Signals

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☆AIS

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

Flow ranking

Rank#1854
Score / z0.000 / -0.00
Consensus5.22 over 15 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 7.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 7.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 5.6 3.6% 2 +0.4 pp +3.6 pp +3.6 pp +3.6 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 3.2 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.5 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berbice Capital Management LLC CIK 0002051605 0.347 87 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 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 AIS). Qtrs Held counts distinct quarters this fund has actually held AIS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AIS position size. Δ columns are the percentage-point change in AIS'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