Signals

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☆NUDV

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

Flow ranking

Rank#20329
Score / z0.000 / -0.02
Consensus13.22 over 20 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 ▾
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 6.4 1.4% 5 -0.3 pp -0.2 pp -0.1 pp -0.7 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 6.2 1.5% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 0.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 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
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +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% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 0.0 0.0% 0 -0.1 pp -0.1 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 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆eCIO, Inc. CIK 0001830823 0.331 46 0.0 0.0% 0 -0.7 pp -0.7 pp -0.5 pp -0.5 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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 NUDV). Qtrs Held counts distinct quarters this fund has actually held NUDV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NUDV position size. Δ columns are the percentage-point change in NUDV'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