Signals

NDIV

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

Flow ranking

Rank#20241
Score / z0.000 / -0.00
Consensus2.25 over 4 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
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 1.8 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 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
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% 0 -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
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 NDIV). Qtrs Held counts distinct quarters this fund has actually held NDIV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NDIV position size. Δ columns are the percentage-point change in NDIV'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