Signals

← Signals

☆AIRR

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

Flow ranking

Rank#22438
Score / z-0.036 / -0.05
Consensus171.13 over 358 funds
Momentumno 12m return

Price & positioning

227 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)
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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 1,071.9 0.1% 5 +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 653.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 572.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 290.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 259.8 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 254.0 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 158.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 96.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 86.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 85.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 68.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 66.4 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 57.2 3.5% 4 -0.1 pp -0.2 pp -0.3 pp +3.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 55.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 50.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 49.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 32.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 31.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 30.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 29.4 0.5% 4 +0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 28.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 27.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.647 43 24.9 12.6% 3 +4.8 pp +7.6 pp +12.6 pp +12.6 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 24.7 5.6% 4 +0.4 pp +0.2 pp +0.9 pp +5.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 24.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 24.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 21.9 11.0% 4 +0.5 pp +0.5 pp +2.3 pp +11.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 20.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 20.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 19.8 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 19.7 1.3% 4 +0.2 pp +0.1 pp +0.2 pp +1.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 17.4 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 17.3 1.7% 4 -0.4 pp -0.3 pp -0.2 pp +1.7 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 16.4 4.8% 4 +0.5 pp -0.2 pp -0.0 pp +4.8 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 14.8 7.4% 4 +0.0 pp -0.1 pp +0.5 pp +7.4 pp
☆FIL Ltd CIK 0000318989 0.878 1140 14.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 13.8 1.7% 4 -0.0 pp -0.0 pp -0.1 pp +1.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 13.6 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 12.1 2.5% 4 +0.6 pp +1.3 pp +1.5 pp +2.5 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 11.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.4 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 11.0 2.2% 4 +0.5 pp +0.9 pp +1.2 pp +2.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 10.8 2.3% 4 +0.0 pp +0.1 pp +0.3 pp +2.3 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 10.5 0.7% 4 +0.4 pp +0.4 pp +0.4 pp +0.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 10.3 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 10.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 10.2 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 10.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 10.1 5.2% 4 +0.8 pp +1.2 pp +1.5 pp +5.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 9.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 9.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 9.8 1.0% 4 +0.2 pp +0.5 pp +0.9 pp +1.0 pp
☆REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 0.633 31 9.6 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 9.6 0.7% 4 -0.0 pp +0.6 pp +0.6 pp +0.7 pp
☆THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 9.4 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 9.4 2.8% 4 +0.3 pp +0.3 pp +0.6 pp +2.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 8.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 8.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 8.6 1.7% 4 +0.9 pp +0.9 pp +0.9 pp +1.7 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 8.6 1.2% 4 +0.3 pp +0.3 pp +0.4 pp +1.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 8.5 0.7% 4 +0.4 pp +0.4 pp +0.5 pp +0.7 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 7.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 7.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 7.7 3.3% 5 +0.9 pp +1.0 pp +1.4 pp +1.9 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 7.7 1.4% 4 +0.1 pp -0.0 pp +0.1 pp +1.4 pp
☆Investors Portfolio Services LLC CIK 0002073833 0.299 673 7.6 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 7.5 2.1% 4 +0.3 pp +0.1 pp +0.3 pp +2.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 7.3 5.4% 5 +1.1 pp +1.4 pp +4.4 pp +4.8 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 7.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 7.0 0.6% 4 +0.0 pp +0.1 pp +0.4 pp +0.6 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.0 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 6.9 4.0% 4 +0.8 pp +0.8 pp +1.0 pp +4.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 6.9 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 6.8 1.4% 4 +0.2 pp +0.1 pp +0.2 pp +1.4 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 6.8 4.5% 3 +0.2 pp -0.1 pp +4.5 pp +4.5 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 6.5 0.5% 4 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.3 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 6.3 1.6% 4 +1.5 pp +1.5 pp +1.5 pp +1.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.2 0.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 6.2 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 6.2 1.6% 4 +0.1 pp +0.1 pp -0.5 pp +1.6 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.2 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 6.2 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 6.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 6.1 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 6.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 6.1 2.0% 3 +0.5 pp +0.5 pp +2.0 pp +2.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.1 0.1% 4 -0.2 pp -0.4 pp -0.4 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 5.9 0.9% 2 -0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆tru Independence LLC CIK 0001785445 0.641 108 5.7 2.8% 4 +1.5 pp +1.5 pp +1.6 pp +2.8 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 5.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 5.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 5.3 1.0% 3 +0.5 pp +0.4 pp +1.0 pp +1.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 5.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 5.2 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 5.1 1.8% 1 +1.8 pp +1.8 pp +0.5 pp +1.8 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 5.1 1.9% 4 +0.1 pp +0.1 pp +0.1 pp +1.9 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 5.0 1.2% 4 +0.1 pp +0.2 pp +0.4 pp +1.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.9 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 4.8 1.9% 4 +0.1 pp -0.0 pp -0.0 pp +1.9 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 4.6 2.3% 4 -0.2 pp -0.3 pp -0.6 pp +2.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 4.5 0.3% 4 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 4.5 2.2% 3 +0.5 pp +0.3 pp +2.2 pp +2.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.4 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 4.4 1.4% 4 +0.2 pp -0.2 pp -0.1 pp +1.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 4.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 4.2 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 4.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 4.1 1.0% 4 +0.1 pp -0.2 pp -0.1 pp +1.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 4.0 0.7% 4 -0.2 pp -0.2 pp -0.2 pp +0.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 3.9 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 3.9 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 3.8 1.2% 2 +1.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 3.8 1.0% 4 +0.1 pp +0.3 pp +0.3 pp +1.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 2 +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% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 3 -0.0 pp -0.1 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
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 +0.0 pp -0.8 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 -3.0 pp -3.1 pp -3.0 pp +0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.8 pp -0.5 pp -0.5 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 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
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp -4.1 pp -3.2 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 -0.0 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
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp -1.8 pp -1.7 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 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
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -3.7 pp -4.6 pp -4.5 pp +0.0 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -0.3 pp -0.9 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 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
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 AIRR). Qtrs Held counts distinct quarters this fund has actually held AIRR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AIRR position size. Δ columns are the percentage-point change in AIRR'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