Signals

← Signals

☆AVLV

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

Flow ranking

Rank#210
Score / z1.087 / 1.29
Consensus247.94 over 436 funds
Momentum-0.06 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-1%
Short interest+48% / 1.0d ⚡

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 ▾
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2,952.3 1.6% 1 +1.6 pp +1.6 pp +1.5 pp +1.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,705.9 0.8% 5 +0.2 pp +0.3 pp +0.2 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 891.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 843.1 1.4% 6 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 423.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 365.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 329.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 249.4 0.3% 6 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 248.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 189.5 12.0% 5 +1.2 pp +0.5 pp +0.6 pp +0.8 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 177.5 14.9% 2 +0.1 pp +14.9 pp +14.9 pp +14.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 160.0 0.9% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 145.3 1.8% 5 +0.1 pp +0.0 pp +0.1 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 145.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 134.8 0.4% 5 -0.2 pp -0.3 pp -0.3 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 132.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 127.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 126.1 1.6% 2 -0.1 pp +1.6 pp -0.1 pp -0.2 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 123.7 12.1% 5 +0.3 pp +2.3 pp +2.8 pp +3.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 121.1 7.6% 5 +0.2 pp +0.6 pp +1.0 pp +1.3 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 113.3 2.6% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 112.5 6.1% 5 -0.1 pp +0.2 pp +0.6 pp +0.4 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 110.0 2.0% 3 -0.2 pp -0.2 pp +2.0 pp -0.4 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 104.0 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 103.1 11.7% 5 -0.2 pp +0.3 pp +0.5 pp +0.4 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 98.2 0.7% 2 -0.6 pp +0.7 pp +0.7 pp -0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 95.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 94.9 8.5% 5 +0.8 pp +1.0 pp +1.8 pp +2.1 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 93.5 6.6% 5 +0.0 pp +0.8 pp +1.4 pp +1.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 85.2 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 82.4 8.2% 5 +0.0 pp +4.0 pp +7.2 pp +7.4 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 77.0 13.1% 4 +0.1 pp +1.2 pp +12.3 pp +13.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 76.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 70.7 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 69.0 1.0% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 67.1 3.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 65.9 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 61.7 10.7% 5 +0.5 pp +1.0 pp +1.2 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 60.9 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 59.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 58.6 0.5% 5 +0.2 pp +0.2 pp -0.7 pp -0.3 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 58.0 11.0% 5 +0.0 pp +0.8 pp +0.9 pp +1.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 57.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 53.0 0.4% 5 -0.0 pp -0.1 pp +0.2 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 51.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 49.4 12.0% 5 +0.5 pp +1.0 pp +1.4 pp +1.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 48.3 0.0% 5 +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 47.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 45.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 45.8 4.4% 5 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 45.1 1.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 44.4 6.9% 5 -0.1 pp +0.6 pp +1.2 pp +0.2 pp
☆Tulsa Wealth Advisors, INC CIK 0002114442 0.487 166 43.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 43.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 41.9 2.4% 2 -0.6 pp +2.4 pp +2.4 pp +2.4 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 40.9 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 40.5 3.6% 5 -1.7 pp -1.4 pp -1.4 pp -1.3 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 38.4 1.9% 3 -0.0 pp +0.2 pp +1.9 pp +1.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 38.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 37.1 2.5% 5 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 34.0 10.7% 5 +0.6 pp +2.0 pp +3.5 pp +3.7 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 33.5 6.0% 5 +0.1 pp +0.4 pp +0.7 pp +0.7 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 32.8 0.7% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 31.9 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 31.4 1.6% 5 +0.1 pp +0.2 pp -0.3 pp -0.2 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 29.7 4.3% 5 +2.7 pp +2.8 pp +2.9 pp +2.8 pp
☆Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 28.5 13.6% 4 +0.3 pp +1.2 pp +1.2 pp +13.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 28.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 26.9 4.4% 5 +0.3 pp +0.6 pp +0.8 pp +0.8 pp
