Signals

← Signals

☆NUMV

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

Flow ranking

Rank#20343
Score / z0.000 / -0.02
Consensus55.23 over 86 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 ▾
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 47.3 5.0% 5 +1.4 pp +1.2 pp -0.3 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 45.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 35.0 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 27.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.9 0.0% 6 -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 12.4 0.0% 6 -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 11.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 11.6 0.0% 5 +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 8.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 1.9 0.2% 1 +0.2 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 1.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 1.3 0.7% 5 -0.7 pp -0.8 pp -0.8 pp -0.8 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 1.3 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 1.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 0.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.8 0.1% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.7 0.0% 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 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.5 0.0% 5 +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
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.5 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Simmons Bank CIK 0001674486 0.467 369 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.3 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 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 0.2 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 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 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.1 0.0% 1 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Three Bearings Fiduciary Advisors, Inc. CIK 2140230 0.497 312 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +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
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 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
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 5 +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
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 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
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.0 0.0% 0 +0.0 pp -0.0 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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 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 NUMV). Qtrs Held counts distinct quarters this fund has actually held NUMV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NUMV position size. Δ columns are the percentage-point change in NUMV'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