Signals

← Signals

☆RPV

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

Flow ranking

Rank#1438
Score / z0.015 / 0.00
Consensus85.22 over 157 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 ▾
☆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 182.4 0.0% 7 -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 136.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 41.8 6.2% 5 -0.3 pp +0.1 pp +0.3 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 32.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 30.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 23.6 8.1% 5 -0.3 pp +0.1 pp +3.1 pp +3.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 17.5 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 15.9 5.7% 3 -5.4 pp -3.8 pp +5.7 pp +5.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 13.4 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 12.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 12.1 2.8% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.5 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 10.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 10.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.5 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 6.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 5.1 1.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 3.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WP Advisors, LLC CIK 0001697796 0.593 119 3.7 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 3.6 0.9% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.6 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 2.4 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 2.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 1.9 0.2% 4 -0.0 pp -2.0 pp -0.0 pp +0.2 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.9 1.3% 3 +0.1 pp +0.5 pp +1.3 pp +1.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.8 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 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Capital Management, LLC CIK 0002032709 0.384 76 1.8 1.2% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 1.5 0.5% 2 +0.1 pp +0.5 pp +0.3 pp +0.3 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.5 0.7% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 1.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 1.5 0.7% 5 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆Wealth Care LLC CIK 0002120450 0.479 73 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AlphaCentric Advisors LLC CIK 0001913464 0.038 259 1.4 1.2% 2 -1.4 pp +1.2 pp +1.2 pp +1.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOM Asset Management Ltd CIK 0002077907 0.225 279 1.3 0.3% 4 -0.5 pp -0.4 pp -0.4 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 1.2 1.1% 5 -0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Well Done, LLC CIK 0001667132 0.522 202 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 1.0 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 1.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 1.0 0.2% 4 -1.2 pp +0.1 pp -0.1 pp +0.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.0 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 0.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.8 0.0% 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 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.7 0.6% 3 +0.0 pp +0.3 pp +0.6 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.6 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.6 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.6 0.0% 5 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ACR Alpine Capital Research, LLC CIK 0001508822 0.922 38 0.5 0.0% 1 +0.0 pp -0.6 pp +0.0 pp -0.0 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Dale Q Rice Investment Management Ltd CIK 0002041427 0.473 68 0.3 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 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
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 RPV). Qtrs Held counts distinct quarters this fund has actually held RPV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RPV position size. Δ columns are the percentage-point change in RPV'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