Signals

← Signals

☆QLTY

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

Flow ranking

Rank#290
Score / z0.767 / 0.91
Consensus73.13 over 120 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 0.800 324 630.5 7.9% 5 +0.7 pp -0.0 pp -0.9 pp +1.5 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 434.1 1.9% 5 +0.3 pp +1.4 pp +1.7 pp +1.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 351.7 2.2% 5 +0.0 pp -0.1 pp -0.2 pp -0.4 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 271.3 1.5% 5 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 253.8 1.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Trustees of Dartmouth College CIK 0001599404 0.183 11 160.1 47.9% 4 +32.1 pp +37.1 pp +37.7 pp +47.9 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 143.1 13.4% 4 -1.7 pp -1.1 pp -0.7 pp +13.4 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 120.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 106.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 103.3 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 83.4 1.0% 4 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 82.1 1.2% 5 +0.1 pp +0.3 pp +0.5 pp +0.6 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 75.4 11.8% 5 +1.1 pp +0.2 pp +2.0 pp +2.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 73.7 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Alvarez & Marsal Private Wealth Partners, LLC CIK 0002109121 0.799 107 71.2 9.4% 2 +0.6 pp +9.4 pp +9.4 pp +9.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 70.9 0.7% 3 +0.1 pp +0.6 pp +0.7 pp +0.7 pp
☆Prodigy Asset Management LLC CIK 0001956244 0.864 29 51.4 15.5% 5 +3.9 pp +6.8 pp +13.8 pp +13.9 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 43.0 0.3% 4 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 39.6 7.5% 5 +0.6 pp +2.9 pp +3.0 pp +3.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 33.7 0.6% 5 +0.0 pp +0.2 pp +0.3 pp +0.6 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 33.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 26.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 22.4 5.1% 5 -1.0 pp +0.9 pp +1.4 pp +2.4 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 21.3 4.7% 5 +0.3 pp +0.4 pp +0.8 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 20.1 3.0% 5 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 20.0 2.1% 5 +0.2 pp +0.7 pp +1.3 pp +1.5 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 19.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 18.6 6.4% 5 +0.0 pp +0.4 pp +0.7 pp +0.8 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 17.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 16.8 3.2% 5 +0.2 pp +0.2 pp +0.6 pp +0.9 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 16.1 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 15.9 2.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 13.3 10.0% 6 +1.0 pp +0.9 pp +1.7 pp +1.2 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 13.3 4.1% 5 +1.0 pp +1.0 pp +1.1 pp +1.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Mark Nickell & Co. CIK 0001811161 0.446 30 12.3 9.8% 2 +0.8 pp +9.8 pp +9.8 pp +9.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 9.2 0.9% 5 +0.0 pp +0.5 pp +0.0 pp -0.0 pp
☆LGL PARTNERS, LLC CIK 0001653202 0.782 62 8.6 3.1% 5 +0.1 pp -0.0 pp +0.2 pp +0.3 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 8.5 1.8% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 8.4 0.7% 5 +0.0 pp +0.1 pp +0.3 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 7.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 7.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 7.7 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 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 7.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 7.0 0.5% 4 +0.1 pp +0.4 pp +0.4 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 6.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 6.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 5.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 5.4 1.1% 5 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 5.4 1.1% 5 -0.0 pp -0.2 pp -0.0 pp -0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 4.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 4.2 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 3.8 1.5% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 3.7 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Ironsides Asset Advisors, LLC CIK 0001615135 0.747 83 3.4 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Commerce Advisors, LLC CIK 0001567247 0.122 128 3.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 3.2 1.4% 5 -0.0 pp -0.2 pp -0.4 pp -0.8 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 3.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆EQ LLC CIK 0001757605 0.412 87 3.2 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 3.0 0.6% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarendon Private LLC CIK 0001961628 0.221 124 2.8 1.8% 4 +0.1 pp +0.5 pp +1.0 pp +1.8 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 2.7 0.0% 5 -0.6 pp -0.6 pp -0.5 pp -0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 2.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 2.3 0.8% 1 +0.8 pp -2.5 pp -4.3 pp -4.9 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 2.2 0.3% 4 +0.0 pp -0.0 pp +0.2 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 1.9 1.0% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Berkeley, Inc CIK 0002051965 0.446 86 1.8 0.6% 7 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 1.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 1.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.9 0.4% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.4 0.0% 5 +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% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BENEDICT FINANCIAL ADVISORS INC CIK 0000711089 0.323 142 0.3 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Broyhill Asset Management, LLC CIK 0001966057 0.176 77 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.3 0.0% 5 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 7 +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 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 3 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 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% 4 +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
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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% 3 -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
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 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% 5 -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
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 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 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp -2.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp +0.0 pp -13.5 pp -13.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heron Bay Capital Management CIK 0001842149 0.545 97 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 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
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -2.2 pp -2.5 pp -2.7 pp -2.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +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
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 (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