Signals

CUSIP:682310875

77 in-universe funds with a nonzero position in CUSIP:682310875 within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#10194
Score / z0.000 / -0.02
Consensus32.16 over 48 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
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Connective Capital Management, LLC CIK 0001543568 0.064 70 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 0.0 0.0% 4 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 1 +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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 0 -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% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 6 -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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 1 +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:682310875). Qtrs Held counts distinct quarters this fund has actually held CUSIP:682310875 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:682310875 position size. Δ columns are the percentage-point change in CUSIP:682310875's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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