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☆QVAL

65 in-universe funds with a nonzero position in QVAL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1129
Score / z0.045 / 0.07
Consensus26.65 over 43 funds
Momentumnot computed

Price & positioning

223 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 ▾
☆Strid Group, LLC CIK 0001625800 0.894 93 70.9 9.0% 2 -0.3 pp +9.0 pp +9.0 pp +9.0 pp
☆Empirical Finance, LLC CIK 0001572838 0.574 505 20.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 13.3 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 12.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MENLO ADVISORS LLC CIK 0001279708 0.524 30 11.3 5.3% 2 -0.6 pp +5.3 pp +5.3 pp +5.3 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 11.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 10.7 6.0% 2 +0.2 pp +6.0 pp +6.0 pp +6.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 7.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 7.3 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 6.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Well Done, LLC CIK 0001667132 0.522 202 6.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 5.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 4.9 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 3.3 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 3.2 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 2.5 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 1.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.1 0.0% 2 +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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 3 -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% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 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 +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 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 QVAL). Qtrs Held counts distinct quarters this fund has actually held QVAL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QVAL position size. Δ columns are the percentage-point change in QVAL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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