Signals

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☆BUCK

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

Flow ranking

Rank#3060
Score / z0.000 / -0.02
Consensus32.48 over 68 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 ▾
☆Simplify Asset Management Inc. CIK 0001846368 0.982 136 39.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 24.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 21.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 14.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 11.7 3.2% 5 +0.6 pp +0.7 pp +1.0 pp +1.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 10.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 8.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 7.9 4.7% 5 +0.0 pp -0.1 pp -0.0 pp -0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 5.7 2.9% 2 -0.6 pp +2.9 pp +2.9 pp +2.9 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 5.3 1.9% 3 -0.4 pp +0.9 pp +1.9 pp +1.9 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 4.1 2.7% 2 +1.5 pp +2.7 pp +2.7 pp +2.7 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 4.1 1.5% 3 -0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 3.4 0.9% 5 -0.0 pp -0.0 pp +0.6 pp +0.7 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 3.3 0.7% 5 -0.0 pp -0.5 pp -0.8 pp -1.5 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 3.2 1.5% 3 -0.4 pp -0.5 pp +1.5 pp -0.6 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 3.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 2.9 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 2.0 1.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 1.9 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 1.7 0.3% 5 -0.2 pp -0.3 pp -1.8 pp -1.9 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 1.7 1.0% 5 -0.0 pp +0.1 pp +0.4 pp +0.7 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 1.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.3 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 1.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.9 0.3% 3 -0.2 pp -0.4 pp +0.3 pp -2.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.8 0.6% 3 +0.4 pp +0.5 pp +0.6 pp +0.6 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.8 0.5% 5 -0.2 pp -0.6 pp -0.6 pp -0.6 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.8 0.3% 5 +0.0 pp +0.1 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 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Asset Management, LLC CIK 0002034181 0.022 73 0.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.7 0.2% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 0.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 0.4 0.1% 5 -0.3 pp -0.3 pp -0.3 pp -1.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.4 0.1% 4 -0.0 pp -0.1 pp -0.3 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.1 0.1% 1 +0.1 pp -3.4 pp -3.9 pp -4.5 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Planning,Inc CIK 0002048547 0.411 334 0.0 0.0% 1 +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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -1.5 pp -1.5 pp -2.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -1.7 pp -0.1 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.7 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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 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
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.0 0.0% 0 -0.7 pp -0.5 pp -0.5 pp -0.8 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 0.0 0.0% 0 -5.7 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 BUCK). Qtrs Held counts distinct quarters this fund has actually held BUCK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BUCK position size. Δ columns are the percentage-point change in BUCK'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