Signals

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☆OSCV

80 in-universe funds with a nonzero position in OSCV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22480
Score / z-0.157 / -0.23
Consensus27.15 over 52 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+17% / 1.0d

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 ▾
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 213.8 1.8% 3 +0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 73.4 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 66.1 3.9% 3 -0.5 pp -0.4 pp +3.9 pp +3.9 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 59.4 3.7% 3 -0.1 pp -0.0 pp +3.7 pp +3.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 41.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 29.9 13.1% 3 -0.4 pp -0.3 pp +13.1 pp +13.1 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 21.5 4.4% 3 -0.1 pp -0.2 pp +4.4 pp +4.4 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 20.2 2.7% 3 +0.0 pp +0.2 pp +2.7 pp +2.7 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 20.1 1.5% 3 -0.5 pp -0.5 pp +1.5 pp +1.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 18.0 3.7% 3 -0.1 pp -0.1 pp +3.7 pp +3.7 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 17.3 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 10.0 3.6% 3 -0.1 pp +2.8 pp +3.6 pp +3.6 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 9.4 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆SWS Partners CIK 0001731731 0.307 108 8.8 2.1% 3 -0.0 pp +0.2 pp +2.1 pp +2.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 8.0 0.6% 3 -0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 5.7 2.3% 3 +0.2 pp +0.4 pp +2.3 pp +2.3 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 5.3 2.2% 3 -0.1 pp -0.3 pp +2.2 pp +2.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Renasant Bank CIK 0001656167 0.136 141 3.3 2.2% 3 -0.4 pp -0.3 pp +2.2 pp +2.2 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 3.3 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 2.7 1.6% 3 -0.1 pp -0.0 pp +1.6 pp +1.6 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.5 1.1% 3 -0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 1.9 1.7% 3 +0.5 pp +0.6 pp +1.7 pp +1.7 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 1.6 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.4 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mendel Money Management CIK 0001600585 0.195 127 1.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GERBER, LLC CIK 0002014164 0.601 96 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 2 -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 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 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
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 OSCV). Qtrs Held counts distinct quarters this fund has actually held OSCV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OSCV position size. Δ columns are the percentage-point change in OSCV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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