Signals

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☆RSST

69 in-universe funds with a nonzero position in RSST within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#20054
Score / z0.000 / -0.02
Consensus16.37 over 34 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 ▾
☆Cohalo Advisory LLC CIK 0002056438 0.803 14 89.4 6.3% 4 -0.6 pp -0.6 pp +0.3 pp +6.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 63.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 12.7 0.9% 5 +0.5 pp +0.6 pp +0.7 pp +0.7 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 12.4 5.1% 4 +0.5 pp +0.5 pp -0.1 pp +5.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 6.9 2.6% 4 -0.1 pp +2.0 pp +2.2 pp +2.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 6.4 1.7% 4 +0.2 pp +0.2 pp +0.2 pp +1.7 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 6.2 2.4% 4 -0.0 pp +0.2 pp +0.5 pp +2.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.1 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 5.8 2.8% 4 +0.2 pp +0.5 pp +0.7 pp +2.8 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 5.5 3.9% 4 -0.2 pp -0.6 pp -0.2 pp +3.9 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 4.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 4.4 1.0% 4 +0.5 pp +0.6 pp +0.7 pp +1.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 4.2 0.9% 4 -0.4 pp -0.4 pp -0.3 pp +0.9 pp
☆Wright Wealth LLC CIK 0002046147 0.601 54 4.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 3.9 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 3.5 5.2% 4 +0.5 pp +0.9 pp +1.5 pp +5.2 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 3.5 1.1% 4 +0.0 pp -0.1 pp -0.0 pp +1.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 2.6 1.3% 4 -0.1 pp +0.0 pp +0.0 pp +1.3 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 2.4 1.6% 4 -0.3 pp -0.3 pp +0.1 pp +1.6 pp
☆STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 2.1 2.7% 4 -0.1 pp +0.0 pp +0.3 pp +2.7 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 1.6 0.7% 4 -0.1 pp -0.2 pp -0.1 pp +0.7 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.4 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 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 1.0 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.8 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.8 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.7 0.7% 4 +0.4 pp +0.5 pp -3.0 pp +0.7 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.3 0.0% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 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 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.1 0.0% 1 +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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.0 0.0% 1 +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% 4 -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% 1 +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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆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
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 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
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 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
☆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
☆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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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