Signals

← Signals

☆RAAX

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

Flow ranking

Rank#1093
Score / z0.064 / 0.06
Consensus71.66 over 140 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 179.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 51.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 37.9 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 32.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 28.8 7.2% 5 +0.0 pp +0.1 pp +0.6 pp +1.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 24.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 24.3 2.3% 3 +1.6 pp +2.3 pp +2.3 pp +2.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 22.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRAIGHTLINE GROUP LLC CIK 0001444864 0.871 19 19.5 9.2% 2 -0.4 pp +9.2 pp +9.2 pp +9.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 14.0 0.9% 3 -0.1 pp +0.4 pp +0.9 pp +0.9 pp
☆Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 12.8 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 10.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 10.5 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 9.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 8.7 1.4% 3 -0.2 pp +0.8 pp +1.4 pp +1.4 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 8.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 7.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 6.3 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 5.8 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 5.8 0.4% 3 -0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Snider Financial Group CIK 0001820681 0.424 103 5.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 5.2 1.2% 4 +0.0 pp +0.8 pp +1.0 pp +1.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 5.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 4.7 0.5% 4 -0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 4.0 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 3.9 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 3.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 3.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 3.7 0.9% 5 -0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 3.3 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 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 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.492 587 3.3 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 3.2 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 3.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 2.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 2.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 2.2 1.0% 3 -0.6 pp -0.3 pp +1.0 pp +1.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 2.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.1 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 2.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.9 0.0% 3 -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 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarendon Private LLC CIK 0001961628 0.221 124 1.8 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Advisors, LLC CIK 0002109853 0.015 54 1.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.5 0.6% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 1.5 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 1.4 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 1.3 0.6% 3 +0.1 pp +0.5 pp +0.6 pp +0.6 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 1.2 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 1.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 1.1 0.5% 5 +0.1 pp +0.1 pp +0.0 pp -0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 1.0 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.7 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.5 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 0.5 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creekside Partners CIK 0002035951 0.343 193 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.4 0.3% 6 -0.0 pp -0.0 pp -4.4 pp -4.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.4 0.0% 1 +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
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.2 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Growth Capital LLC CIK 0002112081 0.183 136 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.2 0.0% 1 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 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% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 1 +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% 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% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Brentview Investment Management LLC CIK 0002052564 0.315 63 0.0 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 0.0 0.0% 5 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 3 -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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.3 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 +0.0 pp -0.1 pp +0.0 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.6 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
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☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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 (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