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☆CUSIP:904767704

1227 in-universe funds with a nonzero position in CUSIP:904767704 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#13697

Score / z0.000 / -0.02

Consensus5.79 over 10 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.

Fund holders

Fund ▾	Quality Q ▾	Positions ▾	% of Fund AUM ▾	Qtrs Held ▾	Δ 1Q ▾	Δ 2Q ▾	Δ 3Q ▾	Δ 4Q ▾
☆Quantbot Technologies LP CIK 0001512991	0.011	1893	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆First Eagle Investment Management, LLC CIK 0001325447	0.890	425	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆AllSquare Wealth Management LLC CIK 0001633674	0.497	539	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500	0.297	378	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186	0.487	146	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033	0.339	1620	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409	0.198	371	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Investment Research & Advisory Group, Inc. CIK 0001802136	0.570	314	0.0%	4	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆BROWN ADVISORY INC CIK 0001345929	0.906	1447	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Mariner, LLC CIK 0001373442	0.925	3517	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307	0.740	645	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263	0.764	1928	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151	0.527	563	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Atria Investments, Inc CIK 0001535865	0.500	2111	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666	0.516	299	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663	0.619	315	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.1 pp
☆Raleigh Capital Management Inc. CIK 0001911726	0.166	610	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900	0.385	1101	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Wealth Group, Ltd. CIK 0002013988	0.302	106	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Aristotle Capital Management, LLC CIK 0000860644	0.898	212	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059	0.159	158	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.4 pp
☆Garner Asset Management Corp CIK 0001714093	0.243	169	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆Atlatl Advisers LLC CIK 0002023168	0.000	459	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.2 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478	0.560	228	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045	0.531	1085	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.3 pp
☆Exchange Capital Management, Inc. CIK 0001317733	0.371	206	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.2 pp
☆Private Advisor Group, LLC CIK 0001567755	0.602	2512	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆TI-TRUST, INC CIK 0001802284	0.225	132	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.3 pp
☆Hartford Financial Management Inc. CIK 0001352526	0.343	349	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CIK 0001907480	0.228	89	0.0%	0	+0.0 pp	+0.0 pp	-1.5 pp	-1.7 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642	0.619	335	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆BAILLIE GIFFORD & CO CIK 0001088875	0.941	273	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359	0.212	91	0.0%	0	+0.0 pp	-1.9 pp	-1.9 pp	-2.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194	0.735	6469	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Blue Trust, Inc. CIK 0001856022	0.912	2446	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379	0.409	377	0.0%	0	+0.0 pp	+0.0 pp	-0.4 pp	-0.4 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245	0.399	188	0.0%	0	+0.0 pp	+0.0 pp	-0.6 pp	-0.7 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261	0.283	235	0.0%	0	+0.0 pp	+0.0 pp	-0.3 pp	-0.4 pp
☆Pullen Investment Management, LLC CIK 0002011668	0.100	98	0.0%	0	+0.0 pp	+0.0 pp	-0.9 pp	-1.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816	0.822	2655	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Cetera Investment Advisers CIK 0001666741	0.909	4863	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Financial Life Planners CIK 0002053368	0.608	339	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321	0.386	88	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.2 pp
☆EASTERN BANK CIK 0001126395	0.668	1038	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933	0.085	1236	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆MAI Capital Management CIK 0001040197	0.725	1889	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Brooklyn Investment Group CIK 0001795705	0.342	1827	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆Quadcap Wealth Management, LLC CIK 0002009674	0.449	418	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.3 pp
