Signals

QBUF

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

Flow ranking

Rank#19501
Score / z0.000 / -0.01
Consensus20.62 over 41 funds
Momentumnot computed

Price & positioning

226 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 39.9 1.4% 3 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 11.8 3.5% 3 +0.0 pp -0.2 pp +3.5 pp +3.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 9.1 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
SMART Wealth LLC CIK 0002044723 0.032 222 6.3 1.9% 3 -0.6 pp -0.4 pp +1.9 pp +1.9 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 4.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 3.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 3.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 1.5 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.7 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.3 0.2% 3 +0.0 pp -2.3 pp +0.2 pp +0.2 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pitti Group Wealth Management, LLC CIK 0001909664 0.445 84 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 1 +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% 1 +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 +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 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 QBUF). Qtrs Held counts distinct quarters this fund has actually held QBUF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QBUF position size. Δ columns are the percentage-point change in QBUF'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