Signals

← Signals

☆RECS

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

Flow ranking

Rank#447
Score / z0.450 / 0.52
Consensus76.04 over 142 funds
Momentum-0.15 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-2%
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)
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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 939.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 643.1 0.1% 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 305.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 254.4 0.1% 6 +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 227.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 156.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 141.9 0.2% 6 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 124.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 104.4 1.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 101.2 3.5% 5 +0.0 pp -0.2 pp -0.2 pp +3.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 92.6 3.3% 5 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 72.8 1.5% 5 +0.4 pp +0.8 pp +0.7 pp +1.3 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 72.5 5.3% 5 -0.1 pp -0.3 pp -0.3 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 72.0 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 64.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 54.2 9.1% 5 +0.5 pp +0.9 pp +1.3 pp +1.6 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 52.0 6.0% 5 +3.7 pp +2.3 pp +2.2 pp +1.8 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 49.0 1.2% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 48.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 43.6 7.1% 5 -0.6 pp -0.9 pp -1.4 pp -1.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 42.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 37.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 37.1 10.6% 5 -1.5 pp -1.7 pp -3.1 pp -3.8 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 34.2 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 33.1 3.3% 5 -0.4 pp -2.8 pp -0.0 pp -1.5 pp
☆Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 30.6 14.6% 4 +0.1 pp -0.5 pp -0.1 pp +14.6 pp
☆KWB Wealth CIK 0001822236 0.453 169 27.5 2.4% 5 +0.4 pp +0.5 pp +1.0 pp +1.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 25.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 23.1 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 23.0 0.7% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 22.1 10.9% 5 +0.0 pp -0.3 pp -0.1 pp +0.2 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 21.3 4.4% 2 +0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 20.8 2.6% 5 +0.2 pp -0.6 pp -0.4 pp +0.1 pp
☆SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 20.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 20.2 0.8% 6 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 18.9 1.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 18.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 17.0 0.8% 5 -0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 15.0 1.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 11.2 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bensler, LLC CIK 0001965941 0.354 198 10.8 1.0% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 10.2 1.7% 4 +0.1 pp +0.2 pp +0.5 pp +1.7 pp
☆Snider Financial Group CIK 0001820681 0.424 103 9.8 2.5% 5 +0.0 pp +0.5 pp +1.0 pp +1.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 9.2 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 8.6 2.1% 5 +0.2 pp +1.4 pp +1.5 pp +1.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 8.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 8.3 3.3% 6 -0.3 pp -0.5 pp +0.3 pp +1.9 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 7.8 1.4% 5 +0.4 pp +0.3 pp +0.5 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 7.4 4.0% 5 +0.4 pp +0.6 pp +0.9 pp +1.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.0 0.2% 6 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 5.8 1.7% 5 -0.1 pp -0.2 pp -0.4 pp -0.5 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 5.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alchemi Wealth, LLC CIK 0002110606 0.223 167 5.1 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 5.0 1.7% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆RDA Financial Network CIK 0001774086 0.257 284 4.7 1.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 4.1 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 4.0 2.3% 5 +0.1 pp +0.2 pp +0.4 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 3.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 3.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 2.8 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 2.7 0.6% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 2.5 0.3% 1 +0.3 pp +0.3 pp -0.0 pp +0.1 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 2.5 0.6% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆First Growth Capital LLC CIK 0002112081 0.183 136 2.4 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 2.3 0.9% 6 +0.0 pp -0.0 pp +0.4 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 2.2 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 1.9 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.5 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 1.4 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 1.3 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 1.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 1.1 0.5% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.0 0.3% 5 -0.0 pp -0.0 pp -0.3 pp -0.0 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 1.0 0.6% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.639 109 1.0 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 0.8 0.3% 3 -0.2 pp -0.3 pp +0.3 pp +0.3 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 0.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.7 0.2% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Van Diest Capital, LLC CIK 0002111825 0.022 176 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.6 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 0.6 0.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.6 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.4 0.1% 5 -0.0 pp -0.0 pp -0.3 pp -0.7 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 0.4 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedrus Wealth Group LLC CIK 0002134767 0.032 51 0.4 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.4 0.0% 3 +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% 5 -0.0 pp -0.4 pp -0.3 pp -1.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.4 0.2% 3 -0.3 pp -0.6 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -1.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.3 0.0% 5 -0.0 pp -1.4 pp -1.6 pp -1.2 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dean, Jacobson Financial Services, LLC CIK 0001869456 0.877 22 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.1 0.1% 5 +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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 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 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 5 -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
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 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
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☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 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
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 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
☆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
☆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
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.4 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 -0.1 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
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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 RECS). Qtrs Held counts distinct quarters this fund has actually held RECS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RECS position size. Δ columns are the percentage-point change in RECS'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