Signals

← Signals

☆ANGL

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

Flow ranking

Rank#1365
Score / z0.015 / 0.01
Consensus106.63 over 213 funds
Momentumnot computed

Price & positioning

227 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 583.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 128.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 107.4 1.6% 3 +0.0 pp -1.9 pp +1.6 pp +1.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 97.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Southern Farm Bureau Life Insurance CIK 0001831944 0.937 15 76.0 7.9% 3 +3.5 pp +3.3 pp +7.9 pp +7.9 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 75.4 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 57.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 42.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 41.0 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 36.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 34.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 28.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 23.8 1.1% 3 -0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 23.0 0.5% 3 -0.0 pp -0.4 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 19.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 18.1 2.1% 3 -0.0 pp -0.0 pp +2.1 pp +2.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 17.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 16.5 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 16.0 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 15.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 15.5 1.9% 3 +0.2 pp +1.2 pp +1.9 pp +1.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 14.6 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 13.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 13.7 3.8% 3 -0.2 pp -0.1 pp +3.8 pp +3.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 13.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.0 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 12.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 12.0 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 11.6 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.0 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 10.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 10.8 4.4% 3 +4.0 pp +3.5 pp +4.4 pp +4.4 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 10.4 4.4% 3 +1.5 pp +1.3 pp +4.4 pp +4.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 8.8 7.2% 3 -0.7 pp -0.4 pp +7.2 pp +7.2 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 8.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 8.7 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 8.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 7.8 4.6% 3 +1.3 pp +2.2 pp +4.6 pp +4.6 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 6.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 6.5 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 6.4 1.6% 3 +0.1 pp +0.0 pp +1.6 pp +1.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 5.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 5.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 5.5 1.4% 3 +0.3 pp +0.6 pp +1.4 pp +1.4 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.3 0.0% 3 +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 5.0 0.0% 3 +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 5.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 4.6 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 4.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 4.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 4.5 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 4.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 4.3 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 4.1 1.5% 3 +0.6 pp +0.7 pp +1.5 pp +1.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 3.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 3.9 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 3.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 3.7 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 3.6 1.0% 3 +0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 3.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 3.5 2.3% 3 -0.0 pp -0.2 pp +2.3 pp +2.3 pp
☆Performa Ltd (US), LLC CIK 0001650303 0.770 49 3.5 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darrow Company, Inc. CIK 0001908169 0.520 58 3.3 1.5% 3 +0.1 pp +0.2 pp +1.5 pp +1.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 3.2 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 2.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CONNING INC. CIK 0000801051 0.496 327 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 2.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 2.5 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 2.3 1.5% 3 +0.2 pp +0.2 pp +1.5 pp +1.5 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.647 43 2.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.2 0.1% 4 -0.0 pp -0.0 pp -0.3 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 2.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 2.0 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 1.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.8 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 1.8 3.0% 3 +0.7 pp +1.0 pp +3.0 pp +3.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 1.8 1.6% 3 +0.2 pp +0.1 pp +1.6 pp +1.6 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 1.8 1.2% 3 -0.2 pp -0.3 pp +1.2 pp +1.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 1.5 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 1.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 1.5 0.9% 3 +0.4 pp +0.4 pp +0.9 pp +0.9 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.5 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 1.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Creekside Partners CIK 0002035951 0.343 193 1.4 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.2 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.0 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 0.9 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 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
☆Tidemark, LLC CIK 0002009591 0.305 935 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CFC Planning Co LLC CIK 0001854428 0.192 70 0.0 0.0% 0 +0.0 pp -1.0 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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 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
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 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 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 0.0 0.0% 0 +0.0 pp -0.2 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
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +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% 0 -0.3 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
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 0.0 0.0% 0 -3.4 pp -4.1 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 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 -0.1 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 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
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 0.0 0.0% 0 -5.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.0 0.0% 0 -3.4 pp -3.5 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -2.6 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 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
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp -4.4 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 -2.3 pp -2.3 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -2.7 pp -2.1 pp -2.2 pp -2.1 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 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 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 (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