☆Sepio Capital, LP CIK 0001751412	0.794	346	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115	0.322	246	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722	0.079	1191	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533	0.738	1864	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Beacon Capital Management, LLC CIK 0001921487	0.451	175	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Columbia Asset Management CIK 0001585047	0.434	168	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆Westhampton Capital, LLC CIK 0001639997	0.307	131	0.0%	0	+0.0 pp	+0.0 pp	-1.0 pp	-1.0 pp
☆Coastwise Capital Group, LLC CIK 0001934500	0.126	143	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.2 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982	0.133	104	0.0%	0	+0.0 pp	+0.0 pp	-0.7 pp	-0.8 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394	0.238	618	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Northside Capital Management, LLC CIK 0001631052	0.582	187	0.0%	0	+0.0 pp	+0.0 pp	-0.9 pp	-0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033	0.815	1370	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864	0.936	433	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Wallace Advisory Group, LLC CIK 0001932645	0.113	134	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆Key FInancial Inc CIK 0001801720	0.372	1356	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376	0.502	1408	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Perpetual Ltd CIK 0001647273	0.486	419	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Stephens Consulting, LLC CIK 0001961632	0.746	476	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478	0.764	1471	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆CLARK ESTATES INC/NY CIK 0001056466	0.278	90	0.0%	0	+0.0 pp	+0.0 pp	-2.4 pp	-2.5 pp
☆Salomon & Ludwin, LLC CIK 0001766156	0.677	2116	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413	0.679	398	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Hemington Wealth Management CIK 0001838234	0.822	1727	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Fielder Capital Group LLC CIK 0002010765	0.278	303	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Eley Financial Management, Inc CIK 0001965267	0.491	72	0.4%	5	-0.1 pp	-0.1 pp	-0.1 pp	-0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393	0.619	3465	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Stablepoint Partners, LLC CIK 0002011237	0.277	260	0.0%	0	+0.0 pp	+0.0 pp	-1.0 pp	-1.1 pp
☆Palisade Asset Management, LLC CIK 0001434323	0.478	204	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565	0.300	284	0.0%	0	+0.0 pp	+0.0 pp	-0.3 pp	-0.4 pp
☆Optas, LLC CIK 0001802961	0.460	494	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Ransom Advisory, Ltd CIK 0002065136	0.308	433	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆TD Capital Management LLC CIK 0001483824	0.737	797	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Callahan Advisors, LLC CIK 0001395055	0.520	181	0.0%	0	+0.0 pp	-0.2 pp	-0.2 pp	-0.2 pp
☆GC Wealth Management RIA, LLC CIK 0002011169	0.237	483	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Spire Wealth Management CIK 0001858740	0.515	2226	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634	0.550	108	0.0%	0	+0.0 pp	+0.0 pp	-0.3 pp	-0.3 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358	0.440	548	0.0%	0	+0.0 pp	+0.0 pp	-0.4 pp	-0.5 pp
☆SteelPeak Wealth, LLC CIK 0001801868	0.452	596	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514	0.519	572	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆GoalVest Advisory LLC CIK 0001839307	0.587	500	0.0%	0	+0.0 pp	+0.0 pp	-0.3 pp	-0.3 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397	0.155	362	0.0%	0	+0.0 pp	+0.0 pp	-1.0 pp	-1.0 pp
☆Sound Income Strategies, LLC CIK 0001730960	0.451	483	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆FDx Advisors, Inc. CIK 0001566601	0.342	179	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	+0.0 pp
☆Saratoga Research & Investment Management CIK 0001477872	0.809	46	0.0%	0	+0.0 pp	+0.0 pp	-6.5 pp	-7.1 pp
☆HM PAYSON & CO CIK 0000928052	0.806	1139	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Capital Wealth Planning, LLC CIK 0001566728	0.877	154	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816	0.791	651	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906	0.790	1874	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933	0.410	245	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247	0.767	1298	0.0%	0	+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 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641	0.713	1894	0.0%	0	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Lafayette Investments, Inc. CIK 0001308377	0.521	162	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234	0.905	4383	0.0%	0	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆SPINNAKER TRUST CIK 0001158970	0.675	309	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Reynders McVeigh Capital Management, LLC CIK 0001455969	0.672	196	0.0%	0	+0.0 pp	+0.0 pp	-0.8 pp	-0.8 pp
☆SkyOak Wealth, LLC CIK 0001800379	0.449	251	0.0%	0	+0.0 pp	+0.0 pp	-0.5 pp	-0.5 pp
☆Templeton & Phillips Capital Management, LLC CIK 0001961304	0.393	52	0.0%	0	+0.0 pp	+0.0 pp	-6.4 pp	-6.6 pp
