Signals

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☆AGGA

14 in-universe funds with a nonzero position in AGGA within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1781
Score / z0.000 / -0.00
Consensus2.60 over 10 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 ▾
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 25.6 6.7% 2 +0.1 pp +6.7 pp +6.7 pp +6.7 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 15.9 4.9% 2 +1.0 pp +4.9 pp +4.9 pp +4.9 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 5.8 3.3% 2 +1.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 4.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 2.3 3.6% 2 +0.6 pp +3.6 pp +3.6 pp +3.6 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 1.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 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
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 -0.1 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 AGGA). Qtrs Held counts distinct quarters this fund has actually held AGGA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AGGA position size. Δ columns are the percentage-point change in AGGA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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