☆River Road Asset Management, LLC CIK 0001341401 0.545 175 26.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Wealth Partners, LLC CIK 0002109292 0.869 17 25.5 11.8% 2 +0.2 pp +11.8 pp +11.8 pp +11.8 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 24.5 5.2% 5 +0.3 pp +1.1 pp +1.4 pp +1.3 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 24.4 4.0% 5 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 23.6 6.9% 5 +0.4 pp +2.0 pp +1.3 pp +1.3 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 23.1 2.9% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 22.9 3.9% 5 +0.2 pp +0.7 pp +0.9 pp +1.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 22.6 8.8% 5 +0.4 pp +1.5 pp +2.3 pp +2.9 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 22.6 0.4% 5 +0.1 pp +0.0 pp +0.0 pp -0.3 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 22.5 2.0% 5 +0.0 pp +0.4 pp +0.7 pp +1.1 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 22.5 8.7% 5 +3.1 pp +3.0 pp +3.1 pp +1.6 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 22.4 7.7% 5 +0.5 pp +1.4 pp +0.5 pp +0.9 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 22.4 1.6% 4 +0.1 pp +0.3 pp +0.4 pp +1.6 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 22.4 8.0% 5 +0.2 pp +0.5 pp +0.9 pp +1.2 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 22.2 11.2% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 21.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 21.6 15.1% 5 +1.8 pp +2.0 pp +2.0 pp +1.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 21.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 20.8 10.4% 5 +0.2 pp -0.3 pp +0.2 pp -0.3 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 20.6 11.7% 3 +2.0 pp -3.3 pp +11.7 pp +11.7 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 20.3 7.2% 5 -0.5 pp +0.2 pp +2.2 pp +2.5 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 19.2 10.5% 5 +0.3 pp +0.5 pp +0.8 pp +0.7 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 19.0 5.2% 5 +0.0 pp +0.4 pp +0.4 pp -0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 18.7 2.2% 5 +0.0 pp +0.1 pp +0.1 pp -0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 18.5 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 18.5 7.9% 5 -0.3 pp +0.5 pp +2.2 pp +2.1 pp
☆Kooman & Associates CIK 0001961850 0.724 56 18.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 18.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 18.0 1.5% 5 -0.4 pp -1.5 pp -1.4 pp -1.4 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 17.7 4.7% 5 +0.2 pp +0.6 pp +1.3 pp +2.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 17.5 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 17.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 17.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 17.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 16.8 6.1% 5 -0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 16.7 3.4% 5 +0.1 pp +0.4 pp +0.3 pp +0.3 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.453 98 16.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 16.6 4.2% 5 +0.0 pp +0.3 pp +0.3 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 16.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 16.1 1.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 15.6 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 15.5 8.3% 5 -3.4 pp -2.7 pp -1.1 pp -0.9 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 15.0 0.5% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 14.9 8.7% 6 -0.1 pp +0.6 pp +0.9 pp +1.4 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 14.9 4.0% 5 +0.2 pp +0.2 pp +0.4 pp +0.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 14.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 14.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 14.4 1.9% 4 -0.1 pp +0.4 pp +0.9 pp +1.9 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 14.1 0.3% 5 -0.0 pp +0.1 pp -0.4 pp -0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 13.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 13.7 5.2% 5 +0.0 pp +0.3 pp +0.7 pp +0.7 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 13.2 9.3% 4 +0.0 pp +0.8 pp +1.5 pp +9.3 pp
☆Kilner Capital Advisors, LLC CIK 0002109522 0.824 18 13.2 11.3% 2 -0.1 pp +11.3 pp +11.3 pp +11.3 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 13.0 5.0% 2 +0.6 pp +5.0 pp +5.0 pp +2.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 12.7 5.1% 5 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 12.6 2.5% 5 +0.1 pp +0.4 pp +0.5 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 11.8 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 11.7 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 11.7 1.9% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 11.6 1.1% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆Bauman Advisory Group, LLC CIK 0002111802 0.251 81 11.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 11.5 5.7% 4 -0.0 pp +0.6 pp -0.2 pp +5.7 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 11.5 5.0% 5 -0.0 pp -0.1 pp +0.1 pp +0.2 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 11.5 2.7% 5 +0.6 pp +0.8 pp +1.1 pp +1.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 11.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 11.4 1.6% 5 +0.2 pp +0.2 pp +0.4 pp +0.6 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 11.2 2.1% 5 +0.3 pp +0.4 pp +0.5 pp +0.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.9 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 10.7 0.0% 5 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 10.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 10.7 6.3% 5 -0.3 pp +0.4 pp +0.6 pp +0.7 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 10.6 10.3% 2 +0.2 pp +10.3 pp +10.3 pp +10.3 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 10.6 6.0% 1 +6.0 pp +0.5 pp +1.0 pp +2.3 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 10.5 6.1% 2 +0.4 pp +6.1 pp +6.1 pp +6.1 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 10.4 2.0% 5 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 10.3 4.4% 5 +2.3 pp +3.8 pp +3.9 pp +4.1 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.440 69 10.1 8.2% 2 +0.6 pp +8.2 pp +8.2 pp +8.2 pp
☆Seros Financial, LLC CIK 0002039918 0.495 66 9.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 9.9 1.2% 5 +0.2 pp +0.1 pp +0.3 pp +0.3 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 9.6 0.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 9.6 8.2% 2 -0.7 pp +8.2 pp +8.2 pp +8.2 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 9.3 4.2% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 9.2 0.5% 5 -0.0 pp -0.0 pp -0.7 pp -0.7 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 9.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 9.2 2.0% 4 -0.0 pp -0.2 pp -0.6 pp +2.0 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 9.1 5.5% 6 -0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 8.8 4.0% 5 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
