Signals

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☆CUSIP:02072Q853

21 in-universe funds with a nonzero position in CUSIP:02072Q853 within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#571
Score / z0.250 / 0.37
Consensus13.11 over 21 funds
Momentumno 12m return

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.
Drawdownno history
Short interestno FINRA history

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 ▾
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Soundwatch Capital LLC CIK 0001803253 0.945 53 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.0 26.0% 1 +26.0 pp +26.0 pp +26.0 pp +26.0 pp
☆Cache Advisors, LLC CIK 0002052593 0.701 139 0.0 25.9% 1 +25.9 pp +25.9 pp +25.9 pp +25.9 pp
☆Schiavi & Co LLC CIK 0001840014 0.886 60 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 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:02072Q853). Qtrs Held counts distinct quarters this fund has actually held CUSIP:02072Q853 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:02072Q853 position size. Δ columns are the percentage-point change in CUSIP:02072Q853'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