Signals

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☆AVSF

67 in-universe funds with a nonzero position in AVSF within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#2218
Score / z0.000 / -0.00
Consensus28.97 over 46 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 ▾
☆Savant Capital, LLC CIK 0001482880 0.851 1836 125.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 73.2 7.0% 2 -0.1 pp +7.0 pp +7.0 pp +7.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 30.0 1.7% 2 -0.8 pp +1.7 pp +1.7 pp +1.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 21.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 20.4 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 18.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 8.4 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 7.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 7.0 3.9% 2 -0.6 pp +3.9 pp +3.9 pp +3.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 6.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 4.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.3 1.0% 2 -0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 2.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 2.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 1.9 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 1.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 1.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 1.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 1.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.8 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 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 0.0 0.0% 4 -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% 2 -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
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 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 -12.1 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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.1 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 AVSF). Qtrs Held counts distinct quarters this fund has actually held AVSF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVSF position size. Δ columns are the percentage-point change in AVSF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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