Signals

← Signals

☆AVRE

169 in-universe funds with a nonzero position in AVRE within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#2477
Score / z0.000 / -0.02
Consensus62.52 over 98 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 ▾
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 54.5 0.3% 2 -0.1 pp +0.3 pp -0.2 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 43.5 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 31.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 26.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 26.4 1.0% 4 -0.4 pp -0.3 pp -0.1 pp +1.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 18.7 2.1% 4 +0.1 pp +0.0 pp -0.1 pp +2.1 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 17.1 1.9% 4 -0.4 pp -2.1 pp -2.3 pp +1.9 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 16.4 4.6% 4 +0.1 pp +0.5 pp +0.4 pp +4.6 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 14.9 2.9% 4 -0.4 pp -0.4 pp -0.6 pp +2.9 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 14.9 3.0% 4 +0.1 pp +0.0 pp +0.0 pp +3.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 13.9 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 13.6 3.9% 4 +0.1 pp +0.1 pp +0.1 pp +3.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 12.7 5.3% 4 -0.1 pp -0.5 pp -0.8 pp +5.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 12.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 12.0 3.4% 4 +0.1 pp +0.3 pp +0.2 pp +3.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 10.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 9.9 2.1% 4 +0.2 pp +0.4 pp +0.5 pp +2.1 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 9.1 2.9% 4 +0.1 pp +0.0 pp -0.1 pp +2.9 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 8.6 2.3% 4 -0.3 pp -1.6 pp -2.0 pp +2.3 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 7.6 3.1% 4 +0.2 pp +0.2 pp +0.2 pp +3.1 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 7.6 1.9% 4 -0.0 pp -0.1 pp -0.2 pp +1.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 7.4 3.5% 4 +0.0 pp -0.0 pp -0.1 pp +3.5 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 6.0 4.8% 3 +0.5 pp +0.9 pp +4.8 pp +4.8 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 5.8 3.2% 4 +0.6 pp +0.4 pp +0.6 pp +3.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 5.8 0.3% 4 -0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 5.3 1.2% 4 +0.1 pp +0.1 pp +0.0 pp +1.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.9 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 4.7 1.1% 4 +0.2 pp +0.1 pp +0.1 pp +1.1 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 4.5 2.5% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 4.4 1.3% 4 +0.0 pp +0.1 pp +0.2 pp +1.3 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 4.1 1.7% 4 -0.1 pp -0.1 pp -0.2 pp +1.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.7 0.0% 4 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 3.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 3.0 1.3% 5 -0.0 pp -0.2 pp -0.4 pp -0.8 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 3.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 2.8 1.5% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 2.7 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 2.5 1.0% 4 -0.4 pp -0.2 pp -0.5 pp +1.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.4 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 2.4 1.1% 4 +0.2 pp +0.2 pp +0.2 pp +1.1 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 2.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 2.3 1.8% 4 +0.0 pp -0.2 pp -0.4 pp +1.8 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 2.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.395 71 1.8 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 1.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 1.7 1.3% 4 +0.1 pp +0.3 pp +0.3 pp +1.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.6 0.0% 4 -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% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.5 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 1.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.3 0.2% 1 +0.2 pp +0.0 pp -0.0 pp +0.2 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 1.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 1.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 1.2 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.1 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 0.9 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.8 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 0.7 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.7 0.2% 4 -0.2 pp -0.5 pp -1.0 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.7 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Trust Wealth Management LLC CIK 0002065265 0.224 75 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +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% 4 -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% 4 +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% 4 +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
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 1 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 +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% 6 -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% 4 -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% 4 -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% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 +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% 4 +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% 4 -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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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% 4 -0.0 pp -0.0 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
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -1.2 pp -1.6 pp -1.2 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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -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
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 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 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -1.4 pp -1.4 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 -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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 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
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.0 0.0% 0 -0.2 pp -0.4 pp -0.3 pp +0.0 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 0.0 0.0% 0 +0.0 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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