Signals

AVMU

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

Flow ranking

Rank#2443
Score / z0.000 / -0.02
Consensus16.84 over 28 funds
Momentumnot computed

Price & positioning

227 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 4822 41.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 7.9 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Plancorp, LLC CIK 0001599579 0.797 425 6.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 6.2 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 3.2 0.2% 7 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Align Financial, LLC CIK 0002089183 0.645 360 2.8 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EJMK Ventures LLC CIK 0002113915 0.239 162 2.2 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.0 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 0.3% 5 -0.0 pp -0.2 pp -0.3 pp -0.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Landmark Wealth Management, LLC CIK 0001728778 0.546 151 0.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Plan, Inc. CIK 0002107584 0.868 95 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.3 0.0% 5 -0.0 pp -0.2 pp -0.0 pp -0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Day Solutions, LLC CIK 0001467517 0.377 134 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.2 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.1 0.0% 7 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +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% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trailhead Planners LLC CIK 0002109534 0.262 57 0.0 0.0% 0 -0.2 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
Haven Private, LLC CIK 0002053665 0.242 171 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 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
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 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
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 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 (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