Signals

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☆CUSIP:00771X419

15 in-universe funds with a nonzero position in CUSIP:00771X419 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#4116
Score / z0.000 / -0.02
Consensus3.68 over 8 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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 ▾
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SOMERVILLE KURT F CIK 0001215208 0.429 97 0.0 0.8% 5 -0.1 pp +0.1 pp +0.2 pp +0.1 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
☆Delaney Dennis R CIK 0001661536 0.404 61 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 1.2% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆Dempze Nancy E CIK 0001592614 0.301 91 0.0 1.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PUZO MICHAEL J CIK 0001053914 0.425 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elefante Mark B CIK 0001661535 0.333 60 0.0 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broderick Brian C CIK 0001314376 0.508 95 0.0 1.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hemenway Trust Co LLC CIK 0001494234 0.632 135 0.0 1.4% 5 -0.2 pp -0.0 pp -0.0 pp -0.1 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 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 CUSIP:00771X419). Qtrs Held counts distinct quarters this fund has actually held CUSIP:00771X419 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:00771X419 position size. Δ columns are the percentage-point change in CUSIP:00771X419'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