Signals

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☆AVRE

141 in-universe funds with a nonzero position in AVRE within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#2216
Score / z0.000 / -0.00
Consensus67.16 over 108 funds
Momentumnot computed

Price & positioning

224 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 ▾
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 33.0 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 28.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 21.1 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 17.1 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 16.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 15.9 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 14.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 14.1 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 13.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 13.2 5.8% 2 -0.3 pp +5.8 pp +5.8 pp +5.8 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 12.7 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 11.4 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 10.5 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 10.4 3.9% 2 -0.4 pp +3.9 pp +3.9 pp +3.9 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 9.9 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 8.4 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 8.2 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 7.3 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 6.7 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 6.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 6.2 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 5.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 5.8 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 4.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 4.6 2.6% 3 -0.2 pp -0.3 pp +2.6 pp +2.6 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 4.5 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 4.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 3.9 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 3.7 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 3.4 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 3.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 2.8 1.5% 3 -0.2 pp -0.6 pp +1.5 pp +1.5 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 2.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 2.4 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 2.4 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.396 71 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 1.7 0.7% 2 -0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 1.4 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 2 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 0.0 0.0% 2 -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% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 -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% 2 +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
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 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
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 +0.0 pp -5.4 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 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 AVRE). Qtrs Held counts distinct quarters this fund has actually held AVRE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVRE position size. Δ columns are the percentage-point change in AVRE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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