Signals

← Signals

☆AVIV

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

Flow ranking

Rank#1360
Score / z0.014 / 0.02
Consensus70.35 over 112 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 155.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 65.7 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 50.0 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 37.1 4.5% 2 +0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 31.9 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 20.7 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 18.5 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 18.4 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 16.1 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 16.1 8.4% 2 +0.1 pp +8.4 pp +8.4 pp +8.4 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 15.7 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 13.8 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 13.6 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.8 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 8.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 8.1 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 8.0 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 7.7 6.7% 2 +0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 7.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 7.0 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 6.7 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 6.2 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆NWAM LLC CIK 0001655006 0.392 684 6.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 5.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 5.0 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 4.8 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 4.7 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 4.2 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 3.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 3.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 3.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 3.3 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 3.3 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 3.3 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 2.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 2.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 2.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 2.3 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 2.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 1.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 1.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 1.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.4 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 1.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 1.2 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 1.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fox Hill Wealth Management CIK 0002016110 0.179 120 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.5 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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Emprise Bank CIK 0002018815 0.570 109 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atala Financial Inc CIK 0002053756 0.240 121 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 2 -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
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.1 0.0% 2 +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
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 +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% 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% 2 +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
☆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
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 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
☆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% 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
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 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% 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
☆Betterment LLC CIK 0001633901 0.437 675 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% 0 -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 -6.4 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 AVIV). Qtrs Held counts distinct quarters this fund has actually held AVIV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVIV position size. Δ columns are the percentage-point change in AVIV'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