☆AUXIER ASSET MANAGEMENT LLC CIK 0001105863	0.410	184	0.0%	0	+0.0 pp	+0.0 pp	-0.9 pp	-1.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672	0.180	463	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Cornerstone Planning Group LLC CIK 0001822587	0.704	1867	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676	0.984	5212	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Olistico Wealth, LLC CIK 0001962695	0.459	334	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576	0.908	645	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Keel Point, LLC CIK 0001386935	0.645	514	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766	0.512	752	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762	0.710	202	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.1 pp
☆New England Capital Financial Advisors LLC CIK 0001964652	0.811	431	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Peoples Bank/KS CIK 0001998269	0.180	98	0.0%	0	+0.0 pp	+0.0 pp	-0.7 pp	-0.6 pp
☆Caprock Group, LLC CIK 0001610769	0.496	1234	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	+0.0 pp
☆ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003	0.589	60	0.0%	0	+0.0 pp	+0.0 pp	-0.7 pp	-0.8 pp
☆Anchor Investment Management, LLC CIK 0001634149	0.399	1207	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆BENEDICT FINANCIAL ADVISORS INC CIK 0000711089	0.323	142	0.0%	0	+0.0 pp	+0.0 pp	-0.6 pp	-0.7 pp
☆BTC Capital Management, Inc. CIK 0001611848	0.537	207	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆Fiduciary Group, LLC CIK 0001645890	0.530	305	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Lummis Asset Management, LP CIK 0002011652	0.409	221	0.2%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288	0.708	2038	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146	0.365	1029	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Guerra Advisors Inc CIK 0002055363	0.000	0	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325	0.578	325	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780	0.566	1244	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380	0.823	219	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Optimist Retirement Group LLC CIK 0002011850	0.432	118	0.0%	0	+0.0 pp	+0.0 pp	-1.0 pp	-1.1 pp
☆J.Safra Asset Management Corp CIK 0001535293	0.824	633	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918	0.672	289	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Marks Group Wealth Management, Inc CIK 0001802473	0.165	350	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490	0.516	309	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆INTRUST BANK NA CIK 0001034771	0.638	416	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆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	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055	0.516	187	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆WoodTrust Financial Corp CIK 0001725247	0.499	179	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815	0.639	1223	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
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☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802	0.193	99	0.0%	0	+0.0 pp	+0.0 pp	-1.5 pp	-1.6 pp
☆Claro Advisors Inc. CIK 0001764386	0.389	533	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.1 pp
☆Powers Advisory Group, LLC CIK 0001927474	0.567	130	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆Bell Bank CIK 0001002672	0.895	195	0.0%	0	+0.0 pp	+0.0 pp	-0.3 pp	-0.3 pp
☆RBF Capital, LLC CIK 0001134621	0.512	506	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837	0.017	582	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930	0.171	498	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Probity Advisors, Inc. CIK 0001676603	0.563	232	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434	0.278	88	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872	0.663	195	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715	0.582	72	0.0%	0	+0.0 pp	+0.0 pp	-0.3 pp	-0.2 pp
☆POTENTIA WEALTH CIK 0002052308	0.453	60	0.0%	0	+0.0 pp	+0.0 pp	-0.3 pp	-0.5 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417	0.959	567	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904	0.145	758	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Horizon Investments, LLC CIK 0001560717	0.541	1386	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.1 pp
☆Catalyst Capital Advisors LLC CIK 0001549275	0.940	367	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870	0.216	182	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966	0.518	1527	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383	0.490	388	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255	0.316	3241	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027	0.954	4062	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917	0.984	4961	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557	0.320	2708	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.1 pp
☆IFP Advisors, Inc CIK 0001641866	0.492	5147	0.0%	0	+0.0 pp	-0.1 pp	-0.1 pp	-0.1 pp
