Signals

AVMU

32 in-universe funds with a nonzero position in AVMU within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#2244
Score / z0.000 / -0.02
Consensus14.05 over 22 funds
Momentumnot computed

Price & positioning

225 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
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 34.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 10.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Landmark Wealth Management, LLC CIK 0001728778 0.547 151 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 2 -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 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 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 AVMU). Qtrs Held counts distinct quarters this fund has actually held AVMU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVMU position size. Δ columns are the percentage-point change in AVMU's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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