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☆CUSIP:78409V112

52 in-universe funds with a nonzero position in CUSIP:78409V112 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#12087
Score / z0.000 / -0.02
Consensus19.57 over 52 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 ▾
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clio Asset Management LLC CIK 0001986196 0.477 15 0.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AIMZ Investment Advisors, LLC CIK 0001630365 0.299 153 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.418 111 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆S Harris Financial Group, LLC CIK 0002112907 0.391 124 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KG Capital Management CIK 0001771687 0.158 142 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sather Financial Group Inc CIK 0001568540 0.765 121 0.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Indivisible Partners CIK 0002098400 0.368 637 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Royal Capital Wealth Management, LLC CIK 0001904323 0.452 101 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Commerce Advisors, LLC CIK 0001567247 0.122 128 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Malaga Cove Capital, LLC CIK 0001603001 0.210 185 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PYA Waltman Capital, LLC CIK 0001800135 0.494 67 0.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EJMK Ventures LLC CIK 0002113915 0.239 162 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bull Harbor Capital LLC CIK 0002135047 0.081 552 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Jacobsen Capital Management CIK 0001782491 0.692 126 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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:78409V112). Qtrs Held counts distinct quarters this fund has actually held CUSIP:78409V112 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:78409V112 position size. Δ columns are the percentage-point change in CUSIP:78409V112'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