Signals

← Signals

☆RAAX

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

Flow ranking

Rank#1090
Score / z0.074 / 0.05
Consensus56.92 over 115 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)
–
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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 130.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 99.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 43.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 33.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 28.8 7.2% 4 +0.1 pp +0.6 pp +1.1 pp +7.2 pp
☆STRAIGHTLINE GROUP LLC CIK 0001444864 0.871 19 19.3 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 16.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 14.8 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 10.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 8.5 1.6% 2 +1.0 pp +1.6 pp +1.6 pp +1.6 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 6.7 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 6.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 6.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 5.3 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 5.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 4.8 0.6% 3 +0.3 pp +0.4 pp +0.6 pp +0.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 3.7 1.0% 4 +0.3 pp +0.3 pp +0.3 pp +1.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 3.5 1.2% 3 +0.8 pp +1.0 pp +1.2 pp +1.2 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 3.2 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 3.0 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 3.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 2.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.8 0.0% 4 +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 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 1.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.4 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 1.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 1.1 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 1 +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 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 1.0 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 1.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 0.8 0.5% 4 +0.0 pp -0.0 pp -0.2 pp +0.5 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarendon Private LLC CIK 0001961628 0.221 124 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.5 0.3% 5 +0.0 pp -4.4 pp -4.1 pp -4.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 0.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Growth Capital LLC CIK 0002112081 0.182 136 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 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% 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brentview Investment Management LLC CIK 0002052564 0.314 63 0.0 0.0% 4 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bravera Wealth CIK 0002126773 0.454 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 -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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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 RAAX). Qtrs Held counts distinct quarters this fund has actually held RAAX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RAAX position size. Δ columns are the percentage-point change in RAAX'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