Signals

← Signals

☆AVES

144 in-universe funds with a nonzero position in AVES within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#2195
Score / z0.000 / -0.00
Consensus60.30 over 98 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)
–
Fund Positions
–
Quarters Held
–

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 90.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 45.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 24.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 19.9 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 17.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 16.0 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 12.5 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 11.5 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 11.0 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 10.9 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 9.8 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 9.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 9.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 8.5 7.4% 2 -0.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 8.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 8.1 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 7.8 4.3% 2 +0.4 pp +4.3 pp +4.3 pp +4.3 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 7.8 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 5.9 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 5.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 5.7 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 5.4 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 5.3 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 4.8 3.5% 3 +0.2 pp +0.5 pp +3.5 pp +3.5 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 4.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 4.0 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 3.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 3.6 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 3.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 3.2 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 3.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 2.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 2.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 2.0 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 1.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 2 -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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 +0.0 pp -4.0 pp +0.0 pp +0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 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 AVES). Qtrs Held counts distinct quarters this fund has actually held AVES (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVES position size. Δ columns are the percentage-point change in AVES's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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