Signals

← Signals

☆AGGY

206 in-universe funds with a nonzero position in AGGY within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1997
Score / z0.000 / -0.02
Consensus63.34 over 114 funds
Momentumnot computed

Price & positioning

223 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 ▾
☆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 103.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 65.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 55.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 54.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 29.8 5.9% 6 +0.5 pp +0.4 pp +0.3 pp -0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 29.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 27.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 25.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 25.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 22.1 1.2% 4 +0.6 pp +1.0 pp +1.0 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 18.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 13.9 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 12.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 11.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 11.5 2.6% 4 +0.0 pp +0.3 pp +0.3 pp +2.6 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 11.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 11.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 10.9 0.4% 4 -0.0 pp -0.2 pp -0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broussard Financial Group LLC CIK 0001548136 0.577 35 8.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 5.2 0.0% 4 +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 5.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 4.8 2.2% 4 -0.0 pp -0.2 pp +0.0 pp +2.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 4.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 4.4 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 3.2 1.0% 2 +0.1 pp +1.0 pp +0.6 pp +1.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 2.9 1.0% 4 +0.3 pp +0.2 pp +0.2 pp +1.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 2.9 0.2% 4 -0.1 pp -0.3 pp -0.3 pp +0.2 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 2.8 1.3% 4 -0.1 pp -0.0 pp -0.1 pp +1.3 pp
☆WealthPoint Financial, LLC CIK 0002040860 0.147 126 2.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 1.8 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 1.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 1.2 0.1% 2 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆David Kennon Inc CIK 0001954126 0.575 45 1.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 1.1 0.3% 4 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 1.0 0.2% 4 -1.2 pp -1.2 pp -1.2 pp +0.2 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 1.0 0.4% 4 +0.0 pp -2.4 pp -2.2 pp +0.4 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.9 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EJMK Ventures LLC CIK 0002113915 0.239 162 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.6 0.1% 4 +0.0 pp -0.0 pp -0.3 pp +0.1 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.5 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆Sun Financial Inc CIK 0002067342 0.166 161 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 0.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Town Capital LLC CIK 1871352 0.216 75 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 4 -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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.1 0.0% 4 -0.2 pp +0.0 pp -0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 5 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 +0.0 pp -5.6 pp -5.3 pp +0.0 pp
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☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 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
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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 AGGY). Qtrs Held counts distinct quarters this fund has actually held AGGY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AGGY position size. Δ columns are the percentage-point change in AGGY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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