Signals

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☆RSP

113 in-universe funds with a nonzero position in RSP within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#46
Score / z0.370 / 2.47
Consensus37.32 over 80 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+8% / 4.3d

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 5,151.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 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 3,847.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 1,554.7 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 647.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 179.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 153.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 102.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 86.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 72.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 63.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 44.2 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 38.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 36.5 4.1% 2 -1.9 pp +4.1 pp +4.1 pp +4.1 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 29.2 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 26.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 20.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 19.1 4.5% 2 +0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 14.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 12.6 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 7.6 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 7.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 6.8 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 5.9 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 5.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 5.5 5.0% 2 -0.4 pp +5.0 pp +5.0 pp +5.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 4.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 4.8 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 4.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 4.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 4.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 4.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 3.3 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 3.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers National Bank CIK 0001632966 0.440 180 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 2.4 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 2.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Audent Global Asset Management, LLC CIK 0001834874 0.165 46 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 1.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 0.5 0.2% 2 -0.6 pp +0.2 pp +0.2 pp +0.2 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 -5.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 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 RSP). Qtrs Held counts distinct quarters this fund has actually held RSP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RSP position size. Δ columns are the percentage-point change in RSP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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