Signals

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☆AVSU

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

Flow ranking

Rank#1660
Score / z0.005 / -0.02
Consensus38.88 over 54 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
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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 95.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 26.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 13.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 11.2 2.9% 4 +0.1 pp +0.1 pp +0.4 pp +2.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 9.5 4.8% 4 -12.8 pp -12.6 pp -12.6 pp +4.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 8.1 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 5.3 2.9% 4 -0.3 pp -0.1 pp -0.1 pp +2.9 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 3.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 2.4 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 2.4 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 2.2 1.0% 4 +0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 2.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 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 1.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 1.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.4 0.2% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.4 0.0% 6 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.9 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.7 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 0.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.6 0.3% 4 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 0.6 0.3% 4 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.5 0.2% 4 -0.1 pp -1.7 pp -1.7 pp +0.2 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.4 0.0% 6 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.4 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.3 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.2 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 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
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.1 0.0% 1 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 4 +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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 -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 -2.1 pp -2.2 pp -2.4 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
☆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
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -0.4 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
☆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
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 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 (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