Signals

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☆CUSIP:298736AL3

26 in-universe funds with a nonzero position in CUSIP:298736AL3 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#7239
Score / z0.000 / -0.02
Consensus11.01 over 18 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
–
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 ▾
☆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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHOLTZ & COMPANY, LLC CIK 0001606134 0.142 48 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 5 -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% 0 +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
☆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
☆INCOME RESEARCH & MANAGEMENT CIK 0001165830 0.184 30 0.0 5.6% 5 -0.5 pp +0.2 pp +0.5 pp +2.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 0.0 0.0% 5 -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% 1 +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% 5 -0.0 pp -0.0 pp -0.0 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% 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
☆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
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆PIER 88 INVESTMENT PARTNERS LLC CIK 0001697366 0.213 110 0.0 3.2% 5 -0.1 pp +0.2 pp +0.7 pp +0.7 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% 0 +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% 0 +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
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 5 -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% 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: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 (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