Signals

← Signals

☆KAPR

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

Flow ranking

Rank#17567
Score / z0.000 / -0.02
Consensus28.21 over 52 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 ▾
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 19.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 4.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 4.7 1.6% 4 +0.0 pp -0.0 pp -0.1 pp +1.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 4.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 3.8 3.1% 4 +0.1 pp +0.1 pp +0.1 pp +3.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 3.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 3.1 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 2.9 0.5% 1 +0.5 pp +0.5 pp -0.1 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 1.5 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 1.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 1.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Miller Financial Services LLC CIK 0002022893 0.065 138 0.8 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.8 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.6 0.0% 4 +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 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 0.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.4 0.2% 1 +0.2 pp +0.2 pp -0.0 pp +0.2 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.3 0.1% 4 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.3 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 0.2 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp -0.1 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 4 +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% 2 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.5 pp -0.2 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 +0.0 pp -1.1 pp -1.5 pp +0.0 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.0 0.0% 0 -0.4 pp -0.5 pp -1.1 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
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 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
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 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
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 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 KAPR). Qtrs Held counts distinct quarters this fund has actually held KAPR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KAPR position size. Δ columns are the percentage-point change in KAPR'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