Signals

MUST

96 in-universe funds with a nonzero position in MUST within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1438
Score / z0.009 / 0.00
Consensus33.84 over 54 funds
Momentumnot computed

Price & positioning

224 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
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 102.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 59.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 58.2 0.0% 3 +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 23.1 0.0% 4 +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 19.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Haven Private, LLC CIK 0002053665 0.243 171 19.7 8.6% 3 +0.7 pp +1.3 pp +8.6 pp +8.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 6.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.8 0.0% 3 +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 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 3.2 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 2.8 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 2.6 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 1.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 1.6 1.3% 3 +0.1 pp +0.0 pp +1.3 pp +1.3 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 1.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 0.9 0.4% 3 -0.2 pp -0.4 pp +0.4 pp +0.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lakeside Advisors, INC. CIK 0001913467 0.512 65 0.7 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVFG LLC CIK 0002050974 0.313 250 0.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.3 0.2% 3 +0.1 pp -0.0 pp +0.2 pp +0.2 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 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 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 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
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.0 0.0% 0 +0.0 pp -1.0 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
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 0.0 0.0% 0 -0.1 pp -0.2 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
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 MUST). Qtrs Held counts distinct quarters this fund has actually held MUST (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MUST position size. Δ columns are the percentage-point change in MUST's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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