Signals

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☆AVMC

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

Flow ranking

Rank#1484
Score / z0.011 / -0.00
Consensus42.51 over 65 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)
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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 ▾
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 35.4 5.2% 5 +0.1 pp +0.3 pp +0.6 pp +4.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 33.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 21.6 1.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 19.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 19.3 2.8% 2 +0.9 pp +2.8 pp +2.8 pp +2.8 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 17.5 4.1% 5 -0.4 pp +0.0 pp +3.9 pp +4.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 15.2 8.8% 2 -0.3 pp +8.8 pp +8.8 pp +8.8 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 15.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 14.5 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 11.5 3.7% 5 +0.0 pp +0.1 pp -0.2 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 11.3 0.1% 5 +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 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 9.0 2.8% 3 +0.1 pp +0.3 pp +2.8 pp +2.8 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 8.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 8.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 7.1 4.4% 5 +0.8 pp +1.1 pp +2.0 pp +2.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 3.8 0.4% 1 +0.4 pp +0.4 pp +0.0 pp +0.4 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.6 0.7% 2 +0.2 pp +0.7 pp +0.7 pp -0.6 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 2.3 0.8% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 2.2 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.1 0.5% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 1.3 0.5% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 1.3 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 1.2 0.5% 4 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 1.0 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 3 -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 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 0.8 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 0.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 3 +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
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -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
☆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
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.3 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 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
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 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
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 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
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 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 -4.1 pp -4.9 pp -5.1 pp -5.2 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
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 AVMC). Qtrs Held counts distinct quarters this fund has actually held AVMC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVMC position size. Δ columns are the percentage-point change in AVMC'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