Signals

← Signals

☆AMLP

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

Flow ranking

Rank#22443
Score / z-0.037 / -0.05
Consensus275.06 over 566 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-3% / 2.5d

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 833.6 0.1% 6 +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 446.9 0.0% 5 +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 395.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 345.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 210.9 2.6% 4 +0.7 pp +0.8 pp +0.9 pp +2.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 191.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 168.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 138.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 127.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 118.3 0.1% 4 +0.0 pp -0.0 pp -0.0 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 86.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 70.8 8.8% 4 +1.5 pp +1.2 pp +1.0 pp +8.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 67.2 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 53.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 53.2 0.7% 4 +0.1 pp +0.0 pp -0.1 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 47.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 46.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 45.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 41.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 39.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 32.1 1.7% 1 +1.7 pp +1.7 pp +0.2 pp +1.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 29.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 28.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 28.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 27.1 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.818 6 26.7 10.9% 4 -0.8 pp -1.4 pp -3.3 pp +10.9 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 25.0 5.5% 4 +1.0 pp +1.3 pp +1.7 pp +5.5 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 23.9 2.0% 4 +1.1 pp +1.1 pp +1.1 pp +2.0 pp
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 22.4 2.1% 4 +0.4 pp +0.5 pp +0.4 pp +2.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 21.6 1.2% 4 +0.1 pp -0.5 pp -0.5 pp +1.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 20.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 20.2 1.9% 4 +0.3 pp +0.3 pp +0.1 pp +1.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 19.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 19.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 19.0 1.3% 4 +0.1 pp +0.0 pp -0.2 pp +1.3 pp
☆Violich Capital Management, Inc. CIK 0001326766 0.684 122 17.8 2.1% 4 +0.3 pp +0.6 pp +0.3 pp +2.1 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 17.5 3.4% 4 +0.4 pp +0.1 pp -0.2 pp +3.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 16.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 16.3 6.0% 4 -0.5 pp -0.2 pp -0.7 pp +6.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 15.7 1.1% 4 +0.1 pp +0.0 pp +0.1 pp +1.1 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 15.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 15.5 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 15.4 1.5% 4 +0.3 pp +0.1 pp +0.0 pp +1.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 15.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 15.1 0.9% 4 +0.3 pp +0.3 pp +0.2 pp +0.9 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 14.6 0.5% 4 -0.4 pp -0.5 pp -0.6 pp +0.5 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 14.4 0.8% 4 +0.1 pp -0.0 pp -0.0 pp +0.8 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 14.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 13.4 1.9% 4 +0.2 pp -0.5 pp -1.0 pp +1.9 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 13.0 1.0% 4 +0.2 pp +0.2 pp +0.1 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 12.9 3.2% 4 +0.2 pp -0.0 pp -0.5 pp +3.2 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 12.8 1.0% 4 +0.1 pp +0.1 pp -0.0 pp +1.0 pp
☆Truffle Hound Capital, LLC CIK 0001595862 0.080 46 12.6 7.7% 4 +1.1 pp +0.7 pp -0.0 pp +7.7 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 12.2 1.3% 4 +0.9 pp +0.3 pp +0.2 pp +1.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 11.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.383 69 11.6 9.2% 4 +2.3 pp +2.2 pp +0.2 pp +9.2 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 11.4 3.7% 4 -0.2 pp -0.2 pp -0.7 pp +3.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 11.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.312 629 11.1 1.4% 4 +0.4 pp +0.6 pp +0.5 pp +1.4 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 11.0 0.8% 4 +0.2 pp +0.1 pp +0.1 pp +0.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 10.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 10.5 1.1% 4 +0.2 pp +0.2 pp +0.6 pp +1.1 pp
