Signals

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☆TUA

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

Flow ranking

Rank#1512
Score / z0.009 / -0.01
Consensus27.84 over 55 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 ▾
☆Simplify Asset Management Inc. CIK 0001846368 0.982 136 98.3 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 67.5 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Southern Farm Bureau Life Insurance CIK 0001831944 0.937 15 60.7 5.8% 5 -0.8 pp -0.9 pp -1.9 pp -2.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 41.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 34.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 30.7 11.1% 5 +0.6 pp +0.6 pp +0.4 pp +0.2 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 25.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 20.4 0.4% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 17.3 2.1% 3 +0.4 pp +0.9 pp +2.1 pp +2.1 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 10.8 3.2% 5 -11.7 pp -11.9 pp -10.3 pp -10.8 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 10.5 1.0% 5 -0.5 pp -1.0 pp -1.0 pp -1.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 9.1 0.5% 7 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 8.7 1.3% 1 +1.3 pp +0.9 pp +0.9 pp +1.3 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 7.2 1.5% 5 -0.3 pp -0.3 pp -0.4 pp +0.2 pp
☆Broussard Financial Group LLC CIK 0001548136 0.577 35 7.1 5.7% 2 -0.6 pp +5.7 pp +5.7 pp +5.7 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 5.4 3.4% 5 -0.1 pp -0.1 pp -1.1 pp -3.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 4.3 0.2% 5 -0.1 pp -0.2 pp -0.4 pp -0.6 pp
☆Professional Financial Management, Inc. CIK 0002130270 0.369 24 4.2 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 4.1 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 3.5 0.9% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 3.3 0.9% 5 +0.0 pp +0.3 pp +0.3 pp +0.1 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 3.2 1.8% 5 -1.2 pp -2.3 pp -3.1 pp -3.2 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 3.2 1.2% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 2.9 0.8% 5 -0.1 pp -0.2 pp -0.6 pp -0.7 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 2.7 0.7% 5 -0.5 pp -0.7 pp -0.7 pp +0.6 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 2.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 1.5 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Integrated Wealth Management CIK 0002113155 0.022 91 1.3 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 1.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Centennial Advisors, LLC CIK 0001951376 0.026 76 1.2 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.9 0.0% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.4 0.3% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 0.4 0.0% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.4 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp -0.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.2 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 5 -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% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 2 -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
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp -0.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 +0.0 pp -2.6 pp -3.5 pp -3.7 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp -0.7 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.3 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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 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
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 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
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wellment Financial CIK 0001940000 0.000 37 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.0 0.0% 0 -1.6 pp -1.6 pp +0.0 pp +0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -5.9 pp -6.4 pp -6.6 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 TUA). Qtrs Held counts distinct quarters this fund has actually held TUA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TUA position size. Δ columns are the percentage-point change in TUA'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