Signals

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☆ONEZ

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

Flow ranking

Rank#20638
Score / z0.000 / -0.02
Consensus10.50 over 30 funds
Momentumnot computed

Price & positioning

223 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
–
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 ▾
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 160.0 0.7% 5 +0.4 pp +0.4 pp +0.3 pp +0.5 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 5.9 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 5.4 2.0% 5 +1.3 pp +1.3 pp +1.4 pp +1.7 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 5.4 1.5% 5 +0.9 pp +0.8 pp +0.6 pp +1.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 5.4 1.2% 5 +0.3 pp +0.1 pp +0.1 pp +0.6 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 5.2 2.7% 6 +1.3 pp +1.3 pp +1.2 pp +1.6 pp
☆Integrated Wealth Management CIK 0002113155 0.022 91 4.4 4.6% 2 +3.0 pp +4.6 pp +4.6 pp +4.6 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 3.9 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 3.5 1.3% 4 -0.4 pp -0.4 pp -0.6 pp +1.3 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 3.2 1.5% 2 +0.6 pp +1.5 pp +0.7 pp +1.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 3.2 0.7% 5 +0.5 pp +0.4 pp +0.5 pp +0.6 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 2.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 2.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Advisors, LLC CIK 0001951376 0.026 76 2.1 2.6% 2 +1.7 pp +2.6 pp +2.6 pp +2.6 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 2.1 0.6% 5 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 2.1 1.2% 2 +0.9 pp +1.2 pp +1.2 pp +1.2 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 1.6 1.2% 5 +0.6 pp +0.6 pp +0.5 pp +0.7 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 1.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 1.0 0.3% 5 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
☆Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 0.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.7 0.4% 1 +0.4 pp +0.4 pp +0.3 pp +0.4 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 0.6 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.2 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 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
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -3.1 pp -3.0 pp -1.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellment Financial CIK 0001940000 0.000 37 0.0 0.0% 0 -4.3 pp -4.1 pp -4.1 pp -2.8 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
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 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 ONEZ). Qtrs Held counts distinct quarters this fund has actually held ONEZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ONEZ position size. Δ columns are the percentage-point change in ONEZ'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