Signals

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☆AVUQ

30 in-universe funds with a nonzero position in AVUQ within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24004
Score / z-0.004 / -0.02
Consensus12.13 over 20 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 ▾
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 62.4 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 60.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 21.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 19.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 18.0 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Kooman & Associates CIK 0001961850 0.724 56 15.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 12.9 6.6% 2 +1.1 pp +6.6 pp +6.6 pp +6.6 pp
☆TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 9.6 8.1% 2 -0.3 pp +8.1 pp +8.1 pp +8.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 6.8 1.6% 3 +1.0 pp +1.5 pp +1.6 pp +1.6 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 3.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 1.8 0.4% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 0.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 4 +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
☆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
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 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 AVUQ). Qtrs Held counts distinct quarters this fund has actually held AVUQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVUQ position size. Δ columns are the percentage-point change in AVUQ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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