Signals

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☆CUSIP:413838103

9 in-universe funds with a nonzero position in CUSIP:413838103 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#8451
Score / z-0.000 / -0.02
Consensus0.58 over 2 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 ▾
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fairfield Financial Advisors, LTD CIK 0002033232 0.162 66 0.0 0.0% 0 -1.1 pp -1.1 pp -1.0 pp -0.8 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
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NEVILLE RODIE & SHAW INC CIK 0000071210 0.609 244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTH POINT PORTFOLIO MANAGERS CORP/OH CIK 0001105344 0.412 79 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:413838103). Qtrs Held counts distinct quarters this fund has actually held CUSIP:413838103 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:413838103 position size. Δ columns are the percentage-point change in CUSIP:413838103'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