Signals

← Signals

☆NULV

312 in-universe funds with a nonzero position in NULV within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1529
Score / z0.014 / -0.01
Consensus94.28 over 156 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 ▾
☆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 539.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 217.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 86.4 0.0% 4 +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 58.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 51.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 47.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 24.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 23.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 23.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 19.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 18.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 12.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 9.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Forefront Analytics, LLC CIK 0001696802 0.381 37 8.9 8.1% 2 +2.5 pp +8.1 pp +8.1 pp +8.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 8.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 6.8 1.0% 4 +0.1 pp +0.1 pp +0.0 pp +1.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 6.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 5.5 0.3% 4 -0.2 pp -0.2 pp -0.1 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 4.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 4.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 4.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.5 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 4.1 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 4.1 1.8% 3 +0.1 pp +0.0 pp +1.8 pp +1.8 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 4.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 3.9 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 3.7 1.4% 4 +0.1 pp +0.0 pp -0.2 pp +1.4 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 3.5 1.2% 6 -0.0 pp +0.3 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 3.4 1.4% 4 +0.3 pp +0.2 pp +0.2 pp +1.4 pp
☆CX Institutional CIK 0001737089 0.437 1568 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 3.3 0.3% 6 +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 3.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Invera Wealth Advisors, LLC CIK 0001976780 0.131 132 3.2 2.0% 4 -0.4 pp -0.4 pp -0.5 pp +2.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 2.6 1.9% 4 +0.0 pp -0.0 pp -0.0 pp +1.9 pp
☆One Day In July LLC CIK 0001823172 0.854 167 2.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 2.4 0.8% 4 +0.1 pp +0.1 pp -0.1 pp +0.8 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 2.1 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 2.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 1.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 1.7 1.3% 4 -0.0 pp -0.0 pp -0.1 pp +1.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 1.5 0.7% 4 -2.0 pp -1.9 pp -1.9 pp +0.7 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 1.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 1.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 1.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 1.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 1.2 0.7% 4 -0.1 pp -0.1 pp -0.0 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.9 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 0.9 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 0.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.6 0.0% 5 +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 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 0.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Old Peak Finance LLC CIK 0002080991 0.632 102 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.5 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.5 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 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.5 0.3% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 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 NULV). Qtrs Held counts distinct quarters this fund has actually held NULV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NULV position size. Δ columns are the percentage-point change in NULV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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