Signals

RFIX

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

Flow ranking

Rank#21409
Score / z0.000 / -0.00
Consensus5.19 over 11 funds
Momentumnot computed

Price & positioning

227 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
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 6.8 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
Fluent Financial, LLC CIK 0001722283 0.050 57 4.4 1.7% 3 -8.0 pp -7.3 pp +1.7 pp +1.7 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 1.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 0.6 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Mount Lucas Management LP CIK 0001185072 0.092 166 0.5 0.2% 2 -0.5 pp +0.2 pp +0.2 pp +0.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.3 0.2% 3 -0.2 pp -0.6 pp +0.2 pp +0.2 pp
Cove Street Capital, LLC CIK 0001531612 0.084 96 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 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
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.0 0.0% 0 -0.2 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
WJ Interests, LLC CIK 0001727642 0.622 22 0.0 0.0% 0 -1.6 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
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 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 RFIX). Qtrs Held counts distinct quarters this fund has actually held RFIX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RFIX position size. Δ columns are the percentage-point change in RFIX'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