☆S&A Financial Services, Inc. CIK 2140428 0.330 88 8.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 8.6 5.0% 4 +0.1 pp +1.1 pp +4.8 pp +5.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 8.4 1.9% 5 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 8.3 4.2% 5 +0.1 pp -1.2 pp -2.5 pp -2.3 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 8.3 3.1% 5 +0.0 pp +0.0 pp +0.4 pp +0.3 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 8.3 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 7.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 7.7 1.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 7.7 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 7.5 0.8% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 7.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 7.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 7.4 1.1% 5 -0.3 pp -0.7 pp -0.6 pp -0.6 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 7.4 2.7% 6 +0.4 pp +0.3 pp +0.3 pp +0.2 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 7.3 2.6% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 7.2 1.8% 5 +0.2 pp +0.4 pp +0.6 pp +1.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 7.1 0.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 7.1 1.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 7.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 6.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 6.7 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 6.7 0.7% 5 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 6.5 1.5% 5 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 6.2 1.4% 5 -0.0 pp +0.2 pp +1.0 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 6.2 0.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 6.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 6.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 6.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 5.9 0.5% 5 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 5.9 3.9% 2 +0.3 pp +3.9 pp +3.9 pp +3.9 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 5.6 3.7% 5 -0.0 pp +0.4 pp +0.2 pp +0.7 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 5.6 0.7% 2 -0.0 pp +0.7 pp +0.0 pp -0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 5.6 0.9% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 5.2 1.6% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Altar Rock LLC CIK 2156071 0.071 77 5.2 7.6% 2 +2.2 pp +7.6 pp +7.6 pp +7.6 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 5.2 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 5.2 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 5.1 2.7% 5 +0.0 pp +0.0 pp -0.3 pp -0.5 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 5.0 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.9 0.2% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tenzing Financial LLC CIK 0002111360 0.444 84 4.9 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 4.8 0.8% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 4.7 1.8% 5 +0.0 pp +0.3 pp +0.5 pp +0.8 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 4.7 4.2% 2 -0.0 pp +4.2 pp +4.2 pp +4.2 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 4.6 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 4.5 1.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 4.3 3.4% 2 +0.6 pp +3.4 pp +3.4 pp +3.4 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 4.3 1.1% 5 +0.0 pp +0.1 pp +0.0 pp -0.2 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 4.3 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 4.2 1.6% 5 -0.1 pp -0.1 pp +0.3 pp +0.2 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 4.1 1.4% 4 -0.1 pp +0.1 pp +0.3 pp +1.4 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 4.1 0.5% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 4.1 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
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☆Hudson Oak Wealth Advisory LLC CIK 0002088700 0.413 52 4.1 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 4.1 1.5% 4 +0.1 pp +0.3 pp +0.4 pp +1.5 pp
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☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 3.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 3.8 0.9% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 3.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 3.7 1.2% 7 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
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☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 3.6 0.5% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 3.6 0.6% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 3.5 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 3.4 1.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
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☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 3.4 1.3% 5 +0.2 pp +0.3 pp +0.6 pp +0.7 pp
☆Well Done, LLC CIK 0001667132 0.522 202 3.3 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
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☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 3.3 0.2% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 3.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆CAP Partners, LLC CIK 0002006870 0.188 155 2.8 1.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 2.8 1.4% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
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☆IF Advisors, LLC CIK 0002109472 0.403 60 2.7 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 2.7 1.0% 3 -0.6 pp -0.5 pp +1.0 pp +1.0 pp
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☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 2.6 0.6% 5 +0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 2.6 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Directional Asset Management CIK 0002105817 0.159 83 2.3 2.2% 2 +0.5 pp +2.2 pp +2.2 pp +2.2 pp
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☆GEM Asset Management, LLC CIK 0001963319 0.462 116 2.2 0.9% 5 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
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☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 1.9 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 1.6 1.0% 4 +0.2 pp +0.7 pp +0.8 pp +1.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 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 +0.0 pp +0.0 pp +0.0 pp -0.3 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 AVLV). Qtrs Held counts distinct quarters this fund has actually held AVLV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVLV position size. Δ columns are the percentage-point change in AVLV'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