Signals

← Signals

☆ANGL

318 in-universe funds with a nonzero position in ANGL within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#22903
Score / z-0.001 / -0.02
Consensus88.15 over 190 funds
Momentumnot computed

Price & positioning

224 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 ▾
☆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 568.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 93.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 89.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 71.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 63.8 0.0% 1 +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 47.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 41.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southern Farm Bureau Life Insurance CIK 0001831944 0.938 15 36.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 35.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 30.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 28.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 26.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 21.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 20.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 19.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 18.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 16.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 16.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 14.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 14.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 12.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 12.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 11.0 2.1% 3 -0.1 pp +0.0 pp +2.1 pp +2.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 10.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 8.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 8.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 8.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 8.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 7.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 7.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 6.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 6.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 5.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 5.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 5.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 5.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 4.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 4.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 4.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 4.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.2 0.0% 1 +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 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 3.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 3.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 3.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 3.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Performa Ltd (US), LLC CIK 0001650303 0.771 49 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 3.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 3.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 2.9 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 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONNING INC. CIK 0000801051 0.496 327 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 2.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.1 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 2.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Deseret Mutual Benefit Administrators CIK 0001789351 0.304 518 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 1.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekside Partners CIK 0002035951 0.343 193 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CFC Planning Co LLC CIK 0001854428 0.192 70 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +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 ANGL). Qtrs Held counts distinct quarters this fund has actually held ANGL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ANGL position size. Δ columns are the percentage-point change in ANGL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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