Signals

← Signals

☆AIQ

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

Flow ranking

Rank#1993
Score / z0.000 / -0.02
Consensus260.49 over 507 funds
Momentumnot computed

Price & positioning

227 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 1,167.6 0.6% 5 -0.2 pp -0.1 pp +0.2 pp +0.6 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 597.7 0.0% 6 +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 348.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 341.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 291.6 0.0% 5 +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 115.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 111.7 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 109.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 98.1 1.7% 5 -0.4 pp -0.6 pp -0.7 pp +1.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 93.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 93.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 87.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 46.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 43.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 43.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 40.6 2.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 37.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 34.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 32.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 30.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 29.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 27.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 27.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 25.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 24.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp -0.3 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 22.7 1.9% 4 +0.3 pp +0.2 pp +1.9 pp +1.9 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 21.8 4.0% 5 +0.7 pp +0.6 pp +0.5 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 20.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global X Japan Co., Ltd. CIK 0002027450 0.619 390 18.4 0.7% 2 +0.2 pp +0.7 pp +0.0 pp +0.2 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 18.4 3.6% 4 +0.8 pp +1.0 pp +1.1 pp +3.6 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 16.2 3.1% 5 +0.7 pp +0.6 pp +0.3 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 14.9 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 14.0 4.6% 4 +1.0 pp +1.0 pp +1.1 pp +4.6 pp
☆Taylor Securities Services, Inc. CIK 0002115182 0.765 63 13.9 5.6% 2 +1.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 13.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arch Global Advisors, LLC CIK 0002126837 0.449 59 12.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 11.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 11.5 1.1% 4 +0.1 pp +0.1 pp +0.2 pp +1.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 11.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 9.9 1.6% 3 +0.3 pp +0.5 pp +1.6 pp +1.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 9.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 9.8 1.4% 5 +0.2 pp -0.1 pp -1.2 pp -0.9 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 9.4 1.8% 5 +0.4 pp +0.3 pp +0.2 pp +0.2 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.382 69 9.3 5.2% 1 +5.2 pp +1.7 pp +5.2 pp +5.2 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 9.2 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 9.1 1.6% 4 +0.3 pp +0.2 pp +0.2 pp +1.6 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 8.5 2.9% 5 +0.7 pp +0.4 pp +0.5 pp +0.6 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 8.4 0.2% 2 -0.1 pp +0.2 pp -0.0 pp -0.1 pp
☆Pillsbury Lake Capital LLC CIK 0002111915 0.050 38 8.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 8.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 8.2 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 7.4 1.5% 5 +1.1 pp +1.1 pp +1.1 pp +1.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 7.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 6.8 1.8% 4 +0.1 pp +1.0 pp +1.2 pp +1.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 6.5 1.6% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 6.5 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 6.5 1.5% 5 +0.6 pp -0.1 pp +0.1 pp +1.4 pp
☆Bienville Capital Management, LLC CIK 0001605070 0.131 92 6.4 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 6.4 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 6.3 0.7% 3 +0.2 pp +0.0 pp +0.7 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 5.9 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 5.8 1.0% 5 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.7 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 5.7 0.6% 3 +0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 5.6 0.6% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 5.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 5.4 1.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆WT Wealth Management CIK 0001780507 0.246 138 5.3 1.5% 5 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 5.3 1.0% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 5.1 1.9% 5 +0.4 pp +0.2 pp +0.2 pp +0.5 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 5.0 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 4.9 0.9% 5 +0.3 pp -0.5 pp -0.6 pp -0.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.8 0.1% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.8 0.1% 4 -0.2 pp -0.3 pp -0.3 pp +0.1 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 4.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 4.6 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 4.5 1.7% 5 +0.2 pp +0.2 pp +0.4 pp +1.4 pp
☆Estate Planners Group, LLC CIK 0002118977 0.584 70 4.4 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 4.3 1.2% 5 +0.3 pp -1.6 pp -1.6 pp -1.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.1 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 4.1 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 3.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 3.9 1.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 3.9 0.5% 5 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 3.8 1.9% 5 +0.5 pp +0.4 pp +1.1 pp +1.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 3.6 0.4% 3 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.457 91 3.5 1.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 3.4 0.8% 4 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 3.4 0.3% 5 +0.1 pp +0.3 pp +0.2 pp +0.2 pp
☆Thompson David Blair CIK 2150492 0.059 212 3.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Bravera Wealth CIK 0002126773 0.454 352 3.3 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.2 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 3.2 4.1% 4 +0.7 pp +2.5 pp +3.0 pp +4.1 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 3.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 2.9 0.3% 5 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 2.8 2.1% 5 +0.5 pp +0.5 pp +0.5 pp +1.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 2.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fosun International Ltd CIK 0001447884 0.512 73 2.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 2.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 2.6 0.3% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.6 0.1% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grange Capital, LLC CIK 0002048387 0.138 54 2.5 2.3% 5 +0.7 pp +0.6 pp +0.6 pp +0.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HMS Capital Management, LLC CIK 0001689470 0.314 120 2.4 0.9% 5 +0.2 pp -3.2 pp -3.2 pp -2.9 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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 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 (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