Signals

← Signals

☆NUSC

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

Flow ranking

Rank#18822
Score / z0.000 / -0.02
Consensus101.29 over 165 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 174.7 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 77.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 64.6 5.9% 4 -0.3 pp -2.6 pp -2.1 pp +5.9 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 56.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 47.5 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 47.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 37.4 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 36.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 33.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Common Asset Management, LLC CIK 0001409427 0.491 186 19.1 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 16.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 13.2 7.0% 5 -0.5 pp -3.0 pp -3.8 pp -3.5 pp
☆First Pacific Financial CIK 0001810089 0.717 510 11.9 1.5% 4 -0.0 pp -0.0 pp +0.0 pp +1.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 11.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 11.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 10.0 0.3% 4 +0.0 pp +0.2 pp -0.2 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 9.9 0.0% 4 +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 9.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 8.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 6.1 2.3% 4 +0.1 pp -0.0 pp -0.2 pp +2.3 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 6.1 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 5.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 5.5 2.6% 4 -0.4 pp -0.8 pp -0.8 pp +2.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.609 108 5.1 2.0% 4 +0.1 pp +0.4 pp +0.5 pp +2.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.8 0.1% 2 +0.0 pp +0.1 pp -0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 3.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 3.4 0.7% 4 -0.4 pp -0.4 pp -0.5 pp +0.7 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 3.2 2.6% 4 -0.0 pp -0.3 pp -0.3 pp +2.6 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 2.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 2.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 2.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 2.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 2.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.3 0.4% 4 -0.0 pp -0.3 pp -0.3 pp +0.4 pp
☆IMPACTfolio, LLC CIK 0001896447 0.869 37 2.1 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 2.0 0.7% 4 -0.0 pp -0.4 pp -0.4 pp +0.7 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Xena Financial Planning, LLC CIK 0002101744 0.604 38 1.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 1.8 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 1.7 0.7% 4 +0.1 pp -0.0 pp -0.1 pp +0.7 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 1.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 1.5 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 1.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 1.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 1.3 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 1.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.2 0.0% 1 +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 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 1.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 1.1 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 1.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.9 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.9 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.7 0.2% 5 -0.0 pp -0.4 pp -0.5 pp -0.7 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 0.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 0.6 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.5 0.2% 6 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.5 0.0% 2 -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
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.5 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.4 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 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ANB BANK CIK 0002067126 0.446 127 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.4 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Capital Management Associates, Inc CIK 0002008851 0.640 153 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 0.4 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆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
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 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
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 NUSC). Qtrs Held counts distinct quarters this fund has actually held NUSC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NUSC position size. Δ columns are the percentage-point change in NUSC'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