Signals

← Signals

☆AVEM

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

Flow ranking

Rank#22473
Score / z-0.196 / -0.29
Consensus287.19 over 551 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest-64% / 1.0d

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 1,522.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1,420.6 8.1% 3 +0.7 pp +0.5 pp +8.1 pp +8.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 1,202.4 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 741.5 1.1% 3 -0.0 pp -0.2 pp +1.1 pp +1.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 437.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 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 435.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 288.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 234.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 223.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 221.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 203.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 180.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 173.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 172.9 1.7% 3 +1.5 pp +1.5 pp +1.7 pp +1.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 169.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 162.2 3.1% 3 -0.4 pp +0.2 pp +3.1 pp +3.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 159.9 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 151.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 136.0 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 133.9 0.2% 4 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 127.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 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 123.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 113.6 2.8% 3 +2.7 pp +2.7 pp +2.8 pp +2.8 pp
☆BOKF, NA CIK 0000009634 0.752 1160 111.4 1.7% 3 +0.7 pp +1.7 pp +1.7 pp +1.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 100.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 98.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 98.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 85.4 2.4% 3 +0.1 pp +1.2 pp +2.4 pp +2.4 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 85.1 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆Oak Root LLC CIK 0002027377 0.950 10 82.8 10.0% 3 -0.1 pp +0.1 pp +10.0 pp +10.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 80.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 78.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 77.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 75.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 73.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 68.0 1.2% 4 +0.2 pp +0.9 pp +1.2 pp +1.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 67.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 66.7 1.3% 3 +0.1 pp +0.0 pp +1.3 pp +1.3 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 66.0 5.4% 3 -0.1 pp -0.1 pp +5.4 pp +5.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 65.8 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 61.1 4.1% 3 +1.2 pp +1.3 pp +4.1 pp +4.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 59.6 1.2% 3 +0.2 pp +0.2 pp +1.2 pp +1.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 59.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 53.9 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 51.2 2.9% 3 +0.0 pp +0.1 pp +2.9 pp +2.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 49.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 49.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 48.9 3.0% 3 +0.0 pp +0.0 pp +3.0 pp +3.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 47.3 1.1% 3 +0.3 pp +0.5 pp +1.1 pp +1.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 45.9 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 44.9 6.9% 3 -0.0 pp +1.0 pp +6.9 pp +6.9 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 44.9 3.1% 3 -0.0 pp -0.0 pp +3.1 pp +3.1 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 42.7 2.9% 4 -0.7 pp -1.1 pp -1.0 pp +2.9 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 42.3 3.5% 3 +0.2 pp +0.4 pp +3.5 pp +3.5 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 41.1 2.2% 3 +0.0 pp -0.0 pp +2.2 pp +2.2 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 40.9 3.0% 3 -0.1 pp -0.3 pp +3.0 pp +3.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 40.8 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 40.3 6.5% 3 +0.8 pp +1.0 pp +6.5 pp +6.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 39.2 0.3% 2 +0.0 pp +0.3 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 38.3 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 38.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 37.7 6.8% 3 +1.3 pp +4.3 pp +6.8 pp +6.8 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 37.3 0.9% 3 +0.2 pp +0.4 pp +0.9 pp +0.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 35.8 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 35.4 0.4% 3 +0.2 pp +0.0 pp +0.4 pp +0.4 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 35.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 35.0 9.5% 3 -0.4 pp -0.1 pp +9.5 pp +9.5 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 33.5 4.8% 3 -0.0 pp +0.0 pp +4.8 pp +4.8 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 33.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 32.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 31.5 5.3% 3 -0.3 pp -2.1 pp +5.3 pp +5.3 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 31.4 2.6% 3 +0.0 pp +0.1 pp +2.6 pp +2.6 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 31.2 6.0% 3 +0.0 pp +0.4 pp +6.0 pp +6.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 30.1 3.8% 3 -0.2 pp -0.3 pp +3.8 pp +3.8 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 28.4 0.8% 3 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 27.7 3.1% 3 +0.0 pp +0.1 pp +3.1 pp +3.1 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 26.5 3.7% 3 -0.1 pp -0.3 pp +3.7 pp +3.7 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 24.5 3.8% 3 -0.1 pp +0.1 pp +3.8 pp +3.8 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 24.4 7.1% 3 +0.0 pp +0.5 pp +7.1 pp +7.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 24.4 4.6% 5 +0.6 pp +1.2 pp -1.5 pp -0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 24.3 3.3% 3 -0.1 pp +0.0 pp +3.3 pp +3.3 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 23.7 9.3% 2 +0.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 23.2 1.7% 3 +0.9 pp +1.7 pp +1.7 pp +1.7 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 22.5 3.0% 3 -0.0 pp +0.0 pp +3.0 pp +3.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 21.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 21.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 21.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 20.7 3.8% 3 +0.1 pp +0.5 pp +3.8 pp +3.8 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 20.6 3.0% 3 -0.0 pp -0.0 pp +3.0 pp +3.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 20.2 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 19.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 19.3 8.3% 3 +0.1 pp -0.3 pp +8.3 pp +8.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 19.3 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 19.2 1.1% 3 +0.2 pp -0.0 pp +1.1 pp +1.1 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 18.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 18.7 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 18.7 2.4% 3 +0.1 pp +0.7 pp +2.4 pp +2.4 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 18.6 0.5% 1 +0.5 pp -0.1 pp +0.5 pp +0.5 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 18.3 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 18.