Signals

← Signals

☆CUSIP:30231G102

240 in-universe funds with a nonzero position in CUSIP:30231G102 within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#2593
Score / z0.000 / -0.03
Consensus70.82 over 149 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 ▾
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.753 52 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 0.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.152 154 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Finivi Inc. CIK 0002101641 0.184 111 0.0 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 0.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 3.4% 2 +0.5 pp +3.4 pp +3.4 pp +3.4 pp
☆AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆111 Capital CIK 0002060412 0.025 488 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 0.0 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.0 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆CIM, LLC CIK 0001364725 0.348 169 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 0.0 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 0.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.292 129 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆UNITED BANK CIK 0001286478 0.652 130 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MRWM Advisors, LLC CIK 0001732949 0.328 80 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 0.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 0.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 0.0 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.0 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Union Heritage Capital, LLC CIK 0001862428 0.324 65 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Employees Provident Fund Board CIK 0001600177 0.852 68 0.0 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 0.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 0.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 0.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CLG LLC CIK 0002059872 0.428 156 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenfield Seitz Capital Management, LLC CIK 0002097528 0.357 107 0.0 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 0.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Papamarkou Wellner Asset Management inc. CIK 0002063952 0.431 75 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ANB BANK CIK 0002067126 0.446 127 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Audent Global Asset Management, LLC CIK 0001834874 0.165 46 0.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 0.0 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPITAL COUNSEL LLC/NY CIK 0001114928 0.927 58 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 0.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERICAN ASSETS INC CIK 0000885118 0.855 12 0.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 0.0 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.0 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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:30231G102). Qtrs Held counts distinct quarters this fund has actually held CUSIP:30231G102 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:30231G102 position size. Δ columns are the percentage-point change in CUSIP:30231G102's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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