☆HIDE
Flow ranking
Rank#18031
Score / z0.000 / -0.02
Consensus9.99 over 18 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.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆L.K. Benson & Company, P.C. CIK 0002055235 | 0.715 | 115 | 12.4 | 3.7% | 5 | -0.0 pp | -1.2 pp | -0.4 pp | -0.3 pp |
| ☆BWM Planning, LLC CIK 0002039698 | 0.671 | 99 | 10.8 | 2.5% | 5 | -0.1 pp | +0.1 pp | +0.2 pp | +0.3 pp |
| ☆Stokes Family Office, LLC CIK 0001802278 | 0.331 | 272 | 8.5 | 1.0% | 1 | +1.0 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆Stillwater Private Wealth, LLC CIK 2137933 | 0.065 | 83 | 7.0 | 4.6% | 1 | +4.6 pp | +4.6 pp | +4.6 pp | +4.6 pp |
| ☆Encompass More Asset Management CIK 0002011218 | 0.126 | 270 | 6.5 | 1.0% | 2 | -0.1 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆Vise Technologies, Inc. CIK 0001812090 | 0.362 | 1774 | 5.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Ethos Financial Group, LLC CIK 0001954242 | 0.258 | 648 | 3.5 | 0.2% | 5 | -0.0 pp | -0.2 pp | -0.1 pp | -0.0 pp |
| ☆Vestment Financial LLC CIK 0002056705 | 0.756 | 41 | 3.4 | 1.5% | 2 | +0.6 pp | +1.5 pp | +1.5 pp | +1.5 pp |
| ☆One Degree Advisors Inc CIK 0002005743 | 0.619 | 82 | 2.8 | 0.6% | 5 | -0.1 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆Archford Capital Strategies, LLC CIK 0001606609 | 0.359 | 359 | 1.6 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆XY Planning Network, Inc. CIK 0001873438 | 0.270 | 340 | 1.5 | 0.2% | 5 | -0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆Valley Financial Group, Inc. CIK 0002010327 | 0.756 | 62 | 1.2 | 0.6% | 5 | -0.1 pp | -0.1 pp | -1.6 pp | -1.7 pp |
| ☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 | 0.295 | 89 | 0.7 | 0.3% | 5 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Quantinno Capital Management LP CIK 0001759654 | 0.879 | 3419 | 0.6 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆IHT Wealth Management, LLC CIK 0001697490 | 0.413 | 1236 | 0.5 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Federation des caisses Desjardins du Quebec CIK 0002022297 | 0.840 | 3021 | 0.4 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 0.4 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 0.2 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JPL Wealth Management, LLC CIK 0002010710 | 0.274 | 1876 | 0.1 | 0.0% | 1 | +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% | 2 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Sankala Group LLC CIK 0002113426 | 0.123 | 631 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MATHER GROUP, LLC. CIK 0001527641 | 0.713 | 1894 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Synergy Asset Management, LLC CIK 0001699080 | 0.127 | 274 | 0.0 | 0.0% | 0 | -0.2 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% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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