Signals

← Signals

☆FAD

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

Flow ranking

Rank#17016
Score / z0.000 / -0.02
Consensus49.34 over 83 funds
Momentumnot computed

Price & positioning

227 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)
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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 ▾
☆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 55.5 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 55.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 42.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 25.1 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 10.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 8.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 8.3 3.5% 6 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 8.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 6.1 1.3% 5 +0.2 pp +0.1 pp +0.1 pp -0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 5.7 1.4% 4 -0.1 pp -0.1 pp -0.2 pp +1.4 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 5.0 1.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.0 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 2.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 2.2 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 2.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.1 0.7% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Vantus Wealth LLC CIK 0002109783 0.080 236 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.9 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆626 Financial, LLC CIK 0001911035 0.453 126 1.9 0.7% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.3 0.7% 6 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 1.3 0.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.0 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 1.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Serenity Investment Advisors CIK 0002105389 0.696 76 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advocate Investing Services LLC CIK 0002110509 0.219 460 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 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 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 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 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp -1.4 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
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 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 FAD). Qtrs Held counts distinct quarters this fund has actually held FAD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FAD position size. Δ columns are the percentage-point change in FAD'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