Signals

AFB

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

Flow ranking

Rank#1888
Score / z0.000 / -0.02
Consensus26.67 over 48 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

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Karpus Management, Inc. CIK 0001048703 0.623 233 41.1 1.2% 1 +1.2 pp +1.2 pp +0.7 pp +0.8 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 32.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 16.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 12.0 0.6% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 11.0 0.0% 5 -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 10.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 8.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 7.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 6.8 0.2% 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 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 4.3 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 3.0 1.3% 3 +0.0 pp +1.0 pp +1.3 pp +1.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rareview Capital LLC CIK 0002044533 0.417 51 1.8 1.0% 2 -1.6 pp +1.0 pp +1.0 pp +1.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 1.6 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Almitas Capital LLC CIK 0001596468 0.265 130 1.4 0.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.8 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 0.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.5 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 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 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 0.4 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 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 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Traub Capital Management LLC CIK 0002079207 0.178 132 0.3 0.3% 4 -0.2 pp -0.2 pp -0.1 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jupiter Wealth Management LLC CIK 0001774207 0.491 93 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 0.3 0.1% 5 -0.0 pp +0.0 pp -0.4 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Asset Management Co., LLC CIK 0002068217 0.253 70 0.2 0.2% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Virtu Financial LLC CIK 0001533964 0.177 1548 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.2 0.0% 5 +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 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
River Street Advisors LLC CIK 0001964897 0.315 177 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Curi Capital, LLC CIK 0001332905 0.548 888 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Street Group Inc. CIK 0001881567 0.813 1364 0.0 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 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 7 -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% 5 -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% 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
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
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.0 0.0% 2 -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 0.0 0.0% 2 +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
HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 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
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Saba Capital Management, L.P. CIK 0001510281 0.602 377 0.0 0.0% 0 -0.2 pp -1.0 pp -1.1 pp -0.9 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
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
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Financially in Tune, LLC CIK 0002113970 0.477 77 0.0 0.0% 0 -0.2 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
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 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
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 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 +0.0 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
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 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
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 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 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bulldog Investors, LLP CIK 0001504304 0.136 225 0.0 0.0% 0 +0.0 pp -0.0 pp -2.3 pp -3.0 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Plan A Wealth LLC CIK 0002093645 0.507 194 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Logan Stone Capital, LLC CIK 0001535521 0.058 155 0.0 0.0% 0 -0.5 pp +0.0 pp -0.6 pp -0.8 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
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 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 AFB). Qtrs Held counts distinct quarters this fund has actually held AFB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AFB position size. Δ columns are the percentage-point change in AFB'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