Signals

← Signals

☆AVRE

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

Flow ranking

Rank#2448
Score / z0.000 / -0.02
Consensus74.07 over 116 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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 ▾
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 56.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp -0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 48.9 0.2% 6 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 38.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 37.8 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 29.5 0.9% 5 -0.0 pp -0.4 pp -0.4 pp -0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 27.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 21.6 2.1% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 18.2 4.8% 5 +0.2 pp +0.3 pp +0.7 pp +0.5 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 17.7 3.1% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 17.3 1.8% 5 -0.1 pp -0.5 pp -2.3 pp -2.5 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 16.5 2.9% 5 -0.0 pp -0.4 pp -0.4 pp -0.6 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 15.1 3.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 14.8 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 13.7 3.4% 5 +0.0 pp +0.1 pp +0.3 pp +0.2 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 13.5 1.6% 1 +1.6 pp +1.6 pp +0.2 pp +0.2 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 13.4 5.1% 5 -0.2 pp -0.3 pp -0.7 pp -1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 12.5 2.2% 5 +0.1 pp +0.3 pp +0.5 pp +0.7 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 12.5 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 10.3 2.9% 5 -0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 9.4 2.4% 5 +0.0 pp -0.3 pp -1.6 pp -2.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 8.2 1.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 8.2 3.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 7.2 3.2% 5 -0.3 pp -0.2 pp -0.3 pp -0.4 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 6.8 4.8% 4 +0.0 pp +0.5 pp +1.0 pp +4.8 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 6.4 3.2% 5 -0.0 pp +0.6 pp +0.4 pp +0.5 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 6.2 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 6.0 1.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 5.2 1.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 5.2 1.1% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 4.6 1.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.0 0.0% 5 -0.0 pp +0.0 pp -0.3 pp -0.2 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 3.7 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 3.3 1.2% 6 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 3.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 2.9 1.2% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 2.9 1.4% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 2.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.6 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 2.6 1.0% 5 -0.1 pp -0.4 pp -0.3 pp -0.6 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 2.5 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 2.3 0.9% 5 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 2.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 2.1 1.8% 5 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.395 71 2.0 1.5% 4 -0.1 pp -0.1 pp -0.1 pp +1.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.8 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 1.8 1.4% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.6 0.2% 2 +0.0 pp +0.2 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 1.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 1.3 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 1.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 1.1 0.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 1.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sanchez Levi Garrett CIK 0002126627 0.583 74 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 0.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 0.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.8 0.5% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 0.8 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 0.8 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.7 0.0% 4 -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% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.6 0.2% 5 -0.0 pp -0.3 pp -0.5 pp -1.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.3 0.0% 2 -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% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Trust Wealth Management LLC CIK 0002065265 0.224 75 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.3 0.1% 5 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 5 +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 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.1 0.0% 1 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +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% 5 -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% 5 -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% 5 -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% 5 -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% 3 -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% 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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 4 -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
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +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% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 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% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +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% 5 -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% 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% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 +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 +0.0 pp -0.2 pp -0.4 pp -0.3 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -1.2 pp -1.6 pp -1.2 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
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 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
☆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
☆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
☆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
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 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 +0.0 pp -0.6 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -2.5 pp -2.6 pp -2.6 pp -2.8 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -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
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 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 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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 (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