Signals

AVMA

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

Flow ranking

Rank#2451
Score / z0.000 / -0.02
Consensus7.15 over 12 funds
Momentumnot computed

Price & positioning

226 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 10.6 6.6% 2 +1.2 pp +6.6 pp +6.6 pp +6.6 pp
Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 6.6 1.1% 4 -0.1 pp -0.0 pp -0.0 pp +1.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vawter Financial, Ltd. CIK 0001974403 0.509 131 1.1 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.1 0.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.8 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
marrick wealth, LLC CIK 0002109850 0.626 62 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.2 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 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
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 AVMA). Qtrs Held counts distinct quarters this fund has actually held AVMA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVMA position size. Δ columns are the percentage-point change in AVMA'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