Signals

← Signals

☆ACP

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

Flow ranking

Rank#1813
Score / z0.000 / -0.02
Consensus38.53 over 75 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

Negative / total0 / 0
FiledFormItems
2025-12-19 8-K 1.01, 3.02, 5.03, 9.01
2025-09-11 8-K 8.01, 9.01
2025-08-01 8-K 1.01, 8.01, 9.01
2022-02-14 8-K 1.01, 8.01, 9.01
2021-05-20 8-K 1.01, 8.01, 9.01
2021-05-07 8-K 1.01, 8.01, 9.01
2020-12-11 8-K 5.03, 9.01
2017-11-22 8-K 4.01, 9.01

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-08-01 424B5 abrdn Income Credit Strategies

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 69.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.663 1702 17.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.413 2359 5.4 0.3% 5 -0.0 pp -0.0 pp +0.3 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 2.4 0.8% 5 -0.2 pp -0.4 pp -0.7 pp -1.2 pp
☆Shaker Financial Services, LLC CIK 0001511794 0.040 148 2.3 0.7% 5 +0.1 pp -0.3 pp -0.2 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 1.0 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.8 0.1% 5 -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 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.4 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.4 0.0% 5 -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 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp -0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 0.3 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 0.2 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.1 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 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uncommon Cents Investing LLC CIK 0001729754 0.243 215 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.1 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆PCM Encore, LLC CIK 0002109846 0.244 459 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CDKV HOLDINGS LLC CIK 0002109928 0.281 276 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.1 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.1 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.1 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 5 -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% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 4 -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% 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp -1.2 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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 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 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 -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% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ground Capital CIK 0002055446 0.078 33 0.0 0.0% 0 -0.6 pp -0.9 pp -1.1 pp -3.4 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
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 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
☆Z3 Capital Partners, LLC CIK 0002127787 0.319 192 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 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
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.6 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 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
☆Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp -0.3 pp
☆CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Permanens Capital L.P. CIK 0001599637 0.387 100 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ABSOLUTE INVESTMENT ADVISERS, LLC CIK 0001316187 0.108 112 0.0 0.0% 0 -0.6 pp -1.3 pp -0.3 pp -0.6 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bey-Douglas LLC CIK 0002011271 0.256 56 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 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 ACP). Qtrs Held counts distinct quarters this fund has actually held ACP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ACP position size. Δ columns are the percentage-point change in ACP'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