Signals

QMOM

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

Flow ranking

Rank#1195
Score / z0.043 / 0.03
Consensus27.94 over 46 funds
Momentumnot computed

Price & positioning

164 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
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 32.4 3.4% 6 -0.2 pp +0.1 pp +0.1 pp -0.1 pp
Valley Financial Group, Inc. CIK 0002010327 0.756 62 18.6 9.2% 5 +0.5 pp +0.8 pp +3.6 pp +3.4 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 17.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BWM Planning, LLC CIK 0002039698 0.671 99 16.1 3.7% 5 +0.1 pp +0.3 pp +0.2 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 15.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 12.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.4 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 10.4 2.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 9.1 1.8% 5 +0.2 pp +0.4 pp +0.8 pp +0.7 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 8.8 1.2% 5 -2.1 pp -1.8 pp -1.6 pp -1.5 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 8.0 0.9% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 7.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 3.8 0.3% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Vestment Financial LLC CIK 0002056705 0.756 41 3.8 1.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Advantage Trust Co CIK 0002009346 0.631 197 3.6 1.3% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Empirical Finance, LLC CIK 0001572838 0.574 505 3.3 0.1% 2 -0.0 pp +0.1 pp -0.3 pp -0.4 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 3.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 3.0 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 2.4 1.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 2.0 0.6% 5 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
Innova Wealth Partners CIK 0001888831 0.101 167 1.7 0.7% 5 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Well Done, LLC CIK 0001667132 0.522 202 1.5 0.2% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 1.3 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 1.3 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 1.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Stillwater Private Wealth, LLC CIK 2137933 0.065 83 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sankala Group LLC CIK 0002113426 0.123 631 0.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Redwood Family Wealth LLC CIK 0002116118 0.293 106 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudock, Inc. CIK 0001543536 0.674 217 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Foundry Financial LLC CIK 0002085325 0.614 85 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.2 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 0.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 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 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 2 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 5 -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% 4 -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
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 5 -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
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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 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
MAI Capital Management CIK 0001040197 0.725 1889 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
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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
CWC Advisors, LLC. CIK 0001520683 0.235 152 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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
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
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 QMOM). Qtrs Held counts distinct quarters this fund has actually held QMOM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QMOM position size. Δ columns are the percentage-point change in QMOM'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