Signals

← Signals

☆AMLP

841 in-universe funds with a nonzero position in AMLP within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22101
Score / z-0.028 / -0.05
Consensus231.56 over 481 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+10% / 1.8d

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 ▾
☆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 678.4 0.0% 5 -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 403.1 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 331.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 329.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 176.4 2.0% 3 +0.1 pp +0.2 pp +2.0 pp +2.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 146.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 144.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 120.6 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 106.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 106.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 66.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 61.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 56.3 7.4% 3 -0.3 pp -0.5 pp +7.4 pp +7.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 47.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 47.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 46.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 40.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 38.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 37.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 35.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 35.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 32.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 32.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 24.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 24.4 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.817 6 23.8 11.6% 3 -0.6 pp -2.5 pp +11.6 pp +11.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 23.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 20.8 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 20.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 19.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 19.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 18.5 4.4% 3 +0.3 pp +0.7 pp +4.4 pp +4.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 18.2 1.0% 3 -0.6 pp -0.7 pp +1.0 pp +1.0 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 17.7 6.5% 3 +0.3 pp -0.2 pp +6.5 pp +6.5 pp
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 17.6 1.7% 3 +0.1 pp -0.0 pp +1.7 pp +1.7 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 17.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 17.0 1.2% 3 -0.1 pp -0.3 pp +1.2 pp +1.2 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 16.6 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Violich Capital Management, Inc. CIK 0001326766 0.684 122 15.8 1.8% 3 +0.2 pp +0.0 pp +1.8 pp +1.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 15.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 15.2 3.0% 3 -0.2 pp -0.6 pp +3.0 pp +3.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 15.1 1.0% 3 -0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 14.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 14.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 13.5 1.4% 3 +0.2 pp +0.5 pp +1.4 pp +1.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 13.4 1.5% 3 -0.4 pp +1.4 pp +1.5 pp +1.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 13.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 12.9 1.3% 3 -0.2 pp -0.2 pp +1.3 pp +1.3 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 12.6 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 12.4 3.9% 3 +0.0 pp -0.5 pp +3.9 pp +3.9 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 12.2 1.7% 3 -0.7 pp -1.1 pp +1.7 pp +1.7 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 12.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 11.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 11.6 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.4 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 11.4 3.0% 3 -0.2 pp -0.7 pp +3.0 pp +3.0 pp
☆Truffle Hound Capital, LLC CIK 0001595862 0.080 46 11.3 6.6% 3 -0.5 pp -1.1 pp +6.6 pp +6.6 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 11.2 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 10.6 0.9% 3 +0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 10.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 10.5 0.7% 3 +0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.382 69 10.4 6.9% 3 -0.0 pp -2.0 pp +6.9 pp +6.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 10.1 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Granby Capital Management, LLC CIK 0001857581 0.846 14 9.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 8.9 1.5% 3 +0.0 pp -0.2 pp +1.5 pp +1.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 0.376 113 8.6 2.2% 3 -0.1 pp -0.4 pp +2.2 pp +2.2 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 8.5 0.9% 3 +0.0 pp +0.5 pp +0.9 pp +0.9 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 8.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MUHLENKAMP & CO INC CIK 0001133219 0.446 28 8.3 2.2% 3 -0.0 pp -0.5 pp +2.2 pp +2.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 8.1 2.1% 3 +0.8 pp +1.9 pp +2.1 pp +2.1 pp
☆Brick & Kyle, Associates CIK 0001632253 0.567 96 8.1 2.9% 3 -0.2 pp -0.6 pp +2.9 pp +2.9 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 8.0 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 7.8 0.5% 3 -0.3 pp -0.4 pp +0.5 pp +0.5 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 7.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.312 629 7.7 1.0% 3 +0.2 pp +0.1 pp +1.0 pp +1.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 7.4 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 7.3 1.0% 3 -1.4 pp -1.6 pp +1.0 pp +1.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 7.2 1.2% 3 +0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 6.9 2.4% 3 +0.2 pp -0.1 pp +2.4 pp +2.4 pp
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 6.9 4.4% 3 -2.3 pp -6.1 pp +4.4 pp +4.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 6.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 6.3 1.1% 3 -0.1 pp -0.6 pp +1.1 pp +1.1 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 6.2 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 6.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 5.9 0.9% 3 -0.0 pp -0.2 pp +0.9 pp +0.9 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 5.8 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 5.8 2.7% 5 +0.0 pp -0.2 pp -0.6 pp -0.2 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 5.6 1.7% 3 -0.5 pp +1.0 pp +1.7 pp +1.7 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 5.5 2.3% 3 -0.2 pp -0.2 pp +2.3 pp +2.3 pp
☆GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 5.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 5.4 0.5% 3 -0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 5.3 2.5% 3 +0.3 pp +0.5 pp +2.5 pp +2.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 5.2 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 5.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 5.1 2.7% 3 +0.1 pp -0.1 pp +2.7 pp +2.7 pp
☆ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 0.589 60 5.0 3.0% 3 -7.5 pp -8.0 pp +3.0 pp +3.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 4.7 2.7% 3 -0.2 pp +0.6 pp +2.7 pp +2.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Southern Farm Bureau Life Insurance CIK 0001831944 0.938 15 4.6 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 4.5 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 4.4 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 4.3 0.8% 3 +0.0 pp +0.3 pp +0.8 pp +0.8 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 4.3 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 4.2 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 4.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 4.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 4.1 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 4.0 1.2% 1 +1.2 pp +0.1 pp +1.2 pp +1.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 3.9 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 3.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.8 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONTINENTAL ADVISORS LLC CIK 0001277779 0.315 40 3.6 2.3% 3 -0.1 pp -0.3 pp +2.3 pp +2.3 pp
☆COWA, LLC CIK 0001844480 0.512 181 3.6 1.1% 3 -0.1 pp -0.5 pp +1.1 pp +1.1 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 3.5 0.6% 3 +0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 3.5 0.4% 3 -0.6 pp -0.7 pp +0.4 pp +0.4 pp
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☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.0 0.0% 0 +0.0 pp -0.1 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 -0.1 pp -0.1 pp
☆Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Capula Management Ltd CIK 0001557017 0.914 303 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
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Clare Market Investments LLC CIK 0002054098 0.513 173 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anthracite Investment Company, Inc. CIK 0001809930 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 -0.4 pp -0.9 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Stonegate Management LLC CIK 0001877054 0.000 0 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 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
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 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
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 AMLP). Qtrs Held counts distinct quarters this fund has actually held AMLP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AMLP position size. Δ columns are the percentage-point change in AMLP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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