Signals

RSST

58 in-universe funds with a nonzero position in RSST within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#19898
Score / z0.000 / -0.01
Consensus13.70 over 28 funds
Momentumnot computed

Price & positioning

225 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
Cohalo Advisory LLC CIK 0002056438 0.803 14 93.1 6.9% 3 -0.0 pp +0.9 pp +6.9 pp +6.9 pp
CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 11.9 4.6% 3 +0.0 pp -0.7 pp +4.6 pp +4.6 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triton Wealth Management, PLLC CIK 0001791126 0.546 133 7.0 2.6% 3 +2.0 pp +2.2 pp +2.6 pp +2.6 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 6.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 6.1 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 5.8 4.1% 3 -0.4 pp +0.1 pp +4.1 pp +4.1 pp
BWM Planning, LLC CIK 0002039698 0.671 99 5.7 1.5% 3 -0.0 pp +0.0 pp +1.5 pp +1.5 pp
WJ Interests, LLC CIK 0001727642 0.622 22 5.6 2.4% 3 +0.2 pp +0.6 pp +2.4 pp +2.4 pp
Innova Wealth Partners CIK 0001888831 0.101 167 5.2 2.6% 3 +0.3 pp +0.5 pp +2.6 pp +2.6 pp
World Investment Advisors CIK 0001652594 0.670 1523 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 4.4 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 4.1 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
Planned Solutions, Inc. CIK 0001831332 0.615 154 3.5 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
McGrath & Associates, Inc. CIK 0002054701 0.294 32 3.4 4.8% 3 +0.4 pp +1.0 pp +4.8 pp +4.8 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 2.8 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 2.7 1.9% 3 -0.0 pp +0.4 pp +1.9 pp +1.9 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 2.2 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 2.1 2.7% 3 +0.1 pp +0.3 pp +2.7 pp +2.7 pp
RHS Financial, LLC CIK 0001766514 0.159 165 1.8 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.0 0.0% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
Bravias Capital Group, LLC CIK 0002054328 0.462 97 1.0 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 3 +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 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.4 0.4% 3 +0.1 pp -3.4 pp +0.4 pp +0.4 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 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 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 3 +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
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 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
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 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
Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 +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
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
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 RSST). Qtrs Held counts distinct quarters this fund has actually held RSST (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RSST position size. Δ columns are the percentage-point change in RSST's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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