Signals

ALAI

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

Flow ranking

Rank#2094
Score / z0.000 / -0.02
Consensus28.81 over 54 funds
Momentumnot computed

Price & positioning

226 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 38.2 0.6% 4 +0.0 pp -0.0 pp +0.1 pp +0.6 pp
LPL Financial LLC CIK 0001403438 0.957 5996 35.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 22.5 2.5% 3 -0.0 pp -0.2 pp +2.5 pp +2.5 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 10.5 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 7.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.2 0.0% 3 +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 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunrise Financial Services, LLC CIK 0002110891 0.491 587 3.7 2.6% 1 +2.6 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 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 3.3 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NWM ADVISORS, LLC CIK 0002098824 0.690 23 2.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 2.4 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 1.8 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.7 0.9% 4 -0.3 pp -0.1 pp +0.2 pp +0.9 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berbice Capital Management LLC CIK 0002051605 0.347 87 1.6 1.0% 3 +0.3 pp +0.6 pp +1.0 pp +1.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFO CAPITAL MANAGEMENT LLC CIK 0002114167 0.159 104 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.1 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 1.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.458 1001 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.8 0.5% 2 -0.9 pp +0.5 pp -0.2 pp +0.5 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PMG Wealth Management, Inc. CIK 0002052904 0.465 61 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.5 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sankala Group LLC CIK 0002113426 0.123 631 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 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 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 0.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XML Financial, LLC CIK 0001800465 0.420 447 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Investment Partners LLC CIK 2145170 0.138 312 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 -0.9 pp -1.1 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Members Advisory Group LLC CIK 0001908587 0.055 42 0.0 0.0% 0 -3.8 pp -0.4 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 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
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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
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 ALAI). Qtrs Held counts distinct quarters this fund has actually held ALAI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ALAI position size. Δ columns are the percentage-point change in ALAI'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