Signals

QQQM

1194 in-universe funds with a nonzero position in QQQM within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#121
Score / z1.587 / 2.25
Consensus414.23 over 810 funds
Momentumno 12m return

Price & positioning

250 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)
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
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2,947.4 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,712.8 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,866.6 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 1,200.8 8.4% 3 -0.2 pp -1.0 pp +8.4 pp +8.4 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 1,104.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 742.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 703.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 666.2 4.9% 3 +0.2 pp -0.5 pp +4.9 pp +4.9 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 626.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 572.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 540.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 530.4 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 520.0 6.0% 3 -0.1 pp +0.3 pp +6.0 pp +6.0 pp
FMR LLC CIK 0000315066 0.989 5571 493.7 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 325.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 301.6 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 300.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 285.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 274.6 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 236.3 8.2% 3 +0.7 pp +0.2 pp +8.2 pp +8.2 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 228.7 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 211.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 206.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 191.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 182.5 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 148.7 11.2% 2 +11.1 pp +11.2 pp +11.2 pp +11.2 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 146.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 126.9 0.2% 3 -0.0 pp -0.4 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 124.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 124.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Mizuho Bank, Ltd. CIK 0001512734 0.000 6 122.7 14.6% 2 -3.0 pp +14.6 pp +14.6 pp +14.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 115.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 112.1 5.3% 3 -0.1 pp +0.2 pp +5.3 pp +5.3 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 112.0 3.9% 3 -0.0 pp -0.3 pp +3.9 pp +3.9 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 111.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Main Management Fund Advisors LLC CIK 0001862787 0.000 8 108.6 9.9% 3 +1.7 pp -1.2 pp +9.9 pp +9.9 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 106.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 105.5 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 105.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 97.9 1.1% 3 +0.7 pp +0.8 pp +1.1 pp +1.1 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 97.1 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 97.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 96.9 8.3% 3 -0.0 pp +0.1 pp +8.3 pp +8.3 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 86.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 82.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 78.4 0.0% 3 -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 76.5 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 75.5 9.7% 3 +0.1 pp +9.7 pp +9.7 pp +9.7 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 72.9 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 72.3 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Western Wealth Management, LLC CIK 0001767902 0.458 1001 71.9 3.3% 4 +0.4 pp +0.5 pp +0.7 pp +3.3 pp
Paragon Advisors, LLC CIK 0001799719 0.414 77 68.2 18.5% 1 +18.5 pp +18.5 pp +18.5 pp +18.5 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 67.6 10.5% 3 -0.1 pp -1.4 pp +10.5 pp +10.5 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 66.8 2.7% 3 +0.0 pp +0.1 pp +2.7 pp +2.7 pp
Gradient Investments LLC CIK 0001542265 0.563 448 66.8 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 63.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
One Day In July LLC CIK 0001823172 0.854 167 63.0 5.2% 3 +0.1 pp +0.7 pp +5.2 pp +5.2 pp
PAYDEN & RYGEL CIK 0000919219 0.212 131 61.4 4.3% 3 -0.8 pp -0.3 pp +4.3 pp +4.3 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 59.0 10.0% 3 -0.2 pp +0.4 pp +10.0 pp +10.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 57.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 54.7 0.5% 3 +0.0 pp -0.3 pp +0.5 pp +0.5 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 53.7 19.0% 3 -0.1 pp +2.1 pp +19.0 pp +19.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 53.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Whelan Financial CIK 0001894921 0.754 101 53.3 16.7% 3 -0.2 pp -1.6 pp +16.7 pp +16.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 53.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 51.5 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 49.8 3.4% 4 -0.8 pp -1.3 pp -1.1 pp +3.4 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 48.9 5.3% 3 -0.1 pp +0.0 pp +5.3 pp +5.3 pp
Main Management LLC CIK 0001583092 0.804 95 48.7 3.5% 3 +0.0 pp -0.6 pp +3.5 pp +3.5 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 47.2 4.3% 3 -0.2 pp -0.1 pp +4.3 pp +4.3 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 45.8 4.7% 3 -0.4 pp -0.4 pp +4.7 pp +4.7 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 43.7 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 43.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 42.2 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 41.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 40.9 3.1% 3 -0.7 pp -0.3 pp +3.1 pp +3.1 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 39.4 5.6% 3 -0.4 pp -0.5 pp +5.6 pp +5.6 pp
EdgeRock Capital LLC CIK 0001908378 0.651 134 39.1 10.4% 3 +0.0 pp +3.9 pp +10.4 pp +10.4 pp
Verde Capital Management CIK 0001802891 0.578 80 39.0 8.3% 3 -0.0 pp -0.1 pp +8.3 pp +8.3 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 38.5 2.9% 3 +0.1 pp +0.0 pp +2.9 pp +2.9 pp
ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 37.7 6.2% 3 -0.0 pp +0.2 pp +6.2 pp +6.2 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 37.7 1.8% 3 -0.3 pp -0.3 pp +1.8 pp +1.8 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 37.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 37.1 10.3% 3 +0.1 pp +0.2 pp +10.3 pp +10.3 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 36.9 1.9% 3 +0.1 pp +0.2 pp +1.9 pp +1.9 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 36.8 3.7% 3 -0.0 pp +0.0 pp +3.7 pp +3.7 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 36.7 5.7% 1 +5.7 pp +0.6 pp +5.7 pp +5.7 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 36.0 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 35.9 3.1% 2 -1.2 pp +3.1 pp +3.1 pp +3.1 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 35.8 4.6% 3 -0.1 pp -0.3 pp +4.6 pp +4.6 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 35.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 35.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 35.2 2.2% 3 -1.9 pp -4.4 pp +2.2 pp +2.2 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 34.1 3.9% 3 -0.0 pp +0.2 pp +3.9 pp +3.9 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 34.0 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 33.9 7.8% 3 -0.2 pp -0.1 pp +7.8 pp +7.8 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 33.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
360 Financial, Inc. CIK 0001802324 0.654 85 33.7 10.8% 3 +0.0 pp +1.3 pp +10.8 pp +10.8 pp
ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 33.1 9.2% 3 +0.2 pp +1.3 pp +9.2 pp +9.2 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 32.5 4.7% 2 -0.1 pp +4.7 pp +4.7 pp +4.7 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 32.1 2.3% 3 -0.0 pp +0.3 pp +2.3 pp +2.3 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 31.7 1.9% 3 +0.2 pp +0.2 pp +1.9 pp +1.9 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 31.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 31.4 1.4% 3 -0.1 pp -0.4 pp +1.4 pp +1.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 31.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apriem Advisors CIK 0001425165 0.679 182 31.1 2.9% 3 +0.0 pp +0.0 pp +2.9 pp +2.9 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 30.7 8.8% 3 -0.8 pp -0.5 pp +8.8 pp +8.8 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 30.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 30.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 29.5 6.2% 3 -0.8 pp -1.7 pp +6.2 pp +6.2 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 29.5 4.9% 3 +0.2 pp +0.4 pp +4.9 pp +4.9 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 29.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
JP Wealth Management, Inc. CIK 0001967622 0.823 14 29.1 20.6% 3 +2.0 pp +0.9 pp +20.6 pp +20.6 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 28.7 12.3% 3 -0.3 pp +12.2 pp +12.3 pp +12.3 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 28.4 4.4% 3 +0.3 pp -0.0 pp +4.4 pp +4.4 pp
Hudock, Inc. CIK 0001543536 0.674 217 27.8 4.1% 3 +0.1 pp +0.3 pp +4.1 pp +4.1 pp
ACT Advisors, LLC. CIK 0001842554 0.668 84 27.5 10.9% 3 -0.1 pp -2.6 pp +10.9 pp +10.9 pp
ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 27.3 9.4% 3 +0.6 pp +0.1 pp +9.4 pp +9.4 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 27.3 0.5% 4 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 26.9 6.7% 3 -0.3 pp -0.9 pp +6.7 pp +6.7 pp
Leith Wheeler Investment Counsel Ltd. CIK 0001353651 0.681 85 26.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 26.6 13.0% 3 -0.5 pp -1.2 pp +13.0 pp +13.0 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 26.6 18.2% 4 -0.2 pp -5.4 pp -4.1 pp +18.2 pp
AAF Wealth Management, LLC CIK 0001726609 0.752 57 26.5 11.2% 5 +0.1 pp +2.2 pp +2.0 pp +0.4 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 26.4 6.3% 3 +0.1 pp +0.5 pp +6.3 pp +6.3 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 26.0 3.0% 3 -0.7 pp -0.5 pp +3.0 pp +3.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 25.7 1.1% 3 +0.1 pp +1.0 pp +1.1 pp +1.1 pp
SOL Capital Management CO CIK 0001339270 0.000 0 25.6 2.3% 3 -0.6 pp -0.4 pp +2.3 pp +2.3 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 25.0 4.6% 4 -0.2 pp -1.5 pp +2.1 pp +4.6 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 24.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 24.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 24.4 4.0% 3 +0.4 pp +0.2 pp +4.0 pp +4.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 24.1 0.4% 4 -0.0 pp +0.0 pp +0.2 pp +0.4 pp
HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 23.7 5.7% 3 +0.0 pp -0.6 pp +5.7 pp +5.7 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 23.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 23.2 4.1% 3 +0.1 pp -0.0 pp +4.1 pp +4.1 pp
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 22.6 3.0% 3 +0.2 pp +0.3 pp +3.0 pp +3.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 22.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 21.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 21.7 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 21.7 5.9% 3 +0.5 pp +0.9 pp +5.9 pp +5.9 pp
Creative Planning CIK 0001540235 0.979 4196 21.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 21.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
World Investment Advisors CIK 0001652594 0.670 1523 21.1 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 20.9 1.2% 3 -0.2 pp -0.2 pp +1.2 pp +1.2 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 20.6 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 20.3 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 20.1 2.9% 3 +0.4 pp +0.6 pp +2.9 pp +2.9 pp
Clark Wealth Partners CIK 0002107657 0.535 571 20.0 12.2% 4 +0.0 pp +0.2 pp +6.5 pp +12.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 19.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 19.5 1.6% 3 +0.7 pp +0.8 pp +1.6 pp +1.6 pp
Marmo Financial Group, LLC CIK 0001964829 0.764 38 19.4 9.2% 3 -0.2 pp +0.8 pp +9.2 pp +9.2 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 19.4 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 19.3 3.6% 3 -0.3 pp +2.6 pp +3.6 pp +3.6 pp
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CVFG LLC CIK 0002050974 0.313 250 5.0 3.5% 3 -0.1 pp -0.1 pp +3.5 pp +3.5 pp
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Seneca House Advisors CIK 0001731359 0.316 103 0.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
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Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
Smart Money Group LLC CIK 0001728866 0.774 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp -2.8 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.763 1471 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 -0.8 pp -0.7 pp +0.0 pp +0.0 pp
Generali Investments, Management Co LLC CIK 0002043136 0.382 164 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp -0.5 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
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clare Market Investments LLC CIK 0002054098 0.512 173 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -1.2 pp -0.6 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 QQQM). Qtrs Held counts distinct quarters this fund has actually held QQQM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QQQM position size. Δ columns are the percentage-point change in QQQM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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