Signals

← Signals

☆QQQI

338 in-universe funds with a nonzero position in QQQI within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22320
Score / z-0.017 / -0.04
Consensus121.92 over 245 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-41% / 1.0d

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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 107.5 0.0% 4 +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 50.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 47.1 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 32.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 27.8 3.2% 2 +2.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 27.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 24.8 11.2% 4 -0.8 pp -0.8 pp -1.2 pp +11.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 24.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 21.2 6.4% 4 +1.6 pp +2.6 pp +5.7 pp +6.4 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 18.5 1.3% 4 +0.4 pp +0.6 pp +0.9 pp +1.3 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 18.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 14.4 0.4% 4 -0.1 pp +0.0 pp +0.2 pp +0.4 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 13.7 1.0% 4 -0.0 pp +0.1 pp +0.4 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 12.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 11.1 4.9% 4 +0.1 pp +0.6 pp -2.0 pp +4.9 pp
☆URS Advisory LLC CIK 0002111352 0.462 61 11.0 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 7.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Palacios Wealth Management, LLC CIK 0002053829 0.522 76 7.6 4.8% 4 +1.8 pp +1.5 pp +2.8 pp +4.8 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 7.2 2.6% 3 +2.2 pp +2.5 pp +2.6 pp +2.6 pp
☆Estate Planners Group, LLC CIK 0002118977 0.584 70 7.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 6.6 1.1% 2 +0.9 pp +1.1 pp +1.1 pp +1.1 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 6.5 0.7% 4 -0.2 pp +0.5 pp +0.5 pp +0.7 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 6.1 5.3% 3 +0.3 pp +0.8 pp +5.3 pp +5.3 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 5.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 5.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 5.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 5.1 1.2% 3 +0.3 pp +0.6 pp +1.2 pp +1.2 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 5.0 2.1% 3 -0.2 pp -0.1 pp +2.1 pp +2.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 4.6 2.9% 4 +0.2 pp +0.2 pp +1.1 pp +2.9 pp
☆Independence Wealth Advisors, LLC CIK 0002001765 0.173 85 4.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Eddie Patel Inc CIK 0002078760 0.019 127 4.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 3.8 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 3.4 1.3% 4 +0.4 pp +0.6 pp +1.0 pp +1.3 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 3.3 0.5% 4 +0.0 pp +0.2 pp +0.2 pp +0.5 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 3.0 2.0% 4 -0.1 pp +0.7 pp +1.0 pp +2.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.5 0.0% 3 +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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 2.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 2.0 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 2.0 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 1.9 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 1.9 1.2% 4 -0.4 pp -0.4 pp -0.4 pp +1.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.9 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 1.7 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 1.6 0.9% 4 -0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grant Private Wealth Management Inc CIK 0002056418 0.335 164 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 1.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Indivisible Partners CIK 0002098400 0.368 637 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.4 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 1.2 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PMG Family Office LLC CIK 0002102299 0.155 114 1.0 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆Wellington Grp LLC CIK 0002134013 0.401 144 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.0 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Gainplan LLC CIK 0001697857 0.087 60 0.9 0.7% 4 +0.2 pp +0.2 pp +0.3 pp +0.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.8 0.3% 3 +0.2 pp +0.1 pp +0.3 pp +0.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 0.7 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆October Effect Ltd CIK 0002078353 0.030 64 0.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VectorGlobal IAG, Inc. CIK 0001845843 0.507 132 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.6 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.6 0.3% 4 -0.0 pp -0.9 pp -0.6 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ELCO Management Co., LLC CIK 0001690717 0.251 174 0.5 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 +0.0 pp -1.2 pp -0.4 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 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
☆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
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.418 111 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 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 QQQI). Qtrs Held counts distinct quarters this fund has actually held QQQI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QQQI position size. Δ columns are the percentage-point change in QQQI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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