Signals

ENDW

16 in-universe funds with a nonzero position in ENDW within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#16913
Score / z0.000 / -0.02
Consensus4.82 over 11 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 62.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 11.4 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 6.2 1.2% 4 -0.1 pp -0.3 pp -0.3 pp +1.2 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 3.6 0.9% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 2.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 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
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 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 ENDW). Qtrs Held counts distinct quarters this fund has actually held ENDW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ENDW position size. Δ columns are the percentage-point change in ENDW'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