☆ADME
Flow ranking
Rank#1922
Score / z0.000 / -0.02
Consensus19.83 over 34 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.
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 | 135.2 | 1.1% | 4 | -0.1 pp | +0.0 pp | -0.1 pp | +1.1 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 28.7 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Second Line Capital, LLC CIK 0001992879 | 0.612 | 173 | 23.6 | 4.5% | 4 | -0.1 pp | -0.1 pp | -0.3 pp | +4.5 pp |
| ☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 | 0.733 | 375 | 20.5 | 1.3% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +1.3 pp |
| ☆Signal Advisors Wealth, LLC CIK 0002010926 | 0.396 | 626 | 15.3 | 1.0% | 4 | -0.2 pp | -0.2 pp | +0.3 pp | +1.0 pp |
| ☆Park Place Capital Corp CIK 0001965810 | 0.369 | 1092 | 14.5 | 2.9% | 4 | -0.1 pp | -0.0 pp | +0.1 pp | +2.9 pp |
| ☆Waterloo Capital, L.P. CIK 0001730942 | 0.230 | 555 | 12.8 | 0.9% | 4 | -0.1 pp | -0.1 pp | -0.1 pp | +0.9 pp |
| ☆Bienville Capital Management, LLC CIK 0001605070 | 0.131 | 92 | 8.0 | 1.5% | 4 | +0.2 pp | -0.1 pp | +0.0 pp | +1.5 pp |
| ☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 | 0.274 | 830 | 4.9 | 0.4% | 3 | -0.0 pp | -0.0 pp | +0.4 pp | +0.4 pp |
| ☆MBE Wealth Management, LLC CIK 0001775850 | 0.493 | 170 | 4.5 | 1.9% | 4 | -0.1 pp | -0.1 pp | -0.3 pp | +1.9 pp |
| ☆Strong Retirement Solutions LLC CIK 0002111795 | 0.258 | 82 | 3.9 | 2.7% | 1 | +2.7 pp | +2.7 pp | +2.7 pp | +2.7 pp |
| ☆Lord & Richards Wealth Management, LLC CIK 0002045252 | 0.494 | 49 | 3.5 | 3.1% | 4 | -0.0 pp | -0.1 pp | -0.2 pp | +3.1 pp |
| ☆Independent Advisor Alliance CIK 0001696899 | 0.044 | 1054 | 3.1 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 2.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 | 0.319 | 177 | 2.7 | 1.2% | 4 | +0.0 pp | +0.0 pp | +0.1 pp | +1.2 pp |
| ☆Renasant Bank CIK 0001656167 | 0.136 | 141 | 2.2 | 1.6% | 4 | -0.1 pp | -0.4 pp | -0.3 pp | +1.6 pp |
| ☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 | 0.295 | 89 | 2.1 | 0.9% | 4 | -0.1 pp | -0.1 pp | -0.2 pp | +0.9 pp |
| ☆Regal Investment Advisors LLC CIK 0001559789 | 0.425 | 647 | 2.0 | 0.1% | 3 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 1.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cushing Capital Partners, LLC CIK 0002054827 | 0.293 | 99 | 1.7 | 1.3% | 4 | +0.0 pp | +0.1 pp | +0.1 pp | +1.3 pp |
| ☆United Advisor Group, LLC CIK 0002004873 | 0.269 | 527 | 1.4 | 0.2% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.2 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 1.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Atria Investments, Inc CIK 0001535865 | 0.500 | 2111 | 1.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 | 0.551 | 1197 | 1.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Second Half Financial Partners, LLC CIK 0001946654 | 0.633 | 109 | 1.2 | 0.6% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.6 pp |
| ☆Savvy Advisors, Inc. CIK 0002003633 | 0.613 | 1232 | 1.1 | 0.0% | 2 | -0.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 1.1 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.9 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Formidable Asset Management, LLC CIK 0001592613 | 0.375 | 387 | 0.7 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆RFG Advisory, LLC CIK 0001633387 | 0.783 | 1103 | 0.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BROGAN FINANCIAL, INC. CIK 0001889918 | 0.861 | 64 | 0.6 | 0.3% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.3 pp |
| ☆Town Capital LLC CIK 1871352 | 0.216 | 75 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Brookwood Investment Group LLC CIK 0002066812 | 0.241 | 513 | 0.2 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Retirement Planning Group, LLC CIK 0001508195 | 0.844 | 541 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ascentis Independent Advisors CIK 0001845003 | 0.000 | 355 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Capital Investment Advisory Services, LLC CIK 0001659203 | 0.320 | 1301 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 0.1 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Princeton Global Asset Management LLC CIK 0001767349 | 0.425 | 831 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 0.0 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 0.0 | 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 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Parallel Advisors, LLC CIK 0001690010 | 0.782 | 3893 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆SIGNATUREFD, LLC CIK 0001456048 | 0.915 | 3484 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CoreCap Advisors, LLC CIK 0001902501 | 0.473 | 3167 | 0.0 | 0.0% | 4 | -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% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WealthShield Partners, LLC CIK 0001729303 | 0.077 | 379 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 0.0 | 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 | 0.0 | 0.0% | 6 | -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 | 0.0 | 0.0% | 4 | +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 |
| ☆Rockefeller Capital Management L.P. CIK 0001739439 | 0.891 | 4732 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ORG Partners LLC CIK 0001979372 | 0.288 | 1708 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆OPTIMA CAPITAL LLC CIK 0002070972 | 0.173 | 165 | 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 |
| ☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 | 0.981 | 6818 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 0.0 | 0.0% | 0 | -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 |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Advisor Resource Council CIK 0001820879 | 0.259 | 260 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.2 pp | +0.0 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆True Vision MN LLC CIK 0002013460 | 0.163 | 98 | 0.0 | 0.0% | 0 | -0.5 pp | -0.6 pp | -0.6 pp | +0.0 pp |
| ☆Gladstone Institutional Advisory LLC CIK 0001766530 | 0.520 | 892 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Safe Harbor Fiduciary, LLC CIK 0002036114 | 0.203 | 61 | 0.0 | 0.0% | 0 | -0.1 pp | +0.0 pp | -0.1 pp | +0.0 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Axim Planning & Wealth CIK 0001950607 | 0.146 | 89 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.2 pp | +0.0 pp |
| ☆Uniting Wealth Partners, LLC CIK 0002056414 | 0.344 | 207 | 0.0 | 0.0% | 0 | +0.0 pp | -1.3 pp | -1.6 pp | +0.0 pp |
| ☆Global Retirement Partners, LLC CIK 0001749744 | 0.465 | 4501 | 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 |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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