Signals

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☆CUSIP:90214Q733

29 in-universe funds with a nonzero position in CUSIP:90214Q733 within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#12269
Score / z0.000 / -0.02
Consensus9.83 over 18 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
–
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 ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 1.1% 4 +0.1 pp -0.3 pp -0.4 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 0.0 0.3% 4 +0.0 pp -0.1 pp -1.6 pp +0.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.6% 4 -0.1 pp -0.9 pp -0.9 pp +0.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.M. Arbour, LLC CIK 0002099154 0.056 132 0.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 4.4% 4 -0.7 pp -0.6 pp -0.7 pp +4.4 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -5.1 pp -4.9 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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:90214Q733). Qtrs Held counts distinct quarters this fund has actually held CUSIP:90214Q733 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:90214Q733 position size. Δ columns are the percentage-point change in CUSIP:90214Q733'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