Signals

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☆AVGE

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

Flow ranking

Rank#2236
Score / z0.000 / -0.02
Consensus43.61 over 71 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 12.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 11.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 8.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 7.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 5.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 5.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Intelligent Financial Strategies CIK 0001911000 0.787 60 5.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 4.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 4.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 3.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 2.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARLOW WEALTH PARTNERS, LLC CIK 0001999928 0.497 149 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.1 0.0% 1 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 2 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 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 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 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 AVGE). Qtrs Held counts distinct quarters this fund has actually held AVGE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVGE position size. Δ columns are the percentage-point change in AVGE'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