Signals

← Signals

☆AVIG

208 in-universe funds with a nonzero position in AVIG within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#429
Score / z0.475 / 0.55
Consensus83.09 over 139 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 270.3 1.3% 5 -0.2 pp -0.2 pp -0.1 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 116.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 85.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 65.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 64.4 5.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 53.2 1.8% 5 -1.1 pp -1.1 pp -0.9 pp -2.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 47.7 0.8% 5 +0.0 pp +0.0 pp +0.6 pp +0.7 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 35.8 4.8% 5 -0.2 pp -0.1 pp +1.3 pp +1.2 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 35.4 9.9% 5 -0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 34.3 17.5% 5 -1.0 pp +2.3 pp +3.6 pp +4.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 33.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 28.3 4.9% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 27.6 2.8% 5 -0.6 pp -4.1 pp -3.8 pp -3.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 27.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 24.6 5.4% 5 -0.8 pp -0.7 pp -0.9 pp -1.4 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 22.9 4.9% 5 -0.6 pp -1.0 pp -0.9 pp -1.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 21.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 21.8 0.3% 1 +0.3 pp +0.2 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 21.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 21.3 2.5% 1 +2.5 pp +2.5 pp -0.2 pp -0.2 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 20.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 17.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 17.1 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 15.9 6.7% 5 -0.3 pp +0.8 pp +1.5 pp +1.3 pp
☆Align Financial, LLC CIK 0002089183 0.645 360 15.0 7.5% 2 -0.4 pp +7.5 pp +7.5 pp +7.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 14.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 12.6 7.3% 2 -0.5 pp +7.3 pp +7.3 pp +7.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 12.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 11.9 8.7% 2 -0.4 pp +8.7 pp +8.7 pp +8.7 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 11.8 0.2% 5 +0.1 pp -0.0 pp +0.0 pp +0.2 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 11.3 7.1% 2 +0.1 pp +7.1 pp +7.1 pp +7.1 pp
☆EJMK Ventures LLC CIK 0002113915 0.239 162 10.7 4.8% 2 +1.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 9.2 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 8.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 8.1 4.0% 5 -0.4 pp +0.2 pp +1.9 pp +2.8 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 8.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 7.8 1.5% 5 -0.1 pp +0.0 pp -0.0 pp +0.3 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 7.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 6.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 6.4 1.6% 5 +0.0 pp -0.1 pp -0.0 pp -0.8 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 6.4 0.8% 2 +0.2 pp +0.8 pp +0.6 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 6.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 6.0 0.7% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 6.0 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 5.5 0.6% 4 -0.1 pp -0.2 pp -0.4 pp +0.6 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 5.5 2.2% 7 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 4.7 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 4.3 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 4.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp -1.3 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 4.2 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 4.1 2.0% 6 -0.2 pp -0.0 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.8 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.233 50 3.7 2.6% 5 -0.1 pp -0.8 pp -0.2 pp -0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 3.6 0.5% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 3.4 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.9 0.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 2.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 2.8 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 2.7 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.6 0.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.4 0.0% 2 -0.0 pp +0.0 pp -0.4 pp -0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 1.9 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 1.8 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 1.8 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.8 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 1.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 1.6 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.6 0.5% 5 -0.0 pp -0.3 pp -0.4 pp -0.3 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.439 69 1.5 1.2% 2 +0.7 pp +1.2 pp +1.2 pp +1.2 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 1.5 0.5% 5 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 1.3 1.0% 4 -0.0 pp -0.0 pp +0.0 pp +1.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 1.3 0.7% 6 -0.6 pp -0.9 pp -0.9 pp -1.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 1.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 1.1 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 1.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 1.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 0.9 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.9 0.0% 5 -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 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 0.9 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆3 FACTOR INDEXING, LLC CIK 0002135169 0.480 438 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 0.6 0.4% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 0.5 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.5 0.0% 5 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 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 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.3 0.0% 2 -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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.3 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 3 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.2 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.2 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.2 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 4 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 3 -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
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 5 -0.0 pp -0.0 pp -0.9 pp -0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 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% 4 +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
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 0.0 0.0% 0 -3.4 pp -4.8 pp -4.9 pp -5.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 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 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.9 pp -0.9 pp -0.9 pp -0.5 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -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
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 0.0 0.0% 0 -0.3 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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.4 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -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 0.0 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 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆KWB Wealth CIK 0001822236 0.452 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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