☆Florida Trust Wealth Management Co CIK 0001651023	0.623	461	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Accuvest Global Advisors CIK 0001497637	0.060	78	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012	0.060	1545	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785	0.468	836	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304	0.354	91	0.0%	0	+0.0 pp	+0.0 pp	-4.1 pp	-4.4 pp
☆Sterling Capital Management LLC CIK 0001329883	0.433	3289	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆V-Square Quantitative Management LLC CIK 0001943239	0.480	725	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599	0.918	367	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Douglass Winthrop Advisors, LLC CIK 0001308527	0.820	308	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Parvin Asset Management, LLC CIK 0002056764	0.101	317	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382	0.765	1016	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096	0.464	378	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953	0.958	344	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	+0.0 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227	0.103	218	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588	0.856	5105	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672	0.903	3702	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Aperture Investors, LLC CIK 0001787596	0.152	82	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	+0.0 pp
☆Field & Main Bank CIK 0001594492	0.202	271	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647	0.663	603	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117	0.193	484	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812	0.781	294	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115	0.118	765	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	+0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735	0.000	0	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715	0.514	935	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Malaga Cove Capital, LLC CIK 0001603001	0.210	185	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179	0.501	625	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543	0.961	4825	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Cordatus Wealth Management LLC CIK 0001715862	0.324	168	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897	0.635	1040	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Seneschal Advisors, LLC CIK 0002039659	0.657	596	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆S&T BANK/PA CIK 0001010911	0.357	445	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206	0.070	46	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆CORDA Investment Management, LLC. CIK 0001545812	0.556	85	0.0%	0	+0.0 pp	+0.0 pp	-3.3 pp	-3.6 pp
☆QV Investors Inc. CIK 0001570253	0.548	68	0.0%	0	+0.0 pp	+0.0 pp	-1.5 pp	-1.1 pp
☆Northwest Capital Management Inc CIK 0001730404	0.000	92	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.2 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265	0.920	3173	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆WealthTrust Axiom LLC CIK 0001425949	0.277	302	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228	0.691	400	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Vident Advisory, LLC CIK 0001744347	0.597	1911	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆Tevis Investment Management CIK 0001940416	0.217	104	0.0%	0	+0.0 pp	-3.5 pp	-3.5 pp	-3.7 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123	0.431	43	0.0%	0	+0.0 pp	+0.0 pp	+0.0 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 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆MONETARY MANAGEMENT GROUP INC CIK 0001133014	0.324	335	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Timber Creek Capital Management LLC CIK 0001510848	0.327	80	0.0%	0	+0.0 pp	+0.0 pp	-0.6 pp	-0.6 pp
☆Qube Research & Technologies Ltd CIK 0001729829	0.210	2619	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Centennial Bank/AR/ CIK 0001994744	0.261	341	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆MAR VISTA INVESTMENT PARTNERS LLC CIK 0001419999	0.594	33	0.0%	0	+0.0 pp	+0.0 pp	-2.0 pp	-2.4 pp
☆Frisch Financial Group, Inc. CIK 0001767730	0.406	187	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087	0.548	3841	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Voya Financial Advisors, Inc. CIK 0001424367	0.864	208	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆Talon Private Wealth, LLC CIK 0001990467	0.144	231	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	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223	0.818	967	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%	0	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623	0.583	1416	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Navigoe, LLC CIK 0002056100	0.632	1224	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:904767704). Qtrs Held counts distinct quarters this fund has actually held CUSIP:904767704 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:904767704 position size. Δ columns are the percentage-point change in CUSIP:904767704'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