Signals

QTOC

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

Flow ranking

Rank#19737
Score / z0.000 / -0.02
Consensus8.76 over 15 funds
Momentumnot computed

Price & positioning

224 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
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 1.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Welch Financial Planning, LLC CIK 0002085141 0.273 71 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.4 0.0% 4 -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% 2 +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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.2 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.0 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 0.0 0.0% 2 -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
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLVD Private Wealth, LLC CIK 0002079537 0.396 71 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 0.0 0.0% 0 -0.6 pp -0.5 pp -0.6 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 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 QTOC). Qtrs Held counts distinct quarters this fund has actually held QTOC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QTOC position size. Δ columns are the percentage-point change in QTOC'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