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☆MUNY

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

Flow ranking

Rank#19945
Score / z0.000 / -0.02
Consensus30.38 over 48 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)
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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 ▾
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 29.2 1.6% 4 -0.0 pp +0.4 pp +1.0 pp +1.6 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 17.7 2.9% 5 +0.1 pp +0.2 pp +0.5 pp +0.1 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 8.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 6.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 4.4 0.9% 4 +0.3 pp +0.7 pp +0.8 pp +0.9 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 2.6 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 2.4 0.7% 2 -0.2 pp +0.7 pp +0.6 pp +0.7 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 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 2.1 0.3% 4 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.9 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard C. Young & CO., LTD. CIK 0001387304 0.454 101 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.6 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.5 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.4 0.0% 4 -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 0.4 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sandhill Capital Partners LLC CIK 0001556245 0.418 98 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platt Wealth Management LLC CIK 0002109497 0.441 57 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.1 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% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 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
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.1 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 MUNY). Qtrs Held counts distinct quarters this fund has actually held MUNY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MUNY position size. Δ columns are the percentage-point change in MUNY'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