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 18.0 8.3% 2 +1.1 pp +8.3 pp +8.3 pp +8.3 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 17.7 2.8% 3 +0.4 pp +0.5 pp +2.8 pp +2.8 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 17.7 1.1% 3 +0.0 pp +0.2 pp +1.1 pp +1.1 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 17.6 3.1% 3 +0.1 pp +1.3 pp +3.1 pp +3.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 17.4 3.6% 3 +0.1 pp +0.2 pp +3.6 pp +3.6 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 17.1 1.8% 3 +0.1 pp +0.4 pp +1.8 pp +1.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 16.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 16.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 16.4 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 16.2 3.3% 3 +0.0 pp +0.2 pp +3.3 pp +3.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 16.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 16.1 1.9% 3 -0.1 pp -0.0 pp +1.9 pp +1.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 15.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 15.7 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 15.6 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 15.3 2.1% 3 +0.4 pp +0.7 pp +2.1 pp +2.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 15.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 15.3 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 15.2 4.4% 3 -0.1 pp -0.2 pp +4.4 pp +4.4 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 15.1 0.7% 3 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 14.9 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 14.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 14.8 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 14.8 2.1% 5 -0.2 pp -0.4 pp -0.4 pp -0.4 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 14.7 4.1% 3 +0.3 pp +0.7 pp +4.1 pp +4.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 14.3 2.6% 3 +0.1 pp +0.2 pp +2.6 pp +2.6 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 14.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 13.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 13.6 6.0% 3 -0.1 pp +0.1 pp +6.0 pp +6.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 13.3 1.8% 3 +0.2 pp +0.3 pp +1.8 pp +1.8 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 13.0 4.7% 3 +1.0 pp +2.8 pp +4.7 pp +4.7 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 12.9 4.2% 5 -0.1 pp -0.0 pp +1.4 pp +1.6 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 12.9 1.5% 3 -0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 12.9 2.4% 3 -0.0 pp -0.1 pp +2.4 pp +2.4 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 12.7 1.5% 3 +0.4 pp +0.3 pp +1.5 pp +1.5 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 12.5 6.7% 3 -0.2 pp -1.3 pp +6.7 pp +6.7 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 12.5 5.7% 3 +0.1 pp +0.3 pp +5.7 pp +5.7 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 12.5 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 12.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 12.1 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 11.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 11.5 6.5% 3 -0.2 pp -0.1 pp +6.5 pp +6.5 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 11.2 1.2% 2 +1.0 pp +1.2 pp +1.2 pp +1.2 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 11.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
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☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 11.0 5.2% 5 +0.1 pp +0.3 pp +0.2 pp +0.6 pp
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☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 10.5 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
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☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 10.3 6.2% 3 -0.1 pp -0.0 pp +6.2 pp +6.2 pp
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☆Mason & Associates Inc CIK 0001917686 0.488 161 10.1 1.9% 3 -0.2 pp +0.5 pp +1.9 pp +1.9 pp
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☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 9.9 3.6% 3 +0.1 pp +0.1 pp +3.6 pp +3.6 pp
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☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 7.3 2.6% 3 +0.1 pp +0.2 pp +2.6 pp +2.6 pp
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☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 7.1 3.6% 3 +0.4 pp +0.8 pp +3.6 pp +3.6 pp
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☆Family Office Research LLC CIK 0002041267 0.653 85 3.2 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
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☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 3.1 1.8% 4 +0.0 pp +0.1 pp +0.1 pp +1.8 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 3.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 2.9 2.6% 3 -0.2 pp -0.2 pp +2.6 pp +2.6 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 2.9 2.0% 3 +0.3 pp +0.5 pp +2.0 pp +2.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 2.9 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 2.9 1.9% 2 +0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 2.9 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 2.8 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 2.8 0.7% 3 -0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 2.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 2.7 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 2.7 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
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☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 2.6 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 2.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 2.5 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 2.5 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 2.5 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 2.5 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 2.4 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 2.3 1.2% 3 -0.1 pp -0.3 pp +1.2 pp +1.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 2.2 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 2.2 1.2% 4 -0.0 pp -0.0 pp +0.1 pp +1.2 pp
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☆Prospect Financial Group LLC CIK 0002021762 0.441 70 2.1 2.0% 3 -0.0 pp +0.2 pp +2.0 pp +2.0 pp
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☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 2.1 1.2% 3 +0.3 pp +0.4 pp +1.2 pp +1.2 pp
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☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 2.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 2.0 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 1.9 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 1.9 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
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☆Slagle Financial, LLC CIK 0001984918 0.043 127 1.8 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 1.8 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
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☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 1.8 1.2% 3 -0.1 pp -0.0 pp +1.2 pp +1.2 pp
☆MOTCO CIK 0001306333 0.349 840 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 1.7 1.7% 1 +1.7 pp +0.3 pp +1.7 pp +1.7 pp
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☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -2.7 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 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 AVEM). Qtrs Held counts distinct quarters this fund has actually held AVEM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVEM position size. Δ columns are the percentage-point change in AVEM'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