Signals

AAVM

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

Flow ranking

Rank#1736
Score / z0.000 / -0.02
Consensus2.31 over 3 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Empirical Finance, LLC CIK 0001572838 0.574 505 6.0 0.3% 2 -0.1 pp +0.3 pp -0.1 pp -0.1 pp
Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.5 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Range Advisory, LLC CIK 2152629 0.575 342 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.3 0.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.3 0.0% 3 -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% 5 -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 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 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 AAVM). Qtrs Held counts distinct quarters this fund has actually held AAVM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AAVM position size. Δ columns are the percentage-point change in AAVM'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