☆ARDSLEY ADVISORY PARTNERS LP CIK 0000900529 0.026 130 10.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Granby Capital Management, LLC CIK 0001857581 0.846 14 10.5 6.0% 2 +1.0 pp +6.0 pp +6.0 pp +6.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.3 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 10.0 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 10.0 1.6% 4 +0.1 pp +0.1 pp -0.1 pp +1.6 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 9.9 1.6% 4 +0.4 pp +0.5 pp +0.4 pp +1.6 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 9.6 1.5% 1 +1.5 pp +1.5 pp -0.0 pp +1.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 9.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 0.376 113 9.4 2.7% 4 +0.6 pp +0.5 pp +0.2 pp +2.7 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 9.1 2.3% 4 +0.2 pp +1.0 pp +2.1 pp +2.3 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 8.9 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 8.7 0.7% 4 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
☆Brick & Kyle, Associates CIK 0001632253 0.567 96 8.6 2.8% 4 -0.0 pp -0.2 pp -0.7 pp +2.8 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 8.3 0.5% 4 +0.1 pp +0.4 pp +0.3 pp +0.5 pp
☆Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 8.1 3.2% 4 +0.8 pp +1.1 pp +0.7 pp +3.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 8.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 8.0 6.7% 4 +2.2 pp -0.1 pp -3.9 pp +6.7 pp
☆MUHLENKAMP & CO INC CIK 0001133219 0.446 28 7.9 2.1% 4 -0.1 pp -0.2 pp -0.6 pp +2.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 7.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 7.4 1.1% 1 +1.1 pp +0.8 pp -0.1 pp +1.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 7.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 7.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 7.2 3.1% 4 +0.6 pp +0.9 pp +1.1 pp +3.1 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 7.0 0.8% 4 +0.1 pp +0.1 pp +0.0 pp +0.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 6.7 3.8% 4 +1.1 pp +1.2 pp +1.0 pp +3.8 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 6.6 2.7% 4 +0.5 pp +0.3 pp +0.3 pp +2.7 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 6.6 0.6% 1 +0.6 pp +0.0 pp +0.6 pp +0.6 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 6.5 3.0% 6 +0.4 pp +0.4 pp +0.2 pp -0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.4 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 6.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 6.3 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 6.0 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 5.9 2.6% 4 +0.3 pp +0.4 pp +0.5 pp +2.6 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 5.8 1.3% 4 +1.1 pp +1.2 pp +1.2 pp +1.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 5.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 5.7 1.2% 4 +0.5 pp +0.4 pp -0.1 pp +1.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 5.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 5.4 0.7% 4 +0.6 pp +0.7 pp -0.0 pp +0.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 5.3 1.0% 4 +0.1 pp +0.3 pp +0.4 pp +1.0 pp
☆Prota Financial, LLC CIK 0002126257 0.258 70 5.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 5.2 3.1% 4 +0.4 pp +0.2 pp +1.0 pp +3.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 5.0 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 5.0 1.5% 4 -0.2 pp -0.7 pp +0.9 pp +1.5 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 5.0 0.6% 4 +0.1 pp +0.1 pp -0.2 pp +0.6 pp
☆Aventail Capital Group, LP CIK 0001803822 0.064 155 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 0.589 60 5.0 2.5% 4 -0.5 pp -8.0 pp -8.5 pp +2.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 4.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 4.9 1.1% 4 +0.1 pp +0.1 pp +0.0 pp +1.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 4.8 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 4.8 2.0% 4 +0.2 pp +0.2 pp +0.0 pp +2.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.7 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 4.7 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 4.7 0.6% 4 +0.1 pp +0.1 pp -0.0 pp +0.6 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 4.6 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 4.5 1.6% 4 +0.2 pp +0.1 pp +0.1 pp +1.6 pp
☆Artesa Financial Group, LLC CIK 0002109808 0.357 62 4.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆SACKS & ASSOCIATES, LLC CIK 2145868 0.220 80 4.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 4.3 1.3% 2 +0.0 pp +1.3 pp +0.1 pp +1.3 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 4.2 2.6% 4 +1.1 pp -0.1 pp -0.5 pp +2.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 4.2 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 4.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.2 0.0% 6 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 4.1 3.2% 4 +0.6 pp +0.2 pp -2.4 pp +3.2 pp
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☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 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
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 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
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 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
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 0.0 0.0% 0 -0.1 pp +0.0 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 (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