Signals

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☆RSBA

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

Flow ranking

Rank#21659
Score / z0.000 / -0.02
Consensus2.91 over 7 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 ▾
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 8.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.5 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 2.7 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.4 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 1.8 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 1.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.0 0.4% 4 -0.2 pp -0.1 pp -0.1 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 1 +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 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 2 -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
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆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
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.3 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 RSBA). Qtrs Held counts distinct quarters this fund has actually held RSBA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RSBA position size. Δ columns are the percentage-point change in RSBA'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