Signals

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☆AVSE

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

Flow ranking

Rank#2487
Score / z0.000 / -0.02
Consensus27.32 over 43 funds
Momentumnot computed

Price & positioning

223 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 ▾
☆MASECO LLP CIK 0002074052 0.917 291 29.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 11.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 10.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Riverwater Partners LLC CIK 0001882572 0.130 209 8.8 2.9% 4 -0.2 pp -0.2 pp +0.7 pp +2.9 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
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 2.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.6 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 2.4 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 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 1.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 1.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 0.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.8 0.1% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 0.6 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.3 0.1% 1 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.2 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.2 0.1% 4 -0.3 pp -0.2 pp -0.2 pp +0.1 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 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 0.1 0.0% 6 -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% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +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 -0.1 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
☆Mariner, LLC CIK 0001373442 0.925 3517 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
☆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
☆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
☆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
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.0 0.0% 0 -0.0 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
☆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
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.6 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
☆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
☆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
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 -1.8 pp -1.9 pp -2.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 (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