Signals

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☆QBER

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

Flow ranking

Rank#21233
Score / z0.000 / -0.02
Consensus8.77 over 25 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 25.7 0.1% 5 -0.0 pp -0.3 pp -0.5 pp -0.4 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 20.6 2.6% 5 +0.8 pp +2.0 pp +0.2 pp +1.9 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 4.2 2.7% 5 -0.2 pp -0.3 pp -0.4 pp -0.6 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 3.0 1.1% 5 -2.3 pp -2.3 pp -2.4 pp -1.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 1.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.4 0.4% 5 -0.3 pp +0.2 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.2 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 1.1 0.6% 7 -0.0 pp -0.7 pp -1.0 pp -0.5 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.0 0.2% 5 -0.0 pp -0.8 pp -0.4 pp -0.3 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 1.0 0.4% 5 +0.2 pp -0.9 pp -0.6 pp -0.4 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.9 0.4% 2 -0.0 pp +0.4 pp -0.9 pp -0.4 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.9 0.2% 5 -0.1 pp -0.8 pp -1.1 pp -0.5 pp
☆Integrated Wealth Management CIK 0002113155 0.022 91 0.9 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.3 0.2% 5 -0.0 pp -0.4 pp -0.6 pp -0.3 pp
☆Centennial Advisors, LLC CIK 0001951376 0.026 76 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.2 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.1 0.0% 4 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 4 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 5 +0.0 pp -0.2 pp -0.4 pp -0.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -3.8 pp -5.0 pp -3.6 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Wellment Financial CIK 0001940000 0.000 37 0.0 0.0% 0 -2.7 pp -6.1 pp -7.1 pp -5.3 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -0.5 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp -0.8 pp -1.4 pp -1.1 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 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 QBER). Qtrs Held counts distinct quarters this fund has actually held QBER (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QBER position size. Δ columns are the percentage-point change in QBER'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