Signals

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☆AFIX

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

Flow ranking

Rank#1891
Score / z0.000 / -0.02
Consensus4.42 over 9 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.
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 ▾
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 141.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 52.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 8.3 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Stiles Financial Services Inc CIK 0001904832 0.261 183 1.2 0.3% 4 -0.1 pp +0.0 pp -0.0 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.4 0.0% 2 -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 0.3 0.0% 2 +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
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 AFIX). Qtrs Held counts distinct quarters this fund has actually held AFIX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AFIX position size. Δ columns are the percentage-point change in AFIX'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