Signals

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☆AVEE

34 in-universe funds with a nonzero position in AVEE within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#2439
Score / z0.000 / -0.02
Consensus16.52 over 26 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 22.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 12.8 1.0% 7 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 10.8 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Partners, LLC CIK 0002109292 0.869 17 8.7 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 5.7 1.6% 1 +1.6 pp +0.1 pp +0.1 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.9 0.8% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 1.3 0.3% 4 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 1.3 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.8 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.3 0.1% 5 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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