Signals

MOOD

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

Flow ranking

Rank#1361
Score / z0.022 / 0.01
Consensus3.67 over 11 funds
Momentumnot computed

Price & positioning

225 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
Ethos Financial Group, LLC CIK 0001954242 0.258 648 51.5 3.4% 5 -0.1 pp +0.3 pp +0.5 pp +1.2 pp
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 38.7 16.0% 2 +5.5 pp +16.0 pp +16.0 pp +16.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 2.8 0.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 1.9 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Stillwater Private Wealth, LLC CIK 2137933 0.065 83 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Finance, LLC CIK 0001572838 0.574 505 1.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 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% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 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
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
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
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 MOOD). Qtrs Held counts distinct quarters this fund has actually held MOOD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MOOD position size. Δ columns are the percentage-point change in MOOD'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