Signals

← Signals

☆ADX

177 in-universe funds with a nonzero position in ADX within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1802
Score / z0.000 / -0.02
Consensus74.92 over 134 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
2024-06-07 8-K/A 9.01
2024-06-06 8-K 5.03, 7.01, 9.01
2008-09-17 8-K 5.03
2007-07-27 8-K 5.04
2005-08-16 8-K 5.04, 9.01

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆Saba Capital Management, L.P. CIK 0001510281 0.602 377 62.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 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 55.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.7 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 20.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 20.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Bensler, LLC CIK 0001965941 0.354 198 18.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 14.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Potrero Capital Research LLC CIK 0001536630 0.015 44 9.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 9.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 9.0 0.0% 1 +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 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 6.1 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 5.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 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 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 4.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 4.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Uncommon Cents Investing LLC CIK 0001729754 0.243 215 4.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 3.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 3.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 3.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GENERAL AMERICAN INVESTORS CO INC (GAM, GAM-PB) CIK 0000040417 0.655 69 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA CAPITAL MANAGEMENT LLC CIK 0000893738 0.223 108 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Stolper Co CIK 0001808195 0.048 91 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Providence Wealth Advisors, LLC CIK 0001744955 0.262 84 2.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westbourne Investment Advisors, Inc. CIK 0001650092 0.463 120 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.7 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LEE DANNER & BASS INC CIK 0000939219 0.560 250 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆K2 PRINCIPAL FUND, L.P. CIK 0001461790 0.023 416 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantedge Capital Pte Ltd CIK 0001561418 0.098 49 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS CAPITAL MANAGEMENT, LLC CIK 0001585828 0.793 79 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 1 +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 ADX). Qtrs Held counts distinct quarters this fund has actually held ADX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ADX position size. Δ columns are the percentage-point change in ADX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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