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☆AVXC

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

Flow ranking

Rank#23979
Score / z-0.012 / -0.03
Consensus31.34 over 49 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 122.8 0.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 40.6 3.0% 5 +0.4 pp +0.8 pp +0.9 pp +0.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 26.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 17.8 8.0% 5 +0.1 pp +0.3 pp +0.5 pp +4.8 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 17.3 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 16.4 2.3% 4 +0.8 pp +0.8 pp +0.8 pp +2.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 16.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 11.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 5.9 3.3% 2 +2.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 5.7 2.2% 2 +0.7 pp +2.2 pp +2.2 pp +2.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 5.0 2.9% 2 +1.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 4.9 2.9% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 4.4 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 3.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 3.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 2.8 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 2.4 0.5% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 1.6 1.1% 5 +0.1 pp +0.3 pp +0.5 pp +0.8 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 1.2 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.6 0.2% 5 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 5 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 4 -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
☆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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 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% 1 +0.0 pp +0.0 pp +0.0 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
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 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 +0.0 pp -0.2 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 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
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -1.8 pp -1.7 pp -1.6 pp -0.8 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 AVXC). Qtrs Held counts distinct quarters this fund has actually held AVXC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVXC position size. Δ columns are the percentage-point change in AVXC'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