Signals

← Signals

☆NAC

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

Flow ranking

Rank#19890
Score / z0.000 / -0.02
Consensus58.56 over 103 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)
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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 84.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 42.3 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 24.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 22.7 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.0 0.0% 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 13.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 11.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 6.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 5.8 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 4.1 0.5% 1 +0.5 pp +0.5 pp -0.1 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 2.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 2.2 0.4% 5 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DKM Wealth Management, Inc. CIK 0002055833 0.611 74 1.7 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 1.1 0.3% 5 -0.1 pp +0.0 pp +0.2 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 0.8 0.5% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Rareview Capital LLC CIK 0002044533 0.417 51 0.7 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atala Financial Inc CIK 0002053756 0.240 121 0.7 0.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 0.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.5 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Apriem Advisors CIK 0001425165 0.679 182 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortuga Wealth Management, Inc CIK 0002118051 0.180 135 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.3 0.0% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 0.2 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverview Trust Co CIK 0001593600 0.349 166 0.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.1 0.0% 1 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 3 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DAVIDSON TRUST CO CIK 0001133119 0.258 190 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.8 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆MACKAY SHIELDS LLC CIK 0000061227 0.318 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.8 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 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 NAC). Qtrs Held counts distinct quarters this fund has actually held NAC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NAC position size. Δ columns are the percentage-point change in NAC'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