Signals

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☆CUSIP:02072Q713

22 in-universe funds with a nonzero position in CUSIP:02072Q713 within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#5305
Score / z0.000 / -0.00
Consensus11.43 over 22 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 ▾
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 1 +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:02072Q713). Qtrs Held counts distinct quarters this fund has actually held CUSIP:02072Q713 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:02072Q713 position size. Δ columns are the percentage-point change in CUSIP:02072Q713's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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