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☆AVSU

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

Flow ranking

Rank#24153
Score / z-0.243 / -0.36
Consensus29.56 over 44 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 31.1 17.4% 2 +0.0 pp +17.4 pp +17.4 pp +17.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 26.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 10.0 2.9% 2 +0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.8 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 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 6.6 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 5.2 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 3.4 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 3.3 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 3.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 2.5 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.0 0.0% 2 -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 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 1.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.6 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.3 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 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 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 -0.1 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
☆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
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 AVSU). Qtrs Held counts distinct quarters this fund has actually held AVSU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVSU position size. Δ columns are the percentage-point change in AVSU'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