Signals

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☆AVSF

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

Flow ranking

Rank#2488
Score / z0.000 / -0.02
Consensus48.41 over 82 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 ▾
☆MASECO LLP CIK 0002074052 0.917 291 91.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 82.6 0.4% 3 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 63.4 5.7% 4 -0.1 pp -1.3 pp -1.5 pp +5.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 41.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 39.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 34.2 1.9% 4 +0.1 pp +0.2 pp -0.6 pp +1.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 30.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 18.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 14.6 1.7% 4 -0.1 pp -0.4 pp -0.9 pp +1.7 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 10.9 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 9.6 1.9% 4 +0.1 pp +0.2 pp +0.0 pp +1.9 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 9.5 1.3% 1 +1.3 pp +0.3 pp +0.3 pp +1.3 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 9.0 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 8.3 4.2% 4 +0.4 pp +0.3 pp -0.2 pp +4.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 7.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 7.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 4.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 4.2 2.0% 4 +0.8 pp +1.1 pp +1.0 pp +2.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 3.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 3.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.4 1.0% 4 -0.1 pp -0.0 pp -0.6 pp +1.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 3.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 2.9 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 2.8 1.5% 5 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 2.8 1.6% 4 +0.2 pp +0.3 pp +0.4 pp +1.6 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 2.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 2.5 1.0% 4 +0.8 pp +0.8 pp +0.8 pp +1.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 2.5 1.4% 4 +0.1 pp +1.1 pp +1.0 pp +1.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 2.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 1.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.7 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 1.6 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.4 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Balefire, LLC CIK 0001750924 0.097 475 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.3 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.440 69 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.2 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 0.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 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
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.0 0.0% 1 +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
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 +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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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 -12.1 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
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 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 -0.1 pp -0.1 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
☆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
☆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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -0.6 pp -0.5 pp -0.5 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
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 (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