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☆RSSB

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

Flow ranking

Rank#24103
Score / z-0.202 / -0.30
Consensus9.40 over 19 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+1830% / 2.0d

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 ▾
☆Cohalo Advisory LLC CIK 0002056438 0.803 14 78.3 6.1% 2 +0.5 pp +6.1 pp +6.1 pp +6.1 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 45.3 18.3% 2 -0.8 pp +18.3 pp +18.3 pp +18.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 25.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 7.4 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.395 71 5.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 3.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 3.3 2.9% 2 -4.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 3.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 2.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 1.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 1.2 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 2 -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 0.1 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -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% 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
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 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 RSSB). Qtrs Held counts distinct quarters this fund has actually held RSSB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RSSB position size. Δ columns are the percentage-point change in RSSB'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