Signals

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☆OWNS

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

Flow ranking

Rank#20527
Score / z0.000 / -0.02
Consensus15.33 over 26 funds
Momentumnot computed

Price & positioning

186 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 ▾
☆ALLIANZ SE CIK 0001127508 0.910 519 21.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 9.3 0.4% 2 -0.0 pp +0.4 pp +0.3 pp +0.1 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 5.1 1.1% 3 +0.0 pp +0.4 pp +1.1 pp +0.6 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 2.5 0.8% 5 +0.2 pp +0.2 pp +0.3 pp +0.5 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 2.0 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 1.5 0.5% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Riverwater Partners LLC CIK 0001882572 0.130 209 1.1 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 0.8 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midway Capital Research & Management CIK 0002115416 0.312 114 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 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
☆Ethic Inc. CIK 0001780570 0.636 1358 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
☆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
☆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
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 +0.0 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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.9 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 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 +0.0 pp -0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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 OWNS). Qtrs Held counts distinct quarters this fund has actually held OWNS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OWNS position size. Δ columns are the percentage-point change in OWNS'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