Signals

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☆AVDV

28 in-universe funds with a nonzero position in AVDV within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#173
Score / z0.021 / 0.12
Consensus15.07 over 22 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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
–
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 ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 249.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 50.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 40.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 38.6 7.8% 2 +0.4 pp +7.8 pp +7.8 pp +7.8 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 31.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 19.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 16.6 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 10.4 3.9% 2 +0.3 pp +3.9 pp +3.9 pp +3.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.4 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 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 8.4 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 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 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 7.2 3.6% 2 +0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 4.9 2.9% 2 +0.4 pp +2.9 pp +2.9 pp +2.9 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 3.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 3.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 3.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 1.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.466 48 0.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 AVDV). Qtrs Held counts distinct quarters this fund has actually held AVDV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVDV position size. Δ columns are the percentage-point change in AVDV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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