Signals

← Signals

☆QTUM

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

Flow ranking

Rank#1333
Score / z0.024 / 0.01
Consensus224.89 over 450 funds
Momentumnot computed

Price & positioning

226 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 228.7 0.1% 5 +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 133.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 55.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 51.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 50.2 5.8% 2 +1.2 pp +5.8 pp +5.8 pp +5.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 46.3 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 39.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 37.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 29.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 27.3 0.4% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 24.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 23.5 3.1% 5 +0.8 pp +0.9 pp +1.6 pp +2.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 23.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 22.9 4.2% 5 +1.0 pp +0.5 pp +0.5 pp +0.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 21.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 18.7 1.5% 3 +0.4 pp +0.5 pp +1.5 pp +1.5 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 18.0 8.7% 2 +2.4 pp +8.7 pp +8.7 pp +8.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.6 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 16.9 3.5% 5 +1.3 pp +2.8 pp +2.9 pp +2.8 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 16.1 3.4% 2 +0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 15.9 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 15.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.8 0.0% 5 +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 14.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.4 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 13.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 13.5 0.9% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 11.5 1.3% 3 +0.3 pp +0.4 pp +1.3 pp +1.3 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 11.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 10.8 0.4% 6 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 10.0 1.0% 5 +0.1 pp +0.5 pp +0.1 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 9.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 9.2 3.6% 5 +0.1 pp +0.3 pp +0.1 pp +0.4 pp
☆Paller Financial Services Inc CIK 0002095931 0.156 44 9.0 6.7% 2 +1.5 pp +6.7 pp +6.7 pp +6.7 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 9.0 2.8% 5 +0.7 pp +0.5 pp +0.6 pp +0.9 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 8.6 4.1% 5 +1.1 pp +1.2 pp -0.4 pp +2.5 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 7.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VVR Holdings LLC CIK 0002070884 0.604 38 7.8 3.4% 2 +0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 7.8 0.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 6.2 0.5% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 6.1 2.2% 3 +1.2 pp +1.8 pp +2.2 pp +2.2 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 6.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.0 0.1% 6 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 5.7 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Estate Planners Group, LLC CIK 0002118977 0.584 70 5.7 2.6% 2 -0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 5.6 1.8% 3 +0.5 pp +0.5 pp +1.8 pp +1.8 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 5.6 0.6% 4 +0.1 pp +0.2 pp +0.3 pp +0.6 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 5.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Sage Capital Management, LLC CIK 0002030667 0.242 167 5.3 2.1% 5 +0.5 pp +0.4 pp +0.4 pp +0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 5.1 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 4.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 4.7 0.7% 4 +0.5 pp +0.5 pp +0.5 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 4.3 2.4% 5 +0.6 pp +0.6 pp +0.7 pp +1.1 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 4.2 1.3% 3 +0.6 pp +0.8 pp +1.3 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 3.8 1.7% 5 +0.5 pp +0.6 pp +0.9 pp +1.5 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 3.7 1.0% 5 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bravera Wealth CIK 0002126773 0.454 352 3.5 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 3.4 0.7% 6 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 3.3 1.9% 2 +0.6 pp +1.9 pp +1.9 pp +1.9 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.311 102 3.3 1.9% 5 +0.6 pp +0.5 pp +0.6 pp +1.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signet Private Wealth LLC CIK 0002096298 0.127 127 3.2 2.5% 2 +1.8 pp +2.5 pp +2.5 pp +2.5 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 3.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 3.1 2.3% 4 +1.2 pp +1.2 pp +1.8 pp +2.3 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 2.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 2.9 0.9% 5 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 2.8 0.7% 4 +0.3 pp +0.5 pp +0.5 pp +0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 2.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 2.5 1.4% 4 +0.2 pp -0.1 pp -0.1 pp +1.4 pp
☆Provident Co of the Employees of the Hebrew University LTD CIK 0002016961 0.018 35 2.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.3 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 2.1 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 2.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 2.1 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 2.0 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.0 0.6% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 2.0 1.4% 5 +0.3 pp +0.5 pp +0.5 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 1.9 0.3% 5 +0.1 pp +0.1 pp -0.1 pp -0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Alpha Advisors, LLC CIK 0002041441 0.151 91 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GERBER, LLC CIK 0002014164 0.601 96 1.6 0.8% 3 +0.5 pp +0.5 pp +0.8 pp +0.8 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 1.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 1.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 1.6 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 1.6 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 1.5 0.9% 5 +0.3 pp +0.8 pp +0.9 pp +0.9 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 1.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 1.5 0.6% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.5 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 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
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆BREAKTHRU ADVISORY SERVICES, LLC CIK 0002055645 0.000 14 0.0 0.0% 0 -0.3 pp -3.7 pp +0.0 pp +0.0 pp
☆Quintet Private Bank (Europe) S.A. CIK 0001977290 0.764 196 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 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 QTUM). Qtrs Held counts distinct quarters this fund has actually held QTUM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QTUM position size. Δ columns are the percentage-point change in QTUM'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