Signals

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☆CUSIP:808509855

39 in-universe funds with a nonzero position in CUSIP:808509855 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#846
Score / z0.130 / 0.14
Consensus7.45 over 19 funds
Momentumno 12m return

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.
Drawdownno history
Short interestno FINRA history

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 ▾
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 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 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 1.1% 1 +1.1 pp +1.1 pp -0.1 pp +1.1 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 0.0 22.5% 1 +22.5 pp +22.5 pp -1.2 pp -2.0 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 0.0 2.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Street Capital Management, Inc. CIK 0001683182 0.322 70 0.0 0.0% 0 -0.3 pp +0.0 pp -0.3 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dale Q Rice Investment Management Ltd CIK 0002041427 0.473 68 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.6% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 0.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Estabrook Capital Management CIK 0001344717 0.502 344 0.0 0.0% 5 +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 -1.1 pp -1.1 pp -1.1 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 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
☆Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EDGAR LOMAX CO/VA CIK 0001013538 0.596 58 0.0 0.1% 5 +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 -0.4 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
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:808509855). Qtrs Held counts distinct quarters this fund has actually held CUSIP:808509855 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:808509855 position size. Δ columns are the percentage-point change in CUSIP:808509855'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