Signals

← Signals

☆AMLP

994 in-universe funds with a nonzero position in AMLP within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24015
Score / z-0.017 / -0.04
Consensus275.36 over 559 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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 ▾
☆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 833.2 0.0% 7 -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 459.7 0.0% 6 -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 385.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 384.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 230.2 2.7% 5 +0.1 pp +0.8 pp +0.9 pp +1.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 201.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 156.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 145.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 128.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 115.4 0.1% 5 -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 88.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 85.0 7.7% 5 -1.1 pp +0.4 pp +0.1 pp -0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 67.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 52.4 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 51.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 50.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 49.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 41.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 40.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 38.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 32.2 1.2% 2 -0.6 pp +1.2 pp +1.2 pp -0.3 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 30.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 29.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 28.8 2.5% 5 +0.6 pp +0.8 pp +0.8 pp +0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 27.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 27.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 26.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 26.4 2.1% 5 +0.1 pp +1.2 pp +1.3 pp +1.2 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.817 6 26.3 9.5% 5 -1.4 pp -2.2 pp -2.8 pp -4.7 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 26.1 4.8% 5 -0.7 pp +0.4 pp +0.6 pp +1.0 pp
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 23.3 1.9% 5 -0.2 pp +0.2 pp +0.3 pp +0.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 22.2 1.1% 5 -0.1 pp +0.0 pp -0.6 pp -0.6 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 20.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 19.6 1.8% 5 +1.3 pp +0.4 pp +0.6 pp +0.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 18.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 17.6 1.2% 5 +0.2 pp +0.4 pp +0.3 pp +0.2 pp
☆Violich Capital Management, Inc. CIK 0001326766 0.684 122 17.3 1.9% 5 -0.2 pp +0.1 pp +0.4 pp +0.1 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 17.2 3.2% 5 -0.2 pp +0.2 pp -0.1 pp -0.4 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 16.6 1.0% 5 -0.3 pp -0.2 pp -0.3 pp -0.5 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 16.0 5.4% 5 -0.7 pp -1.2 pp -0.9 pp -1.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 15.5 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 15.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 15.5 1.0% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 15.3 0.8% 5 -0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 15.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 14.6 1.2% 5 -0.3 pp -0.0 pp -0.2 pp -0.3 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 14.5 0.7% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 14.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 14.3 0.5% 5 -0.1 pp -0.5 pp -0.5 pp -0.7 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 14.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.382 69 13.4 7.5% 5 -1.7 pp +0.6 pp +0.5 pp -1.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 13.2 1.7% 5 -0.2 pp -0.1 pp -0.7 pp -1.2 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 12.9 0.9% 5 -0.1 pp +0.0 pp +0.1 pp -0.1 pp
☆LEGACY FINANCIAL INDEPENDENT ADVISORS LLC CIK 0002131510 0.077 124 12.8 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 12.6 2.6% 5 -0.7 pp -0.5 pp -0.7 pp -1.2 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 12.6 1.2% 5 -0.1 pp +0.8 pp +0.2 pp +0.1 pp
☆Truffle Hound Capital, LLC CIK 0001595862 0.080 46 12.4 7.8% 5 +0.1 pp +1.2 pp +0.8 pp +0.1 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 12.0 1.2% 5 -0.2 pp +0.2 pp +0.4 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 11.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 10.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 10.6 1.0% 5 -0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 10.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granby Capital Management, LLC CIK 0001857581 0.846 14 10.4 5.4% 3 -0.6 pp +0.4 pp +5.4 pp +5.4 pp
☆ARDSLEY ADVISORY PARTNERS LP CIK 0000900529 0.026 130 10.4 1.1% 2 -0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 10.4 0.7% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 10.2 1.4% 5 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 10.1 0.2% 5 -0.2 pp +0.1 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 10.1 1.4% 2 -0.0 pp +1.4 pp +1.4 pp -0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 10.1 0.7% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 9.8 1.6% 5 -0.1 pp +0.4 pp +0.4 pp +0.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 9.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 9.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.295 292 8.9 2.0% 5 -0.3 pp -0.1 pp +0.7 pp +1.8 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 8.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 0.376 113 8.8 2.2% 5 -0.5 pp +0.1 pp -0.0 pp -0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Brick & Kyle, Associates CIK 0001632253 0.567 96 8.6 2.8% 5 +0.0 pp -0.0 pp -0.2 pp -0.7 pp
☆NWAM LLC CIK 0001655006 0.392 684 8.2 0.4% 5 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 8.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 8.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MUHLENKAMP & CO INC CIK 0001133219 0.446 28 7.8 2.3% 5 +0.2 pp +0.0 pp +0.0 pp -0.4 pp
☆Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 7.7 2.3% 5 -0.9 pp -0.1 pp +0.2 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 7.6 1.2% 2 +0.1 pp +1.2 pp +0.9 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 7.3 2.8% 5 -0.3 pp +0.4 pp +0.6 pp +0.9 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 7.2 2.9% 7 -0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 7.1 5.0% 5 -1.6 pp +0.6 pp -1.7 pp -5.5 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 6.8 0.7% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 6.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 6.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 6.6 0.5% 2 -0.1 pp +0.5 pp -0.1 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 6.4 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Clare Market Investments LLC CIK 0002054098 0.512 173 6.3 1.1% 1 +1.1 pp +1.1 pp +0.9 pp +0.8 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 6.2 2.3% 5 -0.4 pp +0.1 pp -0.1 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 6.2 0.6% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 6.1 1.3% 5 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 6.1 2.3% 5 -0.3 pp +0.0 pp +0.1 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 5.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 5.8 0.5% 5 +0.2 pp -0.0 pp -0.1 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 5.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.7 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 5.6 1.1% 5 -0.0 pp +0.5 pp +0.3 pp -0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Prota Financial, LLC CIK 0002126257 0.258 70 5.3 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.2 0.1% 1 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 5.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 5.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 5.0 0.4% 5 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 5.0 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 4.9 2.7% 5 -0.4 pp +0.0 pp -0.1 pp +0.6 pp
☆Coral Wealth Management, LLC CIK 0002135133 0.067 17 4.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 4.8 1.0% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 4.8 0.1% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.8 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 4.8 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 4.7 1.0% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆Artesa Financial Group, LLC CIK 0002109808 0.357 62 4.7 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SACKS & ASSOCIATES, LLC CIK 2145868 0.220 80 4.6 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 4.6 3.3% 5 +0.1 pp +0.7 pp +0.3 pp -2.3 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 4.6 1.5% 5 -0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 4.6 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 4.6 0.4% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 4.5 0.5% 5 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 4.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 4.3 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Indivisible Partners CIK 0002098400 0.368 637 4.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.2 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
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☆FIFTH LANE CAPITAL, LP CIK 0001858558 0.000 5 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp -0.8 pp -0.9 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
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.7 pp -0.6 pp -0.4 pp -0.5 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 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
☆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
☆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
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.0 0.0% 0 +0.0 pp -0.1 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
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.1 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
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 +0.0 pp +0.0 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
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 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
☆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
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 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 +0.0 pp -0.1 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
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.2 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vanguard Capital Wealth Advisors CIK 0001730578 0.118 132 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Sculptor Capital LP CIK 0001054587 0.143 320 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -1.1 pp -1.2 pp -1.7 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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