Signals

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☆CUSIP:298736AL3

21 in-universe funds with a nonzero position in CUSIP:298736AL3 within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#7763
Score / z0.000 / -0.00
Consensus10.58 over 17 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 ▾
☆Roundview Capital LLC CIK 0001476804 0.530 349 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADVENT CAPITAL MANAGEMENT /DE/ CIK 0001097278 0.171 219 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INCOME RESEARCH & MANAGEMENT CIK 0001165830 0.184 30 0.0 5.0% 2 +2.3 pp +5.0 pp +5.0 pp +5.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fox Hill Wealth Management CIK 0002016110 0.179 120 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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% 4 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PIER 88 INVESTMENT PARTNERS LLC CIK 0001697366 0.213 110 0.0 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 2 -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% 3 -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:298736AL3). Qtrs Held counts distinct quarters this fund has actually held CUSIP:298736AL3 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:298736AL3 position size. Δ columns are the percentage-point change in CUSIP:298736AL3'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