Signals

← Signals

☆META

260 in-universe funds with a nonzero position in META within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#11002
Score / z-1.534 / -10.41
Consensus85.05 over 177 funds
Momentumno 12m return

Price & positioning

227 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

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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 21,839.1 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 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 8,857.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 8,027.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4,745.9 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 3,179.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 2,608.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2,377.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,110.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2,085.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 1,961.2 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 867.4 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 697.5 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 671.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 571.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CLEAR STREET LLC CIK 0001708828 0.000 0 533.1 10.5% 2 -0.2 pp +10.5 pp +10.5 pp +10.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 482.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 401.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 295.2 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 287.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 286.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 281.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Employees Provident Fund Board CIK 0001600177 0.852 68 264.0 3.0% 2 +0.7 pp +3.0 pp +3.0 pp +3.0 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 254.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 229.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Giverny Capital Inc. CIK 0001641864 0.751 51 181.6 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 176.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 171.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 146.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 138.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 136.0 2.7% 2 -0.6 pp +2.7 pp +2.7 pp +2.7 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 134.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 121.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 109.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Munro Partners CIK 0001768744 0.213 59 97.5 4.6% 2 +1.7 pp +4.6 pp +4.6 pp +4.6 pp
☆Clear Street Derivatives LLC CIK 0001983408 0.000 0 84.4 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Sculptor Capital LP CIK 0001054587 0.143 320 81.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 66.5 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 65.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 59.1 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 52.6 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 50.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 49.8 51.1% 1 +51.1 pp +51.1 pp +51.1 pp +51.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 46.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 44.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 43.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 42.5 3.2% 2 +1.7 pp +3.2 pp +3.2 pp +3.2 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 40.7 2.6% 2 -0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 40.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 36.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 34.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 31.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 24.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 24.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 23.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CIM, LLC CIK 0001364725 0.348 169 22.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 22.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 21.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 21.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 19.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 18.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆AMIRAL GESTION CIK 0001828064 0.427 16 17.2 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 15.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 14.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 14.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 13.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 13.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 12.1 1.4% 2 +0.6 pp +1.4 pp +1.4 pp +1.4 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 11.5 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 11.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 10.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 10.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 9.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆111 Capital CIK 0002060412 0.025 488 9.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 9.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 8.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 8.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 7.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 7.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 6.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 6.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 6.5 4.8% 2 +0.3 pp +4.8 pp +4.8 pp +4.8 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 6.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 6.2 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 6.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 5.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Galilei Investment Office LLP CIK 0002043729 0.821 28 5.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 5.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 4.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 4.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AlpenGlobal Capital LLC CIK 0002062492 0.405 35 4.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 4.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 4.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Finivi Inc. CIK 0002101641 0.183 111 4.1 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 4.0 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 3.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 3.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Altrafin AG CIK 0002110313 0.476 44 3.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 3.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 3.1 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Audent Global Asset Management, LLC CIK 0001834874 0.165 46 3.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 2.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 2.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pacific Capital Partners Ltd CIK 0002064920 0.069 40 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 2.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 2.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Papamarkou Wellner Asset Management inc. CIK 0002063952 0.430 75 2.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Absoluto Partners Gestao de Recursos Ltda CIK 0001847566 0.758 2 2.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 2.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆UNITED BANK CIK 0001286478 0.652 130 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 2.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 2.0 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 2.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 2.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ANB BANK CIK 0002067126 0.446 127 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 1.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 1.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.6 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 1.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Union Heritage Capital, LLC CIK 0001862428 0.324 65 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 1.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 1.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 1.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 1.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SFM, LLC CIK 0002064225 0.427 69 1.1 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 1.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 1.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Galaxy Digital Capital Management GP LLC CIK 0002118292 0.011 51 0.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.7 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CLG LLC CIK 0002059872 0.428 156 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.644 78 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.5 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 0.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -3.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.2 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 META). Qtrs Held counts distinct quarters this fund has actually held META (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its META position size. Δ columns are the percentage-point change in META's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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