Signals

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☆AVGE

145 in-universe funds with a nonzero position in AVGE within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#2469
Score / z0.000 / -0.02
Consensus58.65 over 95 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 ▾
☆Meredith Wealth Planning CIK 0001956471 0.812 74 24.5 6.6% 4 +0.7 pp +2.4 pp +2.5 pp +6.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 20.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 15.3 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 9.5 0.4% 4 +0.1 pp +0.0 pp +0.1 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 8.6 2.7% 4 -0.4 pp -0.9 pp -1.0 pp +2.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 7.6 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 7.6 0.7% 4 +0.2 pp +0.1 pp +0.1 pp +0.7 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 6.5 1.7% 4 +0.3 pp -0.0 pp -0.1 pp +1.7 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 6.5 3.6% 4 +0.0 pp +0.6 pp +0.7 pp +3.6 pp
☆Intelligent Financial Strategies CIK 0001911000 0.787 60 5.7 3.0% 4 +0.3 pp +0.3 pp +0.3 pp +3.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 5.5 2.3% 4 +0.1 pp +0.0 pp -0.1 pp +2.3 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 5.0 2.3% 4 -0.1 pp -0.3 pp -0.3 pp +2.3 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 4.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Align Financial, LLC CIK 0002089183 0.646 360 3.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 3.9 0.5% 4 +0.0 pp -0.0 pp +0.2 pp +0.5 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 3.8 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 3.3 0.5% 1 +0.5 pp +0.0 pp +0.0 pp +0.5 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 3.2 1.4% 4 +0.2 pp +0.2 pp +0.3 pp +1.4 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 3.1 2.1% 4 -0.2 pp -0.2 pp -0.1 pp +2.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 3.0 1.5% 4 +0.1 pp +0.3 pp +0.4 pp +1.5 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 2.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 2.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 2.7 0.9% 4 +0.0 pp -0.0 pp +0.0 pp +0.9 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 2.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 2.5 1.8% 4 +0.1 pp +0.3 pp +0.2 pp +1.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.2 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 1.7 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 1.6 0.6% 4 -0.1 pp +0.1 pp -0.0 pp +0.6 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 1.6 0.9% 4 -0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.5 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 1.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 1.1 0.6% 4 +0.0 pp -0.0 pp +0.0 pp +0.6 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 0.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 0.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.5 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 0.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARLOW WEALTH PARTNERS, LLC CIK 0001999928 0.497 149 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.4 0.2% 4 -0.8 pp -1.0 pp -0.9 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.2 0.0% 2 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.1 0.0% 4 +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% 4 +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% 3 +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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 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% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +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% 4 -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% 6 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -2.1 pp -2.1 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 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 +0.0 pp -0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.0% 0 -0.6 pp -0.6 pp -0.5 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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