Signals

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☆CUSIP:75513E105

30 in-universe funds with a nonzero position in CUSIP:75513E105 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#11809
Score / z0.000 / -0.02
Consensus5.31 over 11 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 ▾
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆McLaughlin Asset Management, Inc. CIK 0002112239 0.150 92 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CDKV HOLDINGS LLC CIK 0002109928 0.281 276 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SS&H Financial Advisors, Inc. CIK 0001911735 0.349 130 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Broyhill Asset Management, LLC CIK 0001966057 0.176 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Foyston, Gordon & Payne Inc CIK 0001322853 0.325 68 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Titan Wealth (CI) Ltd CIK 0002109452 0.285 51 0.0 3.1% 2 -0.5 pp +3.1 pp +3.1 pp +3.1 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BancFirst Trust & Investment Management CIK 0001914099 0.757 65 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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:75513E105). Qtrs Held counts distinct quarters this fund has actually held CUSIP:75513E105 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:75513E105 position size. Δ columns are the percentage-point change in CUSIP:75513E105'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