Signals

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☆AVDS

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

Flow ranking

Rank#2465
Score / z0.000 / -0.02
Consensus30.74 over 50 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆True North Advisors, LLC CIK 0001634556 0.493 291 29.4 3.4% 2 +3.3 pp +3.4 pp +3.4 pp +3.4 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 18.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 14.7 4.4% 2 -0.2 pp +4.4 pp +3.1 pp +4.4 pp
☆CWM, LLC CIK 0001535847 0.788 5645 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 8.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 6.2 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Cornerstone Wealth Partners, LLC CIK 0002109292 0.869 17 5.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.725 351 4.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 3.5 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 3.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 1.5 0.8% 4 +0.2 pp +0.6 pp +0.6 pp +0.8 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 1.1 0.3% 4 +0.0 pp +0.2 pp +0.1 pp +0.3 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 1.0 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 1.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.9 0.4% 4 +0.0 pp -1.1 pp -1.2 pp +0.4 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.7 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 0.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 0.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.1 0.0% 3 -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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +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 -0.1 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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 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 AVDS). Qtrs Held counts distinct quarters this fund has actually held AVDS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVDS position size. Δ columns are the percentage-point change in AVDS'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