Signals

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☆AVEE

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

Flow ranking

Rank#2234
Score / z0.000 / -0.02
Consensus7.66 over 13 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 3.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 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 AVEE). Qtrs Held counts distinct quarters this fund has actually held AVEE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVEE position size. Δ columns are the percentage-point change in AVEE'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