Signals

CUSIP:78462F953

19 in-universe funds with a nonzero position in CUSIP:78462F953 within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1654
Score / z0.005 / -0.02
Consensus1.41 over 3 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
ZAZOVE ASSOCIATES LLC CIK 0001009012 0.043 139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TAM Capital Management Inc. CIK 0001594591 0.133 9 0.0 6.4% 3 -2.4 pp +0.7 pp +6.4 pp +6.4 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
Forge First Asset Management Inc. CIK 0001963062 0.000 0 0.0 0.0% 0 +0.0 pp -1.0 pp -0.9 pp +0.0 pp
MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cruiser Capital Advisors, LLC CIK 0001713506 0.256 51 0.0 23.7% 2 +6.2 pp +23.7 pp +23.7 pp +23.7 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Momentum Wealth Planning, LLC CIK 0002087652 0.379 33 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MENLO ADVISORS LLC CIK 0001279708 0.524 30 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Ruggaard & Associates LLC CIK 0001971230 0.443 128 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 -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:78462F953). Qtrs Held counts distinct quarters this fund has actually held CUSIP:78462F953 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:78462F953 position size. Δ columns are the percentage-point change in CUSIP:78462F953'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