Signals

← Signals

☆IMOM

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

Flow ranking

Rank#18572
Score / z0.000 / -0.02
Consensus11.19 over 20 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 ▾
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 11.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 4.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 4.4 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 4.0 1.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 3.4 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 3.0 1.4% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Empirical Finance, LLC CIK 0001572838 0.574 505 3.0 0.1% 2 -0.1 pp +0.1 pp -0.3 pp -0.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.167 731 1.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 1.7 0.8% 5 -0.0 pp -0.0 pp -3.1 pp -3.1 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 1.1 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.0 0.3% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 1.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 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 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 3 -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
☆FMR LLC CIK 0000315066 0.989 5571 0.0 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 0.0 0.0% 5 -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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -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 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 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 IMOM). Qtrs Held counts distinct quarters this fund has actually held IMOM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IMOM position size. Δ columns are the percentage-point change in IMOM'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