Signals

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☆AVMV

70 in-universe funds with a nonzero position in AVMV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1131
Score / z0.044 / 0.05
Consensus27.55 over 51 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 ▾
☆Evensky & Katz LLC CIK 0001357867 0.914 72 51.7 2.9% 3 +0.1 pp +0.9 pp +2.9 pp +2.9 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 47.2 16.6% 3 +13.3 pp +13.2 pp +16.6 pp +16.6 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 31.6 3.6% 3 +0.0 pp +0.0 pp +3.6 pp +3.6 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 25.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 20.1 3.1% 3 +1.0 pp +1.4 pp +3.1 pp +3.1 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 9.8 4.0% 3 +0.9 pp +0.7 pp +4.0 pp +4.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 9.5 1.5% 3 +0.2 pp +0.2 pp +1.5 pp +1.5 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 9.4 2.5% 3 +0.2 pp +0.4 pp +2.5 pp +2.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 6.7 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 6.4 2.9% 3 +0.1 pp +0.2 pp +2.9 pp +2.9 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 5.8 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 5.2 1.2% 3 +0.1 pp +0.8 pp +1.2 pp +1.2 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 4.7 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 2.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 2.2 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 2.0 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 1.6 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.9 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.4 0.0% 2 -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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.3 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 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% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 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
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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 AVMV). Qtrs Held counts distinct quarters this fund has actually held AVMV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVMV position size. Δ columns are the percentage-point change in AVMV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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