Signals

← Signals

☆ABBV

228 in-universe funds with a nonzero position in ABBV within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#44
Score / z0.393 / 2.62
Consensus69.54 over 149 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-13% / 2.2d

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 ▾
☆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 8,621.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 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 5,856.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 2,447.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,933.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,379.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 1,187.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 630.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 582.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 544.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 523.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 367.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 273.9 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 210.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 192.0 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 187.0 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆STRS OHIO CIK 0000820478 0.777 2154 158.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 119.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 115.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CRITERIA CAIXA, S.A.U. CIK 0002018922 0.000 2 113.8 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 112.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 112.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 71.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 59.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 51.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 40.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 33.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 33.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 32.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 30.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 27.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 23.4 9.4% 2 +1.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Employees Provident Fund Board CIK 0001600177 0.852 68 21.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 20.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 19.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 18.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 17.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 15.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 15.5 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 14.3 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 12.9 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 11.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 10.7 2.6% 2 +0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 9.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 6.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Impact Asset Management GmbH CIK 0002068799 0.000 0 6.6 2.6% 2 +0.5 pp +2.6 pp +2.6 pp +2.6 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 6.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 6.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 6.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 5.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 5.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Phocas Financial Corp. CIK 0001356783 0.164 153 5.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 5.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Union Heritage Capital, LLC CIK 0001862428 0.324 65 4.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 4.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 4.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 4.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 3.6 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 3.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 3.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 3.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 3.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 2.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 2.8 2.2% 2 +0.4 pp +2.2 pp +2.2 pp +2.2 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 2.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 2.8 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 2.6 1.9% 2 +0.4 pp +1.9 pp +1.9 pp +1.9 pp
☆111 Capital CIK 0002060412 0.025 488 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 1.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farmers National Bank CIK 0001632966 0.440 180 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Papamarkou Wellner Asset Management inc. CIK 0002063952 0.431 75 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆UNITED BANK CIK 0001286478 0.652 130 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 1.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 1.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 1.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 1.6 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 1.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆CROBAN CIK 0001694663 0.128 81 1.4 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 1.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 1.4 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 1.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 1.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.2 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 1.1 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 1.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 1.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 0.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.5 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Finivi Inc. CIK 0002101641 0.183 111 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Greenfield Seitz Capital Management, LLC CIK 0002097528 0.356 107 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Capital Partners Ltd CIK 0002064920 0.069 40 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 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 ABBV). Qtrs Held counts distinct quarters this fund has actually held ABBV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ABBV position size. Δ columns are the percentage-point change in ABBV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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