Signals

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☆OZ

46 in-universe funds with a nonzero position in OZ within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#20698
Score / z0.000 / -0.00
Consensus17.05 over 32 funds
Momentumnot computed

Price & positioning

168 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 ▾
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 19.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 15.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 15.8 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 5.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 4.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Innovative Advisory Group, LLC CIK 2156202 0.646 29 0.6 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 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
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 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 0.2 0.0% 4 -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 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 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 OZ). Qtrs Held counts distinct quarters this fund has actually held OZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OZ position size. Δ columns are the percentage-point change in OZ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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