Signals

← Signals

☆AVIV

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

Flow ranking

Rank#22290
Score / z-0.013 / -0.03
Consensus84.08 over 132 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 ▾
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 239.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 47.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 43.4 4.8% 4 +0.4 pp +0.4 pp +0.4 pp +4.8 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 37.3 2.1% 4 +0.1 pp +0.2 pp +0.3 pp +2.1 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 26.9 3.3% 4 +0.3 pp +0.7 pp +0.6 pp +3.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 25.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 22.7 4.5% 4 +0.2 pp +0.3 pp +0.4 pp +4.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 20.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 19.3 0.9% 4 +0.0 pp +0.2 pp +0.4 pp +0.9 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 18.2 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 17.3 1.7% 4 +0.1 pp +0.1 pp +0.2 pp +1.7 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 16.3 8.1% 4 -0.5 pp -0.3 pp -0.2 pp +8.1 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 15.5 4.4% 4 +0.2 pp +0.3 pp +0.3 pp +4.4 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 12.2 2.8% 4 +0.4 pp +0.6 pp +0.7 pp +2.8 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 11.2 1.7% 4 +0.1 pp +0.4 pp +0.6 pp +1.7 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 10.6 0.6% 4 +0.1 pp -0.2 pp -0.2 pp +0.6 pp
☆CWM, LLC CIK 0001535847 0.788 5645 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 9.5 0.1% 4 -0.1 pp -0.5 pp -0.3 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 9.3 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Wright Wealth LLC CIK 0002046147 0.601 54 9.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 8.9 4.9% 4 +0.4 pp +1.0 pp +1.1 pp +4.9 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 8.9 7.1% 4 +0.2 pp +0.4 pp +0.4 pp +7.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 8.6 0.6% 4 -0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 8.3 3.3% 4 -0.1 pp -0.1 pp -0.1 pp +3.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 8.0 1.5% 4 -0.1 pp -0.0 pp +0.0 pp +1.5 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 7.5 5.7% 2 +0.5 pp +5.7 pp +5.7 pp +5.7 pp
☆Kilner Capital Advisors, LLC CIK 0002109522 0.824 18 7.4 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 6.8 0.6% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.440 69 6.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 6.1 1.1% 4 -0.3 pp -0.0 pp +0.1 pp +1.1 pp
☆Cornerstone Wealth Partners, LLC CIK 0002109292 0.869 17 5.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 5.5 3.2% 4 +0.2 pp +0.2 pp +0.4 pp +3.2 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 5.4 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 5.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 5.3 2.3% 4 +0.2 pp +0.4 pp +0.7 pp +2.3 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 5.2 0.7% 4 +0.2 pp +0.3 pp +0.5 pp +0.7 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 5.2 1.2% 4 +0.0 pp -0.0 pp -0.0 pp +1.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 4.6 2.1% 4 +0.2 pp +0.4 pp +0.3 pp +2.1 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 4.6 0.8% 3 +0.2 pp +0.4 pp +0.8 pp +0.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 4.5 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 4.4 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 4.4 2.1% 4 +0.1 pp +0.2 pp +0.3 pp +2.1 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 3.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 3.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 3.8 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 3.6 0.6% 4 +0.4 pp +0.5 pp +0.5 pp +0.6 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 3.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 2.7 0.4% 1 +0.4 pp -0.1 pp -0.1 pp +0.4 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 2.4 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 2.3 1.3% 4 -0.0 pp +0.4 pp +0.4 pp +1.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 2.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 2.0 0.9% 4 +0.1 pp +0.2 pp +0.4 pp +0.9 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 2.0 1.1% 4 +0.2 pp +0.2 pp +0.1 pp +1.1 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 2.0 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.7 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 1.6 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 1.5 1.8% 4 +0.4 pp -0.1 pp -0.1 pp +1.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 1.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 1.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 1.2 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 1.1 0.7% 4 +0.1 pp +0.0 pp -0.0 pp +0.7 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 1.1 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.8 0.0% 3 +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 +0.1 pp +0.1 pp +0.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.8 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Fox Hill Wealth Management CIK 0002016110 0.179 120 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 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 0.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 0.3 0.1% 6 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emprise Bank CIK 0002018815 0.570 109 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.3 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IF Advisors, LLC CIK 0002109472 0.403 60 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.3 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atala Financial Inc CIK 0002053756 0.240 121 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.2 0.0% 1 +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 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROGCO, LP CIK 0001998892 0.631 224 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% 4 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 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% 3 +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
☆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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 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
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -0.7 pp -0.7 pp -0.8 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -1.8 pp -1.6 pp -1.6 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -6.4 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 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 (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