Signals

← Signals

☆CUSIP:025072323

145 in-universe funds with a nonzero position in CUSIP:025072323 within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#700
Score / z0.194 / 0.23
Consensus65.95 over 111 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 ▾
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 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 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 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
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 1.7% 3 -0.1 pp -0.3 pp +1.7 pp +1.7 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 0.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 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
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 0.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.0 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 0.0 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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:025072323). Qtrs Held counts distinct quarters this fund has actually held CUSIP:025072323 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:025072323 position size. Δ columns are the percentage-point change in CUSIP:025072323's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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