Signals

← Signals

☆AXP

145 in-universe funds with a nonzero position in AXP within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#1871
Score / z0.000 / -0.03
Consensus48.53 over 101 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest-8% / 2.5d

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 ▾
☆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 3,574.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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 1,841.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1,025.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,013.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 779.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 305.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 291.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 278.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 235.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 140.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 106.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 97.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 94.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 86.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 54.7 6.4% 2 -0.3 pp +6.4 pp +6.4 pp +6.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 54.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STRS OHIO CIK 0000820478 0.777 2154 52.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 49.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 47.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 35.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 34.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 33.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 32.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 26.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 22.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 22.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 19.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 17.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 17.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 16.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 16.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 15.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 14.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 13.7 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 9.9 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 8.6 3.5% 2 -0.4 pp +3.5 pp +3.5 pp +3.5 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 7.9 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 6.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AlpenGlobal Capital LLC CIK 0002062492 0.405 35 5.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 5.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 4.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GHE, LLC CIK 0001910179 0.736 57 4.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Impact Asset Management GmbH CIK 0002068799 0.000 0 4.3 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 4.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 4.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 4.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 3.0 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Galilei Investment Office LLP CIK 0002043729 0.821 28 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Union Heritage Capital, LLC CIK 0001862428 0.324 65 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 2.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 1.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆111 Capital CIK 0002060412 0.025 488 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Innovative Advisory Group, LLC CIK 2156202 0.646 29 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSIOENFONDS RAIL & OV CIK 0001218761 0.443 40 0.0 0.0% 0 -4.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 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 AXP). Qtrs Held counts distinct quarters this fund has actually held AXP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AXP position size. Δ columns are the percentage-point change in AXP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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