Signals

RSSY

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

Flow ranking

Rank#1474
Score / z0.012 / -0.00
Consensus4.29 over 9 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)
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 59.6 3.6% 5 -0.1 pp +0.1 pp -0.3 pp +0.1 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 10.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KIM, LLC CIK 0001888968 0.145 67 8.7 1.2% 5 -4.0 pp -5.0 pp -8.0 pp -10.9 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 7.7 0.4% 6 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
McGrath & Associates, Inc. CIK 0002054701 0.295 32 7.6 9.9% 5 +0.6 pp +2.7 pp +1.9 pp +2.8 pp
Innova Wealth Partners CIK 0001888831 0.101 167 6.3 2.6% 5 +0.5 pp +1.4 pp +1.5 pp +1.5 pp
Wright Wealth LLC CIK 0002046147 0.601 54 4.9 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
WJ Interests, LLC CIK 0001727642 0.622 22 2.8 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.0 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Bravias Capital Group, LLC CIK 0002054328 0.462 97 1.8 1.1% 5 +0.3 pp +0.6 pp +0.6 pp +0.7 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.6 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 1 +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% 1 +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
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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 RSSY). Qtrs Held counts distinct quarters this fund has actually held RSSY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RSSY position size. Δ columns are the percentage-point change in RSSY'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