Signals

← Signals

☆ACIO

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

Flow ranking

Rank#22779
Score / z-0.618 / -0.89
Consensus47.92 over 91 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 ▾
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 666.5 5.7% 3 +0.2 pp -0.1 pp +5.7 pp +5.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 265.7 3.2% 3 +0.3 pp +0.4 pp +3.2 pp +3.2 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 191.4 12.0% 3 -0.4 pp -0.4 pp +12.0 pp +12.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 139.6 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 84.0 36.7% 3 +0.2 pp -0.0 pp +36.7 pp +36.7 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 78.3 10.5% 3 +0.2 pp +0.7 pp +10.5 pp +10.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 65.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 54.7 11.2% 3 +0.2 pp -0.4 pp +11.2 pp +11.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 49.1 3.9% 3 -0.3 pp +1.5 pp +3.9 pp +3.9 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 47.4 17.1% 3 +0.1 pp +0.1 pp +17.1 pp +17.1 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 47.3 9.8% 3 +0.5 pp +1.8 pp +9.8 pp +9.8 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 46.9 3.6% 3 -0.1 pp -0.2 pp +3.6 pp +3.6 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 45.7 9.2% 3 +0.1 pp +0.8 pp +9.2 pp +9.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 45.4 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Bienville Capital Management, LLC CIK 0001605070 0.131 92 41.3 6.6% 3 -1.3 pp -1.6 pp +6.6 pp +6.6 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 40.3 2.4% 3 +0.1 pp +0.3 pp +2.4 pp +2.4 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 33.2 2.4% 3 -0.3 pp -0.4 pp +2.4 pp +2.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 30.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 27.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 26.5 2.5% 3 +0.1 pp -0.0 pp +2.5 pp +2.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 23.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisory Team LLC CIK 0002039196 0.609 39 15.7 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 15.0 1.9% 3 -0.1 pp -0.3 pp +1.9 pp +1.9 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 14.2 8.7% 3 +0.1 pp +0.3 pp +8.7 pp +8.7 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 14.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 13.9 10.3% 3 +0.4 pp +0.4 pp +10.3 pp +10.3 pp
☆GERBER, LLC CIK 0002014164 0.601 96 13.1 7.3% 3 +4.2 pp +5.3 pp +7.3 pp +7.3 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 12.4 5.2% 3 +0.1 pp -0.5 pp +5.2 pp +5.2 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.457 91 11.8 4.8% 3 +0.6 pp +0.9 pp +4.8 pp +4.8 pp
☆Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 11.2 9.6% 3 -0.2 pp -0.6 pp +9.6 pp +9.6 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 9.8 2.5% 3 -1.5 pp -2.6 pp +2.5 pp +2.5 pp
☆EdgeRock Capital LLC CIK 0001908378 0.651 134 9.8 2.6% 3 -0.0 pp +0.3 pp +2.6 pp +2.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 9.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 8.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 8.4 3.9% 3 -0.0 pp +0.1 pp +3.9 pp +3.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 7.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 7.4 1.3% 3 -0.2 pp -0.7 pp +1.3 pp +1.3 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 7.3 2.4% 3 +0.0 pp +0.1 pp +2.4 pp +2.4 pp
☆Renasant Bank CIK 0001656167 0.136 141 7.0 4.8% 3 -0.3 pp -0.3 pp +4.8 pp +4.8 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 6.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 5.3 2.5% 3 -0.1 pp -0.2 pp +2.5 pp +2.5 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 5.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 4.6 1.3% 3 -0.3 pp +1.0 pp +1.3 pp +1.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 4.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 3.3 1.5% 3 +0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 3.3 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 2.6 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
☆Mendel Money Management CIK 0001600585 0.195 127 2.6 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 2.4 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 2.3 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.3 0.7% 4 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 1.7 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 1.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 1.1 0.7% 3 -0.0 pp -0.4 pp +0.7 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Trust CIK 0001772483 0.355 210 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.5 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.3 0.1% 3 -0.3 pp -0.6 pp +0.1 pp +0.1 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.1 0.0% 1 +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 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 +0.0 pp -2.5 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -1.0 pp -0.9 pp -0.1 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.0 0.0% 0 -7.4 pp -6.7 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 +0.0 pp -0.4 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
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 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
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 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 ACIO). Qtrs Held counts distinct quarters this fund has actually held ACIO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ACIO position size. Δ columns are the percentage-point change in ACIO'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