Signals

NAC

117 in-universe funds with a nonzero position in NAC within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#19880
Score / z0.000 / -0.02
Consensus49.12 over 85 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
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 38.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKAY SHIELDS LLC CIK 0000061227 0.318 108 24.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 20.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.6 0.0% 1 +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 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 6.2 0.0% 1 +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 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LM Advisors LLC CIK 0002011314 0.053 224 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1.7 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 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DKM Wealth Management, Inc. CIK 0002055833 0.611 74 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atala Financial Inc CIK 0002053756 0.240 121 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.0 0.0% 1 +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 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rareview Capital LLC CIK 0002044533 0.417 51 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Oder Investment Management, LLC CIK 0001845109 0.230 113 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHS Financial, LLC CIK 0001766514 0.159 165 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 0.5 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apriem Advisors CIK 0001425165 0.679 182 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 1 +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
Core Wealth Partners LLC CIK 0001965078 0.199 189 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MKT Advisors LLC CIK 0001906802 0.646 155 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grassi Investment Management CIK 0001608531 0.717 128 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.2 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.1 0.0% 1 +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
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverview Trust Co CIK 0001593600 0.349 166 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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 0.1 0.0% 1 +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 0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.0 0.0% 0 -0.1 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
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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