Signals

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☆AAUA

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

Flow ranking

Rank#24035
Score / z-0.008 / -0.03
Consensus20.89 over 32 funds
Momentumnot computed

Price & positioning

103 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 ▾
☆Cache Advisors, LLC CIK 0002052593 0.701 139 106.6 9.0% 2 -1.1 pp +9.0 pp +9.0 pp +9.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 48.8 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 19.3 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 12.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 6.4 2.4% 2 -1.6 pp +2.4 pp +2.4 pp +2.4 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 5.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 3.6 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 3.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 2.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 2.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 2.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Downshift Financial, LLC CIK 0002118380 0.484 660 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 1.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.4 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 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 0.2 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.0 0.0% 0 -0.2 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 AAUA). Qtrs Held counts distinct quarters this fund has actually held AAUA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AAUA position size. Δ columns are the percentage-point change in AAUA'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