Signals

← Signals

☆QLTY

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

Flow ranking

Rank#1053
Score / z0.051 / 0.08
Consensus54.34 over 88 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)
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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 ▾
☆AIA Group Ltd CIK 0001522877 0.800 324 498.8 8.8% 2 +2.4 pp +8.8 pp +8.8 pp +8.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 299.2 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 254.2 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 114.1 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 58.7 13.5% 2 +0.5 pp +13.5 pp +13.5 pp +13.5 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 53.6 9.8% 2 +0.4 pp +9.8 pp +9.8 pp +9.8 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 42.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 41.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Trustees of Dartmouth College CIK 0001599404 0.183 11 39.7 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 34.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 30.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 26.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 24.9 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 24.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 24.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 21.2 4.5% 2 +0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 16.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 16.3 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 15.0 3.9% 2 -0.7 pp +3.9 pp +3.9 pp +3.9 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 14.7 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 14.5 5.6% 2 +0.1 pp +5.6 pp +5.6 pp +5.6 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 13.5 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 13.2 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 12.1 3.7% 2 +1.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 11.1 8.4% 3 -0.5 pp +2.1 pp +8.4 pp +8.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 8.8 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 8.3 5.1% 2 -0.6 pp +5.1 pp +5.1 pp +5.1 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 7.2 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆LGL PARTNERS, LLC CIK 0001653202 0.783 62 6.9 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 6.9 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 6.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.2 0.0% 2 -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 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 4.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 4.4 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 3.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Argent Trust Co CIK 0001625292 0.533 769 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prodigy Asset Management LLC CIK 0001956244 0.865 29 3.7 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 3.6 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 3.6 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 3.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 2.6 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 2.5 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 2.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 2.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EQ LLC CIK 0001757605 0.412 87 1.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 1.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkeley, Inc CIK 0002051965 0.447 86 1.1 0.4% 4 -0.0 pp -0.5 pp -0.6 pp +0.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarendon Private LLC CIK 0001961628 0.221 124 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heron Bay Capital Management CIK 0001842149 0.545 97 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 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 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENEDICT FINANCIAL ADVISORS INC CIK 0000711089 0.323 142 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 +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
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 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% 2 +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
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 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 QLTY). Qtrs Held counts distinct quarters this fund has actually held QLTY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QLTY position size. Δ columns are the percentage-point change in QLTY'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