Signals

← Signals

☆QUS

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

Flow ranking

Rank#24620
Score / z-0.203 / -0.26
Consensus68.53 over 124 funds
Momentum-0.17 =

Price & positioning

223 cached closes, trailing year
Drawdown0%
Short interest-31% / 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)
–
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 ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 389.3 0.4% 6 +0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆SFMG, LLC CIK 0001512026 0.796 334 104.8 6.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 95.7 12.9% 5 -0.6 pp -0.8 pp -1.9 pp -3.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 69.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 56.2 3.8% 5 -0.6 pp -0.4 pp +0.0 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 38.6 0.0% 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 38.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 37.7 0.4% 1 +0.4 pp +0.2 pp +0.3 pp +0.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 32.3 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 31.1 1.9% 5 -0.1 pp +0.3 pp +0.2 pp -0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 30.1 0.0% 5 -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 23.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McKinney Capital Management, LLC CIK 0002133532 0.039 87 19.4 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 15.9 2.6% 5 +0.5 pp +0.8 pp +0.9 pp +0.9 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 14.3 6.2% 5 +0.3 pp +0.4 pp +0.2 pp -0.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 14.0 1.1% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 13.8 2.2% 4 -0.5 pp -0.5 pp -0.6 pp +2.2 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 13.5 1.9% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 11.2 2.6% 4 +0.1 pp +0.2 pp +0.3 pp +2.6 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 10.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp -2.8 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 10.7 1.3% 5 +0.0 pp -0.5 pp -0.4 pp -0.5 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 10.7 1.1% 5 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 10.0 1.5% 5 -0.2 pp -4.3 pp -4.3 pp -4.4 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 8.0 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 7.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 7.0 2.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 6.5 0.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 5.0 0.6% 5 -0.1 pp -0.1 pp -0.3 pp -0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Warner Group LLC CIK 0002073617 0.415 129 4.8 1.2% 3 -0.3 pp -0.2 pp +1.2 pp +1.2 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 4.8 3.2% 4 +0.3 pp +1.6 pp +2.4 pp +3.2 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 4.6 1.7% 5 +0.0 pp -0.2 pp -0.4 pp -0.6 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 4.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 3.0 0.4% 5 -0.3 pp -0.5 pp -0.7 pp -0.8 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.9 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Allred Capital Management, LLC CIK 0001765885 0.343 162 2.6 0.9% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 2.2 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 2.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.7 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 1.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 1.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 1.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.5 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 1.3 0.5% 5 -1.1 pp -0.4 pp -0.4 pp -0.3 pp
☆Presper Financial Architects, LLC CIK 0002066674 0.783 55 1.3 0.7% 4 -0.2 pp -7.2 pp -7.1 pp +0.7 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.1 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.9 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.9 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 0.8 0.3% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.8 0.1% 1 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 0.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Avant Capital LLC CIK 0001653443 0.369 86 0.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.5 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆January Capital Advisors LLC CIK 0001855967 0.065 55 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 0.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RESOLUTE WEALTH ADVISOR, INC. CIK 0002005292 0.573 78 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.440 69 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 0.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Westend Capital Management, LLC CIK 0001331997 0.170 242 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 4 -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 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 5 +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
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 5 -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% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 5 -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
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 5 -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
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.0 0.0% 0 +0.0 pp -0.1 pp -0.7 pp -0.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 0 -0.0 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
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.0 0.0% 0 -0.1 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
☆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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -1.9 pp -1.6 pp -1.5 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Knuff & Co LLC CIK 0001768089 0.369 142 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
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 +0.0 pp -0.2 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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 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 QUS). Qtrs Held counts distinct quarters this fund has actually held QUS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QUS position size. Δ columns are the percentage-point change in QUS'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