Signals

← Signals

☆NAD

297 in-universe funds with a nonzero position in NAD within the trailing 4 quarters, as of 2025Q3

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-01-02 Insider BANK OF AMERICA CORP /DE/ acquired via purchase ($76,520)
2026-01-02 Insider BANK OF AMERICA CORP /DE/ disposed via sale ($76,434)
2025-04-16 Insider BANK OF AMERICA CORP /DE/ acquired via purchase ($23,322)
2025-04-16 Insider BANK OF AMERICA CORP /DE/ disposed via D ($23,303)
2025-01-15 Insider BANK OF AMERICA CORP /DE/ acquired via purchase ($9,368)
2025-01-15 Insider BANK OF AMERICA CORP /DE/ disposed via sale ($9,328)
2024-12-03 Insider BANK OF AMERICA CORP /DE/ disposed via sale ($926)
2024-12-03 Insider BANK OF AMERICA CORP /DE/ acquired via purchase ($924)
2014-01-07 Insider BANK OF AMERICA CORP /DE/ disposed via sale ($10,289)
2014-01-07 Insider BANK OF AMERICA CORP /DE/ disposed via sale ($11,736)

Flow ranking

Rank#20398
Score / z0.000 / -0.00
Consensus105.74 over 194 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

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-01-02 BANK OF AMERICA CORP /DE/ P $76,520
2026-01-02 BANK OF AMERICA CORP /DE/ S $76,434
2025-04-16 BANK OF AMERICA CORP /DE/ P $23,322
2025-04-16 BANK OF AMERICA CORP /DE/ D $23,303
2025-01-15 BANK OF AMERICA CORP /DE/ P $9,368
2025-01-15 BANK OF AMERICA CORP /DE/ S $9,328
2024-12-03 BANK OF AMERICA CORP /DE/ S $926
2024-12-03 BANK OF AMERICA CORP /DE/ P $924
2014-01-07 BANK OF AMERICA CORP /DE/ S $10,289
2014-01-07 BANK OF AMERICA CORP /DE/ S $11,736
Showing the 10 most recent.

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 83.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 43.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 38.0 2.6% 2 -1.2 pp +2.6 pp +2.6 pp +2.6 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 32.2 0.0% 3 -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 29.1 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 28.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 20.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 18.4 1.1% 2 -1.6 pp +1.1 pp +1.1 pp +1.1 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 15.2 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆MACKAY SHIELDS LLC CIK 0000061227 0.318 108 12.4 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 10.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 8.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 7.5 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Congress Park Capital LLC CIK 0001730945 0.380 134 7.3 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 7.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.0 0.0% 2 -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 6.9 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 6.8 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 6.4 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 6.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 4.2 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 3.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Palogic Value Management, L.P. CIK 0001532943 0.148 181 3.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 2.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 2.8 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 1.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 1.9 1.4% 2 -1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 1.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Advisors of Tampa Bay, LLC CIK 0001715228 0.330 94 1.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 1.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KIM, LLC CIK 0001888968 0.145 67 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kercheville Advisors, LLC CIK 0001890748 0.215 108 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 0.8 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.4 0.0% 3 +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 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summa Corp. CIK 0001954929 0.569 83 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.4 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 -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 0.0 0.0% 0 -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% 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 NAD). Qtrs Held counts distinct quarters this fund has actually held NAD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NAD position size. Δ columns are the percentage-point change in NAD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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