Signals

CUSIP:040413106

31 in-universe funds with a nonzero position in CUSIP:040413106 within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#5228
Score / z0.000 / -0.00
Consensus6.39 over 15 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 0.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 0.0 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
KKM Financial LLC CIK 0002001943 0.086 169 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEORGE KAISER FAMILY FOUNDATION CIK 0001265376 0.904 105 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sawyer & Company, Inc CIK 0001722436 0.286 202 0.0 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
JACOBS & CO/CA CIK 0001055544 0.441 134 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Knuff & Co LLC CIK 0001768089 0.368 142 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Giverny Capital Inc. CIK 0001641864 0.751 51 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berbice Capital Management LLC CIK 0002051605 0.347 87 0.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.0 0.1% 4 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
Covington Investment Advisors Inc. CIK 0001569036 0.525 73 0.0 3.2% 3 +0.7 pp +1.2 pp +3.2 pp +3.2 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHE, LLC CIK 0001910179 0.736 57 0.0 1.9% 3 +0.4 pp +0.8 pp +1.9 pp +1.9 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
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
WD RUTHERFORD LLC CIK 0001841015 0.182 75 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 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:040413106). Qtrs Held counts distinct quarters this fund has actually held CUSIP:040413106 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:040413106 position size. Δ columns are the percentage-point change in CUSIP:040413106'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