Signals

← Signals

☆ONEQ

408 in-universe funds with a nonzero position in ONEQ within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23458
Score / z-0.005 / -0.01
Consensus144.01 over 252 funds
Momentumnot computed

Price & positioning

224 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 ▾
☆FMR LLC CIK 0000315066 0.989 5571 125.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 99.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 76.8 3.5% 2 +1.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 57.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 56.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 54.9 4.2% 4 +0.1 pp +0.9 pp +2.5 pp +4.2 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 50.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 44.7 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 36.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 32.6 5.7% 2 +0.3 pp +5.7 pp +5.7 pp +5.7 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 30.0 5.2% 2 +0.3 pp +5.2 pp +5.2 pp +5.2 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 29.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 27.3 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 22.3 6.2% 2 -0.7 pp +6.2 pp +6.2 pp +6.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 21.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 21.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David Kennon Inc CIK 0001954126 0.575 45 21.2 7.6% 2 +0.4 pp +7.6 pp +7.6 pp +7.6 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 21.0 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 19.0 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 17.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 15.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 12.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 12.2 2.1% 2 +0.6 pp +2.1 pp +2.1 pp +2.1 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 11.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EQ LLC CIK 0001757605 0.412 87 11.1 3.8% 2 -1.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆jvl associates llc CIK 0001915765 0.770 79 10.4 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 10.3 0.0% 3 -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 10.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 10.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 9.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 9.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Advisors, LLC CIK 0001967261 0.414 58 7.7 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 7.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 6.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 5.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 5.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 5.1 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 4.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 4.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 4.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 4.4 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 4.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 4.2 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 4.0 1.8% 2 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 4.0 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 3.8 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 3.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 3.5 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 3.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 3.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HWG Holdings LP CIK 0001599390 0.277 44 3.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Variant Private Wealth, LLC CIK 0002054798 0.297 42 2.7 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 2.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.1 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 2.1 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 1.9 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CVFG LLC CIK 0002050974 0.313 250 1.9 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 1.7 0.9% 4 +0.0 pp +0.1 pp -0.1 pp +0.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 1.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 1.4 0.2% 4 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 1.4 1.0% 3 -0.3 pp -0.0 pp +1.0 pp +1.0 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 1.4 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 1.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Ciovacco Capital Management LLC CIK 0001653012 0.674 35 1.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 1.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 1.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.9 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 0.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.8 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 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -3.6 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 ONEQ). Qtrs Held counts distinct quarters this fund has actually held ONEQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ONEQ position size. Δ columns are the percentage-point change in ONEQ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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