Signals

FIAX

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

Flow ranking

Rank#17317
Score / z0.000 / -0.02
Consensus4.38 over 7 funds
Momentumnot computed

Price & positioning

163 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
Tredje AP-fonden CIK 0001650290 0.789 424 86.9 0.4% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
Nicholas Wealth, LLC. CIK 0001911391 0.168 127 10.6 5.8% 5 -1.9 pp -3.4 pp -5.8 pp -10.6 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SMART Wealth LLC CIK 0002044723 0.032 222 2.3 0.5% 5 -0.2 pp -2.6 pp -3.4 pp -2.2 pp
Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 0.8 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.0 pp
Centric Wealth Management CIK 0001752761 0.252 209 0.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZEGA Investments, LLC CIK 0002045703 0.596 215 0.3 0.0% 2 -0.2 pp +0.0 pp +0.0 pp -0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +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 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
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 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 FIAX). Qtrs Held counts distinct quarters this fund has actually held FIAX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FIAX position size. Δ columns are the percentage-point change in FIAX'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