Signals

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☆AVSD

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

Flow ranking

Rank#2451
Score / z0.000 / -0.02
Consensus49.80 over 70 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 ▾
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 158.3 3.7% 3 +0.3 pp +0.4 pp +3.7 pp +3.7 pp
☆MASECO LLP CIK 0002074052 0.917 291 56.9 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 14.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 9.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.1 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 6.4 1.4% 5 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverwater Partners LLC CIK 0001882572 0.130 209 5.6 1.7% 5 -0.2 pp -0.4 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 3.7 1.8% 5 -0.6 pp -6.7 pp -6.5 pp -6.6 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 3.4 3.3% 2 -2.4 pp +3.3 pp +3.3 pp +3.3 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 3.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 2.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 2.1 1.2% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 2.0 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 1.6 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 1.6 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.4 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 1.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 1.3 0.6% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 1.0 0.3% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 1.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.8 0.3% 5 -0.0 pp -0.6 pp -0.8 pp -0.8 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 0.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.4 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 0.4 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.4 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 0.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS FINANCIAL, LLC CIK 0002112647 0.211 41 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pearl Planning LLC CIK 0002100519 0.696 58 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ LLC CIK 0001757605 0.412 87 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 5 -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
☆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
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 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 0.0 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
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 +0.0 pp -2.9 pp -3.0 pp -3.3 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
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 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 -0.2 pp -0.2 pp -0.2 pp -0.2 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 AVSD). Qtrs Held counts distinct quarters this fund has actually held AVSD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVSD position size. Δ columns are the percentage-point change in AVSD'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