Signals

MODL

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

Flow ranking

Rank#19789
Score / z0.000 / -0.02
Consensus24.86 over 37 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
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 288.3 0.2% 5 -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 104.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 73.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 66.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 64.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 54.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 30.4 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 23.1 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 13.3 0.9% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 5.4 0.8% 4 -0.0 pp -0.0 pp +0.0 pp +0.8 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 5.1 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 4.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 2.8 1.6% 5 -0.2 pp -0.2 pp -0.3 pp -0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.1 0.7% 5 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 1.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leverty Financial Group, LLC CIK 0001908386 0.897 49 0.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.5 0.3% 5 -0.2 pp -0.3 pp -0.5 pp -0.9 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Broadway Wealth Solutions, Inc. CIK 0002021265 0.681 92 0.3 0.1% 5 +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 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.1 0.0% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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 MODL). Qtrs Held counts distinct quarters this fund has actually held MODL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MODL position size. Δ columns are the percentage-point change in MODL'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