Signals

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☆AVLC

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

Flow ranking

Rank#24034
Score / z-0.149 / -0.22
Consensus31.53 over 52 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆Oak Root LLC CIK 0002027377 0.950 10 204.5 23.7% 2 -0.3 pp +23.7 pp +23.7 pp +23.7 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 66.8 6.9% 2 -0.5 pp +6.9 pp +6.9 pp +6.9 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 45.9 3.3% 2 +0.4 pp +3.3 pp +3.3 pp +3.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 40.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 33.4 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 32.7 24.2% 2 +0.3 pp +24.2 pp +24.2 pp +24.2 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 32.0 6.5% 2 +0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 27.3 1.6% 2 -0.5 pp +1.6 pp +1.6 pp +1.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 25.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 25.0 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 24.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 18.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 17.1 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 16.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 10.2 5.0% 2 +0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 9.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 9.5 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 9.3 4.2% 4 +0.0 pp -0.3 pp -0.8 pp +4.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 6.8 3.0% 2 +0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 6.3 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 4.9 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 2.7 2.0% 2 +0.6 pp +2.0 pp +2.0 pp +2.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 2.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.395 71 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 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% 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% 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% 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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 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
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.5 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
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 AVLC). Qtrs Held counts distinct quarters this fund has actually held AVLC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVLC position size. Δ columns are the percentage-point change in AVLC'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