Signals

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☆CUSIP:808515605

34 in-universe funds with a nonzero position in CUSIP:808515605 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24062
Score / z-0.007 / -0.03
Consensus5.02 over 13 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 ▾
☆Aurora Investment Managers, LLC. CIK 0001798485 0.065 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp -0.3 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
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 0.0 5.6% 5 +0.5 pp +0.7 pp +0.4 pp -1.0 pp
☆Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp -0.2 pp
☆Main Management LLC CIK 0001583092 0.804 95 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 0.0 0.0% 0 -2.9 pp +0.0 pp -2.4 pp -2.2 pp
☆Fairfield Financial Advisors, LTD CIK 0002033232 0.162 66 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp -3.0 pp
☆Garton & Associates Financial Advisors LLC CIK 0002109857 0.000 24 0.0 0.0% 0 -6.7 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 -0.8 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -1.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 0.0 1.5% 2 -1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CCM INVESTMENT ADVISERS LLC CIK 0000931097 0.448 88 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.6% 1 +0.6 pp +0.6 pp -0.5 pp +0.6 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.6 pp -0.5 pp -0.6 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.2% 5 +0.0 pp -0.5 pp -0.5 pp -0.3 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 5.1% 5 -0.5 pp +0.8 pp +2.7 pp +2.7 pp
☆Private Capital Advisors, Inc. CIK 0001350780 0.792 76 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STONEBRIDGE CAPITAL MANAGEMENT INC CIK 0000051812 0.150 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -9.6 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.0 0.0% 0 -9.6 pp -8.5 pp -9.3 pp -10.3 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.1% 5 +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 -4.2 pp -3.4 pp +0.0 pp +0.0 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ITHAKA GROUP LLC CIK 0001484043 0.263 40 0.0 0.1% 5 -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 -0.1 pp -0.1 pp -0.1 pp
☆Dale Q Rice Investment Management Ltd CIK 0002041427 0.474 68 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp -0.7 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:808515605). Qtrs Held counts distinct quarters this fund has actually held CUSIP:808515605 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:808515605 position size. Δ columns are the percentage-point change in CUSIP:808515605'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