Signals

← Signals

☆AVIG

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

Flow ranking

Rank#543
Score / z0.273 / 0.41
Consensus61.96 over 99 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 215.0 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 67.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 59.0 5.7% 2 -0.0 pp +5.7 pp +5.7 pp +5.7 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 56.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 54.0 6.6% 2 +0.0 pp +6.6 pp +6.6 pp +6.6 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 47.8 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 46.0 2.7% 2 -1.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 40.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 34.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 28.5 10.0% 2 -0.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 23.9 13.9% 2 +0.8 pp +13.9 pp +13.9 pp +13.9 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 22.3 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 22.0 6.3% 2 -0.5 pp +6.3 pp +6.3 pp +6.3 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 21.2 4.9% 2 +0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 20.9 5.8% 2 -0.5 pp +5.8 pp +5.8 pp +5.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 20.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 18.5 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 9.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 9.3 5.2% 2 -0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 7.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 7.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 6.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 6.7 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 6.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 6.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 5.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 5.4 2.4% 4 -0.1 pp -0.5 pp -0.6 pp +2.4 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 5.1 1.6% 2 -0.8 pp +1.6 pp +1.6 pp +1.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 4.6 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 4.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 3.5 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 3.1 2.1% 2 +1.0 pp +2.1 pp +2.1 pp +2.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 3.0 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 2.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 2.9 1.7% 3 +0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 2.7 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 2.3 1.7% 3 -0.1 pp +1.5 pp +1.7 pp +1.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 1.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 1.4 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 1.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 1.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.6 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.2 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 0.2 0.0% 2 +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
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.2 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 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
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 -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
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 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
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 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
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.3 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 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 AVIG). Qtrs Held counts distinct quarters this fund has actually held AVIG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVIG position size. Δ columns are the percentage-point change in AVIG'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