Signals

← Signals

☆ONEQ

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

Flow ranking

Rank#20419
Score / z0.000 / -0.02
Consensus165.53 over 296 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 ▾
☆FMR LLC CIK 0000315066 0.989 5571 171.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 134.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 127.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 123.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 73.4 0.1% 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 63.3 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 61.6 3.7% 7 -0.0 pp -0.4 pp -0.6 pp -0.5 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 58.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 55.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 54.9 7.4% 5 +0.7 pp +0.0 pp +1.7 pp +2.0 pp
☆Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.918 152 51.5 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 46.8 2.6% 5 +0.2 pp +0.1 pp -1.0 pp +0.2 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 38.9 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 34.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 31.9 3.6% 5 +0.3 pp -1.2 pp -1.3 pp -1.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 30.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 26.1 6.3% 5 +0.4 pp +0.2 pp +0.1 pp -0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 25.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 25.2 3.5% 5 -1.7 pp -1.6 pp -1.7 pp -1.4 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 24.3 1.0% 2 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EQ LLC CIK 0001757605 0.412 87 21.8 5.3% 5 +3.9 pp +4.2 pp +1.6 pp -0.2 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 18.1 2.4% 5 +0.5 pp +0.4 pp +0.3 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 15.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 14.4 0.7% 5 +0.1 pp +0.0 pp -0.3 pp -0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 12.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 12.0 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 12.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 11.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆jvl associates llc CIK 0001915765 0.770 79 11.3 3.2% 5 +0.1 pp -0.2 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 11.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.2 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 10.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Harvest Investment Advisors, LLC CIK 0001967261 0.414 58 9.3 4.6% 5 +0.3 pp +0.4 pp +0.1 pp +0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 9.2 1.2% 5 +0.0 pp +0.2 pp +0.5 pp +0.6 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 9.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 8.8 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 8.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 8.0 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 7.9 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David Kennon Inc CIK 0001954126 0.575 45 7.8 2.6% 5 -4.6 pp -4.9 pp -5.0 pp -4.6 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 7.2 0.9% 5 -0.2 pp -0.4 pp -0.4 pp -0.5 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 7.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.5 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 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 6.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 6.4 2.3% 5 +0.2 pp +0.1 pp +0.5 pp +0.9 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 6.0 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 5.5 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 5.4 3.1% 5 +0.3 pp +0.3 pp +0.5 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.3 0.0% 4 +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 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 5.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.1 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 5.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keenan, LLC CIK 0002111703 0.676 45 5.0 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 4.9 0.6% 5 -0.0 pp -3.3 pp -3.5 pp -3.8 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 4.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 4.7 2.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 4.7 1.1% 5 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 4.7 0.5% 5 +0.2 pp -0.3 pp +0.2 pp +0.4 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 4.7 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 4.4 1.4% 6 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 4.3 3.4% 5 +0.3 pp +0.2 pp +0.1 pp +0.3 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 4.1 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 4.0 0.7% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 3.8 0.5% 1 +0.5 pp +0.5 pp +0.4 pp +0.4 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 3.8 0.1% 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 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.6 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.6 0.1% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 3.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 3.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Trevian Wealth Management LLC CIK 0001901929 0.818 45 3.1 1.3% 3 +0.1 pp +0.0 pp +1.3 pp +1.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.9 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Variant Private Wealth, LLC CIK 0002054798 0.297 42 2.9 3.2% 5 +0.3 pp +0.6 pp +0.8 pp +0.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 2.7 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 2.6 0.2% 4 +0.1 pp +0.1 pp -0.0 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HWG Holdings LP CIK 0001599390 0.277 44 2.5 0.6% 5 +0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.4 1.2% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 2.4 0.7% 7 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆CVFG LLC CIK 0002050974 0.313 250 2.3 0.2% 1 +0.2 pp -1.2 pp -1.1 pp -1.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 2.2 1.1% 5 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 2.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 1.9 0.9% 1 +0.9 pp -0.4 pp -1.0 pp -1.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 1.8 0.8% 7 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 1.8 0.6% 4 +0.2 pp +0.3 pp +0.4 pp +0.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 1.7 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 1.7 1.2% 4 +0.1 pp -0.0 pp -0.1 pp +1.2 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
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 1.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 1.5 0.9% 6 +0.1 pp -0.0 pp -0.1 pp -0.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 1.4 0.7% 5 +0.3 pp -0.2 pp -0.1 pp -0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 1.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carroll Advisory Group, LLC CIK 0002108684 0.607 73 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 1.2 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 1.2 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ciovacco Capital Management LLC CIK 0001653012 0.674 35 1.2 0.5% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 1.1 0.4% 1 +0.4 pp +0.4 pp -0.0 pp -0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 1.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 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
☆COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.3 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 0.0 0.0% 0 +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
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 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
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.9 pp -0.9 pp -1.0 pp -1.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -1.0 pp -0.9 pp -0.9 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.1 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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.7 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 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 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 (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