0.0 pp -0.3 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
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.0 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
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.9 pp -0.9 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
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 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
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 0.0 0.0% 0 -0.4 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
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 0.0 0.0% 0 +0.0 pp -0.4 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
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 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
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 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 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 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 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -2.2 pp -2.2 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
☆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
☆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
☆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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -3.3 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 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 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.1 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
☆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
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 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
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 -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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 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
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 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
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 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 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 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
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 (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