Signals

← Signals

☆IAUM

305 in-universe funds with a nonzero position in IAUM within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#121
Score / z1.847 / 1.65
Consensus112.33 over 197 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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

Negative / total0 / 0
FiledFormItems
2026-03-31 8-K 5.02
2024-04-26 8-K 5.02
2022-10-25 8-K 1.01, 3.03, 9.01
2022-06-06 8-K 5.02
2022-03-08 8-K 5.02
2022-01-31 8-K 1.01, 3.03, 9.01
2021-07-02 8-K 5.02

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1,253.2 0.8% 4 +0.3 pp +0.4 pp +0.6 pp +0.8 pp
☆Alaska Permanent Fund Corp CIK 0001582681 0.879 14 170.5 10.9% 3 +1.7 pp +3.9 pp +10.9 pp +10.9 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 159.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.817 6 134.3 54.8% 4 +0.7 pp +3.7 pp +11.9 pp +54.8 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 113.7 8.4% 3 +4.6 pp +6.3 pp +8.4 pp +8.4 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 78.6 0.7% 4 -0.0 pp +0.4 pp +0.4 pp +0.7 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 75.0 0.9% 4 +0.0 pp +0.1 pp +0.3 pp +0.9 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 68.9 2.4% 4 -1.8 pp -8.7 pp -6.4 pp +2.4 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 66.7 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 63.5 1.4% 4 +0.1 pp +0.1 pp +0.2 pp +1.4 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 52.8 3.2% 2 +1.3 pp +3.2 pp +3.2 pp +3.2 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 46.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 43.9 1.0% 4 +0.3 pp +0.2 pp +0.3 pp +1.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 39.4 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 39.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Myriad Asset Management Advisors LLC CIK 0002069031 0.243 49 36.3 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 34.3 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 30.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 30.1 0.6% 4 +0.1 pp +0.2 pp +0.5 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.6 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 18.4 4.0% 4 +0.5 pp +0.8 pp +0.8 pp +4.0 pp
☆United Community Bank CIK 0002000314 0.267 534 17.6 5.9% 4 -0.5 pp +1.3 pp +1.8 pp +5.9 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 17.2 1.2% 4 +0.1 pp +0.4 pp +0.4 pp +1.2 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 15.7 4.8% 2 +4.7 pp +4.8 pp +4.8 pp +4.8 pp
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 15.6 1.2% 4 -0.1 pp -0.0 pp -0.1 pp +1.2 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 15.0 1.5% 4 -0.2 pp +0.2 pp +0.2 pp +1.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 14.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Myriad Asset Management US LP CIK 0001857187 0.066 52 12.9 19.3% 3 -0.5 pp +4.8 pp +19.3 pp +19.3 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 12.8 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 12.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 12.4 1.6% 2 +0.7 pp +1.6 pp +1.6 pp +1.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 12.3 0.2% 4 +0.1 pp +0.1 pp -0.1 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 11.8 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 11.4 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 10.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆SFM, LLC CIK 0002064225 0.427 69 10.1 6.1% 6 +0.5 pp +1.0 pp +1.5 pp +3.2 pp
☆Raub Brock Capital Management LP CIK 0001554656 0.394 45 9.5 2.4% 4 +0.4 pp +0.7 pp +1.1 pp +2.4 pp
☆Bauman Advisory Group, LLC CIK 0002111802 0.251 81 8.9 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 8.6 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 8.0 0.9% 4 +0.3 pp +0.3 pp +0.4 pp +0.9 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 7.9 3.8% 2 +0.4 pp +3.8 pp +3.8 pp +1.6 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 6.9 3.7% 4 +0.3 pp +0.7 pp +1.0 pp +3.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 6.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Amundi CIK 0001330387 0.000 1 6.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 6.3 0.5% 4 -3.0 pp -2.7 pp -2.6 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 5.9 1.9% 4 -0.0 pp +0.0 pp +0.2 pp +1.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 5.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 5.1 2.0% 4 -0.5 pp -0.4 pp -0.7 pp +2.0 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 4.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.5 0.5% 4 -0.1 pp +0.0 pp +0.1 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.1 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 3.7 0.4% 3 -0.4 pp -0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 3.6 3.0% 4 +0.1 pp +0.4 pp +0.7 pp +3.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 2.4 1.5% 4 +0.2 pp +0.6 pp +0.7 pp +1.5 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 2.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 2.3 1.5% 4 -0.0 pp -0.2 pp -0.3 pp +1.5 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 2.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 1.8 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.7 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 1.6 0.7% 4 +0.3 pp +0.1 pp +0.3 pp +0.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.5 0.0% 4 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 1.5 0.7% 4 -0.3 pp +0.1 pp +0.5 pp +0.7 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 1.5 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.4 1.1% 2 +0.9 pp +1.1 pp +1.1 pp +1.1 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 1.4 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Ardent Capital Management, Inc. CIK 0001888792 0.815 47 1.3 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 1.1 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 1.1 0.1% 4 -0.5 pp -0.5 pp -0.4 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.9 0.3% 1 +0.3 pp +0.3 pp -0.1 pp +0.3 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆a16z Perennial Management, L.P. CIK 0002009275 0.680 61 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.7 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 0.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Townsend Financial Planning, LLC CIK 0002110688 0.751 30 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.5 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 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 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
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 IAUM). Qtrs Held counts distinct quarters this fund has actually held IAUM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IAUM position size. Δ columns are the percentage-point change in IAUM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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