Signals

AFOS

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

Flow ranking

Rank#24110
Score / z-0.034 / -0.06
Consensus5.63 over 9 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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)
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
ARS Investment Partners, LLC CIK 0000733020 0.452 181 262.4 11.5% 5 +0.9 pp +0.2 pp +0.1 pp +0.9 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 2.7 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.2 0.0% 2 +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 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 4 -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% 1 +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
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
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 AFOS). Qtrs Held counts distinct quarters this fund has actually held AFOS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AFOS position size. Δ columns are the percentage-point change in AFOS'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