Signals

← Signals

☆AIQ

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

Flow ranking

Rank#2427
Score / z0.000 / -0.00
Consensus219.25 over 413 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 ▾
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 591.9 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 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 369.4 0.0% 3 +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 213.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 199.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 192.0 0.0% 2 +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 90.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 73.8 2.4% 2 +2.3 pp +2.4 pp +2.4 pp +2.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 73.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 64.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 53.9 0.0% 2 +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 53.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 47.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 44.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 39.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 32.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 32.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 31.8 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 22.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Marks Wealth, LLC CIK 0001838660 0.000 19 20.7 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 20.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 18.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 15.8 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 15.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 14.6 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 13.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 11.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 11.6 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 10.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 10.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HMS Capital Management, LLC CIK 0001689470 0.314 120 9.8 4.1% 2 +0.3 pp +4.1 pp +4.1 pp +4.1 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 9.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 9.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 9.1 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 7.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Global X Japan Co., Ltd. CIK 0002027450 0.619 390 7.3 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 7.1 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 6.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 6.8 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 6.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 6.3 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 6.1 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 6.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 5.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 5.0 1.4% 2 +1.3 pp +1.4 pp +1.4 pp +1.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 4.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 4.0 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 3.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 3.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 3.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 3.7 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 3.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 3.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 3.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 3.0 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.8 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 2.8 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 2.6 1.3% 2 +0.9 pp +1.3 pp +1.3 pp +1.3 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 2.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.3 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 2.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 2.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 1.9 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.7 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 1.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Grange Capital, LLC CIK 0002048387 0.138 54 1.7 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex LLC CIK 0001889147 0.576 180 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 1.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆James Reed Financial Services, Inc. CIK 0001911052 0.859 19 1.5 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 1.4 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 1.4 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp -0.5 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
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.1 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
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 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 AIQ). Qtrs Held counts distinct quarters this fund has actually held AIQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AIQ position size. Δ columns are the percentage-point change in AIQ'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