Signals

← Signals

☆ALLW

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

Flow ranking

Rank#1366
Score / z0.028 / 0.00
Consensus51.43 over 101 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)
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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 ▾
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 62.7 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 38.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 31.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 31.2 1.1% 4 +0.1 pp -0.5 pp -1.5 pp +1.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 21.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 16.5 9.0% 3 +2.1 pp +2.4 pp +9.0 pp +9.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 14.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 13.4 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 12.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Manage LLC CIK 0001539947 0.277 323 9.1 1.1% 4 +0.0 pp +0.7 pp +1.0 pp +1.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 8.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 7.8 1.7% 3 -0.3 pp -0.1 pp +1.7 pp +1.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 6.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 6.4 1.9% 3 +0.1 pp +1.3 pp +1.9 pp +1.9 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 6.1 3.6% 4 +0.5 pp +3.3 pp +3.4 pp +3.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 5.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 3.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 3.5 1.8% 3 +0.2 pp +0.1 pp +1.8 pp +1.8 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 3.1 0.9% 4 +0.1 pp +0.1 pp -0.5 pp +0.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.7 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 2.7 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 2.3 0.9% 3 +0.2 pp +0.5 pp +0.9 pp +0.9 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 2.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.9 0.0% 3 +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 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catalyst Investment Management LLC CIK 0002055584 0.252 73 1.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Reflection Asset Management CIK 0002108398 0.101 127 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 1.6 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 1.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 1.4 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 4 -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 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 1.2 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.1 0.1% 4 +0.1 pp -0.3 pp -0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Retirement & Wealth, LLC CIK 0002103352 0.659 32 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.8 0.5% 4 +0.0 pp -0.0 pp -0.2 pp +0.5 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.5 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Independent Wealth Advisors LLC CIK 0002136099 0.284 77 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.4 0.2% 4 -0.4 pp -0.1 pp -0.1 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 1 +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 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 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 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 +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
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 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 -1.4 pp -1.4 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 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
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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
☆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 ALLW). Qtrs Held counts distinct quarters this fund has actually held ALLW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ALLW position size. Δ columns are the percentage-point change in ALLW'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