Signals

AVNV

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

Flow ranking

Rank#2445
Score / z0.000 / -0.02
Consensus6.98 over 14 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
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 7.6 4.4% 5 -0.3 pp +0.0 pp +0.1 pp +0.3 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 7.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 2.4 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cushing Capital Partners, LLC CIK 0002054827 0.293 99 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Capital Group CIK 0001964309 0.408 374 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McCartney Wealth Management LLC CIK 0002110693 0.441 65 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHL GROUP, LLC CIK 0002066311 0.079 271 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.1 0.0% 1 +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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 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
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
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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 +0.0 pp -0.1 pp -0.5 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 AVNV). Qtrs Held counts distinct quarters this fund has actually held AVNV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVNV position size. Δ columns are the percentage-point change in AVNV'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