Signals

← Signals

☆QQQ

200 in-universe funds with a nonzero position in QQQ within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#5
Score / z3.573 / 24.14
Consensus68.09 over 137 funds
Momentumno 12m return

Price & positioning

251 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 ▾
☆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 10,320.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 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 7,163.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,639.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 758.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 241.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 204.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 155.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 87.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 75.9 2.6% 2 +0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆Industrial Alliance Investment Management Inc. CIK 0001630798 0.880 8 74.7 59.6% 1 +59.6 pp +59.6 pp +59.6 pp +59.6 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 64.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 60.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 54.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 50.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 49.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 46.9 11.0% 2 -0.5 pp +11.0 pp +11.0 pp +11.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 45.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 45.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 40.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 31.7 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 30.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 27.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 24.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆111 Capital CIK 0002060412 0.025 488 23.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 23.0 21.3% 2 -1.6 pp +21.3 pp +21.3 pp +21.3 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 22.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 22.2 9.3% 2 -0.2 pp +9.3 pp +9.3 pp +9.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 18.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 18.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CLEAR STREET LLC CIK 0001708828 0.000 0 17.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 17.2 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 16.8 5.3% 2 -4.8 pp +5.3 pp +5.3 pp +5.3 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 15.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 15.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 15.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 14.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 13.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 13.5 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 13.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 12.1 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 10.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 10.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 10.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 10.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 9.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 9.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 9.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 9.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 8.8 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 8.6 4.0% 2 -1.3 pp +4.0 pp +4.0 pp +4.0 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 8.5 5.0% 2 -0.3 pp +5.0 pp +5.0 pp +5.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 8.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 8.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 7.8 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 7.5 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 7.2 4.4% 2 -0.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Finivi Inc. CIK 0002101641 0.183 111 7.1 5.7% 2 -0.3 pp +5.7 pp +5.7 pp +5.7 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 6.6 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 6.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 6.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 6.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 5.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 5.6 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 5.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 5.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 5.1 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 4.7 4.5% 2 -0.4 pp +4.5 pp +4.5 pp +4.5 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 4.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 4.3 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 4.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 4.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 3.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 3.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 3.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 2.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 2.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 2.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 2.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 2.7 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 2.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 2.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 2.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 2.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 2.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 2.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 1.8 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SFM, LLC CIK 0002064225 0.427 69 1.7 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 1.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 1.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.9 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.5 0.0% 2 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆AlpenGlobal Capital LLC CIK 0002062492 0.405 35 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LWM ADVISORS INC CIK 0002067328 0.795 37 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Absoluto Partners Gestao de Recursos Ltda CIK 0001847566 0.758 2 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 -9.4 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -5.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -3.3 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 QQQ). Qtrs Held counts distinct quarters this fund has actually held QQQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QQQ position size. Δ columns are the percentage-point change in QQQ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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