Signals

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☆OPER

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

Flow ranking

Rank#19025
Score / z0.000 / -0.02
Consensus8.85 over 17 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
–
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 ▾
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 29.5 3.0% 3 +2.9 pp +2.8 pp +3.0 pp +3.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 29.4 0.7% 4 +0.0 pp +0.1 pp -0.3 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 26.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 15.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 7.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 5.7 4.2% 2 +3.9 pp +4.2 pp +3.9 pp +4.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.6 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 3.5 0.4% 4 -0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Teramo Advisors, LLC CIK 0001904821 0.826 3 2.0 0.5% 4 -0.1 pp -0.5 pp -0.6 pp +0.5 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 1.0 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 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 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -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% 6 -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
☆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
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆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
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 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 OPER). Qtrs Held counts distinct quarters this fund has actually held OPER (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OPER position size. Δ columns are the percentage-point change in OPER'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