Signals

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☆AVLC

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

Flow ranking

Rank#24342
Score / z-0.087 / -0.12
Consensus51.78 over 89 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 10 180.7 19.9% 5 -2.3 pp -3.2 pp -3.7 pp -4.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 101.3 4.3% 3 -0.1 pp +4.2 pp +4.3 pp +4.3 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 75.7 4.7% 5 +0.8 pp +1.2 pp +1.5 pp +1.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 63.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 44.4 1.0% 5 +0.0 pp +0.2 pp +0.3 pp +0.5 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 43.4 8.8% 5 +0.5 pp +1.0 pp +2.4 pp +2.4 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 40.5 23.7% 5 -1.3 pp -0.5 pp -0.4 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 38.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 37.3 3.3% 5 +1.7 pp +1.6 pp +1.6 pp +1.9 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 34.2 1.2% 5 -0.5 pp -0.6 pp -0.4 pp -1.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 32.7 4.4% 3 +0.5 pp +0.9 pp +4.4 pp +4.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 29.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 23.3 13.6% 2 +0.3 pp +13.6 pp +13.6 pp +13.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 21.9 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 20.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 20.6 1.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 19.5 3.0% 3 +1.6 pp +2.0 pp +3.0 pp +3.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 18.6 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 16.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 15.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 15.3 8.7% 4 +0.3 pp -6.2 pp -5.7 pp +8.7 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 13.6 3.1% 5 +0.3 pp +0.4 pp +0.6 pp +0.8 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 13.1 5.5% 5 +0.3 pp +0.4 pp +0.6 pp +0.7 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 13.1 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 12.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Reserve Capital Management, LLC CIK 0002110357 0.624 53 11.9 8.8% 2 +0.5 pp +8.8 pp +8.8 pp +8.8 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 11.5 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 11.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 9.8 3.9% 7 -0.0 pp -0.0 pp -0.3 pp -0.3 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 9.8 6.1% 5 +0.7 pp +1.8 pp +4.0 pp +4.6 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 9.8 1.9% 5 +0.4 pp +0.6 pp +0.8 pp +1.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 9.4 1.5% 5 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 9.3 3.5% 5 +0.3 pp +0.3 pp +0.5 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 8.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 8.0 2.1% 5 +0.1 pp +0.3 pp +0.5 pp +0.4 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 7.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 5.9 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 4.2 3.1% 2 +1.6 pp +3.1 pp +3.1 pp +3.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.3 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 3.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.2 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 2.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 2.6 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 1.9 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 1.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.1 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 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 1.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.9 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 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 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 3 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.3 0.0% 1 +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
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 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 -0.0 pp -0.0 pp +0.2 pp
☆Platt Wealth Management LLC CIK 0002109497 0.441 57 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collier Financial CIK 0001902901 0.619 141 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 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 0.0 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 -0.3 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 0.0 0.0% 0 -7.1 pp -6.7 pp -6.9 pp -7.3 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 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
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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 -0.5 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
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.2 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
☆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
☆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
☆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 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 (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