Signals

← Signals

☆AVSE

70 in-universe funds with a nonzero position in AVSE within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#2270
Score / z0.000 / -0.01
Consensus28.92 over 45 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)
–
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 ▾
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 14.5 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Riverwater Partners LLC CIK 0001882572 0.130 209 8.1 3.2% 3 +0.0 pp +0.9 pp +3.2 pp +3.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 2.5 1.8% 3 -0.2 pp -0.3 pp +1.8 pp +1.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 1.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 1.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 0.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.3 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.2 0.0% 1 +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 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.1% 3 +0.0 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 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 3 -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% 3 +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
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 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 +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.1 pp -0.1 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 +0.0 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
☆Mariner, LLC CIK 0001373442 0.925 3517 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 -0.7 pp -0.7 pp -0.6 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.0 0.0% 0 -0.1 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 AVSE). Qtrs Held counts distinct quarters this fund has actually held AVSE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVSE position size. Δ columns are the percentage-point change in AVSE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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