Signals

← Signals

☆PICK

134 in-universe funds with a nonzero position in PICK within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#20540
Score / z0.000 / -0.02
Consensus50.97 over 86 funds
Momentumnot computed

Price & positioning

227 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
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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 ▾
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 125.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 20.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 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 20.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.7 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 10.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.9 0.0% 1 +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 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 5.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trans-Canada Capital Inc. CIK 0001896476 0.858 21 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 2.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Allied Investment Advisors, LLC CIK 0001729869 0.375 110 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.0 0.0% 1 +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 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +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
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +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
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -1.0 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 PICK). Qtrs Held counts distinct quarters this fund has actually held PICK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PICK position size. Δ columns are the percentage-point change in PICK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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