Signals

← Signals

☆CUSIP:808515613

14 in-universe funds with a nonzero position in CUSIP:808515613 within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#11365
Score / z0.000 / -0.02
Consensus2.18 over 5 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 ▾
☆Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.0 6.8% 4 +0.8 pp +0.5 pp +0.5 pp +6.8 pp
☆Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
☆Fairfield Financial Advisors, LTD CIK 0002033232 0.162 66 0.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 1 +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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.1% 4 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆CCM INVESTMENT ADVISERS LLC CIK 0000931097 0.448 88 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆eCIO, Inc. CIK 0001830823 0.331 46 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 +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% 2 -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:808515613). Qtrs Held counts distinct quarters this fund has actually held CUSIP:808515613 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:808515613 position size. Δ columns are the percentage-point change in CUSIP:808515613'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