Signals

← Signals

☆QQQI

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

Flow ranking

Rank#1196
Score / z0.043 / 0.03
Consensus146.25 over 303 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 188.0 0.0% 5 +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 70.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 56.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 53.4 0.6% 4 +0.3 pp +0.2 pp +0.2 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 43.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 39.9 4.5% 3 +1.3 pp +3.5 pp +4.5 pp +4.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 31.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 30.3 0.6% 5 +0.1 pp +0.0 pp +0.2 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 28.4 11.6% 5 +0.5 pp -0.3 pp -0.3 pp -0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 27.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 25.8 7.2% 5 +0.8 pp +2.4 pp +3.3 pp +6.5 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 23.5 1.4% 5 +0.1 pp +0.5 pp +0.7 pp +1.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 18.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 16.6 1.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 16.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆URS Advisory LLC CIK 0002111352 0.461 61 14.3 7.9% 2 -0.1 pp +7.9 pp +7.9 pp +7.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 13.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 13.0 4.0% 4 +1.4 pp +3.5 pp +3.9 pp +4.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 11.8 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 11.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 10.7 4.3% 5 -0.6 pp -0.5 pp -0.0 pp -2.6 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 10.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palacios Wealth Management, LLC CIK 0002053829 0.522 76 9.1 5.4% 5 +0.6 pp +2.4 pp +2.1 pp +3.4 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 8.6 2.0% 4 +0.8 pp +1.1 pp +1.4 pp +2.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 8.3 5.5% 4 +0.2 pp +0.4 pp +1.0 pp +5.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Estate Planners Group, LLC CIK 0002118977 0.584 70 7.8 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 7.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 7.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 7.4 0.7% 5 -0.0 pp -0.3 pp +0.4 pp +0.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 6.6 2.1% 2 +2.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 6.5 2.3% 5 +1.0 pp +1.3 pp +1.6 pp +1.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 5.9 3.5% 5 +0.6 pp +0.8 pp +0.7 pp +1.7 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 5.9 1.9% 4 -0.3 pp -0.4 pp -0.4 pp +1.9 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Wealth Advisors, LLC CIK 0002001765 0.173 85 5.4 2.7% 2 +0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 5.3 0.9% 3 +0.1 pp +0.3 pp +0.9 pp +0.9 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 4.8 0.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 4.5 0.6% 1 +0.6 pp +0.6 pp +0.5 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.0 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 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 4.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 3.9 0.6% 4 +0.3 pp +0.5 pp +0.5 pp +0.6 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 3.9 0.5% 5 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
☆Eddie Patel Inc CIK 0002078760 0.019 127 3.9 2.3% 2 -0.9 pp +2.3 pp +2.3 pp +2.3 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 3.7 0.6% 3 -0.6 pp +0.3 pp +0.6 pp +0.6 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 3.6 1.7% 5 -0.3 pp -0.4 pp +0.3 pp +0.7 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.3 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 3.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 3.0 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Indivisible Partners CIK 0002098400 0.368 637 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ENTERPRISES, LLC CIK 0001987314 0.535 42 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 2.6 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gainplan LLC CIK 0001697857 0.087 60 2.5 1.0% 5 +0.3 pp +0.5 pp +0.5 pp +0.6 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 2.5 0.4% 4 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 2.5 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 2.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 2.5 1.2% 5 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 2.3 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 2.2 1.3% 5 +0.1 pp -0.3 pp -0.3 pp -0.4 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 2.1 2.1% 1 +2.1 pp +1.3 pp +2.1 pp +2.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinney Capital Management, LLC CIK 0002133532 0.039 87 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 1.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.7 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 1.4 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 1.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 1.4 0.5% 4 -0.3 pp -0.3 pp -0.3 pp +0.5 pp
☆Vann Equity Management LLC CIK 0002018412 0.119 168 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 1.3 0.4% 4 +0.1 pp +0.3 pp +0.2 pp +0.4 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.3 0.5% 4 +0.1 pp +0.2 pp +0.4 pp +0.5 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 1.3 0.4% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PMG Family Office LLC CIK 0002102299 0.155 114 1.2 1.1% 3 +0.0 pp +0.5 pp +1.1 pp +1.1 pp
☆ELCO Management Co., LLC CIK 0001690717 0.251 174 1.2 0.5% 5 +0.3 pp +0.2 pp +0.4 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 1.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.1 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 1.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 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
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.1 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 1.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 1.0 0.5% 5 +0.2 pp +0.2 pp -0.7 pp -0.4 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellington Grp LLC CIK 0002134013 0.401 144 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +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
☆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
☆IFS Advisors, LLC CIK 0001765617 0.782 220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monetary Solutions, Ltd CIK 0002112370 0.453 397 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 5 -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
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.0 0.0% 0 -0.2 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
☆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
☆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
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -0.4 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
☆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
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 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
☆VectorGlobal IAG, Inc. CIK 0001845843 0.507 132 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.6 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 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
☆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
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 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
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 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 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆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
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 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 +0.0 pp -0.2 pp +0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 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
☆Grant Private Wealth Management Inc CIK 0002056418 0.335 164 0.0 0.0% 0 -0.8 pp +0.0 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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 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 +0.0 pp -0.3 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 +0.0 pp -0.3 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 (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