Signals

CUSIP:399874775

10 in-universe funds with a nonzero position in CUSIP:399874775 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#8447
Score / z0.000 / -0.02
Consensus1.75 over 5 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
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Lesa Sroufe & Co CIK 0001492162 0.208 67 0.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 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:399874775). Qtrs Held counts distinct quarters this fund has actually held CUSIP:399874775 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:399874775 position size. Δ columns are the percentage-point change in CUSIP:399874775'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