Signals

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☆OAKM

45 in-universe funds with a nonzero position in OAKM within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1374
Score / z0.019 / 0.01
Consensus20.25 over 41 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 ▾
☆Choate Investment Advisors CIK 0001399794 0.922 472 238.6 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 37.7 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 36.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 15.4 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 15.3 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 4.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 3.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.398 76 2.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 2.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆DKM Wealth Management, Inc. CIK 0002055833 0.611 74 2.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Well Done, LLC CIK 0001667132 0.522 202 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covenant Partners, LLC CIK 0001302739 0.000 0 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.7 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Capital Management, LLC CIK 0002030667 0.242 167 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +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 OAKM). Qtrs Held counts distinct quarters this fund has actually held OAKM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OAKM position size. Δ columns are the percentage-point change in OAKM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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