Signals

← Signals

☆CUSIP:26922A321

184 in-universe funds with a nonzero position in CUSIP:26922A321 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24472
Score / z-0.086 / -0.12
Consensus53.84 over 85 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
–
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 ▾
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 3 -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 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.0 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 0.0 0.4% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.6% 5 -0.3 pp -0.4 pp -0.6 pp -0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 1.3% 5 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -3.9 pp -3.9 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 0.0 0.2% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp -0.6 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆DMC Group, LLC CIK 0001893403 0.131 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 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 0.0% 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% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.0 1.0% 5 -0.4 pp -0.4 pp -0.5 pp -0.6 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 0 +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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 0.0 2.3% 5 -1.0 pp -7.7 pp -7.8 pp -7.8 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.0 3.5% 5 -0.3 pp -0.1 pp -0.5 pp -0.5 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 0.0 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.0 2.8% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 0.0 4.6% 5 -1.0 pp -1.3 pp -1.9 pp -1.9 pp
☆Indivisible Partners CIK 0002098400 0.368 637 0.0 1.0% 2 -0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 -0.0 pp -0.0 pp -0.7 pp -0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.0 0.6% 5 +0.0 pp -0.2 pp -0.5 pp -0.7 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SIERRA SUMMIT ADVISORS LLC CIK 0002012614 0.122 185 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.0 6.1% 5 +2.8 pp +2.9 pp +2.8 pp +2.2 pp
☆Braeburn Wealth Management LLC CIK 0002111759 0.246 99 0.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 0.0% 0 -2.7 pp -3.0 pp -0.1 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 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% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆American Alpha Advisors, LLC CIK 0002041441 0.151 91 0.0 1.7% 5 +0.6 pp +0.8 pp +0.8 pp +1.2 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 3.2% 5 -0.3 pp -0.4 pp -0.4 pp -0.5 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 3.8% 5 -0.5 pp -1.3 pp -1.5 pp -1.7 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
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 0.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -4.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 1.8% 6 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.0 1.5% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Soundwatch Capital LLC CIK 0001803253 0.945 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.0 3.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 1.1% 5 -0.2 pp -0.0 pp -0.7 pp -0.9 pp
☆Berkeley, Inc CIK 0002051965 0.447 86 0.0 6.8% 7 -0.3 pp +0.1 pp -0.3 pp -1.2 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 0.0 10.5% 3 -0.6 pp -0.6 pp +10.5 pp +10.5 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 5 -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
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 0.0 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 0.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 4.2% 5 -0.2 pp -0.1 pp +0.1 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 0.0 1.0% 5 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Walleye Partners, LLC CIK 0002068376 0.441 59 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 1.3% 6 -0.1 pp -0.2 pp -0.0 pp +0.1 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 0.0 2.2% 5 -0.5 pp -0.7 pp -0.8 pp -1.4 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 0.0 4.3% 5 -0.1 pp -0.2 pp -0.5 pp -0.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -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:26922A321). Qtrs Held counts distinct quarters this fund has actually held CUSIP:26922A321 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:26922A321 position size. Δ columns are the percentage-point change in CUSIP:26922A321'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